Reference
Navigation, shortcuts, and control map
Find each primary destination, Data/System/Studies/Results/Live tab, command-palette target, keyboard pattern, layout control, route-memory behavior, and control-state meaning.
App path
- Workstation primary navigation and destination page tabs
- Top bar -> Open command palette
- Workstation actions -> Reset layout
Read the workstation in layers
Arizmic uses a consistent five-layer control model:
- Primary navigation changes the major product owner.
- Page tabs change the workflow surface inside that owner.
- Main workspace holds the table, editor, chart, form, or evidence view.
- Inspector describes and acts on the selected object.
- Top bar exposes page refresh/panel actions and global workstation tools.
The AI Companion is a cross-cutting dock, not a sixth domain owner. It does not replace Save, Validate, Estimate, Queue, Approve, Arm, or confirmation in the owning surface.
Primary navigation map
| Group | Destination | Use it for |
|---|---|---|
| Strategy Research | Signals | Browse calculation contracts, inspect inputs/outputs/readiness, build outputs where exposed, sync or hand a Signal to Strategy authoring |
| Strategy Research | Strategies | Browse exact Strategies and Configurations, author in Composer, inspect source/IR/readiness, export/import Library definitions |
| Strategy Research | Portfolio | Compose exact Configuration occurrences under allocation, capital, admission, conflict, and risk policy |
| Strategy Research | Studies | Design and queue Strategy or Portfolio research; open parent Study Results |
| Strategy Research | Results | Browse and inspect canonical Run Outputs across Strategy and Portfolio subjects |
| Workstation | Data Manager | Import and govern Datasets, inspect Prepared Data, and access stored-object utilities |
| Workstation | Live | Configure connections/risk/deployments and inspect runtime decisions, orders, reconciliation, and activity within current capability gates |
| Workstation | Notebooks | Create/open/stop local Marimo files and inspect workspace health |
| Workstation | System & Jobs | Operate durable Jobs, benchmarks, System Settings, credentials/connections, AI models, and build information |
| Workstation | Activity Log | Review durable and current-session operational events, filters, notifications, and exports |
The active destination is highlighted. Collapse the left rail for space and expand it to restore labels. On narrow windows, open it from the top bar as a drawer.
Data Manager tabs
| Tab | Route purpose |
|---|---|
| Catalog | Browse immutable Datasets, inspect identity, coverage, quality, lineage, activation, groups, and lifecycle actions |
| Import Local | Inspect a local source, author mapping, validate a sample, queue a durable import, and activate the accepted candidate |
| Import API | Select an eligible provider/schema, author a request, estimate/read readiness, queue, and recover provider downloads/imports |
| Prepared Data | Search reusable and Study-owned Prepared objects; inspect kind, Dataset lineage, coverage, state, retention, groups, and build lineage |
| Stored Runs | Legacy/utility access to stored Run records; prefer canonical Results for current Run Output interpretation |
| Stored Studies | Legacy/utility access to stored Study records; prefer Studies Results for current parent-result interpretation |
| Study Presets | Local/browser authoring presets and templates where exposed; presets are not queued Studies or retained evidence |
The session remembers the last accepted Data Manager tab. Returning through primary navigation can therefore reopen that tab.
System & Jobs tabs
| Tab | Use it for |
|---|---|
| Jobs | Queue lifecycle, progress, attempts, blockers, telemetry, cancel, pause/resume, retry and expected publication identity |
| Benchmarks | Bounded local benchmark definitions, runs, comparison envelopes, imports/exports and limitations |
| System Settings | System Profile, storage/data root, IO retest, timezone, settings, diagnostics and workstation checks |
| Data API Keys | Historical-data provider credential references and status—not AI or broker secrets |
| Broker Connections | Broker provider/environment connections, accounts, Instruments and certification evidence—not historical provider import |
| AI Models | AI provider/model connections, model selection and tests—not broker or data credentials |
| Information | Application/interface/API identity, version and support information |
System & Jobs also remembers its last accepted tab during the current session.
