Documentation
How to use dotQuant, screen by screen; the guides that explain the measures it shows, with their video walkthroughs; and the reference for connecting an AI assistant or a script to your account.
Using dotQuant
- Getting Started What dotQuant is, the quick start from first search to a live strategy and a portfolio, and the core concepts every screen uses.
- Market Data & Charts Platform price data, session-aware charts, watchlist panels, news with sentiment, and live bars from your own IBKR market-data entitlement.
- AI Analysis The six AI analysts and their investing styles, and the objective Key Metrics table: valuation, profitability, growth, financial health and capital allocation.
- Strategies: Idea to Live Signals Write a strategy in plain English, backtest it honestly, run it live on closing bars, and route its signals to a broker or a webhook behind an explicit enable.
- Portfolios The long-term lane: target weights, a monthly amount, reviewed contribution proposals you approve, pass-through execution and performance from your own fills.
- Broker Connections Interactive Brokers through the Desktop App and TWS, Trading 212 over its API, the IBKR permissions checklist, manual orders, the Activity log, commissions and credential security.
Learn the concepts
The stock research guides explain the measures and methods dotQuant shows: valuation, profitability, financial health, the investing styles behind the AI analysts, charts, and testable strategy rules. Educational, never a recommendation.
- Market context: how unemployment and interest rates frame stock research
- How to research a company before you look at its ratios
- How to read a stock chart: moving averages and candlesticks
- Stock valuation ratios explained: P/E, P/S, P/FCF, EV/EBITDA, PEG and DCF
- Profitability and growth metrics: ROIC, margins, ROE and revenue growth
- Financial health and capital allocation: debt, liquidity, dividends and buybacks
- Deep value and quality compounders: two ways to judge the same stock
- Disruptive growth and activist quality: innovation, discipline and the price you pay
- Economic moats, management quality and macro momentum
- From trading idea to testable rules: strategy specs and honest backtesting
Video walkthroughs
Short screen recordings from the dotQuant YouTube channel, one per guide. Each plays on its guide page, where nothing loads from YouTube until you press play.
- Find symbols and understand the company How to begin researching any company on dotQuant: pick the right listing, check the quote’s currency and timing, and read the profile and news as dated snapshots.
- Read charts and indicators How to read price charts and technical indicators on dotQuant: window versus interval, closing-price lines, SMA 20 and SMA 200, candlesticks and OHLCV.
- Understand valuation How to interpret P/E, P/S, P/FCF, EV/EBITDA, PEG and the DCF margin of safety on dotQuant, and the assumptions behind each.
- Profitability and growth How to assess ROIC, gross, operating and net margins, ROE, ROA and annual versus multiyear growth on dotQuant without relying on headline scores.
- Financial health and capital allocation How to evaluate debt, liquidity, net debt to EBITDA, cash conversion, capital expenditure, dividends and buybacks on dotQuant.
- Deep Value and Quality Compounder How dotQuant’s Deep Value and Quality Compounder perspectives judge the same company, and why their scores are research inputs, not signals.
- Disruptive Growth and Activist Quality How dotQuant’s Disruptive Growth and Activist Quality perspectives read revenue momentum, modelled intrinsic value, discipline and the price paid.
- Moat Management and Macro Momentum How dotQuant’s Moat and Management and Macro Momentum perspectives separate business quality from valuation and company growth from price momentum.
- Strategies and account boundaries How to inspect strategy rules on dotQuant, judge a backtest by costs and drawdowns, and keep research, market data and broker execution apart.
Or watch them on YouTube: the dotQuant channel.
AI assistants and the API
Connecting Claude, Cursor or another MCP-capable assistant to your account, or driving it from a script over HTTP. Everything goes through BEST, the Behavioral State protocol. Written for the person setting it up and for the assistant itself; an assistant asked to onboard someone starts with the onboarding recipe.
- BEST Integration How BEST, the Behavioral State protocol, exposes dotQuant to AI assistants: the discovery manifest, the command and query catalogues, live event streams and guided workflows.
- Agentic AI Connect Claude, Cursor or any MCP-capable assistant to your account: authentication, onboarding an agent, sending commands and the best-mcp transport.
- Agent Playbook Worked examples of what to ask an assistant connected to dotQuant, and which workflow, commands and queries it uses for each.
- BaaS API Drive your account from any script or service over HTTP: API-key authentication, rate limits, command schemas, curl examples and the health endpoint.
Credits
- Built on BEST. Everything an agent does on dotQuant goes through BEST, the open protocol for agent-operated services from behavioralstate.io. One manifest tells an agent every command, query and recipe a service offers: no SDK, no scraping, nothing to keep in sync. Any service can speak it; dotQuant is one that does. behavioralstate.io
- Video walkthroughs by Synion. The video walkthroughs in the stock research guides were scripted, narrated and rendered with Synion, the agent-native media studio from synion.io, itself operated through BEST. Our thanks to the studio. synion.io