How-To Guides
1. Build a Strategy (From the Dashboard)
- Log in to your CoinQuant Dashboard.
- In “Describe your strategy”, type your idea in plain English.
Example:
“Buy BTC when RSI is below 30 and sell when RSI is above 70.” - Click Generate.
- CoinQuant’s AI automatically generates a structured strategy schema for you to review and adjust.
- Review and fine-tune the strategy visually in the builder.
You’re now ready to evaluate the strategy. When you’re satisfied with the logic, continue to Run Backtest in Step 2 to configure settings and test performance on historical data.
2. Run a Backtest
- In the Strategy Builder, click Run Backtest.
- In the backtest configuration panel, set:
- Date Range
- Initial Capital (e.g. 10,000)
- Position Size (e.g. 1%)
- Select Candle or Tick-level data
- Click Run Backtest to start the simulation.
Results Overview
- Summary: PnL, Win Rate, Profit Factor, Total Trades
- Charts: Equity curve & drawdown (24h / 7d / 30d / All)
- Tabs:
- All Stats: Sharpe, Volatility, Max Drawdown, Fees, Bars, Streaks, etc.
- → Use Customize Stats or Download Data
- Trade Log: Every executed trade with timestamps
- Click Edit Strategy to tweak rules, then run again.
- Access past runs in My Backtests, or compare results in Compare.
💡 Backtesting helps you identify weaknesses before automating and risking real money.
3. Use Strategy Templates
Templates are pre-built examples you can learn from or modify.
- Go to Dashboard → Build Your Strategy.
- Click a template chip (e.g. BTC SMA Cross), or select More Templates.
- Preview the strategy, then click Use Template.
- The example text is inserted into “Describe your strategy.”
- Click Generate to convert it into editable Entry / Exit blocks.
💡 Templates are a great way to learn how different strategies are structured.
4. Understand Data Mode (Bars vs Ticks)
CoinQuant supports two types of market data:
Bars (Default)
- Uses OHLCV candles (1m, 5m, 1h, 1d, etc.)
- Fast and lightweight
- Ideal for most indicator-based strategies (RSI, MACD, MA, BB)
Available for:
All assets (crypto, stocks, ETFs, forex, commodities)
Ticks (Crypto Only, Pro Plan)
- Uses individual trades (tick-level data)
- More realistic fills and stop/limit accuracy
- Much heavier and slower
Available for:
Crypto instruments only (spot / perp / futures / options)
⚠️ Tick mode is not available for stocks, ETFs, forex, or commodities.
5. Upgrade or Cancel Your Subscription
- Go to Settings → Billing.
- Choose Free or Pro.
- Enter payment details to upgrade.
- To cancel, click Cancel Plan.
ℹ️ Bots pause automatically at the end of the billing cycle if you cancel.
