Assistants: what works where

Three ways an AI works with QuanterLab, and each does one job. Expecting one to do another's job is the mistake this page exists to prevent. None of them is required: the platform works with a browser and nothing else.

The map

Three surfaces

Quantin, in the platformClaude or ChatGPT, through the hosted connectorYour own assistant, at QuanterLab Desktop
What it isA chat assistant inside the web app, in every plan.A hosted MCP server that your claude.ai or ChatGPT account connects to.The engine and the canvas on your machine, with a local MCP server that Claude Desktop or Claude Code connects to.
It canExplain cards, methods and results; read your saved work; argue against weak evidence; work through the math.Read the catalog and your saved work; run backtests, walk-forwards, scans and your saved canvas strategies (free runs every day on the Free plan; what each plan runs); follow and summarise the runs; search and quote the published papers.Build and run circuits, walk a registered study window by window, compile it, and submit it to the platform as a draft.
It cannotRun anything. It is a guide.See the bars or trade: results arrive as tiers and summaries, never a price series, and nothing it does places an order.Publish, and see the bars: it receives results, never a price series. Custom primitives are closed to it.
Where the compute isNone.QuanterLab's servers (what each plan runs).Your machine.
What you needA QuanterLab account.A QuanterLab account (a free one works), and a Claude or ChatGPT account. QuanterLab is in Claude's plugin directory for Claude's paid plans (Pro, Max, Team and Enterprise); on Claude's Free plan, add the connector by hand. It is in ChatGPT's plugin directory for any ChatGPT account, free ones included.QuanterLab Desktop with a Practitioner or Research plan, and Claude Desktop or Claude Code installed on the same machine under your own Anthropic account.
How to startOpen it inside the platform.The setup steps, three for each.Install, sign in once, then open Assistant in the desk's top bar. Download and setup.

A common question

Can a chat steer the platform?

Through the hosted connector an assistant reads and summarises on every plan, with free runs every day on the Free plan (the table below says what each plan runs). It can backtest a rule you describe in words, run a walk-forward on it, open the paper you are thinking of and tell you which of your saved backtests rated best; it cannot see the bars or trade. At the desktop the assistant builds, runs and walks a registered study window by window, because the compute is your machine and the data stays inside the engine there. For a quick test from a chat, the connector does it; for a study you mean to publish, the desktop is the surface that does it.

Runs from an assistant

What each plan runs through the connector

What each plan runs from an assistant
WhatFreePractitionerResearch
In ChatGPT and Claude
Read the studies, the catalogs and your saved work Yes Yes Yes
Runs: backtests, walk-forwards, scans, stochastic methods, regime analysis and your saved lab circuits Free runs every day Each kind up to its daily cap: 50 backtests, 50 stochastic-method backtests, 10 walk-forwards, 10 lab circuits, 30 mean-reversion scans, 15 pairs scans, 20 regime analyses, 10 regime optimisations The same caps
On every plan: 3 runs at once, on daily bars, and a refused call does not count.

A run is a backtest, a walk-forward, a scan, a regime analysis or one of your saved lab circuits. A run outside your plan or past a cap is refused with a message that says why. The plans.

Under the hood

Which model answers

Quantin answers with a model QuanterLab chooses and pays for, and it is included in every plan. You can also have Quantin answer with a model of your own choosing, on your own Claude or ChatGPT API key: add the key with "Use your own key" in Quantin's menu, or in Settings under "Your own key", then pick one of the models the key offers. Those answers are billed to your key, not to QuanterLab; the key is stored encrypted and read only during a chat turn. With a ChatGPT key Quantin answers without the platform's tools for now.

The connector and the desktop use whatever model your own Claude or ChatGPT account runs. The platform does not pick that model and does not pay for it.

Which account

What each surface costs you

Quantin
Nothing beyond the QuanterLab account. It is in the free plan. On your own Claude or ChatGPT key, what you ask is billed to that key.
The hosted connector
Your own claude.ai or ChatGPT account. QuanterLab charges nothing for the connector on any plan; what it reads is the same on every plan, and what it runs follows your plan (the table above).
The desktop's seat
Claude Desktop or Claude Code on the machine, on whatever Anthropic plan you hold. The desktop itself is free to install and signs in with your QuanterLab account; working in it comes with the Practitioner and Research plans, each with the cards it has on the web, and the plan is managed in the app. There is no ChatGPT seat at the desktop today.

Keeping it clean

Four skills for an assistant that does research here

An assistant that can build and run will also cut corners unless told where they are. Four short skill files name the traps (look-ahead, survivorship, uncharged costs, multiple testing), the shape of a project that stays legible, the shape of a progress report without invented findings, and the bones of a paper. They are on the connector page, and they are plain Markdown any assistant can read.

Documentation

The chapters

An account, the modules, a first backtest, a first circuit, and where your work is kept.
Time Travel, walk-forward and Autopsy; the cycle from a registered hypothesis to a published paper.
Quantin, Claude, ChatGPT and the desktop's seat: what each one can do, where it runs, and what account it needs.
The connector URL, the setup steps for claude.ai and ChatGPT, the four skills and the tool list.
Where the market data comes from, what leaves the platform, and the daily allowances.
The three plans and what each adds, moving between them, firms and institutions, and the legal pages.