Quickstarts, security references, workflow docs, and platform/readiness guides across the current SerenQuant product surface.
Use these first when you need a working API or MCP integration before anything else.
Review auth, workspace scope, locale, and MFA behavior before you wire protected workflows.
Session vs token behavior, role checks, and protected route model.
Profile identity, verification, MFA, sessions, linked identities, memberships, and destructive account actions.
Locale resolution order, persistence policy, fallback behavior, and translation quality gates.
Enable TOTP MFA and capture one-time backup codes safely.
Fallback flows with backup codes and verified-email recovery challenges.
Remembered-device policy, revocation behavior, and security lifecycle.
Endpoint-level MFA contracts for sign-in, recovery, and trusted devices.
Account operations, market-guide education, and futures-readiness docs that sit beside the main workflow maps.
These guides map the current Markets, Research, Backtests, Execution, Providers, Settings, Agent, News, and Datasets product workflows into the docs library.
Discovery, watchlists, catalysts, compare views, and symbol drilldowns across the markets surface.
Scan setup, trust review, labels, workbench, and specialist research follow-up.
Run creation, queue monitoring, result inspection, compare, and promotion-facing evidence review.
Paper validation, live supervision, operations review, portfolio follow-through, and broker or realism controls.
Profiles, capabilities, route policy, benchmark evidence, recommendations, and exports.
Workspace posture, token security, policy controls, runtime config, and agent-profile management.
Copilot threads, scheduled automations, delivery routing, timeline review, and workflow-console operations.
Feed review, impact timeline, entity enrichment, event tags, and research or agent handoff.
Feature builds, contract validation, artifacts, lineage review, and research dataset coverage.
These guides cover deeper symbol, research, backtest, and strategy-tooling surfaces behind the top-level workflow maps.
Overview, financials, news, technicals, valuation, peer context, and symbol memo workflows.
Saved context, hypotheses, candidate stages, experiment attachment, and promotion-ready selection.
Options, sizing, calibration, and microstructure surfaces for deeper method-specific evidence.
Fundamentals, macro events, news enrichment, and dataset inputs that shape the research workflow.
Run manifest, critical state, explainability, realism, memo flow, and compare-driven decisions.
Sweep setup, leaderboard review, Pareto ranking, optimizer profiles, and allocation diagnostics.
Use these when you need higher-order research, validation, and promotion loops.
Context retrieval -> analysis -> evidence capture workflows.
From research hypothesis to backtest draft and execution evidence.
How policy gates and hard blocks protect production promotion.
Mar 24, 2026
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