Study Presets

What this tab is for

Study Presets saves reusable starting points for a Study. Use a preset when you often begin with the same study shape, then adjust the current data, strategy, parameters, and execution choices in Studies.

Create and apply a preset

Save a preset after you have a setup worth reusing. Applying it creates a new Study draft; it does not reuse an old result, approve the settings for new data, or bypass readiness checks. The resulting draft should always be reviewed for the current research question.

Keep presets current

Rename or remove presets that no longer reflect how you work. Before relying on a saved setup, confirm its subject, data window, parameters, costs, and execution detail. A preset is a convenience, not a guarantee that the current Dataset or strategy is still suitable.