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API Reference

Backtest Management

00.json

The QuantConnect REST API lets you manage backtests on our cloud servers through URL endpoints.

Introduction

Updates the tags collection for a backtest.

Request

Information required to update the tags collection for a backtest. The /backtests/tags/update API accepts requests in the following format:

UpdateBacktestTagsRequest Model - Updates the tags collection for a backtest.
projectId integer
required
example: 23456789

Project Id for the backtest we want to update.
backtestId Backtest Id we want to update.
required
example: 26c7bb06b8487cff1c7b3c44652b30f1

/.
tags string Array
required

Array of the new backtest tags.
Example
{
  "projectId": 23456789,
  "backtestId": "26c7bb06b8487cff1c7b3c44652b30f1",
  "tags": [
    "string"
  ]
}

Responses

The /backtests/tags/update API provides a response in the following format:

200 Success

RestResponse Model - Base API response class for the QuantConnect API.
success boolean
Indicate if the API request was successful.
errors string Array
List of errors with the API call.
Example
{
  "success": true,
  "errors": [
    "string"
  ]
}

401 Authentication Error

UnauthorizedError Model - Unauthorized response from the API. Key is missing, invalid, or timestamp is too old for hash.
www_authenticate string
Header

Examples

The following example demonstates creating, reading, updating, deleting, and listing backtests of a project through the cloud API.

from base64 import b64encode
from hashlib import sha256
from time import time
from requests import get, post
BASE_URL = 'https://www.quantconnect.com/api/v2/'

# You need to replace these with your actual credentials.
# You can request your credentials at https://www.quantconnect.com/settings/
# You can find our organization ID at https://www.quantconnect.com/organization/ 
USER_ID = 0
API_TOKEN = '____'
ORGANIZATION_ID = '____'

def get_headers():
    # Get timestamp
    timestamp = f'{int(time())}'
    time_stamped_token = f'{API_TOKEN}:{timestamp}'.encode('utf-8')

    # Get hased API token
    hashed_token = sha256(time_stamped_token).hexdigest()
    authentication = f'{USER_ID}:{hashed_token}'.encode('utf-8')
    authentication = b64encode(authentication).decode('ascii')

    # Create headers dictionary.
    return {
        'Authorization': f'Basic {authentication}',
        'Timestamp': timestamp
    }

# Authenticate to verify credentials
response = post(f'{BASE_URL}/authenticate', headers = get_headers())
print(response.json())

# --------------------


### Create Backtest
# Define placeholder compilation ID (replace with actual value)
compile_id = "compile_id..."
# Send a POST request to the /backtests/create endpoint to create a backtest
response = post(f'{BASE_URL}/backtests/create', headers=get_headers(), json={
    "projectId": project_id,  # ID of the project to backtest
    "compileId": compile_id,  # Compilation ID for the backtest
    "backtestName": f"Backtest {int(time())}"  # Unique name for the backtest using current timestamp
})
# Parse the JSON response into python managable dict
result = response.json()
# Extract the backtest ID from the response
backtest_id = result['backtest']['backtestId']
# Check if the request was successful and print the result
if result['success']:
    print("Backtest Created Successfully:")
    print(result)

### Read Backtest Statistics
# Prepare data payload to read backtest statistics
payload = {
    "projectId": project_id,  # ID of the project
    "backtestId": backtest_id  # ID of the backtest to read
}
# Send a POST request to the /backtests/read endpoint to get statistics
response = post(f'{BASE_URL}/backtests/read', headers=get_headers(), json=payload)
# Parse the JSON response into python managable dict
result = response.json()
# Check if the request was successful and print the statistics
if result['success']:
    print("Backtest Statistics:")
    print(result)

### Update Backtest
# Send a POST request to the /backtests/update endpoint to update backtest details
response = post(f'{BASE_URL}/backtests/update', headers=get_headers(), json={
    "projectId": project_id,  # ID of the project
    "backtestId": backtest_id,  # ID of the backtest to update
    "name": f"Backtest_{backtest_id}",  # New name for the backtest
    "note": "The new backtest name is awesome!"  # Additional note
})
# Parse the JSON response into python managable dict
result = response.json()
# Check if the request was successful and print the result
if result['success']:
    print("Backtest Updated Successfully:")
    print(result)

### Delete Backtest
# Prepare data payload to delete the backtest
payload = {
    "projectId": project_id,  # ID of the project
    "backtestId": backtest_id  # ID of the backtest to delete
}
# Send a POST request to the /backtests/delete endpoint to delete the backtest
response = post(f'{BASE_URL}/backtests/delete', headers=get_headers(), json=payload)
# Parse the JSON response into python managable dict
result = response.json()
# Check if the request was successful and print the result
if result['success']:
    print("Backtest Deleted Successfully:")
    print(result)

### List Backtests
# Prepare data payload to list backtests with statistics
payload = {
    "projectId": project_id,  # ID of the project
    "includeStatistics": True  # Include statistics in the response
}
# Send a POST request to the /backtests/list endpoint to list backtests
response = post(f'{BASE_URL}/backtests/list', headers=get_headers(), json=payload)
# Parse the JSON response into python managable dict
result = response.json()
# Check if the request was successful and print the list
if result['success']:
    print("List of Backtests:")
    print(result)

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