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Help & Documentation

Find answers, explore features, and get the most out of INDYXQUANT Pro

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FIRST STEP
Create your first portfolio
Add holdings by symbol, shares & cost basis — analytics compute automatically within minutes.
Go to Portfolios →
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article Articles (3)
quiz Frequently Asked Questions (4)

Go to Settings → Security → Enable 2FA. Scan the QR code with any authenticator app (Google Authenticator, Authy), enter the verification code, and save your backup codes. 2FA adds a second layer of security beyond your password.

Yes — AES-256 encryption, JWT authentication with expiration, rate limiting, Prisma ORM (prevents SQL injection), CORS restrictions, Helmet.js security headers, and daily backups. All portfolio data is user-scoped and inaccessible to other accounts.

Client Management at /clients is designed for wealth managers. It lets you manage multiple client portfolios, filter all analytics by client, generate per-client reports, and switch between client views using the client selector in the top navigation bar.

Go to Security in Settings and enable an authenticator app (TOTP). This is the single strongest protection against account takeover. You can also review and revoke active sessions there.

keyboard Keyboard Shortcuts
Navigation
Go to Dashboard
D
Go to Portfolios
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Go to Market Overview
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Go to Watchlist
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Open Search / Stock Lookup
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View
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Keyboard Shortcuts

Navigation
Go to Dashboard
D
Go to Portfolios
P
Go to Market Overview
M
Go to Watchlist
W
Open Search / Stock Lookup
S
Open Help Center
?
Go to Home
H
Go to Alerts
A
Go to Reports
R
Go to Trading Journal
J
Open Command Palette
Cmd/Ctrl + K
View
Zoom In
Ctrl + +
Zoom Out
Ctrl + -
Reset Zoom
Ctrl + 0
Toggle Fullscreen (Charts)
F
Actions
New / Create (Context-Dependent)
N
Edit Selected Item
E
Close Modal / Dialog
Esc
Save (Forms)
Ctrl + S
Print / Export PDF
Ctrl + P
Tables
Navigate Table Rows
Arrow Keys
Open Selected Item
Enter
Focus Search / Filter Field
/
INDYXQUANT PRO v4.1·42 articles·36 FAQs·12 categories
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