Help and customer support

Answers to frequent questions, and customer support by e-mail. Never send a password, a token or a code.

Write to customer support: [email protected]

Frequently asked questions

How much does QUANTYX cost?

Prices exclude tax, in US dollars: Individual: $89 per month, or $854.40 per year when paid annually ($71.20 per month); 1 user; 500 AI questions per month included · Pro: $349 per month, or $3,350.40 per year when paid annually ($279.20 per month); 1 user; 3000 AI questions per month included · Team: $891 per month, or $8,553.60 per year when paid annually ($712.80 per month); 3 users; 9000 AI questions per month included. Annual billing gives a 20% discount. 7-day free trial. The website pricing and the terms prevail over this summary.

Pricing

Is there a free trial?

Yes: a 7-day free trial. You save your card on the secure payment page; nothing is charged during the trial, the first payment happens after 7 days and you can cancel before. One trial per e-mail address.

Pricing · Terms

What is the founder price?

The first subscribers, within the places shown on the website, keep −30% for life on their subscription. This founder price is kept when you change plan or billing period.

Pricing

Switch to annual billing

My account → Change my subscription → "Switch to annual: −20% and 15 months of AI credits". Annual: −20% on the price, and one AI-credit balance for the year (15 months of credits). You can switch back to monthly in the same place.

Pricing

Change plan

My account → Change my subscription → "Switch to …": the plan changes immediately and the difference is prorated. Your founder price (−30% for life) is kept when you change. Only the workspace owner can change the subscription. To cancel: "Cancel at the end of the period"; you keep access until the end of the paid period.

Sign in · Pricing

How many AI questions?

1 credit = 1 question to the AI analyst. Top-ups are used once the included credits are gone and stay valid 12 months. Credits included per month: Individual: 500 · Pro: 3000 · Team: 9000. Top-ups: 1,000 credits for $15, 5,000 credits for $60, 20,000 credits for $200. Top-ups are bought by the workspace owner. Balance and renewal date: My account → AI credits.

My account → AI credits

What is in the Individual plan?

The Individual plan opens these terminal commands: ANT (Anticipation lists) ; ATTR (Performance attribution) ; BOND (Bond calculator) ; BRIEF (Morning briefing) ; BUZZ (Social media buzz) ; CAL (US economic calendar) ; CF (SEC 8-K / 6-K filings read by the AI) ; CHECK (Pre-trade check) ; COMPARE (Compare with peers) ; CREDIT (Credit spreads by rating) ; CURVE (US yield curve) ; DES (Company card) ; EARN (Earnings prep) ; ECO (Macro) ; EE (Analyst consensus) ; EIA (US oil and gas) ; EQS (Whole-market screener) ; ERN (Earnings history) ; ESI (US economic surprises) ; ETF (ETF catalogue) ; ETFS (ETFs holding this stock, with its weight in each) ; FA (15 years of SEC financials) ; FACT (Portfolio factor risk) ; FIL (Recent SEC filings for your positions, watch and list) ; FLOW (Flows) ; FUNDS (Large investors) ; FXR (Currencies) ; GP (Desk chart) ; HEAT (S&P 500 heat map by sector) ; HELP (List of commands) ; HOLD (ETF holdings) ; INS (Insider transactions) ; MATH (QUANTYX MATH) ; MON (Live watchlist) ; MOVERS (Top gainers, losers, volume, gaps) ; N (Recent news) ; NEWS (News) ; OMON (Options) ; OPT (Option chain) ; PORT (Your portfolio: positions, unrealised P&L, stops) ; POS (My portfolio) ; RADAR (Today's radar signals and AI verdicts) ; RES (Quarterly results read by the AI) ; RISK (Portfolio risk) ; RV (Relative value) ; SECT (Sectors) ; SECTOR (Sector comparison) ; STRAT (Strategist) ; THEME (Themes) ; TV (Live TradingView chart) ; WHY (Why it moves) ; WORLD (Live world markets).

Pricing

What is in the Pro plan?

The Pro plan opens everything in the previous plan, plus these terminal commands: AUCT (US Treasury auctions) ; BT (Backtest your own rules) ; COT (Speculators' positioning in futures) ; DCF (Intrinsic value by discounted cash flow, sensitivity, implied growth) ; DERIV (QUANTYX DERIV) ; EPI (Measured historical episodes) ; FED (Fed decision odds from the futures) ; HYPO (Auto-lab) ; LAB (Indicator lab) ; OPX (Options lab) ; OVERLAP (Overlap between two ETFs) ; REGIME (Measured market regime) ; SCN (QUANTYX LAB library) ; UOA (Unusual options flow) ; WECO (World economy) ; XRAY (True portfolio exposure). Excel export included.

Pricing

What is in the Team plan?

