AI engine guide
Finversa Quant Engine
The Finversa Quant Engine is the quantitative analysis module that combines your MT5 account state with daily macro sentiment to produce a structured trading signal. It is available on the dashboard and via API for connected Expert Advisors.
Subscription required
Quant Engine access requires an active Finversa Quant Engine subscription in Dashboard → Subscriptions. Without it, the widget and API return a block message with action HOLD.
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Signal and field legend
Each analysis returns an operational signal, a risk level, a confidence score, and a short reasoning. Here is what each element in the dashboard widget means.
Trading actions
| Signal | Meaning |
|---|---|
| BUY | Bullish bias: positive macro sentiment, drawdown below threshold, and adequate margin. Not an automatic order — guidance for the EA or trader. |
| SELL | Bearish bias: negative macro headlines, controlled risk conditions. Useful to reduce long exposure or consider shorts. |
| HOLD | Mixed signals or moderate risk: no new exposure recommended. Keep existing positions without opening additional trades. |
| BLOCK | Capital protection mode: critical drawdown or insufficient margin. The EA must not open new positions until conditions improve. |
Risk levels
| Signal | Meaning |
|---|---|
| LOW | Contained drawdown, ample margin, manageable macro volatility. |
| MEDIUM | Conflicting signals or drawdown in the watch zone (5–10%). |
| HIGH | Drawdown >10% or free margin below 20% of equity. |
| CRITICAL | Drawdown >15%: absolute priority on capital preservation. |
Input data (account + market)
| Field | Description |
|---|---|
| balance | MT5 account balance at analysis time. |
| equity | Current equity (balance ± floating P/L). |
| margin_free | Free margin available for new positions. |
| current_dd_percent | Percentage daily drawdown from today's equity peak; resets at broker midnight (0–100). |
| symbol | Analyzed symbol (e.g. EURUSD). |
| current_price | Current price of the symbol. |
| daily_news_sentiment | Normalized macro sentiment from -1 (bearish) to +1 (bullish), from the Finversa news feed. |
Output data (API response)
| Field | Description |
|---|---|
| action | Operational signal: BUY, SELL, HOLD, or BLOCK_TRADING. |
| confidence | Conviction score from 0 to 100. Higher values mean stronger alignment between macro, account risk, and internal rules. |
| reasoning | Text summary (max 200 characters) of the quantitative reasoning, institutional tone. |
| risk_level | Aggregated risk level: LOW, MEDIUM, HIGH, or CRITICAL. |
Risk rules (absolute priority)
- If drawdown > 15% → action BLOCK_TRADING, risk CRITICAL.
- If drawdown > 10% → no BUY or SELL; prefer HOLD or BLOCK_TRADING.
- If margin_free < 10% of equity → BLOCK_TRADING or HOLD, risk at least HIGH.
- If |sentiment| > 0.7 with drawdown > 5% → lower confidence and prefer HOLD.
How it works
Subscription · Dashboard · EA API · AI analysis
- 1
Activate the Quant Engine subscription
Go to Dashboard → Subscriptions and activate the Finversa Quant Engine plan. After payment, the `has_quant_engine` flag is enabled on your profile and unlocks the widget and API. Go to Subscriptions
- Renewal is managed via Stripe like other Finversa subscriptions
- If the subscription expires, access is revoked automatically
- 2
Read the signal on the dashboard
On the dashboard home you'll find the Finversa Quant Engine widget next to the macro feed. It shows symbol, price, action, confidence, risk semaphore, and reasoning in real time. Open dashboard
- The widget calls `POST /api/quant/analyze` with account and market data
- It refreshes on page load and when parameters change
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- 3
Integrate the EA via API
Finversa Expert Advisors can request an analysis by sending the Serial Key in the `X-Finversa-Key` header along with the account snapshot and market data.
- Endpoint: `POST /api/quant/analyze` with JSON body `accountState` + `marketData`
- Alternative auth: dashboard session (JWT cookie) for the web widget
- 4
How analysis is processed
The engine applies risk rules first (drawdown, margin), then synthesizes agent opinions with Cloudflare Workers AI (free tier). Claude is optional when configured; without any LLM provider it uses deterministic fallback logic.
- Risk rules always take priority over sentiment
- The response includes `source` (`cloudflare`, `claude`, or `mock`) and `analyzed_at` (UTC timestamp)
- If the LLM provider fails, the engine degrades to mock without blocking the dashboard
- 5
Use the signal responsibly
Quant Engine is a decision support tool, not a profit guarantee. Combine the signal with your EA strategy, money management, and real market conditions.
- BLOCK_TRADING must be enforced by the EA as a hard constraint
- Refer to this guide to interpret confidence and risk_level