Studies route and view map
Studies has two subjects and two primary tabs:
| Subject | Design | Results |
|---|---|---|
| Strategy | Bind exact Strategy/data, choose Solo/Grid/Random/Optuna and supported topology/fidelity/evidence, validate/estimate/queue | Overview, Leaderboard, Parameter Surface, Robustness, Diagnostics, Artifacts |
| Portfolio | Bind exact Portfolio and member inputs, choose Run/Optimization, author candidate axes, validate/estimate/queue | Overview, Candidate Set, Admission, Run Outputs, Artifacts, Validation/Evidence, Diagnostics |
Studies routes can retain exact Strategy/Portfolio/version, Dataset, Study or Portfolio Result identity and selected view. Read those values after following a deep link; a selected subject does not guarantee the object still exists or is current.
Results tab map
Results can filter All, Strategy, or Portfolio and select one exact Run Output. Tabs appear only when relevant to the selected subject/evidence.
| Tab | Primary question |
|---|---|
| Overview | What exact request, subject, data, window, fidelity, status, and lineage produced this output? |
| Chart | What bounded retained series or chart metadata is available? |
| Performance | Which canonical KPIs are available, in what units and scope? |
| Parameters | Which exact Configuration/candidate and values executed? |
| Positions & Trades | Which retained positions and bounded closed-trade rows exist? |
| Monte Carlo & Robustness | Which retained statistical evidence is applicable and available? |
| Evidence / Validation | Which capabilities, artifacts, blockers, limitations, and evidence claims are supported? |
| Portfolio Policy | Which effective allocation, priority, policy changes, counterfactuals, and stresses applied? |
| Strategy Attribution | What occurrence-level contribution and arithmetic diagnostics were retained? |
| Admission & Conflicts | How were Portfolio intents admitted, clipped, rejected, suppressed, or conflicted? |
| Risk & Exposure | What Portfolio risk/exposure path and limits were retained? |
| Diagnostics | Which execution/publication phases, timings, warnings, and operational facts were recorded? |
| Outputs | Which typed artifacts and integrity/status facts exist? |
A route can include a selected trade-row index. Treat it as a bounded reader selection, not an immutable trade citation unless the retained identity and row contract are also recorded.
Live tabs
| Tab | Scope |
|---|---|
| Deployments | Create/edit/select an exact deployment and read validation gates |
| Monitor | Selected deployment/session, financial scope, risk, positions, runtime health, readiness, alerts, reconciliation, and operating actions |
| Orders | Order rows and fill evidence for the selected scope |
| Decisions | Strategy decisions, block reasons, would-submit/submission lineage |
| Risk | Risk profiles, limits, selected deployment policy and current risk state |
| Activity | Live-scoped alerts, events, operator actions and durable timeline |
Older overview, positions, reconciliation, or operator_tools Live links
canonicalize to Monitor; fills canonicalizes to Orders; alerts and events
canonicalize to Activity. Canonicalization changes navigation form, not feature
availability.
Signals, Strategies, Portfolio, and Notebooks controls
These destinations use internal tabs, modes, tables, inspectors, or segmented controls rather than separate primary routes for every state.
- Signals: Library selection, exact Signal/version inspection, declarations, output/readiness context, sync and Strategy handoff.
- Strategies: Strategy Library, Composer, exact Configuration/version, source/IR/testing/readiness, and Library package controls.
- Portfolio: Portfolio Library, Inspector, Composer, read-only render, Study
handoff, groups, and exact
pir4:history. - Notebooks: workspace health, create form, Existing files, embedded Marimo session, and Stop. Current Context strings are not bindings.
Always distinguish selecting/opening from mutating. A row click or tab change does not save, execute, install, publish, or deploy.
Command palette
Open Top bar -> Open command palette, or use:
| Platform | Global shortcut |
|---|---|
| Windows | Ctrl+K |
| macOS | Command+K |
Type semantic destination terms such as prepared data, provider import,
study result, jobs, or AI models. Search matches the fixed public command
registry's label, description, route, and keywords. Every query term must match
the same command, and at most twelve results appear.
Use Arrow Down/Up to change the active result, Enter to navigate, and Escape to close. The palette searches destinations, not Dataset rows, Strategy names, Results, trades, or Activity contents. It navigates only; it does not create, validate, queue, cancel, deploy, or bypass a disabled reason.
