Workspace Organization

Keep your strategies and backtests organized with folders, smart naming, and powerful comparison tools.

Folders

Organize strategies with color-coded folders for easy navigation and filtering.

Creating Folders

From Sidebar:

1. Click "+ New Folder" in the strategies page sidebar
2. Enter a name and choose a color
3. Click "Create"

Inline: Click "+ Create New Folder" at the bottom of any folder dropdown to create and assign in one step.

Assigning Strategies

Single Assignment:

• Click the folder selector in the strategy header to move it

Bulk Assignment:

1. Select strategies with checkboxes
2. Click "Move to Folder"
3. Choose target folder

All selected strategies are moved instantly.

Folder Filtering

Click any folder in the sidebar to view only those strategies. The search bar filters within the selected folder—select "All Strategies" to search everything.

Suggested Folders:

• Active (Green) - Current focus strategies
• Testing (Blue) - Under evaluation
• Archive (Gray) - Historical reference

All folders are user-created and can be deleted. When deleting, strategies move to "Active" (if it exists) or become unassigned.

Strategy Management

Renaming Strategies

Inline: Click the strategy name at the top of the strategy page to edit. Press Enter or click away to save.

From List: Actions menu (⋮) → "Rename"

Copying Strategies

Duplicate an existing strategy:

1. From strategies list, click actions menu (⋮) on a strategy
2. Select "Copy"
3. Customize name, folder, and add notes (optional)
4. Click "Copy"

The duplicate opens in the editor, preserving all configuration from the original.

Cloning from Backtests

Extract a backtest's configuration into a new strategy:

1. From backtests list, click actions menu (⋮) on a completed backtest
2. Select "Clone Strategy"
3. Customize name, folder, and add notes (optional, 1000 char limit)
4. Click "Clone Strategy"

Or:

1. From backtest page click "Clone Strategy" button
2. Customize name, folder, and add notes (optional, 1000 char limit)
3. Click "Clone Strategy"

The new strategy opens in the editor, defaulting to the original strategy's folder.

Restoring from Backtests

Revert your current strategy back to a previous backtest's configuration:

1. Open the strategy you want to restore
2. In the "Backtest Runs" section, find the desired backtest
3. Click actions menu (⋮)
4. Select "Restore Config"
5. Confirm the action (warns if you have untested changes)

Your strategy configuration is replaced with the backtest's version. Page reloads to show updated config.

Use Cases:

• Undo experiments - revert to last working config
• A/B testing - flip between configurations
• Recover from mistakes - restore previous version

Backtest Management

Automatic Naming

Backtests auto-generate names: Strategy Name • Run #N

The counter increments with each run and persists even if backtests are deleted.

Renaming Backtests or Strategies

Inline: Click the backtest/strategy name at the top of the backtest/strategy page to edit. Press Enter or click away to save.

From List: Actions menu (⋮) → "Rename"

Naming Tips:

• ✅ Winner - Iron Condor High Vol
• ✅ Q1 2024 Bull Market Test
• ❌ Test 1, New backtest

Comparing Backtests

Compare 2-10 backtests side-by-side:

1. Select backtests with checkboxes
2. Click "Compare & Combine"
3. View metrics table, equity curves, and correlation matrix

Combine into Portfolio: Adjust weights and choose mode:

• Equal Weight - Standard portfolio (weights sum to 1.0)
• Custom Weight - Flexible allocation
• Combination - Parallel strategies

Learn more in Backtest Comparison & Portfolio Combination.

Bulk Actions

Select multiple backtests to:

• Compare - Analyze up to 10 together
• Delete - Remove old tests (cannot be undone)

Best Practices

Organization:

• Create 3-5 folders initially, expand as needed
• Use consistent naming conventions
• Color-code by purpose or lifecycle stage

Strategies & Backtests:

• Copy strategies to create variants
• Clone successful backtest configs into new strategies
• Rename backtests with context (market condition, config detail)
• Compare systematically (same dates, same capital)
• Delete redundant tests to keep workspace clean

Workflow:

1. Build strategy in folder
2. Run backtest → auto-named "Run #N"
3. Rename with performance context
4. Clone backtest if successful → creates new strategy
5. Copy/modify strategy variants
6. Compare backtest results
7. Archive outdated versions

Next Steps

• Learn Strategy Basics to build better strategies
• Read Analyzing Results for performance insights
• Explore Backtest Configuration for simulation parameters