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The following sections describe the latest updates to the documentation.

2026-06-11

• [Source] Added Custom Skills: Define reusable, org-specific instructions for assistants in .assistant/skills/skill.md; assistants load relevant skills on demand.
• [Source] Added Custom Memories: Persist org facts in .assistant/memories/memory.md; assistants auto-load and update this file across runs.
• [Source] Added Custom Templates: Create org project scaffolds under .assistant/templates with language folders and templates.json (name, folder, description, tags).
• [Source] Bring Your Own Key (BYOK): Organizations with paid Assistant Nodes can run assistants on their own LLM provider; setup docs and provider guides added.
• [Source] LLM provider policy updated: Using your own provider now requires a paid Assistant Node; LLM Providers page updated to reference BYOK.
• [Source] Trading Firm tier updates: Can schedule AI assistant tasks; collaborator limit clarified to up to 10 per project.
• [Source] Object Store docs: New Special Folders section describing reserved, organization-shared directories (including .assistant) and how to upload files.
• [Source] MCP Server docs reorganized: Section moved under /ai-assistance/mcp-server with updated URLs.

2026-06-09

• [Source] Lean CLI cloud deployment: Initial cash and position holdings are no longer supported for QuantConnect Paper Trading.
• [Source] Lean CLI cloud deployment: Initial cash and position holdings are now supported for Interactive Brokers.
• [Source] Lean CLI cloud deployment: Initial cash and position holdings are now supported for TradeStation.
• [Source] Lean CLI cloud deployment: Initial cash and position holdings are now supported for Tastytrade.
• [Source] Lean CLI cloud deployment: Initial cash and position holdings are now supported for Alpaca.
• [Source] Lean CLI cloud deployment: Initial cash and position holdings are now supported for Charles Schwab.
• [Source] Lean CLI cloud deployment: Initial cash and position holdings are now supported for Webull.
• [Source] IB FIX Integration docs updated: Not supported for IB simulated ('DU') accounts; multiple subaccounts allowed if linked to the same QuantConnect user ID; screenshots updated to reflect entering the user ID.

2026-06-05

• [Source] Added Webull as a historical data provider and introduced Webull configuration options: --webull-environment, --webull-app-key, --webull-app-secret, --webull-account-id.
• [Source] Added Webull as a supported brokerage and introduced Webull configuration options: --webull-environment, --webull-app-key, --webull-app-secret, --webull-account-id.
• [Source] Added Webull as a historical data provider and introduced Webull configuration options: --webull-environment, --webull-app-key, --webull-app-secret, --webull-account-id.
• [Source] Added Webull as a supported brokerage and historical data provider; introduced Webull configuration options: --webull-environment, --webull-app-key, --webull-app-secret, --webull-account-id.
• [Source] Added Webull to the historical data provider enum list.
• [Source] Added Webull as a historical data provider and introduced Webull configuration options: --webull-environment, --webull-app-key, --webull-app-secret, --webull-account-id.

2026-06-04

• [Source] Reverted Webull authentication for cloud deployments from OAuth back to API keys—users must now enter App Key, App Secret, and account ID when deploying live algorithms.
• [Source] Updated Lean CLI Webull deployment to prompt for App Key, App Secret, and account ID instead of opening a browser for OAuth authorization.
• [Source] Added instruction to disable Quotes and two-factor authentication (2FA) in Webull Application Management, since QuantConnect provides market data and 2FA blocks programmatic API authentication.

2026-06-03

• [Source] IB FIX integration docs now require entering your QuantConnect user Id (not username) in the 'Quantconnect Username' field; obtain your user Id by requesting an API token (emailed with the token).
• [Source] Profile documentation removed the note that the username is the last segment of the profile URL, reducing confusion between username and user Id.

2026-06-02

• [Source] Added full Webull brokerage documentation and support: execution-only for US Equities, Equity Options, and Index Options; no live data feed; new pages for orders, fees, slippage/fills, margin, settlements, rate limits, deployment, and troubleshooting. Inserted Webull into the brokerages list (renumbering subsequent brokerages) and added to Lean CLI supported brokerages.
• [Source] Bybit now supports paper trading via Demo Trading and Testnet. Docs updated with environment-specific credential setup, environment selection in deployment, and Lean CLI prompt now accepts (live, paper, demo).
• [Source] Switched Webull cloud deployment to OAuth: Cloud uses an Authenticate button and Lean CLI cloud deployments use a browser-based auth flow; API keys are only required for local Lean CLI use.
• [Source] Alternative dataset docs cleanup and enhancements: standardized examples to 252 trading days, field/method name corrections, and new Universe History sections for EODHD Upcoming Dividends/Earnings/IPOs/Splits.

