AI Assistance

Strategy Development

Introduction

Mia is our agentic coding assistant. Think of agentic coding as a form of pair programming, where you are the observer who gives high-level directions and Mia is the driver who writes the code and calls the QuantConnect API. We trained Mia on hundreds of algorithms and thousands of documentation pages to provide contextual assistance for most issues you may encounter when developing a strategy. Agentic conversations like this unlock the ability for everyone to create, research, and deploy algorithmic trading strategies without being an expert programmer.

Cloud Platform view with Mia implementing a momentum strategy for US Equities. Cloud Platform view with Mia implementing a momentum strategy for US Equities.

To open the Ask Mia panel, open a project and then, in the right navigation menu, click the Ask Mia icon.

Brainstorm Trading Ideas

Looking for inspiration on a new area of research? Mia can suggest new trading ideas for you to investigate.

> Brainstorm some new trading strategy ideas.

Write & Debug Code

Mia has read and write access to the files in your project. With Mia's deep knowledge of our documentation and LEAN, she can implement any strategy or functionality you request. After writing the code, Mia compiles the project to check for errors. If she detects some errors, she autonomously works to debug and fix them before compiling the project again.

Write Full Strategies

Mia can implement full trading strategies.

> Create a momentum strategy for a universe of US Equities.

Add New Factors

Mia can upgrade your existing strategy to incorporate new factors, allowing you to make more informed trading decisions.

> Filter trades based on the Fear & Greed Index. Favor long trades during fearful periods and short trades during greedy periods.

Add Portfolio Optimization

Mia can test various portfolio construction techniques to find what works best for your strategy.

> Replace the equal-weighted portfolio construction with a portfolio that optimizes the trailing Sharpe ratio.

Add Risk Management Orders

Mia can extend your strategy with risk management orders to reduce volatility in your equity curves.

> Add take-profit and stop-loss orders to this strategy.

Add Machine Learning

Mia can review your code and offer some suggestions on where machine learning models can fit in.

> Where can we incorporate some machine learning in this strategy?

Analyze Backtest Results

Once your project successfully compiles, Mia launches a backtest to evaluate the strategy's performance. If the algorithm throws errors during execution, Mia catches them and edits the code to solve the problem. When the algorithm runs without error, she reviews the backtest statistics, orders, logs, and more, and then provides a summary of the performance. If you have a specific question about the results, just ask.

> How can we increase the Sharpe ratio of this strategy?


> The algorithm takes a long time to run. Can you speed it up?


> Why didn't the algorithm place any trades during the backtest?

Optimize Parameters

Once you are satisfied with your trading strategy, you may want to run an optimization job to optimize parameters and test their sensitivity.

> What rebalance time leads to the best performance? Let's try 10 minutes to 60 minutes after the market opens, in steps of 5 minutes.


> Test how sensitive this strategy is to the width of the Bollinger Bands.


In some cases, you may even be able to make your strategy more robust by removing some parameters.

> Count the number of parameters we have in this strategy. Which ones could we remove?

Deploy & Manage Live Algorithms

Deploying your trading strategies to live trading on co-located servers has never been easier. Mia can deploy them while configuring your brokerage settings, data providers, notifications, and more.

> Deploy this algorithm to paper trading.


Mia has access to all your live deployments, so you can prompt her to analyze them and provide suggestions.

> Review my live algorithms. Give me a list of all orders placed today.


> I have a few strategies in live trading. Review them and suggest a new strategy that I could add to the mix to improve my risk-adjusted returns going forward.


> Why did my live algorithm throw this error? <error>

Models

The Ask Mia panel supports the following models:

  • Ask Mia - Our most advanced model with the fastest execution speed. It's available to all members with a paid support seat.
  • Free Support - Our cost-effective model with slower execution speed. It's available to all members.

To change the model, click the model name at the bottom of the Ask Mia panel and then click the name of the model to use.

Arrow clicking the model name in the Ask Mia panel of Cloud Platform, showing the list of available models.

Quotas

The following table shows the amount of AI tokens included with each support seat:

TierAI Tokens Quota ($)
Gold75
Silver30
Bronze10
Community5*

The quotas don't restore on the first day of the month or the billing date. They restore according to a 1-month rolling window.

If you exhaust all the AI tokens included with your support seat, buy some QCC to continue using Mia, our agentic AI assistant. To enable Mia to consume your QCC, open the Billing page, scroll down to the Organization Credit (QCC) section, and then select the Automatically consume QCC for AI usage check box. QCC tokens are consumed at approximately the same rate as the top model from major providers. We provide this value-added wrapper on the major providers so we can offer powerful tools without violating our data licenses, enabling you to easily use the major models and still have the full benefits of QuantConnect.

*This quota is only for the Free Support model.

Public Support

In addition to agentic conversations, you can interact with Mia through the following support channels. In these channels, Mia simply responds to your prompts with text.

Community Forum

Mia automatically provides an initial response in the community forum.

Discord

You can ask Mia questions in our Discord server using @Mia Alissi or use the #ask-mia channel.

Troubleshooting

To check the status of the QuantConnect Cloud Platform, see our Status page.

If Mia isn't responding through the Ask Mia panel, you may need to enable Mia to consume your QCC. Open the Billing page, scroll down to the Organization Credit (QCC) section, and then select the Automatically consume QCC for AI usage check box.

You can also see our Videos. You can also get in touch with us via Discord.

Did you find this page helpful?

Contribute to the documentation: