The workspace: projects, tabs, and your library

Your library

The library is where your reusable work accumulates. It holds four entity types: Signals, Models, Backtests, and Portfolios. It belongs to you, not to a project, so every project you open reads from the same library.

You put things in the library by saving them. When you save a tab's work, that work becomes a library entity you can reopen from any project later. Nothing lands in the library until you save it.

The library persists your saved work. Saved signals and saved backtests are each keyed by a unique name, and the browsable library UI lists, opens, and filters them. Saving under a name that already exists overwrites the entity at that name; saving under a new name creates a separate one, which is what cloning does. For how a signal is saved and re-imported, see writing and saving a signal.

Projects

A project is a working surface, not a container. Opening an entity in a project is a way of working with it, not a relocation. The entity stays in your library, and the same entity can be opened from any other project at the same time. Close the project and the entity is untouched.

Creating a project prompts you for a name and a symbol. The symbol is the ticker the whole project is scoped to (see the symbol selector below).

Tabs

A tab is one unit of work, and it holds exactly one entity. A tab's type is one of Signal, Return Dataset, Model, Backtest, or Portfolio. You create a tab with the Add tab control, which asks you to pick the type.

The same saved item cannot be open in more than one tab at once. If you open something that is already open, the workspace sends you to the existing tab instead of creating a second one. That rule keeps two tabs from making conflicting edits to the same entity.

Closing a tab does not delete anything. The entity stays in your library, and you can reopen it later.

The symbol selector

The symbol is a project-level setting that applies to every tab in the project. It stays visible while you work because every chart and every simulation in the project is tied to it. Change one thing about the project and this is it: switch the symbol and you switch what all of the project's tabs are computed against.

The data coverage page lists the symbols you can select and how much history each one carries.

The References panel

The References panel is a project-level panel that lists every entity your currently open tabs depend on, recursively, so you can see the Signals and Models under a Backtest or Portfolio without opening each one as its own tab. For the full behavior, including how it works inside a read-only account view, see the References panel.