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Workspace
Workspace is your ownership surface. It stores Analyses as reopenable snapshots and Library items as loadable objects.
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Open Workspace →What Workspace Stores
Workspace stores two different object types: analyses and Library items.
| Type | What It Contains | Typical Use |
|---|---|---|
| Analysis | Tool inputs, result snapshot, and reopen state for a specific analysis. | Reopen, branch, compare, or share a past analysis. |
| Library item | A reusable object such as a Library portfolio, Library strategy, Library signal, assumptions preset, metric preset, or compare set. | Load the same object into new analyses. |
Main Actions
- Open: reopen an analysis in the tool that created it.
- Update: save changes back to the current analysis.
- Open as Copy: continue from an analysis without changing the original.
- Compare: line up compatible runs side by side.
- Preview: inspect a reusable item before loading it elsewhere.
Screen Layout
- Analyses: reopenable snapshots grouped by tool type and filtered with search.
- Library: reusable objects grouped by kind and filtered by tags.
- Search: narrows the current list by name.
- Tags: filter reusable items by theme or workflow.
- Compare panel: appears when compatible saved runs are selected together.
Save To Library
Saving an analysis preserves one snapshot. Saving to Library preserves a loadable object derived from that analysis.
- Save an analysis when you need the same inputs, date range, and result snapshot later.
- Save a portfolio configuration when it should be reused in Monte Carlo or a later backtest.
- Create a signal when a Signal Analyzer result should become a reusable input for strategies or tactical rules.