Saving, tagging, and rerunning scans

Saving a scan freezes the parameters so reruns return current results against the same query. It’s the foundation of repeatable trading: every alert in Tradient is anchored to a saved scan, and every routine you build (“morning income sweep,” “Friday earnings check”) lives there.

Why save a scan?

• Reproducibility.Yesterday’s parameters, today’s data. The output is comparable across days, which is the only way to spot real changes in the setup landscape.
• One-click rerun. No more tweaking the same chips every morning.
• Alerts.Every alert in Tradient is attached to a saved scan. You can’t schedule a scan without saving it first.
• Sharing. Saved scans can be exported to JSON and re-imported into another account or environment.

How to save

1. 1

   Run the scan

   Use any starting point — goal card, library template, natural language, or filter chips on a fresh scan. Get the results to a state you’d be happy to see again tomorrow.

2. 2

   Click 'Save scan'

   The action sits at the top of the result table. The save modal asks for a name, an optional description, and optional tags.

3. 3

   Name it like you'll search for it later

   Names like “Wheel candidates Mon-Fri,” “Earnings IC 1-3 DTE,” “NVDA AAPL TSLA biweekly CSPs.” Avoid generic names — “income scan” will not be findable in three weeks.

4. 4

   Tag it (optional but useful past ~5 saves)

   Tags let you filter the Saved list by intent. Common tags:income, directional, earnings, hedge, watchlist:tech, weekly, monthly. The Saved tab has a tag filter at the top.

The Saved tab

Every saved scan shows up as a row with: name, strategy, ticker scope, last run timestamp, last run result count, and an action menu. From the action menu you can rerun, edit parameters, attach an alert, export JSON, duplicate, or delete.

The list is sorted by most recently used. As soon as you have more than ~10 saves, switch to filtering by tag — scrolling the list is the slow path.

Editing a saved scan

Open the saved scan and tweak any chip. Click Save changes in the action bar to overwrite the saved parameters, or Save as newto fork a copy. Forking is the right move when you’re trying a variant — you’ll have both versions to compare side by side.

Rerunning

Click the saved scan row, or use the rhotkey when it’s focused. Tradient pulls fresh chains, reruns the strategy, re-enriches the rows, and re-sizes against your current capital. Every rerun is fully live — there’s no cached result behind a saved scan.

Sharing and exporting

From the action menu, Export JSON downloads the parameters as a single JSON file. Import on the Saved tab accepts the same shape. The export contains only parameters — no results — so it’s safe to share publicly without leaking your trading activity.

Where to go next

• Attach an alert to a saved scan so it runs on a schedule.
• All alert types — what conditions can fire on a saved scan.