Organizations

Administration

Introduction

You can view and manage your organizations from the Algorithm Lab. The algorithms you store in the Algorithm Lab are secure and you maintain their intellectual property.

Intellectual Property

All individuals on QuantConnect own their intellectual property (IP) on our platform. Your code is private and only accessible by people you share the project with and with support-engineers when you submit a support ticket. At no point does QuantConnect ever claim ownership of user IP. The only case where algorithm code becomes public domain is when they are shared to the forum. In this case, algorithms need to be made public domain to allow the sharing of the algorithm code.

It is common when companies hire engineers to write software, they require their employees to sign an agreement that gives the company IP ownership of any code written for work. They need this because they're paying you to write software, and the company needs to sell that software to turn a profit. Similarly, the Organizations feature allows you to control who holds IP ownership over a project. Each type of organization has its own mechanisms for handling project IP ownership.

Individual Organizations

The Free and the Quant Researcher tiers only allow single-member organizations. This means you can't collaborate with anyone else inside the QuantConnect platform. Simply put, you own the IP for any projects you work on since you are the sole collaborator.

Team Organizations

For organizations that allow multiple users to collaborate on projects, the user who created the project owns it; this can be you or one of your teammates. If you add a teammate/collaborate, they can clone it, but the original project belongs to the person who first created it.

Trading Firm & Institution Organizations

For Trading Firm and Institution organizations, which are generally used by companies and funds, the firm owns all employee projects. This is made to suit firms that wish to hire consultants and need to ensure the code remains with the company when the consultant work is finished. You have to explicitly create a project in an organization for it to be created on the organization's account.

Corporate Branding

You can customize your organization’s image, name, and description in the Algorithm Lab to match your branding. If you have a Trading Firm or Institution organization, you can integrate the Algorithm Lab into your website so that your company logo is in the navigation bar and the color matches your website's theme.

Migrating Projects

If you are the administrator of an organization, you can migrate a project out of the organization to another organization in which you’re a member. When your project is migrated, the project files are copied but the content stored in the Object Store is not retained.

View the Organization Homepage

The organization homepage displays a summary of your organization. To view the page, log in to the Algorithm Lab and then, in the left navigation bar, click Organization > Home.

Organization home page

The organization homepage displays your organization's brand and statistics at the top of the page. The following table describes the remaining sections of the page:

SectionDescription
ActionsAdd nodes
ResourcesView and manage nodes
BillingView and manage bills
TeamView and manage team members
Support HistoryView support tickets
Encryption KeysView and manage encryption keys
Backtesting Out of Sample PeriodView and change the length of the out-of-sample hold out period
PlanView and change the organization tier
Credit BalanceView and purchase QuantConnect Credit

Edit the Organization Branding

You can edit your organization's image and name.

Image

Follow these steps to change your organization image:

  1. Open the organization homepage.
  2. Click the organization image.
  3. Click Choose file, select a file from your device, and then click Open.

    4. Your organization image must be in gif, jpg, or png format and less than 1MB in size.

  4. Click Save.

    5. "Photo Uploaded" displays.

Name

Follow these steps to change your organization name:

  1. Open the organization homepage.
  2. Hover over the organization name and then click the pencil icon that appears.
    3. Changing the organization name
  3. Enter the new organization name and then click Save Changes.

    4. "Organization Name Updated Successfully" displays.

View All Organizations

To view all of the organizations for which you're a member, log in to the Algorithm lab and then, in the top navigation bar, click Connected as: organizationName.

table of organizations owned

Add Organizations

Follow these steps to add new organizations to your profile:

  1. Log in to the Algorithm Lab.
  2. In the top navigation bar, click Connected as: organizationName.
  3. In the Switch Organization panel, click Create Organization.
  4. Enter the organization name and then click Add.

    5. The organization name must be unique. "Created Successfully" displays.

Switch Organizations

Follow these steps to switch organizations:

  1. Log in to the Algorithm Lab.
  2. In the top navigation bar, click Connected as: organizationName.
  3. In the Switch Organization panel, click the name of the organization for which you want to connect.

    4. The top navigation bar displays the new organization name.

Set a Preferred Organization

Follow these steps to set your preferred organization:

  1. Log in to the Algorithm Lab.
  2. In the top navigation bar, click Connected as: organizationName.
  3. In the Switch Organization panel, select the radio button under the Preferred column that corresponds to the organization that you want to set as the preferred organization.

    4. "Preferred organization selected" displays. Refresh the page to connect as your preferred organization.

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