{% extends 'base.html' %}{% block title %}Owner guide · Quantzy{% endblock %}{% block content %}<div class="algo-app"><section class="algo-heading"><div><p class="eyebrow">OWNER / OPERATING GUIDE</p><h1>Run Quantzy with a clear routine.</h1><p>Users control their trading. You maintain access, strategy versions and service quality.</p></div></section><nav class="admin-nav" aria-label="Admin navigation"><a href="/account/admin">Strategies</a><a href="/account/admin/users">Users</a><a href="/account/admin/guide" aria-current="page">Owner guide</a></nav>
<div class="learning-grid admin-guide-grid"><article class="panel"><p class="eyebrow">01 / USERS</p><h2>Check accounts each day</h2><p>Open Users to review registrations, saved algos, connection service state and the most recent broker check. Ask the user to refresh their trading desk when the check is old.</p><p>Suspending access is available only after their connection and automation have stopped. It preserves account history and can be reversed.</p><a href="/account/admin/users">Manage users →</a></article><article class="panel"><p class="eyebrow">02 / STRATEGIES</p><h2>Draft → test → publish</h2><p>Add the public overview, risk notes and capital guidance. Keep entry/exit rules and code in private fields. Validate the draft, record actual test evidence, then confirm publication.</p><p>Syntax validation does not prove profitability or execution safety. Check broker rejections, partial fills, restart recovery and exits for an order-placing strategy.</p><a href="/account/admin/strategy/new">Create a strategy draft →</a></article><article class="panel"><p class="eyebrow">03 / VERSIONS</p><h2>Change with a record</h2><p>A published version is immutable. Editing saves a new draft; publishing creates a new version. Existing deployments retain their selected version.</p><p>Unlisting removes discovery access. It does not stop existing deployments. Coordinate any running-strategy change with the user.</p><a href="/account/admin">Open Strategy Studio →</a></article></div>
<section class="panel owner-boundaries"><h2>What needs attention immediately</h2><ul><li>Unconfirmed deployment state: verify the process and broker account before restarting.</li><li>Expired broker sign-in or failed book request: reconnect in Trading desk; unavailable data is never an empty portfolio.</li><li>Stopping automation ends its process, including automated exits. The user must review orders and positions at the broker.</li><li>A PIN, TOTP seed or API key must never be put into strategy source, public notes or support screenshots.</li></ul></section></div>{% endblock %}