AlgoQuant Insights

AlgoQuant Insights, or AQI, is the research and publishing layer around AQS. It gives strategy builders a place to write papers, connect related research, and build a visible profile around serious systematic-trading work.

AQI is designed as an AQS-first workflow. The website can read published papers and show public discovery lists, but the full experience lives in AlgoQuant Studio.

What AQI is for

Use AQI when you want to document and share:

strategy ideas and research notes
backtest findings and live-operation lessons
market structure observations
implementation decisions that other builders can inspect
referenced papers that influenced the work
LaTeX equations and compact technical notation

The goal is to make research sit beside the tools used to build and operate strategies, instead of leaving it in disconnected notes.

Main features

AQI currently supports:

Published papers for public research and strategy writeups
Draft papers managed inside AQS before publication
Backtest blocks with result summaries, an equity preview and a link to the full result in AQS
Notebook blocks with selected research cells, Rust source and saved output samples
Paper references that link one AQI paper to another
Inline paper mentions from the editor using AQI paper links
LaTeX blocks and inline LaTeX rendered with KaTeX
Tiptap rich text content for structured paper editing and reading
Likes, reactions, and comments for reader feedback and discussion
Profiles, followers, and following so research activity is attached to the author
View counts for published papers

Website view

The public AQI website supports:

browsing the latest published papers
browsing the most liked papers
reading a published paper
viewing embedded backtest summaries, notebook cells, saved tables and chart previews without running code
viewing paper references
viewing read-only comments
liking a paper when signed in

Open AQS for writing, editing drafts, managing references, commenting, reacting, following profiles, and using the full AQ Insights workflow.

Create a paper with supporting evidence

In AQS, open AQI, then My Papers, and create a new paper.
Add a title, a short summary and the research itself. Keep assumptions, data sources and the tested period visible to the reader.
Add reference papers when your work builds on other AQI research. Review the linked titles before saving.
Attach an eligible backtest or insert a backtest block to support a specific claim. A paper can refer to more than one result; explain what each test demonstrates.
Use Add notebook to include selected research cells and saved results. Explain what the code and outputs demonstrate.
Review the content and sharing permissions, save the draft, then publish when it is ready.

Publishing a paper does not automatically publish all of your local backtests or notebooks. Each component has its own sharing behaviour, described below.

Built-in paper components

Place the cursor where you want to insert content, then use the editor toolbar. Hover over an icon to see its name. The toolbar includes:

Control	Use it for
Insert backtest	A public backtest summary and a link to its full result.
Add notebook	A read-only snapshot of selected notebook cells, source code and saved outputs.
Reference paper	An inline AQI paper link and a reference entry when the paper is saved.
Insert link	An ordinary URL on selected text or newly inserted text.
Insert image	A figure or illustration from an image URL, with alternative text.
Insert 3x3 table	An editable table for assumptions, parameters or comparisons.
Code block / Inline code	Display-only source code or short identifiers.
LaTeX block / Inline LaTeX	Rendered mathematical notation.

Headings, paragraphs, lists, quotes, horizontal rules, alignment and text formatting provide the surrounding structure. These are paper-editing tools, not notebook execution controls.

Add a backtest

Select Insert backtest.
Under Public backtests, choose an eligible result. Your own results are labelled Owner; eligible results from another author are labelled Co-op. Attaching another author’s result requires you to follow each other.
Alternatively, choose Make public & insert beside an unpublished Local backtest. This uploads the result publicly and inserts its preview after it has been verified as available.
Add text explaining the test period, assumptions, costs and limitations. Repeat at another cursor position to include additional results.

The block shows the strategy name, available description and symbols, total return, Sharpe ratio, payoff ratio, timeframe, test dates and duration. It also shows full-run maximum drawdown, closed-trade count, generated insight count, win rate and profit factor when available. Missing metrics are shown as “—”, not zero. Generated insights include parents, children and unfilled/rejected insights; they are not a count of profitable trades. These summaries help readers inspect the evidence but do not establish robustness or future profitability. When account-equity samples are available, it includes an interactive Lightweight Charts preview of up to the last 500 timestamped points. Older published results retain their original shorter samples until republished. This preview is not the full equity history or trade log. Use Open full backtest in AQS to inspect the result; see Backtest Review.

Make public & insert publishes the backtest immediately, even if the paper is still a private draft. Review the result before choosing it. Only public backtests can be attached when saving a paper.

The picker also offers Make private for your own public results. This changes access to the result; it does not automatically erase a summary already embedded in a saved paper. Remove the block and any remaining attachment before saving a paper that should no longer share it. Removing a block alone does not make its backtest private.

Notebook time-series charts in the editor and website use the same Lightweight Charts renderer as AQR: candles, overlays, synchronized panes, UTC crosshair values and signal markers. Heatmaps, scatter plots and distributions keep the same research SVG renderer. Safe static previews remain available if JavaScript is unavailable. Charts display saved samples only; they never execute notebook code or connect to a data feed.

Add a research notebook

Select Add notebook to open the picker dialog without scrolling away from your place in the editor.
Choose a Strategy project and Notebook, then select Load notebook preview.
Select the cells to include. Choose whether to include Rust source code and Saved tables, charts and results.
Review the preview and any omitted-output warnings, then select Insert notebook cells.
Check the code and output samples for secrets and data-sharing permissions. Confirm the sharing-review checkbox before Save Draft or Publish.

