Create a strategy draft, pick it back up later, and move through the nine-page workflow with the same draft context.
Free includes allocation essentials. Upgrade to Pro to unlock no-code strategy research workflow pages.
Your Basic plan unlocks the full allocation workflow. Upgrade to Pro to access quant strategy workflow tools.
Drafts
ML Starters
Workflow Stages
A quick read on what is configured, what is server-runnable, and what is still only a local preview.
Create a draft shell from a starter, then continue into the stage that best matches the template.
Open any page directly. When a draft is active, each link carries that draft into the next stage.
Drafts are stored locally for now; persistence can replace this store without changing the page workflow.
Creation, duplication, and workflow handoff events from saved drafts.