QuantDinger

Open-source AI Trading OS

Turn trading ideas into Python strategies, backtests, paper trading, live execution, and monitoring — all in one self-hosted stack.

QuantDinger is a product of Open Byte Inc.

AI research → Strategy code → Backtest → Paper/Live execution → Monitoring

English · 简体中文 · API · AI Agents & MCP

Live App · Website · Video Demo · Official Support Email

QuantDinger can submit real orders when live trading is explicitly enabled.
Start with paper trading, use restricted API keys, and review the risk and
compliance requirements for your jurisdiction. This project does not provide
investment advice.

What QuantDinger is

QuantDinger is an open-source AI Trading OS for independent traders, Python
strategy authors, and small teams. Its local-first, self-hosted design keeps
market data, strategy code, broker credentials, and deployment under the
operator's control.

The project combines:

• multi-provider AI market research and analysis;
• Python indicators and Strategy API V2 development;
• server-side backtesting and experiment workflows;
• paper and live execution across crypto exchanges and traditional brokers;
• web, mobile H5, human API, Agent Gateway, and MCP access;
• PostgreSQL-backed state, durable workers, audit logs, and optional monitoring.

It is not a black-box signal service. Strategy code, risk settings, credentials,
and deployment remain under the operator's control.

What changed in v5

The v5 backend is organized around explicit runtime and operational boundaries:

• the HTTP API no longer owns long-running trading or scheduler loops;
• trading, scheduling, Celery jobs, and migrations run as separate processes;
• Celery handles finite, retryable work while long-lived strategy runtimes stay
  in the trading worker;
• cache Redis and durable job Redis use separate instances and eviction policies;
• high-risk API contracts are represented in OpenAPI and protected by tests;
• JSON logs, request IDs, Prometheus metrics, dashboards, and alert rules are
  available through an optional observability overlay;
• the production overlay runs backend processes as a non-root user with a
  read-only root filesystem, dropped capabilities, and resource limits;
• CI checks syntax, lint, tests, release gates, Compose files, dependencies,
  source security, secrets, API compatibility, version drift, and text encoding.

The source version is declared in VERSION. Git release tags use the
same semantic version with a leading v, for example v5.0.1.

Architecture

_{The editable source is available as architecture-v5.svg.}

The diagram above shows the complete product and process architecture. The
runtime topology below focuses on container-to-container ownership and data flow.

flowchart TB
    C["Web / Mobile / API / MCP clients"]
    FE["Nginx frontend services"]
    API["Flask + Gunicorn API"]
    PG[("PostgreSQL")]
    CACHE[("Redis cache")]
    JOBS[("Redis jobs")]
    TW["Trading worker"]
    SW["Scheduler worker"]
    CW["Celery worker"]
    BEAT["Celery beat"]
    PROM["Prometheus"]
    GRAF["Grafana"]
    ALERT["Alertmanager"]

    C --> FE --> API
    API --> PG
    API --> CACHE
    API -->|"durable commands"| PG
    TW -->|"leases, orders, heartbeats"| PG
    SW -->|"schedules, monitoring, heartbeats"| PG
    API -->|"finite async jobs"| JOBS
    BEAT --> JOBS --> CW
    CW --> PG
    API -. metrics .-> PROM
    PG -. exporter .-> PROM
    CACHE -. exporter .-> PROM
    JOBS -. exporter .-> PROM
    PROM --> GRAF
    PROM --> ALERT

One backend image is reused by several containers with different commands:

See Backend process roles,
architecture, and
concurrency model for the ownership rules.

Quick start

Option A: prebuilt images

Prerequisites: Docker with Compose v2. Node.js and a local Python environment are
not required.

Linux or macOS:

curl -fsSL https://raw.githubusercontent.com/brokermr810/QuantDinger/main/install.sh | bash

Windows PowerShell:

irm https://raw.githubusercontent.com/brokermr810/QuantDinger/main/install.ps1 | iex

The installer asks for the initial administrator credentials, generates the
required secrets, downloads the GHCR Compose stack, and starts it.

Open:

• Web: http://127.0.0.1:8888
• Mobile H5: http://127.0.0.1:8889
• API health: http://127.0.0.1:5000/api/health

Docker administrator and settings notes

Detailed guides: English |
中文

On a fresh database, the backend creates the initial administrator from
ADMIN_USER, ADMIN_PASSWORD, and optional ADMIN_EMAIL. Passwords are stored
as hashes, never as plaintext. An existing PostgreSQL volume is not overwritten:
the backend only replaces the untouched legacy quantdinger / 123456
administrator when a non-default administrator is explicitly configured. It
never overwrites an account whose password was already changed, and it refuses
to promote an existing account that already uses the requested username.

Manual Docker deployments retain quantdinger / 123456 only for backward
compatibility when the administrator variables are left at their defaults. This
credential is not suitable for an internet-facing deployment; change it before
first start or immediately after the first login. The one-command installer does
not accept 123456 as the chosen password.

The Settings UI writes runtime configuration to /app/.env. In the GHCR stack
this is the host backend.env; in a source deployment it is
backend_api_python/.env. Current backend images automatically give runtime UID
10001 ownership and keep mode 600. Do not use chmod 755 or recursive 777:
these files contain passwords and API keys, and 755 still does not grant write
access to UID 10001 when root owns the file.

Verify write access with:

docker compose exec -u 10001:10001 -T backend \
  sh -c 'test -w /app/.env && echo writable=yes || echo writable=no'

The hardened production override intentionally mounts /app/.env read-only.
When using docker-compose.production.yml, manage configuration on the host and
recreate the services instead of saving it from the Settings UI. See the
English guide or
中文指南 for
legacy-image recovery and rootless/NFS notes.

Option B: source checkout

git clone https://github.com/brokermr810/QuantDinger.git
cd QuantDinger
cp backend_api_python/env.example backend_api_python/.env
cp .env.example .env

Before the first start, replace the example values in both environment files:

Generate independent secrets with:

python -c "import secrets; print(secrets.token_hex(32))"

Start the core stack from local backend source:

docker compose up -d --build
docker compose ps

The base stack does not start Prometheus, Grafana, or Alertmanager. This keeps
the default open-source installation smaller.

For detailed installation paths, Windows notes, China mirror settings, and
PostgreSQL migration guidance, see
Installation troubleshooting and the
cloud deployment guide.

Production deployment

Validate secrets before starting a production stack:

python backend_api_python/scripts/check_production_config.py \
  --env-file .env \
  --env-file backend_api_python/.env

Start the hardened runtime with optional observability:

docker compose \
  -f docker-compose.yml \
  -f docker-compose.production.yml \
  -f docker-compose.observability.yml \
  up -d --build

Omit docker-compose.observability.yml when the host is resource-constrained or
monitoring is provided externally.

Production rules:

• expose only a TLS reverse proxy on ports 80/443;
• keep PostgreSQL, both Redis instances, Prometheus, Grafana, and Alertmanager
  off the public internet;
• do not deploy with example passwords or empty encryption keys;
• back up PostgreSQL and the durable redis-jobs volume;
• keep cache Redis disposable and never use it as the Celery broker;
• review worker health and application readiness after every deployment.

The full checklist is in Production hardening.

Local endpoints

All published ports bind to loopback by default.

Container-only ports such as the job Redis and exporters are not published to
the host.

Observability

The monitoring stack is optional by design:

• Prometheus collects API, worker, PostgreSQL, and Redis metrics.
• Grafana turns those metrics into operator dashboards.
• Alertmanager groups alerts, manages silences, and sends notifications once
  a receiver is configured.

Start it for local diagnostics without the production overlay:

docker compose \
  -f docker-compose.yml \
  -f docker-compose.observability.yml \
  up -d

Monitoring services stay on 127.0.0.1. Use a VPN, SSH tunnel, or authenticated
reverse proxy for remote administration. See
Observability for dashboards, alerts, retention, and
receiver configuration.

Security model

• Broker credentials and MFA secrets are encrypted with a stable
  CREDENTIAL_ENCRYPTION_KEY.
• Agent tokens are hashed, scoped, rate-limited, and audit-logged.
• Agent trading is paper-only by default; live access requires both token and
  server-side authorization.
• Long-running strategy ownership uses leases, heartbeats, and fencing tokens.
• Production containers run without root privileges or Linux capabilities.
• Host port defaults are loopback-only; public access should terminate at a TLS
  reverse proxy.

Report vulnerabilities privately according to SECURITY.md. Do
not include credentials, account data, or exploitable details in public issues.

Strategy and integration surfaces

Start with the Indicator guide,
Strategy guide, and
Extension guide.

AI agents and MCP

The Agent Gateway is exposed under /api/agent/v1. The included MCP server lets
clients such as Cursor, Claude Code, and Codex call approved tools without
receiving broker credentials or administrator JWTs.

Live trading through an agent requires all of the following:

1. a token with trading scope;
2. paper_only=false on that token;
3. AGENT_LIVE_TRADING_ENABLED=true on the server;
4. operator-configured limits and allowlists.

See MCP setup,
Agent quick start, and the
Agent OpenAPI document.

Development

Backend development uses Python 3.12:

cd backend_api_python
python -m venv .venv
python -m pip install -r requirements-dev.txt
python -m pytest -m "not integration and not stress" --ignore=tests/release_gate -q
ruff check app scripts tests

Useful repository checks:

python scripts/check_version.py
python scripts/check_mojibake.py
docker compose -f docker-compose.yml config -q
docker compose -f docker-compose.yml -f docker-compose.production.yml -f docker-compose.observability.yml config -q

API changes should follow API conventions, update the
OpenAPI artifact when required, and pass the compatibility workflow.

Repository layout

This repository contains the backend, worker processes, deployment definitions,
operations configuration, documentation, and MCP server. The desktop and mobile
client source code live in separate repositories; this repository consumes their
published images in the Compose stacks.

QuantDinger/
|-- .github/workflows/                 CI, security, compatibility, and release checks
|-- backend_api_python/                Backend application and all backend processes
|   |-- app/
|   |   |-- __init__.py                Flask application factory and core wiring
|   |   |-- startup.py                 Process-aware startup hooks and service singletons
|   |   |-- celery_app.py              Celery application and task registration
|   |   |-- commands/                  Migration, scheduler, trading, and health entrypoints
|   |   |-- config/                    Environment-backed database, Redis, and provider config
|   |   |-- routes/                    Human HTTP API route facades
|   |   |   `-- agent_v1/              Scoped Agent Gateway API under /api/agent/v1
|   |   |-- openapi/                   OpenAPI schemas, tags, registration, and export support
|   |   |-- services/                  Domain workflows and third-party integrations
|   |   |   |-- backtest_engine/       Backtest execution components
|   |   |   |-- live_trading/          Normalized crypto exchange adapters
|   |   |   |-- alpaca_trading/        Alpaca broker integration
|   |   |   |-- ibkr_trading/          Interactive Brokers integration
|   |   |   |-- strategy_runtime/      Strategy signals, intents, execution, and state
|   |   |   `-- strategy_v2/           Versioned strategy contracts and runtime services
|   |   |-- data_sources/              Raw market-data source adapters
|   |   |-- data_providers/            Aggregated market, macro, news, and sentiment providers
|   |   |-- markets/                   Market and symbol normalization
|   |   |-- tasks/                     Finite, retryable Celery jobs
|   |   |-- workers/                   Long-lived worker process shells
|   |   |-- runtime/                   Process-role and ownership helpers
|   |   |-- observability/             Request context, metrics, and HTTP instrumentation
|   |   `-- utils/                     Shared low-level database, cache, auth, and logging helpers
|   |-- migrations/                    PostgreSQL schema and seed migrations
|   |-- scripts/                       Backend maintenance and validation commands
|   |-- tests/                         Unit, contract, integration, and release-gate tests
|   |-- run.py                         Local Flask and Gunicorn application entrypoint
|   |-- Dockerfile                     Shared image for API and worker containers
|   `-- docker-entrypoint.sh           Container command dispatcher
|-- docs/
|   |-- architecture/                  Boundaries, concurrency, API, and extension design
|   |-- deployment/                    Installation, production, and observability operations
|   |-- trading/                       Strategy and indicator development guides
|   |-- api/                           Human API documentation
|   `-- agent/                         Agent Gateway and MCP documentation
|-- mcp_server/                        Standalone QuantDinger MCP server package
|   |-- src/quantdinger_mcp/           MCP server and security implementation
|   `-- tests/                         MCP contract and security tests
|-- ops/                               Runtime operations configuration
|   |-- prometheus/                    Scrape configuration and alert rules
|   |-- grafana/                       Provisioned data sources and dashboards
|   `-- alertmanager/                  Alert routing configuration
|-- scripts/                           Repository-level version, encoding, and setup checks
|-- docker-compose.yml                 Core local/source stack
|-- docker-compose.ghcr.yml            Prebuilt-image installation stack
|-- docker-compose.production.yml      Production hardening overlay
|-- docker-compose.observability.yml   Optional monitoring overlay
|-- install.sh / install.ps1           Linux/macOS and Windows installers
`-- VERSION                            Canonical source version

Main execution paths

Long-lived trading loops belong to the trading worker. Finite, retryable work
belongs to Celery. HTTP routes validate and delegate; they must not own trading
loops, exchange-specific behavior, or large database workflows.

Where changes belong

The web and mobile repositories publish their own GHCR images. Node.js is only
needed when building those clients from source. For deeper ownership rules, read
Architecture,
Module boundaries, and
Process roles.

Documentation

The maintained documentation index is available at docs/README.md.

Contributing

Read CONTRIBUTING.md and DEVELOPMENT.md
before opening a pull request. Keep routes thin, preserve API compatibility,
place long-running behavior in the correct process, and include focused tests
for high-risk changes.

Exchange partner links

These are referral links. QuantDinger may receive a commission or trading-fee
rebate when a user registers through one of them. This does not add a separate
charge to the user; eligibility and terms are controlled by each venue and may
change. Always verify the destination domain before creating an account.

The same links are available in the application under Profile → Open account
and Broker Accounts → Open account.

License and commercial terms

• Backend source code is licensed under Apache License 2.0.
• QuantDinger is a product of Open Byte Inc. The name, logo, product
  identity, and commercial licensing are managed separately from the code license.
• Web frontend source is published in
  QuantDinger Frontend under
  its own source-available license.
• Mobile H5 and native client source is published in
  QuantDinger Mobile under
  its own source-available license.
• Trademark, branding, attribution, and watermark use is governed by
  TRADEMARKS.md. Apache 2.0 does not grant trademark rights.

For commercial licensing, frontend source access, branding authorization, or
deployment support:

• Website: quantdinger.com
• Telegram: t.me/worldinbroker
• Email: [email protected]

Legal notice and compliance

QuantDinger is intended for lawful research, education, and compliant trading
only. It must not be used for fraud, market manipulation, sanctions evasion,
money laundering, or other illegal activity. Operators are responsible for
following the laws, licensing requirements, tax rules, broker or exchange terms,
and data regulations that apply in every jurisdiction where they deploy or use
the software.

This project does not provide legal, tax, investment, financial, or regulatory
advice. Trading, including automated and leveraged trading, can result in the
loss of some or all capital. Historical data, backtests, simulated results, AI
output, indicators, and strategy examples do not guarantee future performance.
Users must independently review strategies, permissions, order limits, and risk
controls before enabling live execution.

The software is provided under the terms of the applicable license and is used
at the operator's own risk. To the extent permitted by law, project maintainers
and contributors disclaim liability for trading losses, data loss, service
interruption, third-party failures, security incidents, or regulatory consequences
arising from use or misuse of the software.

Community and support

• Website
• Contributing guide
• Contributors
• Report bugs or request features
• Email: [email protected]

Sponsors

We sincerely thank the following sponsor for supporting QuantDinger's continued
development and open-source community:

• AtlasCloud

Support the project

If QuantDinger is useful to you, a GitHub star, contribution, or donation helps
fund ongoing development and infrastructure.

Crypto donation address:

0x96fa4962181bea077f8c7240efe46afbe73641a7

Crypto transfers are irreversible. Confirm the address and intended network with
the project maintainers before sending funds.

Acknowledgements

QuantDinger stands on top of a strong open-source ecosystem. Special thanks to
the maintainers and contributors of projects including:

• Flask
• Gunicorn
• Celery
• PostgreSQL
• Redis
• Pandas
• NumPy
• CCXT
• yfinance
• AkShare
• Vue.js
• Ant Design Vue
• KLineCharts
• ECharts
• Capacitor
• bip-utils
• Prometheus
• Grafana

P.S. — A note on the name

QuantDinger is a small tribute to
Erwin Schrödinger —
the “-dinger” in our name is the tail of “Schrödinger”. The cat in the box was a
thought experiment; every un-fired strategy is its own little version of it —
simultaneously winning and losing until the order actually fills. Backtests open
the box. Live trading collapses the wavefunction. Trade carefully.

_{If QuantDinger is useful to you, a GitHub star helps the project a lot.}