2026-06-01

• [Source] Removed deprecated 'Powering Agentic AI' page and references to using QCC for Mia/AI usage.
• [Source] Updated QCC use cases in the Introduction to cover live notification overages (SMS, extra Telegram/email/webhook above free allowance) instead of AI assistant usage.
• [Source] Renumbered 'Purchase QCC' section to keep the sequence contiguous; new anchor is #05-Purchase-QCC.

2026-05-28

• [Source] Updated TradeStationFeeModel to reflect QuantConnect-specific pricing: equity/index options now commission-free (plus $0.80 exchange fee per contract); futures $1.75 per contract ($0.50 for minis). Model explicitly reflects bespoke QC client rates.
• [Source] Live trading fees page now highlights special low fees for QuantConnect clients and routes the fees link through qnt.co/tradestation-signup.
• [Source] Account setup and paper trading guidance updated: sign up via qnt.co/tradestation-signup; QuantConnect paper trading is noted as an alternative to TradeStation’s simulator.
• [Source] Standardized TradeStation links across dataset docs to route through qnt.co/tradestation-signup; removed external API and market data pricing links.

2026-05-27

• [Source] Added step-by-step screenshots to the IB FIX Integration tutorial to guide subscription and service account configuration in the IB Client Portal.
• [Source] Expanded documentation with benefits of QC-IBKR FIX: persistent connection (no weekly re-logins), dedicated VPN for improved stability and fills, and lower memory usage.

2026-05-26

• [Source] Getting Started with AI Assistants: Rebranded to QuantConnect Assistants; updated Mia section (title, description, benchmark wording); replaced hero image; and overhauled tutorial steps with new screenshots and revised instructions.
• [Source] PyTorch examples cleanup: Removed unnecessary nn.Flatten() from model definitions across Writing Algorithms and Research Environment PyTorch pages to simplify and correct example code.
• [Source] Universe Settings examples now use the Algorithm Framework by enabling framework=true, updating how the examples are rendered.
• [Source] Alternative Data examples: Labeled code containers with the csharp class to ensure correct syntax highlighting in the PE Ratio Line Chart example.

2026-05-22

• [Source] Revamped AI Assistance Getting Started page into a guided tutorial with steps to use Assistants (Research Pipeline workflow, backtest, and paper trading), replacing the old Introduction and Models pages.
• [Source] Quotas documentation removed from Getting Started and relocated under Deployments; previous quota table and QCC consumption guidance were deleted.
• [Source] Troubleshooting moved from Getting Started to Deployments and simplified to reference the status page (QCC consumption instructions removed).
• [Source] New and reorganized 'Predefined Assistants > Mia' section added, including Introduction, How It Works, What It Does, What You Get Back, and Tools, with related tasks (brainstorming, coding, backtests, optimization, live) migrated into this section.

2026-05-21

• [Source] Project deletion now uses a Recycle Bin: deleted projects move to a Recycle Bin folder on My Projects, can be recovered within 30 days, and include steps to restore by opening from Recycle Bin and renaming to remove the 'Recycle Bin/' prefix.

2026-05-20

• [Source] Added comprehensive guidance for ETF Constituents universes in Research: how to define with Universe.ETF, fetch history via universe_history/UniverseHistory, interpret Series vs flattened DataFrame, updated C# imports and return types, and provided C#/Python iteration examples.
• [Source] Standardized Python documentation to current snake_case API and enums across many pages (batch 5): replaced deprecated PascalCase members and properties (e.g., slice.get, portfolio.invested, OrderStatus.FILLED), and corrected example snippets for consistency and accuracy.

