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QuantAscent

Portfolio Manager — Documentation

v1.0.0-beta · Coming fall 2026

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Product Overview

What QuantAscent is, who it's for, and the full feature set — research, strategy building, trading, and accounting.

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Setup Guide

Install the app, sign in to your QuantAscent account, explore the research tools, and — when you're ready — connect Interactive Brokers for live trading.

Setup guide →

FAQ

Answers to common questions about daily use, data, strategies, trading, and troubleshooting.

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Reference

Screen Guide

Detailed reference for all 12 tabs and dialogs in the app — what every button, chart, and metric does.

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Research Analysis

The quantitative methodology — IC analysis, quintile breakdowns, threshold scanning, composite scoring, and backtest metrics.

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Strategy Methodology

The machinery behind the Strategy Lab, with the math — signal measurement, the non-adjustable rulebook, hard filters, the walk-forward protocol, and the luck accounting — how a process you design is tested.

Read the full methodology →

Help

Glossary

Plain-language definitions of financial and quantitative terms — Sharpe ratio, IC, drawdown, TWR vs MWR, and more.

Look up a term →

Release Notes

What changed in each version of QuantAscent. The public beta is coming fall 2026.

View release notes →