Answers you kept. Each one holds what the tool said and the data vintage it was computed against, so a backtest from March still means in September what it meant in March.
Runs arrive here from the Backtester, the Stress Tester and the Efficient Frontier. Press Save to Monitor after a run.
Stocks and ETFs you are following. Nothing here is stored as a number. The figures are looked up each time you open the page.
Rules you have saved, and what they hold. The holdings are what the strategy chose at its last rebalance, recorded when it ran with the data vintage it ran against rather than re-derived here.
Build one in Strategy Lab, run it, and press Save. Saving a strategy you have just run records what it holds along with the rules.
What you actually hold. Followed from Portfolio Lab, and re-priced whenever you look rather than stored as a figure.
Analyse a portfolio in Portfolio Lab and press Follow.