The Trading Firm tier is designed for growing quantitative firms, prop desks, hedge funds, ETF companies, professional teams of quants, and sophisticated independent investors. It has special features for collaborating with consultants to protect the investor IP. If you are a company on QuantConnect, we recommend the Trading Firm Pack to make the most of QuantConnect.
-The Trading Firm tier builds on the features included in the Team tier. Organizations on the Trading Firm tier can have an unlimited number of members and up to 10 collaborators simultaneously working on an individual project. The IP ownership of all the projects in these organizations remains within the organization. There is no limit on the number of backtesting, research, and live trading nodes these organizations can rent. They can produce 5MB of logs/backtest and 50MB of logs/day. Members in these organizations can have up to eight active coding sessions in the organization. Each live algorithm in a Trading Firm organization can send up to 240 Telegram, Email, or Webhook notifications per hour for free. These organizations can also schedule AI agent tasks to run automatically.
+The Trading Firm tier builds on the features included in the Team tier. Organizations on the Trading Firm tier can have an unlimited number of members and up to 10 collaborators simultaneously working on an individual project. The IP ownership of all the projects in these organizations remains within the organization. There is no limit on the number of backtesting, research, and live trading nodes these organizations can rent. They can produce 5MB of logs/backtest and 50MB of logs/day. Members in these organizations can have up to eight active coding sessions in the organization. Each live algorithm in a Trading Firm organization can send up to 240 Telegram, Email, or Webhook notifications per hour for free. These organizations can also schedule AI agent tasks to run automatically. Downloading files from the Object Store is not included; it is an Institution tier feature.
The owner of a Trading Firm organization can grant various permissions to the organization's members, including designating a member to manage the organization's billing. These organizations have access to custom lean builds, so they can use feature branches or historical master branches to run their strategies. An example of this could be granting only a few members of your team live trading deployment access.
diff --git a/01 Cloud Platform/04 Organizations/02 Tier Features/06 Institution Tier.html b/01 Cloud Platform/04 Organizations/02 Tier Features/06 Institution Tier.html index 34a027ec88..ff2ac87666 100644 --- a/01 Cloud Platform/04 Organizations/02 Tier Features/06 Institution Tier.html +++ b/01 Cloud Platform/04 Organizations/02 Tier Features/06 Institution Tier.html @@ -1,6 +1,6 @@The Institution tier is designed for established larger funds, large prop desks, hedge funds, banks, ETF vehicles, and professional teams of quants. It is "unlocked", so you can run it on-premises to serve your internal teams. If this sounds interesting, reach out and we'd be happy to arrange a demonstration for your department.
-The Institution tier builds on the features included in the Trading Firm tier. Organizations on the institutional tier have no limit on the number of backtest logs that they can produce, and each member of the organization can have up to 16 active coding sessions. These organizations can use Terminal Link or Bloomberg FIX to live trade Equities, Futures, and Options via the Bloomberg EMSX or FixNet HUB. They can also request custom libraries and frameworks to use in the QuantConnect web IDE and receive instant messaging support from a QuantConnect engineer. Each live algorithm in an Institution organization can send up to 3,600 Telegram, Email, or Webhook notifications per hour for free.
+The Institution tier builds on the features included in the Trading Firm tier. Organizations on the institutional tier have no limit on the number of backtest logs that they can produce, and each member of the organization can have up to 16 active coding sessions. These organizations can use Terminal Link or Bloomberg FIX to live trade Equities, Futures, and Options via the Bloomberg EMSX or FixNet HUB. They can also request custom libraries and frameworks to use in the QuantConnect web IDE and receive instant messaging support from a QuantConnect engineer. Each live algorithm in an Institution organization can send up to 3,600 Telegram, Email, or Webhook notifications per hour for free. Permissioned Institution organizations that sign the derived data agreement can download derived data from the Object Store; this is the only tier where Object Store download is available.
Institutional clients can run our proprietary build of LEAN, LEAN Enterprise, on-premises. LEAN Enterprise holds speed improvements we haven't pushed to the open-source.
diff --git a/01 Cloud Platform/04 Organizations/04 Object Store/metadata.json b/01 Cloud Platform/04 Organizations/04 Object Store/metadata.json index 2e466616cd..71d5a2e1e8 100644 --- a/01 Cloud Platform/04 Organizations/04 Object Store/metadata.json +++ b/01 Cloud Platform/04 Organizations/04 Object Store/metadata.json @@ -2,7 +2,7 @@ "type": "metadata", "values": { "description": "The Object Store is an organization-specific key-value storage location to save and retrieve data in QuantConnect's cache. It's similar to a hash table.", - "keywords": "cloud storage, json, xml, bytes, manage storage usage", + "keywords": "cloud storage, json, xml, bytes, manage storage usage, download, export, derivative export, institution", "og:description": "The Object Store is an organization-specific key-value storage location to save and retrieve data in QuantConnect's cache. It's similar to a hash table.", "og:title": "Object Store - Documentation QuantConnect.com", "og:type": "website", diff --git a/01 Cloud Platform/08 Backtesting/04 Results/03 Runtime Statistics.php b/01 Cloud Platform/08 Backtesting/04 Results/03 Runtime Statistics.php index 4acb2517d3..f07807b77b 100644 --- a/01 Cloud Platform/08 Backtesting/04 Results/03 Runtime Statistics.php +++ b/01 Cloud Platform/08 Backtesting/04 Results/03 Runtime Statistics.php @@ -4,6 +4,4 @@ -To download the runtime statistics data, see Download Results.