2026-05-19

• [Source] Standardized QuantBook Python API to snake_case: qb.history replaces qb.History; qb.securities.keys() replaces qb.Securities.Keys; generic calls updated to qb.history[T] across examples.
• [Source] Normalized Resolution enums to uppercase in Python examples (DAILY, MINUTE, HOUR) for consistency across docs.
• [Source] Updated Brain dataset research examples to snake_case API and fields: add_equity/add_data/history, qb.time/universe_history, universe_selection, and data attributes (e.g., report_sentiment.sentiment, rank_2_days, sentimental_article_mentions_7_days).
• [Source] Reworked Smart Insider Corporate Buybacks examples to snake_case: add_equity/add_data/history/add_universe, time/end_time, symbol/value, and dataset fields (amount_value, amount); universe selection functions renamed to lowercase.
• [Source] Aligned LSTM examples with snake_case securities access: use qb.securities[...].price instead of qb.Securities[...].Price; corresponding set_holdings usage enforced.
• [Source] Options docs updated to snake_case and correct resolution constants: use Resolution.MINUTE in QuoteBar history and option universes; option.symbol and self.log applied where relevant.
• [Source] ETF Constituents Universe examples now use c.end_time for timestamps (was c.EndTime) and maintain consistent snake_case patterns.
• [Source] EOD HD Macroeconomics example migrated to snake_case: add_equity(...).symbol, add_data(...).symbol, and set_holdings; Resolution.DAILY applied.

2026-05-18

• [Source] Standardized terminology across Cloud Platform docs: replaced 'on-premise' with 'on-premises' (Business Model, On-Premise Installations, Institution Tier, and backtesting/live/optimization pages).
• [Source] Updated Local Platform docs (titles and content) to use 'on-premises' consistently across getting started, deployment targets, nodes, troubleshooting, research, optimization, and live trading pages.
• [Source] LEAN CLI overview now says it deploys to the cloud or on-premises (terminology fix).

2026-05-15

• [Source] Added new Bureau of Labor Statistics dataset docs covering CPI, CES, PPI, and JOLTS, including getting started, data access, historical data, supported surveys, and example algorithms.
• [Source] Added Charles Schwab live trading rate limits (120 order requests per minute, 4,000 per day); renumbered brokerage doc sections and updated the Hybrid Data Provider cross-reference.
• [Source] Renamed and relocated CoinGecko dataset documentation (section moved to new path), updating all subpage URLs.
• [Source] Renamed and relocated EOD Historical Data documentation (section moved to new path), updating subpage URLs and polishing examples/formatting.
• [Source] Fixed and updated AI Assistance links across docs to new structure (e.g., strategy-development -> getting-started, assistants -> predefined-assistants) and corrected Research Pipeline references.
• [Source] Refactored Brain ML Stock Ranking example code (Python/C#) for clarity and correctness, improving symbol handling, history usage, and rank-to-weight logic.

2026-05-14

• [Source] Added a new Assistant Teams documentation section with pages on team workflows (chains vs mesh), system prompts, and inter-assistant communication, plus a new navigation tile/link.
• [Source] Reorganized AI Assistance docs hierarchy: Predefined Assistants moved under a new path and MCP Server content relocated to /ai-assistance/mcp-server, with links updated accordingly.
• [Source] Refreshed UI copy and icons across AI Assistance and Cloud Platform indexes and clarified task docs (scheduling, prompts, notifications) with minor wording and typo fixes.

2026-05-13

• [Source] Restructured AI Assistance docs and navigation: introduced a new Assistants hub, Tasks, Deployments, and a separate Predefined Assistants section.
• [Source] Introduced Tasks: define what assistants do and when they run, with task prompts, project preferences, scheduling (tier-limited), notifications, and assistant orchestration (chained/callable), plus full task management UI.
• [Source] Added Deployments: per-run execution records with full assistant conversation, tool calls, outputs, and status; how to deploy, view, and delete deployments.
• [Source] Expanded Assistants guidance: creating/configuring assistants (system vs task prompts, context management, tool selection), structured outputs, LLM providers (default Meta Agent vs bring-your-own on higher tiers), Research Pipeline assignment, and sub-assistant orchestration.
• [Source] Updated assistant quotas: usage now governed by Assistant Nodes (concurrent agents and token limits), replacing prior credit/micro-payment framing.
• [Source] Getting Started updated: enhanced Mia agentic coding assistant section with clearer guidance and screenshots; links updated to the new Assistants section.
• [Source] Overhauled chained-universe examples: unified fundamental/ETF + alt-data intersection pattern with scheduled rebalancing and weight caps; bug fixes to dataset filters; examples now trade and report improved performance.