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The following sections describe the latest updates to the documentation.

2026-01-21

• [Source] Added clarification on credit handling for optimization jobs: the job reads your QuantConnect Credit balance at submission, deducts credits per backtest, halts when credit is exhausted, and does not recognize credits added after submission; recommends prefunding (e.g., 50% above estimate).

2026-01-19

• [Source] Community Strategies submission guidelines expanded: require backtests to run without buying power/runtime errors; cap total backtest runtime under 1 hour; mandate use of the default transaction fee model (no overrides); prohibit modifying CashBook cash balances during backtests; set initial capital only via set_cash; plus minor formatting/link updates.
• [Source] Position sizing docs clarified that PortfolioTarget takes a Symbol and a decimal fraction of buying power in the C# and Python examples.

2026-01-16

• [Source] Interactive Brokers: Added IP Restrictions guidance—if IP restrictions are enabled on your IB account, whitelist QuantConnect IP 207.182.16.137.
• [Source] dYdX fills: Clarified that orders are considered filled after they are added to an on-chain block.
• [Source] dYdX intro and labeling: Clarified dYdX is a decentralized protocol (not a brokerage) with risk disclaimer; page/breadcrumb labels updated from “Brokerages” to “Exchanges.”
• [Source] dYdX deposits/withdrawals: You can deposit/withdraw while live; cash holdings sync daily at 7:45 AM ET.
• [Source] Strategies Leaderboard: New section added; strategies ranked by 3‑month returns (updated daily); score is 1‑year Sharpe with proportional penalty for <1 year out-of-sample; top‑10 equity curves and key metrics displayed.
• [Source] Community strategies contribution guidelines: Added submission standards covering runtime stability, current LEAN APIs, scheduling cadence, backtest period, PEP8 readability, and naming conventions.
• [Source] Lean CLI: Added dYdX support across commands (brokerage/data providers) and new options: --dydx-private-key-hex, --dydx-address, --dydx-subaccount-number, --dydx-environment.

2026-01-15

• [Source] Overhauled MCP Server Tools documentation: replaced the large table with clear, categorized lists and updated the toolset (e.g., added read_open_project, clarified project/backtest/optimization/live trading capabilities).
• [Source] Added new Community Strategies documentation, including an introduction and a step-by-step guide to publish strategies for backtesting and sharing.
• [Source] Expanded Cursor Getting Started guide: added QC login flow, pulling an organization workspace, notes on initial workspace population, and Docker requirements for local backtesting/live trading.
• [Source] Expanded Windsurf Getting Started guide: added QC login and organization workspace pull flow, with Docker guidance for local deployment.
• [Source] Added Windsurf troubleshooting for missing tools, including how to restart the QC MCP Server from the MCP Marketplace.
• [Source] Updated examples and videos to feature Copilot Chat in Local Platform; refreshed Example Conversation and consolidated example content.
• [Source] Updated MCP Server landing page hero video to new demo showcasing strategy creation, backtesting, and deployment.
• [Source] Simplified Workflow guidance to distinct Cloud and Local workflows with direct, actionable steps.

2026-01-14

• [Source] Added dYdXFutureMarginInterestRateModel docs and set dYdXBrokerageModel to use it (replacing NullMarginInterestRateModel). Also updated BrokerageName enum usage to DYDX and refreshed demo backtest links.
• [Source] Cursor integration overhaul: replaced Docker-based MCP setup with a local HTTP Streamable server configured via ~/.cursor/mcp.json; updated discovery/restart steps; removed the 'New MCP Server' instruction.
• [Source] Cursor troubleshooting updated: new 'No Tools Available' guidance with steps to restart the qc-mcp server, replacing the prior -32000 error note.
• [Source] Windsurf integration overhaul: replaced Docker-based MCP config with a simple qc-mcp HTTP URL in ~/.codeium/windsurf/mcp_config.json; updated settings navigation and restart guidance.
• [Source] Removed obsolete IncludeWeeklys()/include_weeklys() from option universe filters across docs; examples now filter with Expiration/Strikes/Delta/etc without IncludeWeeklys. Clarified defaults focus on standard expirations.

2026-01-13

• [Source] Getting Started completely revamped: switched from Docker/CLI setup to Local Platform with the Claude Code VS Code extension. Updated ~/.claude.json to use an HTTP MCP server at http://localhost:3001, added steps to open/create a project, launch the Claude Code panel, run MCP status (slash command), and advice to reopen the panel if it doesn’t connect. Minor UI text/icon clarifications included.
• [Source] Introduction reframed: Claude Code described as an AI coding assistant and the page now focuses on setting up and using it with the Claude Code extension in Local Platform.
• [Source] Troubleshooting streamlined: replaced Docker/container-specific guidance with a simple ‘Server Not Connected’ flow, noting ~10s startup and suggesting reopening the Claude Code panel if it fails to connect.
• [Source] Examples updated: ‘Hello World’ now tests reading the open project via the read_open_project tool instead of reading the account.

2026-01-12

• [Source] Removed the Claude Desktop integration section from the MCP Server docs (setup, quotas, troubleshooting, examples) and deleted its navigation entry.

2026-01-09

• [Source] Added full documentation for the new Brain Wikipedia Page Views dataset (investor attention via Wikipedia page views and buzz metrics) including introduction, usage, examples (classic/framework/research), and data point attributes.
• [Source] Clarified Quiver Insider Trading data access: Slice for the dataset returns a list of QuiverInsiderTrading entries per symbol/day; iterate through data_points to access records.
• [Source] Fixed EODHD Macroeconomics Indicators data-tree namespaces to use QuantConnect.DataSource.* (MacroIndicators and Frequency).
• [Source] Updated History Requests ‘Additional Options’ docs: removed the Default Value column, streamlined option descriptions, and added a single note that unspecified options use the security subscription’s defaults.

