Quantlens Documentation

Welcome to Quantlens — the no-code algorithmic trading platform. Build, backtest, and analyse trading strategies without writing a single line of code.

This guide is designed for beginners: no prior programming experience required.

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🚀	Getting Started — Create your account and run your first backtest in minutes.
💡	Example Strategies — Four complete walkthrough strategies: RSI, MACD, SMA crossover, Momentum.
🧱	Strategy Builder — Build strategies visually using the drag-and-drop block editor.
▶️	Running a Backtest — Configure markets, date ranges, and launch a backtest.
📊	Understanding Results — Read charts, Sharpe ratios, drawdowns, and tearsheets.
📐	Indicator Blocks Reference — Full reference for all indicator blocks (RSI, MACD, Bollinger Bands, etc.).
⚙️	Strategy Blocks Reference — Strategy blocks: Config, Intervals, Portfolio, Filters, Logic.
🗂️	Portfolio Construction — Slots, position sizing, stop-loss, rebalancing, and filters.
⏱️	Multi-Timeframe Strategies — Combine weekly rebalance with daily stop-loss and limit orders.
🔬	Optimiser Guide — Use the Optimiser to find robust parameters and avoid data mining.
🛡️	Avoiding Overfitting — In-sample vs out-of-sample, red flags, and the OOS checklist.
⚠️	Backtest Limitations — Survivorship bias, look-ahead bias, transaction costs, regime risk.
🌐	Markets & Data — Available markets, data coverage, OHLCV structure, timeframe guide.
❓	Frequently Asked Questions — Answers to the most common questions.
📖	Glossary — Plain-English definitions of every trading term.
⌨️	Keyboard Shortcuts — Canvas, block, and workspace keyboard shortcuts.
💳	Plans & Billing — Compare Bronze / Silver / Gold plans and manage your subscription.

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Getting Started

• Getting Started
  • 1. Create an Account
  • 2. The Dashboard
  • 3. Your First Backtest
  • 4. Next Steps
• Example Strategies
  • Strategy 1 — RSI Mean Reversion
  • Strategy 2 — MACD Trend Following
  • Strategy 3 — SMA Crossover (Classic)
  • Strategy 4 — Momentum Portfolio
  • Next steps

Platform Guide

• Strategy Builder
  • The Canvas
  • Block Categories
  • Building a Simple Strategy
  • Saving and Naming Your Strategy
  • Strategy Gallery
• Running a Backtest
  • Settings Panel
  • Launching the Backtest
  • Optimiser (Silver & Gold)
  • Saving Results
• Understanding Results
  • Equity Curve
  • Key Metrics
  • Interpreting Sharpe Ratio
  • Interpreting Max Drawdown
  • PDF Tearsheet

Block Reference

• Indicator Blocks Reference
  • Trend / Overlap
  • Oscillators
  • Momentum
  • Directional Movement
  • Volatility
  • Volume
  • Cycle
  • Index
  • Threshold Value
• Strategy Blocks Reference
  • Configuration
  • Interval Checks
  • Triggers
  • Portfolio
  • Filters & Ranking
  • Logic & Conditions
  • Processing

Advanced

• Portfolio Construction
  • Slots and position sizing
  • Stop-loss and take-profit
  • Rebalancing frequency
  • Market filter
  • Cooldown filter
  • Combining filters
  • Cash drag
• Multi-Timeframe Strategies
  • The four intervals
  • The classic two-timeframe setup
  • Three-timeframe example: Momentum with limit entries
  • Using intervals for regime detection
  • Interval timing reference
  • Common mistakes
• Optimiser Guide
  • How it works
  • Enabling the Optimiser
  • Reading the results table
  • Choosing the best parameters
  • How many combinations is too many?
  • Walk-Forward Validation
  • Practical workflow
  • Common mistakes
• Avoiding Overfitting
  • What is overfitting?
  • In-sample vs. out-of-sample
  • Warning signs of overfitting
  • Look-ahead bias
  • Degrees of freedom
  • The out-of-sample test
  • Practical checklist
• Backtest Limitations
  • Survivorship bias
  • Look-ahead bias
  • Transaction cost assumptions
  • Liquidity assumptions
  • Regime dependency
  • Execution timing
  • Data quality
  • Summary: What backtests can and cannot tell you

Reference

• Markets & Data
  • Available markets
  • Data coverage
  • OHLCV data structure
  • Choosing a timeframe
  • Equity universe filtering
  • Index data

Help

• Frequently Asked Questions
  • Backtesting
  • Results & Metrics
  • Strategy Building
  • Account & Plans
  • Troubleshooting
• Glossary
• Keyboard Shortcuts
  • Canvas
  • Canvas navigation
  • Blocks
  • Workspace
  • Search
  • Browser shortcuts that also apply

Account & Plans

• Plans & Billing
  • Plan Comparison
  • Which Plan Should I Choose?
  • Free Trial
  • Managing Your Subscription
  • Payment Methods
  • Refunds