Flight Simulator Free trial

billed annually

1 exchange
no live or paper trading
concurrent installs:
2
14 day free trial

Bottle Rocket

billed annually

1 exchange
accounts up to:3
concurrent installs:
2

Intercontinental

billed annually

3 exchanges
accounts up to:3
concurrent installs:
2

Patriot

billed annually

US stock exchanges2
accounts up to:3
concurrent installs:
2

Supersonic
24 BPS/yr1

billed annually

unlimited exchanges
accounts up to:3
concurrent installs:
2

Infinity
unlimited AUM

billed annually

unlimited exchanges
accounts up to:
concurrent installs:
unlimited

Flight Simulator Free trial

billed monthly

1 exchange
no live or paper trading
concurrent installs:
2
14 day free trial

Bottle Rocket

billed monthly

1 exchange
accounts up to:3
concurrent installs:
2

Intercontinental

billed monthly

3 exchanges
accounts up to:3
concurrent installs:
2

Patriot

billed monthly

US stock exchanges2
accounts up to:3
concurrent installs:
2

Supersonic
24 BPS/yr1

billed monthly

unlimited exchanges
accounts up to:3
concurrent installs:
2

Infinity
unlimited AUM

billed monthly

unlimited exchanges
accounts up to:
concurrent installs:
unlimited
All plans are for an individual or organization to use with one or more IB accounts owned or managed by the individual or organization. For white-labeling or integration into third-party products, contact sales@nobots.quantrocket.com.
 
1 24 BPS/yr is calculated as the annualized price of the annual plan divided by the account limit. For example, ($199 USD x 12) / $1M USD = 24 BPS.
2 Patriot plan includes NYSE, NASDAQ, ARCA, AMEX, BATS, PINK, and IEX.
3 Account limit applies to live and paper trading using the blotter. Account limit does not apply to data collection, research, or backtesting. For advisor accounts, the account size is the sum of all master and sub-accounts.
Upgrades/Downgrades:

You can change your plan at any time. When you change your plan, the change will take effect immediately. You will receive a prorated credit for the unused portion of your old plan. For upgrades, this credit will partially offset the cost of the new plan. For downgrades, if the prorated credit exceeds the cost of the new plan, the excess credit will remain on your account and automatically be applied to future invoices.

You will be able to preview the prorated credit and net amount due before confirming the plan change.

Cancellations:

When you cancel your plan, it remains active through the end of the current billing period. To cancel your plan, please go to your account page.