The Team plan opens everything in the previous plan, plus these terminal commands: COWORK (QUANTYX COWORK). Excel export included. Members added by customer support on request. Two-factor authentication required.

Pricing

My account is locked

After 8 wrong passwords, sign-in is blocked for 15 minutes for this address: wait 15 minutes and try again, or use "Forgot password?". Also check you use your account's e-mail address.

Forgot password

What is the password rule?

Password: at least 12 characters, with a capital letter and a digit. QUANTYX will never ask for your password or two-factor code by e-mail or phone.

My account → Security and sign-in

How do I sign in the first time?

After payment you receive two separate e-mails: 1. a link that confirms your address (valid 5 minutes); 2. a temporary password, valid 24 hours. Sign in on the sign-in page with this temporary password, then choose your own. The e-mail link never signs you in directly. Temporary password expired: use "Forgot password?".

Sign in · Resend the confirmation link

Turn on two-factor authentication

My account → Security and sign-in → Two-factor authentication → Turn on. Add this key to your authenticator app (Google Authenticator, Microsoft Authenticator, 1Password…), then enter the code it shows. It is available to everyone and required on the Team plan.

My account → Security and sign-in

I was signed out

A session lasts 14 days, then you sign in again. Changing your password also signs out all your other devices.

Sign in

Connect Interactive Brokers

My account → My trading platform → Interactive Brokers. Steps: 1. Sign in to Interactive Brokers Client Portal. 2. Performance & Reports → Flex Queries → Activity Flex Query → "+" (create). 3. Tick the "Open Positions" and "Net Asset Value (NAV)" sections. Format: XML. Period: last business day. Save. 4. Note the number shown next to the query: it is the Query ID. 5. Settings → Flex Web Service → turn it on and generate a token (choose its validity). 6. Paste the token and the Query ID in My account → My trading platform. This token can only download reports: it can neither place orders nor withdraw money. Never share this token, not even with customer support.

My account → My trading platform

My broker is not Interactive Brokers

Automatic read-only connection: Interactive Brokers. For other brokers (Saxo, DEGIRO, BoursoBank (Boursorama), Fortuneo, Trade Republic, Trading 212, eToro, Revolut, Charles Schwab, Fidelity, Robinhood, or any other), a simple import of your positions by copy and paste, in My account → My trading platform: 1. Open your broker account (web or app) and go to the positions section. 2. Use the export option to download your positions (CSV or Excel). 3. Open the file, copy the symbol, quantity and cost price columns, then paste them in My account → My trading platform. 4. Use the US listing symbol (e.g. AAPL, NVDA). Securities not listed in the US are ignored.

My account → My trading platform

Can QUANTYX place orders on my account?

Your data stays yours. Read-only: QUANTYX can never place an order or move money. Isolated space: Your positions are only visible in your space: no QUANTYX team screen shows them and we do not look at them. Encryption: Broker credentials encrypted (AES), encrypted connection (HTTPS). No history: Only your current positions are kept, replaced at every update: no orders, no transaction history. Safety backup copies are deleted at the end of their rotation (12 months at most). Never for AI: Your portfolio is never sent to AI providers or used for training: QUANTYX AI learns only from public data (SEC filings). Only the workspace owner can connect a broker. You can disconnect at any time in one click: "Disconnect" deletes the credentials.

My account → My trading platform · Privacy policy

Get alerts on Telegram

Each customer creates his own Telegram bot (optional). My account → Notifications → Telegram. Steps: 1. In Telegram, open @BotFather (Telegram's official account, with the blue badge). 2. Send /newbot, choose a name (e.g. "My QUANTYX"), then a username ending in bot. 3. BotFather replies with a token like 123456789:AAH…: it is your bot's key. Give it to no one else. 4. Paste the token in My account → Notifications: QUANTYX gives you a single-use code, valid 15 minutes. 5. Send this code to your bot from your Telegram account (the link offered does it for you), then press "I sent the code". Only that account will receive your messages: its name is shown here so you can check it. 6. Your bot only sends messages: QUANTYX reads no other conversation. To stop: "Disconnect Telegram" here, or /revoke in BotFather. Never share the token, not even with customer support.

My account → Notifications

Choose my notifications

My account → Notifications. By e-mail: watchlist alerts (on by default) and the morning brief before the New York open (off by default). Security e-mails (sign-in, password, e-mail change) are always sent. Telegram is optional: alerts and analyses, once your bot is connected.

My account → Notifications

How do I cancel?

No commitment: you cancel at any time from My account (or by e-mail to [email protected]). Cancellation takes effect at the end of the current period; you keep access until then. The current period is not refunded, except for the right of withdrawal or a contrary legal provision (terms, section 6.2).

