Saving and reopening a six-fund selection

Save the applied selection

On six-fund data, select a fund and view, load and review an input, then apply it. Enter a name under Save applied settings and choose Review save. Review shows fund, view, whole or inclusive custom window, holdings search and current page size. Only Confirm save to account sends the change.

The applied query is saved, not an unfinished filter draft. Page size is the current presentation choice. NAV points, hypothetical growth, holdings, source files, source identifiers and capture clocks are never stored in this configuration. Result JSON/CSV is a separate tool that retains the complete original input.

My analyses and Return to work

My analyses lists your named six-fund selections. Rename and Remove prepare a review and require explicit confirmation. A compact list also appears in Return to work on the dashboard. Each link opens the exact private settings ID; another user cannot adopt it as their own.

Private names and conditions are shown only after fresh account verification. A missing or removed entry is never substituted with another fund. Saving settings does not publish them or create a canonical Snapshot.

Review and adopt into a draft only

Opening freshly verifies your collection and displays the original selection readably. Adopt reviewed conditions into draft fetches and calculates nothing. If you already have an active draft or result, explicitly decide to discard it first. If saved conditions change during review, prepare the current saved version for review.

Then separately choose Load input for review, inspect its own dates and apply it. Holdings CSV is read only when explicitly loading Holdings. Source age is assessed against the newly loaded input; saving settings does not extend cache life. AGGH remains an EUR fund and USD benchmark, with separate axes and no currency conversion.

Uncertain outcomes and retained requests

An uncertain outcome retains the exact request. Verify and retry the same request uses the same key and conditions; reopening sends nothing automatically. Leaving the page does not prove cancellation of an already sent change. After a confirmed conflict, verify the collection and explicitly prepare a new draft. An older receipt never replaces the current newer collection.