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Variable Reference

Built-in variables and platform AdditionalInfo keys you can use in custom formulas.

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Variable Overview

Variables are dynamic values that Quant Manager tracks for each account. You can reference them in custom formulas by wrapping the variable name in square brackets, e.g. [balance]. Variable names are case-insensitive.
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Built-in Stored Variables

[balance] — Current account balance (from the platform). [peak] — Highest balance reached (tracked by Quant Manager). [peak open pnl] — Highest unrealized P&L while the account had open positions; resets to 0 when the account is flat. [day starting balance] — Balance at the start of the trading day; resets at 5PM EST. [closed balance] — Last balance recorded when the account had no open positions.
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Built-in Formula Results

These are computed from the account's configured formulas. A formula cannot reference its own result (circular reference returns NaN). [open pnl] — Result of the account's Open P&L formula. [closed pnl] — Result of the account's Closed P&L formula. [total pnl] — Result of the account's Total P&L formula. [trailing balance] — Result of the account's Trailing Balance formula. [drawdown] — Result of the account's Drawdown formula.
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Platform / AdditionalInfo

Any other [key] is resolved from the platform account's AdditionalInfo (connection-dependent). For example, some connections may expose keys such as equity or position count. If the key is not found or the value is not parseable, the formula gets 0.
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Usage Notes

Variables update as the plugin evaluates. You can combine them with arithmetic operators and functions (see Formula Syntax). If a formula result is unavailable (e.g. circular reference or missing formula), it evaluates to NaN and comparisons treat it as false.