- -To add a custom runtime statistic, see Add Statistics.
+To add your own runtime statistics, see Add Statistics. Custom statistics appear in the banner, and you can download them with the rest of the results. LEAN keeps at most 50 runtime statistics, truncates names and values to 200 characters, and ignores encoded values such as base64 or hexadecimal strings. When it ignores a statistic, it sends one debug message to the algorithm.
diff --git a/01 Cloud Platform/13 Object Store/metadata.json b/01 Cloud Platform/13 Object Store/metadata.json index 95de8707cd..950a486edd 100644 --- a/01 Cloud Platform/13 Object Store/metadata.json +++ b/01 Cloud Platform/13 Object Store/metadata.json @@ -2,7 +2,7 @@ "type": "metadata", "values": { "description": "The Object Store is an organization-specific key-value storage location to save and retrieve data in QuantConnect's cache. It's similar to a hash table.", - "keywords": "cloud storage, json, xml, bytes, manage storage usage", + "keywords": "cloud storage, json, xml, bytes, manage storage usage, download, export, derivative export, institution", "og:description": "The Object Store is an organization-specific key-value storage location to save and retrieve data in QuantConnect's cache. It's similar to a hash table.", "og:title": "Object Store - Documentation QuantConnect.com", "og:type": "website", diff --git a/01 Cloud Platform/99 API Reference/09 Object Store Management/03 Get Object Store File/02 Description.html b/01 Cloud Platform/99 API Reference/09 Object Store Management/03 Get Object Store File/02 Description.html new file mode 100644 index 0000000000..f40068d201 --- /dev/null +++ b/01 Cloud Platform/99 API Reference/09 Object Store Management/03 Get Object Store File/02 Description.html @@ -0,0 +1,5 @@ + + +
+Downloading files from the Object Store is only available to permissioned Institution tier organizations. Without that permission, the endpoint returns Organization does not have derivative export enabled. See Download Files.
+
Organization does not have derivative export enabled. See Download Files."
requestBody:
description: Get Object Store files of a specific organization and key.
content:
diff --git a/Resources/backtesting/results/download-results.php b/Resources/backtesting/results/download-results.php
index 5b1d57e132..dd90d351af 100644
--- a/Resources/backtesting/results/download-results.php
+++ b/Resources/backtesting/results/download-results.php
@@ -1,10 +1,10 @@
You can download the following information from the backtest results page:
To download the preceding information, open the backtest results page, click the Overview tab, and then click . The timestamps in the file are based in Coordinated Universal Time (UTC).
diff --git a/Resources/object-store/download-files-from-cloud-permission.php b/Resources/object-store/download-files-from-cloud-permission.php index c18937b688..4c353d71a6 100644 --- a/Resources/object-store/download-files-from-cloud-permission.php +++ b/Resources/object-store/download-files-from-cloud-permission.php @@ -1 +1,13 @@ -Permissioned Institutional clients can build derivative data such as machine learning models and download it from the Object Store. Contact us to unlock this feature for your account.
\ No newline at end of file +Downloading files from the Object Store is only available to Institution tier organizations that have signed QuantConnect's derived data agreement. It is not available on the Free, Quant Researcher, Team, or Trading Firm tiers, and adding storage doesn't change that.
+ +The restriction applies to every file in the Object Store, including files you upload and files your algorithms generate. The Object Store is a single shared store, so the platform can't distinguish your own files from data derived from licensed datasets, and there is no per-file or per-organization exception. Keeping the data in the cloud is what lets QuantConnect offer licensed data at a fraction of its direct cost. Even permissioned organizations can only download derived data such as machine learning models and signal files. Raw price and alternative data can never be downloaded.
+ +If your organization isn't permissioned, the action on the Object Store page is unavailable, and the API and CLI return Organization does not have derivative export enabled. Use the data in the cloud instead:
If you represent a fund or company and are interested in the Institution tier but unsure if it's right for you, contact us to schedule a demo with QuantConnect to learn more.
diff --git a/Resources/object-store/download-files-from-cloud.php b/Resources/object-store/download-files-from-cloud.php index d4ed71936c..cc3e9a8178 100644 --- a/Resources/object-store/download-files-from-cloud.php +++ b/Resources/object-store/download-files-from-cloud.php @@ -1,14 +1,12 @@ -Follow these steps to download files and directories from the Object Store:
+If your organization is permissioned, follow these steps to download files and directories from the Object Store:
If you can't download files from the Object Store, you can log data to the Object Store during a backtest and analyze it in the Research Environment. For a full walkthrough, see Example for Logging.
diff --git a/Resources/object-store/storage-sizes.html b/Resources/object-store/storage-sizes.html index 5a1db2d0cc..939d80fed6 100644 --- a/Resources/object-store/storage-sizes.html +++ b/Resources/object-store/storage-sizes.html @@ -1,4 +1,4 @@ -The Object Store is available to paid organizations. Paid organizations get 50 MB of free storage in the Object Store and can subscribe to more storage space. The following table shows the cost of the supported storage sizes:
+The Object Store is available to paid organizations. Paid organizations get 50 MB of free storage in the Object Store and can subscribe to more storage space. Storage subscriptions add capacity only; they don't enable downloading files. The following table shows the cost of the supported storage sizes: