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New Beta Feature: Collaboration! (now with screenshot walk-through)
Jessica Stauth
posted

Concurrent Algo Editing!

You asked and we listened - you can now invite anyone to work with you on your investing strategy! Here's how to start:

Go to the algorithm that you want to share and press the “Collaborate” button in the IDE. Enter the email address(es) of the people you want to collaborate with. You can invite both Quantopian members and non-members. Inviting a non-member will send them an invitation to first register for Quantopian before they can join the collaboration.

collab button

Your collaborators will receive an email letting them know they have been invited. They will also see your algorithm listed in their "My Algorithms" page with a collaboration icon.

The collaboration experience is fully coordinated:

  • When you and your collaborators are developing together, the code is changed on all screens in real time.
  • When one collaborator "Builds" a backtest, all of the collaborators see the backtest results, logging, and/or errors.
  • There is also a new chat tab for you to use while you collaborate.

screencap

chatwindow

A few notes:

  • This feature is in beta. Please let us know about any problems you see, or where the feature needs improvement.
  • There isn't a technical limit on how many collaborators you can have, but there is a practical limit. The more collaborators you have, the more likely that you'll notice a performance problem. We'll improve that in the future.
  • The algorithm owner has permissions that the invited collaborators do not. Only the owner can invite other collaborators, deploy the algorithm for live trading, or delete the algorithm.
  • If you don't know a member's email address, you can search their profile in the forums and send them a private user-to-user message. If they choose to share their email address with you, then you can invite them to collaborate.

This has been one of the top feature requests since we first launched algorithm sharing in 2012. Until now, sharing has been all-or-nothing. We hope this collaboration feature unlocks even more algorithm creation. We want to hear your thoughts and feedback as you begin to use the new feature!

Don't have an algo to collaborate on? Clone the live trading sample algo in this post and invite a friend to work on it with you!

Disclaimer

The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by Quantopian. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as none of Quantopian nor any of its affiliates is undertaking to provide investment advice, act as an adviser to any plan or entity subject to the Employee Retirement Income Security Act of 1974, as amended, individual retirement account or individual retirement annuity, or give advice in a fiduciary capacity with respect to the materials presented herein. If you are an individual retirement or other investor, contact your financial advisor or other fiduciary unrelated to Quantopian about whether any given investment idea, strategy, product or service described herein may be appropriate for your circumstances. All investments involve risk, including loss of principal. Quantopian makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances.

3 responses
Ed Bartosh

Hi Jess,

I found a bit inconvenient to use email when asking for collaboration because I only know first and last name of the person as it's shown on the forum.

Regards,
Ed

John Fawcett

Hi Ed,

Thanks for the feedback. What would you prefer?

To make the email discovery a bit easier, we added a direct messaging feature via the profile page for users. You disclose your email to the recipient when you send a message, and then they can decide whether to reply (and thereby disclose their own email address).

thanks,
fawce

Disclaimer

The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by Quantopian. In addition, the material offers no opinion with respect to the suitability of any security or specific investment. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as none of Quantopian nor any of its affiliates is undertaking to provide investment advice, act as an adviser to any plan or entity subject to the Employee Retirement Income Security Act of 1974, as amended, individual retirement account or individual retirement annuity, or give advice in a fiduciary capacity with respect to the materials presented herein. If you are an individual retirement or other investor, contact your financial advisor or other fiduciary unrelated to Quantopian about whether any given investment idea, strategy, product or service described herein may be appropriate for your circumstances. All investments involve risk, including loss of principal. Quantopian makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances.

Ed Bartosh

Hi John,

I'd prefer to be able to specify first and last name or email. It's much more easier as i can see names in the forum posts.

Regards,
Ed

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The material on this website is provided for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation or endorsement for any security or strategy, nor does it constitute an offer to provide investment advisory services by Quantopian.

In addition, the material offers no opinion with respect to the suitability of any security or specific investment. No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as none of Quantopian nor any of its affiliates is undertaking to provide investment advice, act as an adviser to any plan or entity subject to the Employee Retirement Income Security Act of 1974, as amended, individual retirement account or individual retirement annuity, or give advice in a fiduciary capacity with respect to the materials presented herein. If you are an individual retirement or other investor, contact your financial advisor or other fiduciary unrelated to Quantopian about whether any given investment idea, strategy, product or service described herein may be appropriate for your circumstances. All investments involve risk, including loss of principal. Quantopian makes no guarantees as to the accuracy or completeness of the views expressed in the website. The views are subject to change, and may have become unreliable for various reasons, including changes in market conditions or economic circumstances.