← Back to Documentation

Workspace

Workspace is your ownership surface. It stores Analyses as reopenable snapshots and Library items as loadable objects.

Open Workspace →

Use this when

Use Workspace to reopen past work, branch into a what-if, compare related analyses, and reuse the same portfolio or strategy across tools without retyping it.

Good for

  • Reopening an analysis exactly as you left it.
  • Branching from a saved analysis to explore one variation.
  • Loading a Library portfolio or strategy into a new tool run.
  • Comparing two compatible saved analyses side by side.

Workspace walkthrough

Walkthrough

  1. Use Workspace when you need to reopen, branch, compare, or share prior work.

  2. Analyses are reproducible snapshots. Library items are reusable building blocks.

  3. Save both when a result matters: the analysis for auditability and the Library item for reuse.

First run

Quickstart

  1. Find an analysis

    Search or filter by tool type to reopen a prior run.

  2. Branch before changing

    Duplicate a saved analysis when you want a what-if run.

  3. Load Library items

    Reuse portfolios, strategies, signals, and presets across tools.

  4. Compare compatible runs

    Select related analyses to inspect differences side by side.

Find your way around Workspace

Workspace is two stacks: Analyses (reopenable snapshots) and Library items (reusable building blocks). Signed-out visitors see this illustrative preview; signing in replaces it with your saved work.

Signed-out Workspace preview with a capability rail and an EXAMPLE fixture showing saved analyses and Library items

  1. What lives here: The capability rail names what Workspace stores: reopenable analyses and reusable Library items, with the sign-in action.

  2. Example workspace: A read-only EXAMPLE fixture of the loaded surface: saved analyses by tool with update stamps, plus Library entries.

  3. Docs link: Jumps to this page so the storage model is one click away from the surface.

What Workspace Stores

Workspace stores two different object types: analyses and Library items.

TypeWhat It ContainsTypical Use
AnalysisTool inputs, result snapshot, and reopen state for a specific analysis.Reopen, branch, compare, or share a past analysis.
Library itemA 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.
  • Duplicate: 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.

Sharing And Exports

A share link embeds the analysis inputs and result snapshot so someone else can view and replay it without an account and without writing to your workspace.

  • What a link embeds: the tool configuration, date range, and enough referenced inputs (portfolios, strategies, signals) for the viewer to replay the same analysis.
  • Tax context stays private by default: share creation strips your personal tax profile from the payload, marks it redacted, and the replay runs pre-tax. Including tax settings in a share is an explicit choice when you create the link.
  • Research tickers in shares: simulated (.SIM) tickers normally require sign-in, but a ticker already embedded in a share you created stays replayable for anyone viewing that exact shared analysis. The exception is scoped to the share; it does not expose anything else you own.
  • Private-only tools: analyses whose payloads embed personal financial detail cannot be shared at all: the Retirement Planner, Roth Conversion Planner, Decumulation Studio, Planning Comparison, Tax-Aware Allocator, and the Asset-Location Backtester and Auto-Optimizer. These stay private to your account.
  • Advisor PDF report: Pro accounts can render a shared portfolio or tactical analysis as a formatted PDF report for sending outside the app.
  • CSV exports: result tables export to CSV on Pro. See Plans & Limits for the full free vs Pro breakdown.

Common pitfalls

  1. Editing a saved analysis you cared about

    Duplicate first, then edit the duplicate. The original analysis stays untouched as a reference point.

  2. Saving the same portfolio in five separate analyses

    Save the portfolio as a Library item once, then load it into each analysis. Edits in one place propagate cleanly.

  3. Selecting unrelated runs to compare

    Compare requires compatible runs (same tool, comparable date range). The Compare panel will tell you when a selection is incompatible.

Glossary

Glossary

Analysis
A reproducible snapshot of one tool result, including its inputs, the data it produced, and enough metadata to reopen it later.
Library item
A reusable object (portfolio, strategy, signal, preset) loadable into any compatible tool.
Branch / duplicate
A copy of a saved analysis. The original stays unchanged; edits and reruns happen on the copy.
Share link
A URL that lets someone else replay your analysis (and any embedded inputs) without writing to your workspace.
Compare set
A pre-selected group of compatible analyses kept together so future comparisons start from the same lineup.