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Workspace

Keep saved analyses and reusable Library items in Workspace. Reopen an analysis with its recorded inputs and view a current result when available.

Open Workspace
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Use this when

Use Workspace to reopen, duplicate, or compare analyses. Save portfolios and strategies to Library when you want to reuse their definitions.

Good for

  • Reopening saved inputs and the current result when available.
  • 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

  1. An analysis keeps tool inputs and its latest current-engine result. Reopen or duplicate it from Workspace.
  2. A Library item stores a reusable portfolio, strategy, or signal.
  3. Save an analysis to keep its result. Save a Library item to reuse its setup in another tool.

First run

  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, and signals across tools.

  4. Compare compatible runs

    Select related analyses to inspect differences side by side.

Find your way around Workspace

The signed-out preview uses example data. Sign in to see your analyses and Library items.

Signed-out Workspace preview with a capability rail and an EXAMPLE fixture showing saved analyses and Library items
  1. What lives here: The rail shows where to find analyses and Library items after signing in.
  2. Example workspace: The example shows analyses grouped by tool and reusable Library entries.
  3. Read the guide: Opens this guide from Workspace.

What Workspace stores

Workspace keeps saved analyses and reusable Library items together.

TypeWhat it containsTypical use
Analysis

Tool inputs, the latest result from the current engine, and state for reopening that analysis.

Reopen, branch, compare, or share a past analysis.

Library item

A reusable object such as a Library portfolio, Library strategy, Library signal, or compare set.

Load the saved definition into a new analysis.

Main actions

  • Open: reopen an analysis in its original tool.
  • 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: saved analyses grouped by tool type.
  • Library: reusable objects grouped by kind.
  • Search: narrows the current list by name.
  • Tags: filter reusable items by theme or workflow.
  • Compare panel: appears when you select compatible saved analyses together.

Save to Library

Saving an analysis preserves its inputs and current result. Saving to Library preserves a loadable object derived from that analysis.

  • Save an analysis to keep its inputs and date range. If its engine changes, the old result stays unavailable until an automatic or manual rerun produces a current result.
  • Save a portfolio configuration when you plan to reuse it 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 stores replayable inputs and preview metadata. Someone else can run the current engine without an account, and without writing to your workspace. It does not freeze an old calculated result.

  • 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 require sign-in. However, a ticker in your share remains replayable through that share. The exception does not expose other objects.
  • Private-only tools: ArthaPilot blocks sharing for analyses that contain personal financial details. Private-only tools are the Retirement Planner, Roth Conversion Planner, Decumulation Studio, Planning Comparison, Household Rebalancing, Account Placement, and Auto-Optimizer. These analyses stay private.
  • 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 and load it into new analyses. Editing the item creates a new version. Earlier analyses keep their saved inputs.

  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
Reproducible tool inputs, the latest current-engine result when available, and enough metadata to reopen and rerun the analysis later.
Library item
A reusable object such as a portfolio, strategy, signal, or indicator. You can load it into a compatible tool.
Branch / duplicate
A copy of a saved analysis. The original stays unchanged. Edits and reruns occur on the copy.
Share link
A URL that lets someone else replay your analysis (and any embedded inputs) without writing to Workspace.
Compare set
A pre-selected group of compatible analyses kept together so future comparisons start from the same lineup.