Terms · Sign in

Right of withdrawal

A consumer has 14 days after subscribing to withdraw, once (first subscription), without giving a reason. If he asked for the service to start at once, he pays the share of the service already provided, prorated. This right does not apply to businesses. To use it, write to [email protected] (subject: "Subscription / billing"); details and the model form are in the terms (section 7).

Terms

Make a complaint

Write to [email protected]: customer support answers complaints within 30 days. If that fails, a consumer can use a consumer mediator free of charge (terms, section 19).

Terms

I did not receive the e-mail

1. Check your junk (spam) folder and, on Gmail, the Promotions tab. 2. Sign-in, confirmation and reset links are valid for 5 minutes and work once: an expired or used link no longer works, ask for a new one ("Resend the confirmation link" or "Forgot password?" on the sign-in page). 3. At most 3 such e-mails per hour and per address: wait a little between two requests. 4. Check the address used at sign-up. Still nothing? Write to [email protected].

Resend the confirmation link · Forgot password

I forgot my password

1. On the sign-in page, click "Forgot password?" and enter your account's e-mail address. 2. A link valid for 5 minutes arrives by e-mail (if an account exists for this address). 3. Choose a new password: at least 12 characters, with a capital letter and a digit. To change it while signed in: My account → Security and sign-in → Change my password. Your other devices will have to sign in again.

Forgot password

I lost my phone and my two-factor code

Write to [email protected] (subject: "Sign-in") giving your account's e-mail address: a person from the team will check your identity before doing anything.

My account → Security and sign-in

Change my e-mail address

My account → Security and sign-in → "Change my e-mail address": enter the new address and your current password. A confirmation link valid for 5 minutes goes to the new address; once confirmed, sign in with the new address. You can no longer sign in or read the old address? Write to [email protected]: a person will check your identity.

My account → Security and sign-in

Sign in with Google or Microsoft

"Continue with Google" or "Continue with Microsoft" only works once your account is linked. First sign in with your e-mail and password, then My account → Security and sign-in → Sign-in methods → "Link". QUANTYX never receives your Google or Microsoft password.

My account → Security and sign-in · Sign in

IBKR sync fails

Most frequent causes: 1. the Flex token expired (you chose its validity when creating it): generate a new one in the Interactive Brokers portal (Settings → Flex Web Service); 2. the Query ID is wrong: it is the number shown next to your Flex query (digits only); 3. the query lacks the "Open Positions" and "Net Asset Value (NAV)" sections, or is not in XML format. Fix it, then My account → My trading platform → Connect. Never share your token, not even with customer support.

My account → My trading platform

No position recognised when importing

Paste three columns: symbol, quantity, cost price. Use the US listing symbol (e.g. AAPL, NVDA): securities not listed in the US are ignored. The import replaces the current portfolio. You can also connect nothing and enter your positions in the terminal, or put them in a watchlist (CSV import available from the terminal).

My account → My trading platform

I do not get the Telegram test message

1. In My account → Notifications → Telegram, paste your bot's token (copied in full) and press "Get my code". 2. Send this code to your bot from YOUR Telegram account: the "Open @… in Telegram" link does it for you (press Start), otherwise send it "/start" followed by the code. 3. Then press "I sent the code". If the page says the bot has not received the code yet, wait a few seconds and try again; an expired code can be asked again. 4. If you revoked the token in @BotFather, paste the new one. 5. If the page says to link again, your link predates the code check: link it again. Finally check that the Telegram account shown is yours. Never share the token, not even with customer support.

My account → Notifications

Where are my invoices?

Invoices, payment method and subscription: My account → "Manage subscription, payment method and invoices" (workspace owner only). Prices exclude tax: 20% UK VAT is added for customers located in the United Kingdom. For a question about a specific invoice, write to [email protected] (subject: "Subscription / billing").

Sign in · Terms

How many users in the Team plan?

The Team plan includes 3 users, with three roles: owner, analyst, reader. The Individual and Pro plans are for 1 user. Colleagues cannot be added from your account yet: to add a member, including on the seats the plan includes, or for extra seats, write to [email protected] (subject: "Subscription / billing"); customer support adds them.

Pricing

Is options data real time?

Options data (chains, implied volatility, unusual flow) is delayed by 15 minutes for now. Other data may also be delayed or contain errors.

Guides

Delete my account

To access, correct, export or delete your data, write to [email protected] (subject: "Data / GDPR") giving your account's e-mail address. A person checks your identity; answer within one month. Details are in the privacy policy.

Privacy policy

I want a refund

The rules are in the terms: cancellation takes effect at the end of the current period, which is not refunded, except for the right of withdrawal or a contrary legal provision. For a specific request, write to [email protected] (subject: "Subscription / billing"): a person will answer you.

Terms