Library

The library is your permanent shelf. Unlike the temporary session, anything here is stored on your account until you delete it.

It is also where Analysis starts when no portfolio is open: the Analysis switch in the top bar, a module link, or a bookmark to any Analysis page brings you here until you open or load something, and emptying the open portfolio brings you back here too.

Loading new CSVs

At the top of the library sits an upload bar: drop CSV or Excel files on it, or click Choose files. Each file becomes a strategy and the files open as a new portfolio in the workspace. If a portfolio is already open with unsaved changes, you're asked first.

New portfolio, next to the saved portfolios, is different: it saves the files straight into the library as a portfolio without opening them.

Whose library you are looking at

Above the shelves sits a switch: My library or one of your shared spaces. Inside a space the page looks identical to your own, so the label is what tells you where a save will land, and rows gain three extra actions: Versions, Comments and copy out. In your personal library only the copy-in action appears, and only once you belong to at least one space.

Two kinds of saved object

• Saved strategy — a single reusable P/L series. Add it to any portfolio you're building later.
• Saved portfolio — a named snapshot of several strategies plus their settings (weights, capital, mode, and any strategy groups with their size knobs), ready to reload as a fresh session.

Strategies born from a backtest

If the Research section is enabled, the backtests you save there are strategies too, and they live on this same shelf: one list, sorted and searched together with the ones you imported from CSV. A backtest is not a different kind of object, it just has a different origin — so it can be added to a session, weighted, sized and saved inside a portfolio exactly like any other strategy.

You can tell them apart at a glance: a row born from a backtest carries the Veeman mark, the two curves of the logo, right after its name (hover or tap it: Backtest made with Veeman), and the toolbar gains an Origin filter (All · Imported · Backtests). Only the exception is marked; imported strategies stay unlabelled. The mark stays with the strategy whichever way it reached the shelf: listed straight from the Research archive, saved with Save as strategy, or saved from a session it had been loaded into. It follows it everywhere its name appears: the pickers (Add, New session, Browse the library…), the workspace rail and trade log, the tables, matrices and chart tooltips of the analysis modules, the command palette, and the Research archive and Rewind. Once in a portfolio, each of its rows in the workspace trade log opens that trade in Rewind. Imported strategies whose trade log lists each trade's legs open there too, replayed from the file (see Imported trades).

Until you touch it, a backtest row is a projection: nothing is copied, and the backtest lives only in its Research archive. It carries the research tag plus any tags given to the backtest in its archive. The copy is made the moment you need one — renaming it or giving it a tag promotes it to a full library strategy, which is also what unlocks versions, comments and copying into a shared space. You don't have to ask for this; it happens as you work.

When a backtest is brought up to the latest market data with Update data, its row follows: the projection shows the new run, and a strategy promoted from it moves onto the new run too, keeping its name, tags and settings. A strategy saved from a portfolio with the strike guard applied keeps its own series: that is a portfolio's version of the backtest, not the backtest.

Saving

From an active session, save the current portfolio under a name and, optionally, a description — a short note on why you put this mix together, so the reasoning is still there when you come back. You can also attach tags at this point (free labels like 0dte or live) to group and find the portfolio later. The same Save action lives in the workspace and the status bar, and right here in the library — on the saved-portfolios header — so you can capture the session you're working on without leaving the shelf; it appears only when there's something to save (a fresh upload, or unsaved changes to a loaded portfolio, where it turns into Update). You can also save an individual strategy to reuse it; strategies are tagged from the library (see below) rather than at save time. For Option Omega strategies, the trade-level CSV is kept alongside — for both saved strategies and saved portfolios — so they stay usable for per-strategy dynamic sizing after you reload them.

Next to the save action, the saved-portfolios header also carries a New portfolio button. Here in the library it works differently from the one in the workspace: it uploads the CSVs you pick, asks for a name (and an optional description), and saves the result straight to the shelf as a new saved portfolio — your current working session is left untouched, and you stay in the library. Use it to stock the library from files without disturbing what you're analysing. (If any file needs an import review, load it from New session in the workspace instead, where the mapping dialog is available — see Starting a new session.)

The portfolio card

Each saved portfolio appears as a card carrying:

• a key-metrics grid — the portfolio's headline numbers at a glance. By default it shows P/L (net profit), MAR (CAGR divided by the absolute Max Drawdown %), CAGR, Max DD %, Sortino, and Profit Factor (gross profit divided by gross loss — green above 1, red below), but you choose which metrics appear from the Metrics picker in the toolbar (pick 2 to 6; the choice is remembered per device and also applies to the list view). The full pool adds Sharpe, Win Rate, and Volatility. Values reflect the portfolio exactly as the workspace computes it — its weights, starting capital, weekday filters, and per-strategy sizing: a portfolio saved with dynamic sizing (scaling contracts) or compounding shows those numbers, not a flat one-contract equity. Re-save after changing sizing and the card follows. Values are tinted by sign (Max DD always reads negative);
• its description, when you wrote one;
• its tags, as small chips (click a chip to filter the list by it);
• Load, plus quiet actions to pin it as a variant, edit, or delete it.

