Help & Documentation
Find answers, explore features, and get the most out of INDYXQUANT Pro
Welcome to INDYXQUANT Pro
Platform overview — 220+ pages of professional investment tools at your fingertips
Creating Your First Portfolio
Step-by-step guide to creating, configuring, and populating a new portfolio
Importing Holdings from CSV
Import your existing portfolio from CSV files with automatic field mapping
Keyboard Shortcuts & Command Palette
Navigate faster with keyboard shortcuts and the Cmd+K command palette
Create an account, then create your first portfolio at /portfolios. Add holdings by entering stock symbols, shares, and cost basis. The platform automatically fetches live market data, syncs dividends, and computes analytics within minutes.
Chrome, Firefox, Edge, and Safari (latest versions). JavaScript must be enabled. For the best experience, use a desktop browser at 1280px or wider. The platform also works on mobile with an optimized bottom navigation.
Press Cmd+K (Mac) or Ctrl+K (Windows) to open the Command Palette. Type any page name, stock symbol, or action to navigate instantly. You can also use the search bar in the top navigation or press S to open stock search.
INDYXQUANT Pro has 220+ pages covering: portfolio management, real-time market data, technical analysis (100+ indicators), fundamental analysis (13 valuation models), dividend intelligence, risk management (Monte Carlo, stress testing, VaR), tax optimization, AI-powered analytics, and more.