BlueprintUpdated July 16, 2026

The 5-step workflow

Browse, Build, Stress-test, Compare, Export — the loop every Workbench session follows, from picking strategies to walking away with a file you can trade from.

Every session in the Workbench follows the same loop. You can stop after any step — plenty of users only browse and compare — but the five steps are designed to hand off to each other, and the app's navigation mirrors them 1:1.

1. Browse

Strategy Browser — filtering the database of backtested SPX 0DTE strategy variants

Pick the backtest period you want to evaluate over, then narrow 200,000+ variants — Multiple Entry Iron Condors (MEIC), METF, ratio spreads and more — down to a shortlist. Filter by parameters like premium, spread width, and stop loss; set thresholds on risk metrics like max drawdown; then send the keepers to your portfolio.

→ Details in Strategy Browser.

2. Build

Portfolio Builder — combining strategies and judging the combined KPIs

Turn the shortlist into a portfolio: save or import one, drop strategies that don't earn their place, and scale contract counts per strategy. Judge the whole construction — equity curve versus SPX, margin load, correlation between strategies, and day-of-week and entry-time breakdowns.

→ Details in Portfolio Builder.

3. Stress-test

Monte Carlo simulation — thousands of resampled paths for the portfolio

One historical path is one draw from the distribution. The Monte Carlo simulation resamples your portfolio's trades into thousands of alternative paths — you set the time frame and number of runs — so you can read the sequence risk and drawdown distribution instead of a single lucky (or unlucky) history. Want it harsher? Inject extra bad days and see what breaks.

→ Details in Stress Testing — Monte Carlo.

4. Compare

Compare view — two portfolios side by side on identical KPIs and charts

Put candidate portfolios side by side on the same KPIs, curves, and charts. The point is to spot which construction holds up across metrics — not which one merely looks best on the single number you happened to sort by.

→ Details in Compare.

5. Export

Export options — engine format, Excel workbook, or OptionsApp-compatible files

Take the winner with you. Export the portfolio as the native engine format (to share or re-import), as an Excel workbook for deeper offline analysis, or as OptionsApp-compatible files if you automate through your own broker connection.

→ Details in Exports & Integrations.

Then the loop repeats

Markets drift and new backtest data arrives continuously, so a portfolio is a living construction: revisit the browser, re-run the stress test, compare the incumbent against challengers, and re-export. The Quickstart walks the loop once, end to end, in about ten minutes.