2026-01-08

• [Source] Copilot setup overhauled: removed Docker steps and now connects via an HTTP MCP server (qc-mcp at http://localhost:3001) configured in mcp.json; streamlined Local Platform workflow and updated screenshots.
• [Source] Amazon Q setup simplified: replaced Docker with HTTP MCP server (qc-mcp at http://localhost:3001) using ~/.aws/amazonq/mcp.json (useLegacyMcpJson true); added UI steps to configure/refresh MCP servers and updated screenshots.
• [Source] Manual Python custom indicators must call on_updated in update to trigger update events; guidance updated accordingly.
• [Source] Custom indicator definitions: added on_updated calls in Python examples and noted it cannot be used in automatic updates.
• [Source] Custom Indicators examples reorganized: Money Flow Index moved to Example 2; Python examples now demonstrate on_updated and an event-driven trading variant.
• [Source] Copilot examples updated: "Hello World" prompt changed to "Read the open project" using the read_open_project tool; formatting adjusted.
• [Source] Amazon Q examples updated: "Hello World" prompt changed to "Read the open project" using the read_open_project tool; formatting adjusted.

2026-01-06

• [Source] Standardized Forex market-hours pages for several NZD crosses by switching Holidays to a generic template and setting Early Closes and Late Opens to 'none' (EURNZD, GBPNZD, NZDCAD, NZDCHF, NZDHKD, NZDJPY, NZDSGD, NZDUSD).
• [Source] SGX futures (IN, NK, TW) market-hours pages now use a generic Holidays template and indicate no Early Closes.
• [Source] US index market-hours pages (NDX, SPX, VIX) switched to a generic Holidays template and now show no Early Closes.
• [Source] HKFE HSI index market-hours page now uses a generic Holidays template and shows no Early Closes.
• [Source] Interactive Brokers CFD FX market-hours pages consolidated to a generic Holidays template and indicate no Early Closes across many pairs.

2026-01-02

• [Source] Added full dYdX brokerage integration and documentation (account types, orders, fees, margin, slippage/fills, settlements, security, deposits/withdrawals, demo algorithm, and deployment).
• [Source] Expanded Crypto Futures data sources in the QuantConnect data provider to include Binance, Bybit, and dYdX.
• [Source] Introduced Covariance (COV) indicator with usage, visualization, and history documentation; renumbered subsequent indicator pages.

2025-12-31

• [Source] Added documentation for the dYdXBrokerageModel, including supported asset classes and orders, ImmediateFill and ImmediateSettlement models, NullSlippage and NullMarginInterestRate models, dYdX fee model, 3.3x leverage, default market (Market.dYdX), and note on account currency.
• [Source] Updated Forex market-hours pages for NZD cross pairs to use instrument-specific schedules (holidays, early closes, late opens) instead of generic placeholders (pairs include EURNZD, GBPNZD, NZDCAD, NZDCHF, NZDHKD, NZDJPY, NZDSGD, NZDUSD).
• [Source] Enhanced Futures market-hours documentation with instrument-specific schedules: CBOT ZL/ZM/ZS now include late opens (and ZM early closes), and SGX IN/NK/TW now include specific holidays and early closes.
• [Source] Replaced generic market-hours placeholders with instrument-specific holidays and early closes across many Interactive Brokers CFDs (e.g., IBAU200, IBCH20, IBDE40, IBES35, IBEU50, IBFR40, IBGB100, IBHK50, IBJP225, IBNL25, IBUS30, IBUS500, IBUST100, XAGUSD, XAUUSD).

2025-12-30

• [Source] Added dYdXFeeModel documentation (0.01% maker, 0.05% taker; fees in quote currency) with usage examples.
• [Source] Renumbered and renamed Live Trading brokerage directories (e.g., Bloomberg EMSX, SSC Eze, Trading Technologies, Wolverine), updating their URLs.
• [Source] Renumbered transaction fee model and brokerage model anchors (e.g., Interactive Brokers model to #13) and fixed internal links referencing them.
• [Source] Updated market hours docs: standardized many Forex/CFD pages to generic holiday/early/late includes and added/corrected specific early-close/late-open files for select futures (e.g., CBOT ZL/ZS, CME GD, SGX).

2025-12-26

• [Source] Removed the CBOE VIX Daily Price dataset documentation (landing and all subpages), indicating deprecation/removal from the docs.
• [Source] Relocated CoinGecko Crypto Market Cap dataset docs to a new path (from section 11 to 10).
• [Source] Relocated EOD Historical Data dataset docs to a new path (from section 12 to 11).
• [Source] US Futures (AlgoSeek) Data Summary: added note that LBS (Random Length Lumber) was deprecated for LBR (Lumber).
• [Source] US Futures Example Applications: enabled Settings.SeedInitialPrices = true to seed prices for immediate availability at initial rebalance.
• [Source] Brain Sentiment Indicator examples: updated universe filter to use SentimentalArticleMentions7Days, shortened sample backtest dates, and adjusted insight logic/duration.
• [Source] US Equities Short Availability examples: fixed formatting/escaping, corrected lambda syntax and missing braces in C# examples, and clarified shortable-provider comments.