# dotQuant

dotQuant is an agent-operable trading platform: watchlists, market data,
fundamentals, AI analysis, strategies with backtesting, long-term portfolios,
and pass-through order execution on the user's own broker account. dotQuant
never holds funds — the user's broker remains the account of record, and no
order is placed without the user's explicit approval.

The entire machine interaction surface (commands, queries, event streams,
guided workflows) is exposed through BEST, the Behavioral State protocol.
A BEST-aware agent needs no scraping, no documentation and no special
configuration: fetch the manifest and everything is self-describing.

## If a person asked you to onboard, sign up or connect them

Do NOT create the account through the Sign up form on the web page. Use the
create-an-account workflow described below; the same recipe, as a web page, is
at https://dotquant.io/agents.

## Discovery

BEST manifest (this origin redirects to the canonical one):
https://dotquant.io/.well-known/best

Canonical BEST endpoint:
https://baas.dotquant.io/.well-known/best

The manifest describes authentication (per-tenant API key), the command and
query catalogues, event streams, and workflow recipes. The manifests are
public; everything else requires a tenant API key (X-Api-Key header).

## Getting an API key without a browser of your own

The root manifest lists a second service, io.dotquant.onboarding, at
https://baas.dotquant.io/api/best/tenants/public — an anonymous surface
carrying ONE workflow, create-an-account (device-authorization pattern,
RFC 8628). Read get-onboarding-info first, then request-registration with a
fresh UUID as CorrelationId and a label naming your client; get-registration
answers a short user code and an activation link (https://dotquant.io/activate)
to show the person you work for. They sign in — or sign up — once and approve
you; you then exchange the device code at the manifest's tokenUrl
(grant_type=urn:ietf:params:oauth:grant-type:device_code) and receive the
tenant id, the API key (shown once), a ready-made best-mcp configuration for
MCP-capable clients, and plain-HTTP instructions for clients without MCP.
You cannot create an account alone: the human's approval is the point. An
account holds one key, so approving replaces any key it already had. The key
is a SECRET: store it in your client configuration or credential store and
never repeat it in the conversation — a transcript is not a secret store, and
a key that appears there must be treated as leaked. If you cannot store it,
say so; the person can mint a key on the AI Configuration page themselves.
A registered user can also mint a key on the app's AI Configuration page.

Clients that cannot set HTTP headers (a browser EventSource, a URL-only
integration) can exchange that key for a short-lived read-only token at the
manifest's tokenUrl (RFC 6749 client_credentials: client_id = tenant id,
client_secret = API key) and pass it as an access_token query parameter on
reads and event streams. The token can never send commands; the long-lived
key itself never belongs in a URL.

## Stock research guides

Educational articles on researching a listed company, written for people and
readable by agents. They explain methods and never recommend a security; they
are not investment advice. Index: https://dotquant.io/guides

- Market context: unemployment and interest rates: https://dotquant.io/guides/market-context-unemployment-and-interest-rates
- How to research a company before its ratios: https://dotquant.io/guides/how-to-research-a-company
- Moving averages (SMA, EMA) and candlestick charts: https://dotquant.io/guides/moving-averages-and-candlestick-charts
- Stock valuation ratios (P/E, P/S, P/FCF, EV/EBITDA, PEG, DCF): https://dotquant.io/guides/stock-valuation-ratios
- Profitability and growth metrics (ROIC, margins, ROE, growth): https://dotquant.io/guides/profitability-and-growth-metrics
- Financial health and capital allocation (debt, liquidity, dividends, buybacks): https://dotquant.io/guides/financial-health-and-capital-allocation
- Deep value and quality compounder investing: https://dotquant.io/guides/deep-value-and-quality-investing
- Disruptive growth and activist quality investing: https://dotquant.io/guides/disruptive-growth-and-activist-quality-investing
- Economic moats, management quality and macro momentum: https://dotquant.io/guides/economic-moats-and-momentum-investing
- Trading strategy rules and honest backtesting: https://dotquant.io/guides/trading-strategy-rules-and-backtesting

Nine of the guides have a video walkthrough on the dotQuant YouTube channel (Amarcode Studios,
https://www.youtube.com/channel/UCPV5WIHQ29nozWW2RT8Hjmg); each guide page embeds its own and links it as
https://www.youtube.com/watch?v=<id>. The channel's other videos are unrelated products.

## Documentation

User documentation (using dotQuant, screen by screen; the hub also lists the guides
and video walkthroughs): https://dotquant.io/documentation
- Getting Started: https://dotquant.io/documentation/getting-started
- Market Data & Charts: https://dotquant.io/documentation/market-data-and-charts
- AI Analysis: https://dotquant.io/documentation/ai-analysis
- Strategies: Idea to Live Signals: https://dotquant.io/documentation/strategies
- Portfolios: https://dotquant.io/documentation/portfolios
- Broker Connections: https://dotquant.io/documentation/broker-connections

AI assistants and the API (BEST, MCP, the playbook, the HTTP API), one page each under
https://dotquant.io/agents:
- BEST Integration: https://dotquant.io/agents/best-integration
- Agentic AI: https://dotquant.io/agents/agentic-ai
- Agent Playbook: https://dotquant.io/agents/agent-playbook
- BaaS API: https://dotquant.io/agents/baas-api

## References

BEST specification: https://behavioralstate.io/
User documentation: https://dotquant.io/documentation
Stock research guides: https://dotquant.io/guides
Agent guide (this file as a page): https://dotquant.io/agents