Supported keyboard patterns
Only one global app shortcut is declared: Ctrl+K/Command+K. Do not assume Ctrl+S, Ctrl+P, single-letter navigation, or other desktop conventions exist.
| Context | Keys | Contract |
|---|---|---|
| Focus traversal | Tab / Shift+Tab | Move through interactive controls in DOM/focus order |
| Button or link | Enter; Space where button behavior is declared | Activate the focused control once |
| Dismissible overlay | Escape | Close the topmost dismissible dialog/menu/picker without accepting its primary action |
| Listbox or picker | Arrow Up/Down, Home/End where exposed, Enter | Move active option and commit an explicit selection |
| Interactive table row | Enter/Space where declared | Select or open the focused row |
| Resizable separator | Arrow keys, Home/End, Enter on resettable separators | Adjust, jump to bounds, or reset with accessible value/label |
| Browser history | Browser Back/Forward | Revisit accepted canonical routes, subject to unsaved-change guards |
Keyboard activation never overrides validation, capability, permission, or destructive confirmation.
Layout and presentation controls
| Control | Effect | Persistence/authority |
|---|---|---|
| Collapse/expand navigation | Changes rail width/labels | Local presentation only |
| Resize navigation | Adjusts rail width | Local browser preference |
| Hide/show inspector | Collapses/restores selected-object panel | Per-workspace local preference |
| Resize inspector | Rebalances main and inspector regions on wide viewports | Local browser preference |
| Resize supported table columns | Adjusts visible column widths | Local presentation preference |
| Day/Night mode | Changes semantic theme | Local browser preference |
| Reset layout | Clears panel/split/column/navigation layout keys | Does not delete managed data or backend settings |
| Browser/OS zoom | Scales/reflows the workstation | No separate app zoom setting |
The app currently runs in compact density; it exposes no app-wide density selector. Some components respond below 1024 pixels, but the supported workstation matrix begins at 1024 pixels.
Route memory and deep links
Visited destinations remain mounted during the current session, preserving useful scroll, selection, and draft context. Data Manager and System & Jobs keep the last accepted subroute; Studies keeps subject-aware context. This state can become stale when another workflow changes the backend.
Use the active page's Refresh and reread identity/status. The URL is the inspectable route truth, but a deep link cannot restore deleted data, grant capability, validate a draft, or make stale evidence current.
Before sharing a deep link, confirm it encodes the intended object, version, subject, tab, and view. Unsaved-change guards can prevent navigation until the operator chooses to remain or discard.
Control-state meanings
| State | Meaning |
|---|---|
| Selected | The row/object is current UI context; no mutation is implied |
| Dirty | The owning draft differs from its saved version |
| Disabled | The action is currently unavailable; read the visible reason |
| Loading | The owner has not finished resolving current state |
| Partial | Some catalog/detail evidence is unavailable; do not assume hidden fields |
| Confirmation required | A consequential effect needs explicit review; opening the dialog did not perform it |
| Pending | The operation was accepted but its terminal effect is unproven |
| Refreshed | The page fetched current owner state; it did not rerun research or reconcile an external provider unless explicitly labeled |
Recovery map
- Wrong remembered tab: choose the intended page tab; it becomes the new session memory.
- Stale visible object: refresh the owner and verify exact identity/version.
- Missing inspector: restore the labeled rail or inspect below the stacked main region on narrower widths.
- Cramped workspace: collapse/resize navigation and inspector, then use Reset layout if needed.
- Shortcut intercepted: use the top-bar command-palette button.
- Back will not leave: resolve the unsaved-change confirmation rather than forcing the URL.
- Deep link opens a default: the object/view parameter may be invalid or unavailable; return to the owning catalog and select it explicitly.
- Focus disappears: close the topmost overlay with Escape, then restart from the top bar or primary navigation; report unreachable controls as a defect.
Next
Use Navigation, Layout, and Route Memory for behavior details, Command Search and Shortcuts for matching semantics, and Panes, Density, Themes, and Accessibility for the support and certification boundary.