Saved strategies use the same key-metrics display — the metric values you'd see on a portfolio appear on each saved strategy too (computed from its stored series on a single contract), driven by the same Metrics picker and card/list toggle. The difference is the primary action: instead of Load, a strategy offers Add (or Load, when no session is open yet) to drop it into the portfolio you're building, with a quiet status dot that turns to the accent color once it's in the active session.

Use the pencil to change a portfolio's name, description, or tags at any time — without reloading it — which is handy when you only remember why later. Saved strategies carry the same pencil for editing their name and tags. Editing metadata never touches the saved strategies or settings.

Finding things

Both lists — saved portfolios and saved strategies — sit under a toolbar that filters and reorders them instantly (everything happens in the browser, with no extra loading):

• Search by name to narrow a long shelf as you type.
• Sort by P/L, Date, CAGR, Max DD, Name, Sortino, or Profit Factor, and flip the direction (ascending or descending). The performance metrics are computed from each saved item's stored series, so the ordering reflects the real numbers.
• Filter by tag: pick one or more tag chips to show only the items carrying any of them.
• Filter by origin (saved strategies only, and only once both origins exist): show everything, just the ones you imported, or just the ones that came from a backtest.
• Card or list: both saved portfolios and saved strategies can be shown as cards (the rich grid above) or as a compact list — handier once you have many — using the view toggle on the right of the toolbar. Your choice is remembered per list. The list keeps the same metrics and tags on one dense row.

The same search, sort and tag filters follow you into the Workspace: its Add and + variant menus end with Browse the library…, which opens this toolbar in a picker where you can tick several entries and bring them in together — and once your shelf grows past eight entries those menus stop listing everything, showing only what you used most recently. Tags you set here are what keep that picker fast.

Tag suggestions

Tags are one vocabulary across the whole app: 0dte on a portfolio, on a strategy and on a saved backtest is the same tag, and the same filter. To keep it that way, every tag field (editing a portfolio or a strategy, saving a portfolio, editing a backtest in the archive) knows the tags you already use and offers them:

• While you type, a list of matching tags: first the exact one, then those starting with what you typed, then those with a word starting with it (cond finds iron condor), then those containing it, then near misses with the same letters in order (reserch finds research). Each shows how many saved items carry it. At the bottom, Create adds what you typed as a new tag.
• Before you type, your most used tags appear under the field as + chips: one click adds them.

The keys: ↑ ↓ move through the list, Enter adds the highlighted row, Tab completes the highlighted tag, and a comma always adds exactly what you typed (the way to create a short tag that an existing one starts with). The list highlights an existing tag on its own only when it starts like what you typed; for looser matches Create stays highlighted, so Enter never swaps in a different tag. Esc closes the list, a second Esc clears what you typed. Tags already on the item are not suggested.

Inside a shared space the suggestions are the space's tags.

Loading and deleting

• Load a saved portfolio to start a new session from it — your live work is replaced by the loaded set, and you land straight in the workspace with the portfolio open. If the current session has unsaved work, you're asked to confirm first, so a stray click can't discard it.
• Saved portfolios also surface on the Overview (the entry page), in the Analysis panel, in a short list of recent items with their net P/L, and their equity shapes make up the panel's fan. That list is ordered by last use — the portfolio you opened (or saved) most recently comes first — and each row carries the date of that last use. It stops at the three most recent; the full shelf lives here in the library. The Library button at the top right of the Overview's Analysis panel opens the whole shelf in a picker: pick one portfolio, or several strategies and backtests that together start a new portfolio. With nothing saved yet, the picker offers the same CSV upload bar as the panel (click to browse or drop files on it), so you can start a portfolio right from there. Portfolios you haven't opened since the app started keeping track fall back to their save date. Renaming or re-tagging a portfolio isn't a use and doesn't move it. The record is kept on your account, so the order follows you across browsers and devices; the library's own toolbar keeps whatever sort you pick there.
• Delete removes an item from your account permanently.
• A backtest row that hasn't been promoted yet offers Hide from library instead of Delete, because there is nothing of it on this shelf to delete: it only stops showing here, and the backtest itself stays in its Research archive. To bring one back, use the hidden chip above the list: it appears as soon as anything is hidden, shows them dimmed, and each gets a Restore button. The choice is yours alone — inside a shared space, hiding a row doesn't hide it from anyone else.
• Hiding is the first step, not the only one: a hidden row also offers Delete the backtest, which removes it from the Research archive for good. It is offered only there, once you have already put the row aside, so the library cannot destroy a backtest someone is still working on. Strategies and portfolios you already saved from that backtest are untouched — they carry their own copy of the series.