Saving and reopening your fund selection
Name applied iShares filters, exact product IDs and the inspected detail. Later review them in your account and explicitly adopt them into a new draft.
Apply the catalogue first, then save settings
In the fund catalogue, load and apply an input, edit filters or a selection of up to six products, then confirm Apply. Save applied settings saves the last applied query, rather than unconfirmed filter edits. It also retains 25, 50 or 100 rows per page and the exact inspected product ID; this product can be outside the compared selection.
After signing in, enter a name, choose Review save and inspect the exact conditions, selection and presentation. Only the separate Confirm save to account sends the change. Financial data, prices, source catalogue and result are not stored. This is private configuration for the actual catalogue, not a financial Snapshot.
Find the selection in My analyses and return to work
Saved fund selections appear in My analyses and in compact Return to work entries. The library can search names or products, prepare rename or removal, and separately review and confirm each change. Names and collection are available only after current verification of your own account and session.
The link opens the exact saved-settings identity. Inspect its original conditions, then choose Adopt reviewed conditions into draft. Opening and adoption fetch no issuer data and calculate no result. Active local work is not overwritten; adoption requires explicitly discarding your draft. Review a changed saved version again; a removed entry cannot be adopted, and expired verification requires account re-verification first. Renewing verification of the same version preserves a valid review.
A new calculation, missing products and uncertain saves
After adoption, load a catalogue and explicitly Apply it. Source age and availability are reevaluated; old settings imply neither retained prices nor present availability. Missing selected IDs remain in the draft and prevent silent application. The app neither substitutes other products nor drops them automatically. An unavailable inspected product is identified by its exact ID.
Short private verification renews during active visible work without erasing save review. Account changes, hidden pages and late responses cannot confirm another actor’s request. An uncertain outcome retains the exact key and contents; retry requires an explicit control. Leaving the page does not cancel an accepted write. The catalogue’s complete result export is separate and includes source evidence; account settings do not.
This is a guide to Datisto. Private features require sign-in and access to your own data. Personal models use your assumptions; availability and permitted use of source data are checked with the particular result. This is not investment advice.