Portfolio Study Results

Review Portfolio Overview, Candidate Set, Admission, Run Outputs, Artifacts, and Validation in one guide.

App path

Studies -> Portfolio -> Study Results -> Overview
Studies -> Portfolio -> Study Results -> Candidate Set
Studies -> Portfolio -> Study Results -> Admission
Studies -> Portfolio -> Study Results -> Run Outputs
Studies -> Portfolio -> Study Results -> Artifacts
Studies -> Portfolio -> Study Results -> Validation

Review a completed Portfolio Study

Open Studies -> Study Results, set Study Level to Portfolio, and select the completed Portfolio Result. Its visible tabs are Overview, Candidate Set, Admission, Run Outputs, Artifacts, and Validation.

Confirm the Result name, saved Portfolio version, completion state, execution fidelity, Analysis Depth, and whether it came from one coordinated run or a Portfolio optimization before comparing values.

Overview

Overview summarizes the selected coordinated candidate. The performance row shows net profit, total return, maximum drawdown, Sharpe when available, trade count, and ending equity.

Read those values under the Result's data, starting capital, execution model, costs, and retained validation. They are not portable promises.

Coordinated execution shows the participating Strategy Configuration count, admission decisions, rejected intents, and risk violations. Open Results opens the selected candidate's detailed Portfolio Run Output in Results.

Before continuing, confirm:

the intended saved Portfolio version;
the participating Strategy Configurations and data bindings;
execution assumptions and starting capital;
whether this was one coordinated run or an optimization;
the selected and retained candidate counts; and
the Validation tab's limitations.

If an identity or assumption is wrong, return to Portfolio Study Design and queue a new Study.

Candidate Set

Candidate Set appears for Portfolio optimization Results. It lists the evaluated and retained policy candidates in rank order.

Column	Meaning
Rank	The candidate's position under the selected Study objective.
Objective and Value	The value used to order candidates.
Priority order	The Configuration preference used when the policy needs an order.
Policy changes	The Portfolio values varied for the candidate.
Feasible	Whether the candidate satisfied the enforced constraints.

Compare candidates only within the same Portfolio Result. A candidate from another Result may use a different Portfolio version, window, cost model, or search space.

Do not choose from rank alone. Review Admission, the retained Run Output, and Validation. Check whether an apparent improvement depends on a priority, risk, or policy change you would not accept in use.

Admission

Admission summarizes how the selected candidate handled entry intents from its Strategy Configurations under one coordinated account.

Admitted means an intent was allowed after the shared rules.
Rejected means it was not allowed.
Clipped means its requested size was reduced to fit an enforced limit.
Conflicts records competing intents handled by the Portfolio policy.
Rejection Rate shows the share rejected under this Result's decisions.

A high rejection rate may be intentional under strict limits, or it may show that several members compete for the same capacity. Review the saved Portfolio rules and retained Run Output before changing a limit.

Detailed decisions remain with the Admission Decisions artifact and selected Portfolio Run Output.

Run Outputs

Run Outputs lists the candidates retained by the Study. The first item is the selected candidate; later items are additional retained candidates.

Select Open Results to inspect a coordinated run's charts, performance, positions, trades, Portfolio policy, attribution, admission decisions, risk, diagnostics, and output files through the Results tabs available for that Run Output.

Studies owns candidate selection and the relationship among candidates. Results owns the detailed execution record for one retained Run Output. Opening one does not detach it from its parent Portfolio Result.

Artifacts

Artifacts lists the outputs retained for the selected candidate, including supported coordinated Run Output, admission, policy, candidate, and validation records. The exact list depends on the Study and requested retention.

Confirm the artifact role, path, and availability. A path alone does not show that a file is complete or belongs to the intended Portfolio version. If Admission or Validation refers to an unavailable artifact, inspect the parent job and queue a new Study when the original did not retain the required output.

Do not substitute a file from another candidate.

Validation

Validation states whether coordinated execution validation is available for the selected candidate.

Field	Meaning
Execution Validation	Whether the Result is execution simulation or remains discovery output.
Fidelity	The effective execution fidelity used by the coordinated run.
Analysis Depth	The validation and retention depth actually produced.
Execution model	The execution model applied to the candidate.
Blockers	Conditions preventing the requested validation status.

Read the displayed limitation even when the job completed. Completion means the requested job reached an end state; it does not mean every kind of validation was produced.

If validation is unavailable, correct the named data, fidelity, Analysis Depth, retention, or supported-path blocker in Portfolio Study Design and queue a new Study. The existing Result keeps its original validation state.

Use Results Overview after opening a retained Portfolio Run Output.