Sign-in and security
Sign up: sign-up is by invitation. Open the invitation link from your admin and the code is filled in. The password must meet the rules shown on the page (length and kinds of characters); very common passwords, or ones containing your email, are refused.
Sign in: with your email and password. If you forget your password, ask an admin to reset it; you get a link to set a new one.
Settings → Sign-in and security:
- Change password: other devices are signed out; this one stays signed in.
- Sign out: signs out this device only. To sign out other devices too, change your password; to sign out everywhere, then sign out here as well, or ask an admin.
Two-step verification: turn it on here by scanning the code with an authenticator app and entering the 6-digit code from the app. Once on, you cannot turn it off yourself.
Access code: the sign-in code early accounts used. An account that has an email and password can no longer sign in with an access code.
Tiers and points
Your tier decides two things: which features you can use, and how many points you get each period. Every run (backtests, analyses, tuning, reading documents…) uses points.
- What I can use: the "Includes" line under "Settings → Points", which also says how many runs you can have going at once. Sections not in your tier show in the navigation with a lock mark and open to a note that they are not in your tier. The tuning and mining buttons appear as usual, and clicking them tells you the feature is not in your tier.
- How points are spent: a run first holds an estimate; once its real size is known (such as the number of tuning candidates, or the pages and pictures to read) more may be held; when it ends, the hold is released and what it actually used is charged. Runs that fail on the platform's side cost nothing. Bonus points are used first. Plan points expire at the end of the period and do not carry over; bonus points have one expiry date of their own, shown on the "Bonus" line.
- What is left and what was used: "Settings → Points" shows available points (with the part held by running runs shown apart), how many plan points this period has used out of the total, what is left of bonus points, when the period resets, and this period's usage. Runs, tokens, backtests and factor runs also have daily caps that reset at 00:00 UTC; "today:" above the Agent's input box shows today's usage.
- Where each point went: click "Show the ledger" for every change to your points; entries linked to a run open it.
- Out of points or want another tier: ask an admin; there is no self-service purchase.
Your agent: RULES.md and AGENT.md
Two files that every run of yours reads first:
- RULES.md: what you always want, never want, defaults and style. For example "long only by default" or "backtests start from 2023 by default".
- AGENT.md: sections on what you want for different kinds of work (for example what to watch when writing strategies, analyzing or tuning).
The platform's rules always come first. When a file is empty you can "Start from the template". Each save is a new version, used from your next run; "History" lets you view or restore an earlier version.
Memories
"Settings → Memories" lists the preferences the Agent remembers, each with how often it was used and which conversation it came from. You can "Edit", "Delete", "Export" (download memories.md) or "Clear all", and "Add a memory" yourself.
Rule files come before memories; what you ask for in a message comes before both.
Notifications and Telegram
"Notifications" at the top right lists only what needs you: approvals waiting, the Agent's questions, runs that failed or did not finish (except ones you stopped yourself), failed dataset validation, paper trading alerts. Runs that finish normally send no notification; the result is in the conversation. Clicking one marks it read and opens the page.
"Settings → Telegram alerts": click "Bind Telegram" and send the one-line code shown on the page to the platform's bot; once bound, paper trading alerts also go to your Telegram. You can "Send a test line" or unbind.
Theme and language
The page header switches between light and dark, and between EN and 中文. The interface language also sets the language of the Agent's replies, analysis reports and tuning notes.
Under "Settings → Account" you can change your "Display name".