Library

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

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), ready to reload as a fresh session.

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 in Risk Sizing (via Import from workspace) after you reload them.

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 are computed from the saved series with the portfolio's weights and starting capital, and 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.
• 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.

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.
• Saved items also surface on the Overview as quick "load into workspace" cards.
• Delete removes an item from your account permanently.