Inserting a notebook does not execute cells, load a data feed or upload anything. The paper receives a fixed snapshot preserving cell boundaries, Markdown, selected Rust code, table samples, supported charts and plain-text results. Readers do not need Rust, AQS or a data-feed connection to see those saved results on the website.

Stale, failed or unverified outputs and execution logs are excluded. Raw dataset files, connection settings and arbitrary notebook metadata are not automatically included, but code or printed values can still contain secrets. Selected table rows are shared data: review them and the provider’s sharing permissions. Snapshots are limited to 100 selected cells and 2 MiB; papers containing notebook blocks also have a 2 MiB sharing limit.

Each selected cell becomes an independent paper block, keeping its code and saved outputs together. Hover over a cell to reveal flat icons in its header for Move up, Move down, Add text before, Add text after and Remove block. The icons have tooltips and also appear on keyboard focus (or remain visible on touch devices). The source notebook is not reordered or changed. Older whole-notebook blocks remain supported; choose Split into cells in the editor to separate them without re-running the notebook.

The saved cell contents are read-only. Edit the source notebook, run and review it in Research, then insert a new snapshot when results change. Later notebook edits do not update an existing paper automatically. Editing paper content clears the sharing-review checkbox. Nothing is uploaded until you save or publish.

In the AQS paper reader, select a passage within a cell’s code, text or table output to quote it in a comment; you no longer need to select the entire notebook. Quoting is limited to the paper body, excluding reactions and other interface text. Author, like, comment and share actions stay at the top while scrolling in both AQS and the public website. Website comments remain read-only; open AQS to post or reply.

You can also start from the notebook’s AQI paper section:

Use notebook as paper opens the full AQI editor with a new local draft and separate notebook cell blocks.
Attach to a paper appends cell blocks to one of your private drafts while preserving its existing content and unsaved edits.

Neither shortcut uploads or publishes the paper. The original notebook remains in the strategy’s research/ folder. See Research Notebooks for the complete sharing workflow.

Charts and saved outputs

Generate charts in Research with helpers such as aqs_plot, aqs_plot_many and aqs_chart, then include the relevant output cells in a notebook block. Candle charts, line overlays, separate Volume/ATR panes, signal markers, scatter plots, distributions and heatmaps are supported. Saved backtest comparison curves and return heatmaps can be shared this way too. See Research Charts and Helpers and Strategy Reuse and Backtests for code examples and sampling limits.

Saved time-series charts use TradingView Lightweight Charts in AQS and on the website, with zoom, pan, crosshairs, overlays and synchronized panes. They display saved data, not a live feed. SVG fallbacks remain available when interactive rendering is unavailable; scatter plots, distributions and heatmaps use their dedicated saved renderers. A chart can contain aggregated or sampled data; read its caption before treating it as individual market bars. Table outputs are bounded previews, not downloadable copies of the complete dataset.

Reference other papers and external sources

Select Reference paper, search by title, author or tag, then choose an AQI paper. This inserts an inline paper link. Saving synchronizes the paper’s reference relations; referenced papers appear as compact cards below its content. Use references for prior work, comparisons and supporting evidence.

For an external article, repository or dataset page, use Insert link instead. It applies a URL to selected text or inserts linked text at the cursor. Ordinary web links do not create AQI reference cards. Remove link removes the link formatting from the selected link.

Tables, images and code

Tables: select Insert 3x3 table for a table with a header row. With the cursor in a cell, use Add row, Add column, Delete row, Delete column or Delete table. These tables are editable paper content, unlike frozen notebook table outputs.
Images: select Insert image, supply an image URL and descriptive Alt text, then insert it. For a public paper, use an accessible HTTPS URL. AQS also accepts pasted or dropped image files, but the website currently omits embedded data: images; use a hosted URL when the image must appear in both readers. A local file path is not a public image URL.
Code: use Code block for a multi-line example, or Inline code for a variable or function name. Code blocks default to Rust and display source only: they do not compile, run or produce outputs. Use a notebook block when readers need to see saved results alongside the code.

LaTeX and technical notation

The AQI editor supports both inline and block LaTeX. Use inline LaTeX for short notation inside a paragraph, and block LaTeX for equations that need their own line.

The website renders these nodes with KaTeX, so mathematical notation remains readable in the public paper view.

Choose LaTeX block or Inline LaTeX, enter the expression and select Insert. For example, enter r_t = (P_t - P_{t-1}) / P_{t-1} directly, without dollar-sign delimiters. Select an existing formula and reopen the corresponding control to edit it.

Use Save Draft to upload the paper privately and Publish when it is ready for readers. Unsaved local editor content is not a durable cloud draft. Review notebook-sharing warnings, referenced papers, linked backtests, image availability and market-data permissions before publishing. Then check the public paper, particularly chart captions and the links that open full results in AQS.

Best practice

Keep AQI papers useful to future readers:

define the trading problem before showing results
include assumptions, data source, timeframe, and execution context
link related AQI papers instead of repeating long background sections
use LaTeX for equations where plain text would be ambiguous
keep implementation claims tied to observable backtest or live evidence
use AQS for the full write/edit/comment/reaction workflow