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Strategies workspace

Save reusable strategy configurations, keep them private or make them public, and browse the community's shared strategies.

The Strategies page is where you save and manage reusable strategy configurations, so you don’t re-enter parameters for every backtest.

What a saved strategy holds

Each strategy row stores:

  • name — your label for it.
  • type — the strategy kind (momentum, meanReversion, smartBeta, or an AI template); defaults to momentum.
  • params — a JSON object of tuned parameters (t, topN, window, …).
  • code — optional custom/AI strategy source.
  • is_public — whether anyone can browse it (defaults to private).

The exact columns and access rules are in the data model.

Private vs. public

Strategies are private by default. Flip is_public on and your strategy becomes browsable by anyone — this is what powers the community strategy browser. Row-level security enforces the rule: a strategy is readable only if it’s public or you own it; only the owner can edit or delete it.

Using a saved strategy

Pick a saved strategy as the starting point for a run on the Backtest page or as the base config in the Lab. When you save a backtest, it can reference the strategy_id it came from (see publishing).

Discover strategies

  • Strategy catalog — the built-in strategies with live ranking demos and AI templates.
  • Community — public strategies shared by other users.