Managing Your Work

Learn how to organize, access, and manage your strategies, execution reports, and chat history.

Overview

As you create and test strategies, Lona automatically organizes your work into three main categories:

1. Chats: Conversation history where strategies were created
2. Strategies: Saved strategy code and parameters
3. Reports: Execution results and performance data

This guide shows you how to access and manage each type.

The Left Sidebar

Your main navigation hub is the left sidebar, which contains:

• New Chat: Start creating a new strategy
• Strategies: View all your saved strategies
• Reports: Access all execution reports
• Data: Manage your uploaded data sources
• Chat History: Recent conversations (visible when expanded)

Tip: Click the arrow icons at the top of the sidebar to expand (→) or collapse (←) it for more screen space.

Managing Strategies

Viewing Your Strategies

1. Click Strategies in the left sidebar
2. You’ll see a list of all your saved strategies

Strategy List View

Each strategy card displays:

Strategy Name: The name you gave it during execution Version: Version number (e.g., v1, v2, v3) Framework: The trading framework used (in development mode) Created Date: When the strategy was created Summary: Brief description (if provided)

Strategy Actions

For each strategy, you can perform several actions:

View/Edit Strategy (Pencil Icon)

• Click the blue pencil icon
• Opens a new chat with the strategy loaded
• View the complete code
• See all parameters
• Execute again with different settings

Delete Strategy (Trash Icon)

• Click the red trash icon
• Confirmation dialog appears
• Deletes the strategy permanently
• ⚠️ Warning: This action cannot be undone

Run Strategy

• Click on the strategy card itself
• Redirects to detailed strategy view
• Shows full code, parameters, and execution history
• Option to execute from detailed view

Strategy Detail Page

Clicking on a strategy opens its detail page showing:

Code Tab:

• Complete strategy source code
• Syntax highlighting
• Copy to clipboard button
• Line numbers

Execution History:

• All past runs of this strategy
• Parameters used in each run
• Links to execution reports
• Performance comparison across runs

Actions Available:

• Execute: Run the strategy with new parameters
• Edit Code: Modify the strategy code
• Export: Download strategy code (future feature)
• Delete: Remove strategy permanently

Strategy Versioning

When you execute a strategy multiple times:

Option 1: Update Existing Strategy

• Use the same name during execution
• Overwrites the existing strategy
• Updates the version number

Option 2: Create New Version

• Use a different name during execution
• Creates a separate strategy entry
• Both versions are preserved

Best Practice:

"MA Crossover v1" → Initial version
"MA Crossover v2" → Optimized parameters
"MA Crossover v3" → Added filters
"MA Crossover Final" → Production version

Managing Reports

Viewing Your Reports

1. Click Reports in the left sidebar
2. You’ll see a table of all execution reports

Reports Table

The reports table shows:

Report Status Badges

Completed (Green): Backtest finished successfully, results available Failed (Red): Execution encountered an error Processing (Yellow): Still running Pending (Gray): Queued for execution

Report Actions

View Report

• Click the View button
• Opens detailed results page
• Shows all metrics and charts
• Full analysis available

Edit Report (Pencil Icon)

• Click the blue pencil icon
• Opens the original chat
• Loads strategy with execution configuration
• Re-run with different parameters

Delete Report (Trash Icon)

• Click the red trash icon
• Confirmation required
• Deletes execution results permanently
• ⚠️ Warning: Cannot be undone

Report Detail Page

Clicking View opens the full report:

Summary Section:

• Total return and key metrics
• Execution details
• Configuration used

Metrics Grid:

• All performance statistics
• Risk metrics
• Trade statistics

Visualizations:

• Equity curve (full size)
• Drawdown chart
• Trade distribution
• Monthly returns table
• Additional charts

Download Options:

• Export results to CSV (future feature)
• Download charts as images (future feature)
• Generate PDF report (future feature)

Managing Chat History

Accessing Chat History

When the sidebar is expanded, you’ll see Chat History section showing recent conversations.

Chat History Features

Recent Chats:

• Listed in reverse chronological order (newest first)
• Shows first user message as chat name
• Click any chat to reopen it

Chat Actions:

• Open: Click the chat to continue where you left off
• Delete: Remove conversation and start fresh

Continuing Previous Chats

When you reopen a chat:

• All previous messages are loaded
• Strategy state is restored (requirements, code, execution config)
• Canvas shows previous content
• You can continue the conversation or execute again

Use Case: Reopen a chat to make small adjustments to a strategy without starting over.

