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Organizations

Getting Started

Introduction

An organization is a collection of members that share hardware resources, share access to datasets, and collaborate together to develop projects. Hardware resources are used to run backtests, launch research notebooks, deploy live trading algorithms, and store project data. You can create new organizations and join existing ones. You can be a member in any number of organizations. We offer several organization tiers so you can tailor your team's subscriptions as you grow over time. For the times when you need access to a QuantConnect engineer to help solve development issues, assign support seats among your team. There are several tiers of support seats to match the level of support your team requires.

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.

Rename Organizations

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.

Out of Sample Period

To reduce the chance of overfitting, organization managers can enforce all backtests must end a certain number of months before the current date. For example, if you set a one year out-of-sample period, the researchers on your team will not be able to use the most recent year of data in their backtests. A out-of-sample period is helpful because it leaves you a period to test your model after your done the development stage. Follow these steps to change the backtest out-of-sample period:

  1. Open the organization homepage.
  2. Scroll down to the Backtesting Out of Sample Period section.
  3. Adjust the out-of-sample period duration or click on "No Holdout Period".

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