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Overview
Guide library
GuidesGetting Started: APIGetting Started: MCPAuth + Workspace ScopesAccount and Workspace ManagementMarkets WorkspaceMarkets Symbol WorkspaceMarket Guides and Beta ScopeFutures ReadinessResearch WorkflowResearch Workbench, Pipeline, and ExperimentsResearch Specialist MethodsResearch Context SurfacesBacktests Run LifecycleBacktests Run Detail and CompareStrategy Sweeps and OptimizerExecution WorkflowProviders and BenchmarkingSettings and Runtime ConfigAgent WorkbenchNews WorkflowDatasets WorkflowGlobal Language SelectionMFA Getting StartedMFA Recovery + Device LossMFA Trusted DevicesMFA API ReferenceLLM Market Analysis LoopStrategy Generation + Backtest LoopPromotion + Risk Guardrails
Reference
API ReferenceMCP Reference
Lifecycle
Changelog
  1. Docs
Public docs

Developer Docs

Start with a first API or MCP integration, then move into live reference, workflow guides, and release history.

beta
Start here

Pick the fastest path to a working SerenQuant integration.

Use a quickstart for first success, then move into the API or MCP reference for exact contracts, role requirements, and generated artifacts.

Start with APIStart with MCP
Open API referenceOpen MCP referenceBrowse guidesView release notes

What you get today

Live-generated API contracts with auth, role, and schema details.
MCP catalog status with risk, rollout, and bridge metadata.
Downloadable OpenAPI, MCP, Postman, and changelog artifacts.
Coverage model

Public docs

API, MCP, quickstarts, auth concepts, and release history stay easy to access.

Signed-in workflows

Markets, research, backtests, execution, providers, settings, agent, news, and datasets now have workflow-level guides. The guide library also includes deeper symbol, research, backtest, and strategy-tooling guides, though more tab-level coverage is still needed.

Internal surfaces

Platform-admin operations stay separated from customer-facing documentation.

Most common tasks

Start from the job you need to finish.

These links are the fastest path for users who do not want to browse the whole docs structure first.

Browse all guides

Explore a market

Search a symbol, build a watchlist, and understand the market workspace without learning every specialist surface.

Open guide

Run a backtest

Create a first run, compare results, and understand how the platform turns experiments into reviewable runs.

Open guide

Connect data or providers

Set up inputs, compare provider behavior, and understand the operational implications before turning more features on.

Open guide

Choose your path

Start with the workflow that matches the job you need to get done.

Browse guides

First API call

Authenticate, scope to a workspace, and verify a request before you automate anything.

Open API quickstart

First MCP integration

Inspect live vs beta tools, understand risk, and connect an agent workflow safely.

Open MCP quickstart

Auth and workspace model

Understand session vs token behavior, workspace headers, roles, and MFA boundaries.

Review auth guide
Parity coverage

Signed-in workflow guides

The current parity batch maps Markets, Research, Backtests, Execution, Providers, Settings, Agent, News, and Datasets into the docs IA at a workflow level. Use the guide library for deeper symbol, research, backtest, and strategy-tooling surfaces.

Browse guide library
Requires sign-in

Markets workspace

Discovery, watchlists, compare, catalysts, and symbol drilldowns across the markets surface.

Open markets guide
Requires sign-in

Research workflow

Scan setup, trust review, labels, workbench, and specialist research follow-up paths.

Open research guide
Requires sign-in

Backtests run lifecycle

Run creation, queue monitoring, result inspection, compare, and promotion-facing evidence review.

Open backtests guide
Requires sign-in

Execution workflow

Paper validation, live control, operations supervision, portfolio follow-through, and broker or realism controls.

Open execution guide
Requires sign-in

Providers and benchmarking

Profiles, capability matrix, route policy, benchmark evidence, recommendations, and audit exports.

Open providers guide
Requires sign-in

Settings and runtime config

Workspace posture, token security, policy controls, runtime config, and agent-profile management.

Open settings guide
Requires sign-in

Agent workbench

Copilot threads, scheduled automations, delivery routing, timeline review, and workflow-console operations.

Open agent guide
Requires sign-in

News workflow

Feed review, impact timeline, entity enrichment, event tags, and research or agent handoff.

Open news guide
Requires sign-in

Datasets workflow

Feature builds, contract validation, artifacts, lineage review, and research dataset coverage.

Open datasets guide

Reference surfaces

Jump straight into the docs surface that matches the level of detail you need.

API Reference

Inspect endpoints, request and response schema, and required roles.

Open

MCP Reference

Browse methods, resources, tools, rollout status, and HTTP bridges.

Open

Guides

Read workflow-oriented docs for onboarding, auth, research loops, and promotion guardrails.

Open

Release Notes

Track generated docs changes, contract movement, and rollout context.

Open
Supporting metadata

Generation Status

beta

Reference freshness and generated artifact inventory from the live docs pipeline.

Loading docs pipeline snapshot...

Download Artifacts

Export live generated specs for API clients and MCP integration workflows.

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Guides