Plan Details

Flight SimulatorBottle RocketIntercontinentalPatriotSupersonicInfinity
Deployment
Run locally or in cloud
Deploy locally or the cloud with Docker.
Yes Yes Yes Yes Yes Yes
Run on Linux, Mac, or Windows
QuantRocket runs anywhere Docker runs.
Yes Yes Yes Yes Yes Yes
Python API, command line interface, and REST API
QuantRocket's well-designed API lets you accomplish powerful tasks with ease and flexibility.
Yes Yes Yes Yes Yes Yes
Secure access from anywhere using HTTPS and Basic Auth
Run QuantRocket in the cloud and securely interact with the API from any machine.
Yes Yes Yes Yes Yes Yes
Automated installation and configuration of IB Gateway
Launch 1 or more gateways. Start or stop gateways via API.
Yes Yes Yes Yes Yes Yes
Load your code from Git
Load your strategy code, config files, and notebooks from a Git repo for easy, repeatable cloud-based deploys.
Yes Yes Yes Yes Yes Yes
Concurrent installs
Run one deployment in the cloud and a test deployment locally. For organizations, run a primary deployment for live trading plus one or more research deployments. Learn more.
2222
2
unlimited
Universe Selection
Download comprehensive symbol lists from IB
With one command, retrieve contract details for all securities traded on an exchange and store in securities master database. Support for equities, futures, options, and forex.
Yes Yes Yes Yes Yes Yes
Manage large universes of symbol in aggregate
Group securities by exchange, liquidity, sector, etc. to form custom trading universes. Reference universes by name throughout QuantRocket to streamline data retrieval, backtesting, etc.
Yes Yes Yes Yes Yes Yes
Track ticker changes and delistings
Easily alert yourself when securities in your universes change or are delisted.
Yes Yes Yes Yes Yes Yes
Manage futures contracts
Easily add new expiries over time. Identify the front month contract based on configurable rollover rules.
Yes Yes Yes Yes Yes Yes
Historical Data
Global, historical end-of-day and intraday data from IB
Easily collect historical data from IB and keep it up to date. All available IB bar sizes and time frames supported. Global coverage. Requires appropriate market data subscription from IB .
1 exchange1 exchange3 exchangesUS stock exchangesunlimited exchangesunlimited exchanges
Consolidated or primary exchange prices
Optionally collect historical prices from the primary exchange only, which can increase backtest accuracy for strategies that trade on the open or on the close.
Yes Yes Yes Yes Yes Yes
Split/dividend adjustments
IB data is always split-adjusted. IB optionally provides dividend-adjusted data for daily bars only.
Yes Yes Yes Yes Yes Yes
Database backups to Amazon S3
Backup your historical databases to S3. Restore your existing databases from S3 when you re-deploy QuantRocket. Requires AWS account.
Yes Yes Yes Yes Yes Yes
Fundamental Data
Reuters Worldwide Fundamentals
EPS history, dividend history, revenue history, financial statement history, historical analyst estimates and actuals.
1 exchange1 exchange3 exchangesUS stock exchangesunlimited exchangesunlimited exchanges
Shortable shares and borrow fees
Current and historical shortable shares and borrow fees data from IB.
1 exchange1 exchange3 exchangesUS stock exchangesunlimited exchangesunlimited exchanges
Research and Backtesting
Jupyter notebook research environment
QuantRocket provides a fully-stocked Jupyter notebook environment for research and analysis
Yes Yes Yes Yes Yes Yes
Unlimited algos
QuantRocket places no limits on the number of trading strategies you can run
Yes Yes Yes Yes Yes Yes
Fast, vectorized, multi-strategy backtesting with Moonshot
Moonshot is QuantRocket's open-source backtesting and trading engine, built for speed and tailored to running multiple strategies across multiple international markets.
Yes Yes Yes Yes Yes Yes
Parameter scans with Moonshot
Moonshot supports 1D or 2D parameter scans.
Yes Yes Yes Yes Yes Yes
Event-driven backtesting with Zipline
QuantRocket supports Zipline, the popular open-source backtesting engine that powers Quantopian.
Yes Yes Yes Yes Yes Yes
Bring your own backtester
QuantRocket's modular architecture makes it easy to hook in any backtester of your choice.
Yes Yes Yes Yes Yes Yes
Trading
Live or paper trading with Moonshot
Use the same code for backtesting and live trading.
No Yes Yes Yes Yes Yes
Automated order placement or manual confirmation
Use Moonshot for fully automated trading, or generate orders in CSV format for manual review before order submission.
No Yes Yes Yes Yes Yes
Automated tracking of trades and executions in blotter database
Automatically track orders and executions in QuantRocket's blotter database. Check the order status of individual orders.
No Yes Yes Yes Yes Yes
Track positions by strategy
View positions by strategy even if multiple strategies hold the same security.
No Yes Yes Yes Yes Yes
Account size limit
For advisor accounts, the account size is the sum of all sub-accounts.
No
Scheduling
Schedule cron jobs in any timezone
Run multiple cron services and schedule jobs in the timezone of the exchange they relate to.
Yes Yes Yes Yes Yes Yes
Track exchange holidays and schedule around them
Skip trading when exchanges are closed. Only download historical data when exchanges were open. QuantRocket makes it easy to incorporate exchange calendars into job scheduling.
No Yes Yes Yes Yes Yes
Account Monitoring
View account balances without opening TWS
With the same IB login, run your automated trading systems and use QuantRocket to monitor your account and portfolio in real-time.
No Yes Yes Yes Yes Yes
Get notifications when margin cushion falls too low
Use QuantRocket to check your margin cushion and send you an alert if the cushion falls below a threshold.
No Yes Yes Yes Yes Yes
Logging
Web-based log monitoring from Papertrail
Monitor color-coded QuantRocket logs from any web browser using Papertrail. Configure alerts and route logs from Papertrail to other monitoring services. Requires Papertrail account.
Yes Yes Yes Yes Yes Yes
Performance Tracking
Live trading performance charts and statistics
View cumulative returns, drawdowns, market exposure, CAGR, Sharpe, and other charts and statistics for one or more live strategies.
No Yes Yes Yes Yes Yes
Convert foreign trades to base currency
QuantRocket converts foreign trades to your base currency for consistent PNL calculations
No Yes Yes Yes Yes Yes
Account size limit
For advisor accounts, the account size is the sum of all master and sub-accounts.
No