Organizing Best Practices

Naming Conventions

Use clear, descriptive names that include:

Strategy Type:

"MA Crossover"
"RSI Mean Reversion"
"MACD Trend"

Key Parameters:

"MA 10-30"
"RSI 14 (30-70)"
"MACD 12-26-9"

Market Tested:

"MA 10-30 SPY"
"RSI 14 BTCUSDT"

Version:

"MA 10-30 v1"
"MA 10-30 v2 Optimized"

Folder Organization Strategy

Although Lona doesn’t currently have folders, you can organize using naming:

[TYPE] [DESCRIPTION] [VERSION]

Examples:
"MA - 10-30 Fast Crossover v1"
"RSI - Mean Reversion 14 v2"
"MACD - Trend Following v1"

Cleanup Recommendations

Regularly clean up your workspace:

Delete:

• ✅ Failed executions that won’t be retried
• ✅ Early test versions you won’t use
• ✅ Duplicate reports from parameter testing
• ✅ Abandoned strategy experiments

Keep:

• ✅ Successful strategy versions
• ✅ Best-performing executions
• ✅ Baseline results for comparison
• ✅ Strategies you might modify later

Comparing Strategies

Systematic Comparison

To compare different strategies:

1. Open Reports Page
2. Filter by date range (select similar execution periods)
3. Note key metrics (return, Sharpe, drawdown)
4. Create your own comparison table in a spreadsheet

Example Comparison:

Performance Tracking

Create a log of your best strategies:

Strategy: MA 20-50 Crossover
Date Tested: 2024-01-15
Data: SPY (2020-2023)
Return: 31%
Sharpe: 1.8
Max DD: -15%
Notes: Best overall performance, consistent returns

Data Management

Viewing Your Data

1. Click Data in the left sidebar
2. See all available data sources

Data Organization

Global Data:

• Pre-loaded by the platform
• Available to all users
• Common symbols (SPY, BTCUSDT, etc.)
• Labeled with 🌐 icon

Your Data:

• Data you’ve uploaded
• Only visible to you
• Custom symbols and timeframes
• Can be edited or deleted

Data Actions

For Your Uploaded Data:

• Edit: Modify metadata (name, description)
• Delete: Remove data source
• View Details: See date range, data points, format

For Global Data:

• View Only: Can use but not modify
• Details available

Learn More: See Data Management for detailed information about uploading and managing data.

Workspace Limits

Current Limits

Be aware of these workspace limits:

Strategies: No fixed limit (reasonable use) Reports: No fixed limit (reasonable use) Data Sources: Depends on your plan Storage: Reasonable use policy

When You Hit Limits

If you receive a limit warning:

1. Delete unused strategies
2. Remove old execution reports
3. Clean up uploaded data you no longer use
4. Consider upgrading your plan

Searching and Filtering

Finding Strategies

Current Options:

• Scroll through strategy list
• Strategies sorted by creation date (newest first)

Coming Soon:

• Search by name
• Filter by framework
• Sort by performance

Finding Reports

Current Options:

• Browse reports table
• Sort by date, status, or strategy
• Pagination for long lists

Coming Soon:

• Search by strategy name
• Filter by date range
• Filter by performance criteria

Export and Backup

Exporting Strategies

Current Method:

1. Open strategy detail page
2. Copy code from code viewer
3. Paste into text editor
4. Save as .py file

Coming Soon:

• One-click download button
• Export multiple strategies
• Export with configuration

Backing Up Reports

Current Method:

• View report
• Take screenshots of charts
• Note metrics manually

Coming Soon:

• Download as PDF
• Export metrics to CSV
• Batch export

Recovering Deleted Items

⚠️ Important: Deleted strategies, reports, and chats cannot be recovered.

Before Deleting:

• Export code if you might need it
• Note parameters and results
• Consider archiving rather than deleting (future feature)

Collaboration (Future Feature)

Coming soon:

• Share strategies with team members
• Collaborative strategy development
• Shared execution results
• Team workspaces

Best Practices Summary

✅ Use Descriptive Names: Make strategies easy to identify ✅ Version Your Work: Keep track of iterations ✅ Regular Cleanup: Delete failed or obsolete items ✅ Document Success: Note why winning strategies work ✅ Compare Systematically: Track performance across versions ✅ Back Up Important Work: Export strategies you want to keep

❌ Don’t Hoard Everything: Delete experiments that didn’t work ❌ Don’t Use Generic Names: “Strategy 1” isn’t helpful ❌ Don’t Delete Without Thinking: Can’t undo ❌ Don’t Lose Context: Document why you made changes

Quick Actions Reference

What’s Next?

Now that you know how to manage your work, explore:

• Data Management: Upload and organize custom data
• Canvas & Interface: Master the Lona interface
• Best Practices: Optimize your workflow

Next: Learn about Data Management to work with custom data sources.