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how to use saved runs

how saved runs work in edgeful AI — where to find them, what they store, how to continue a past analysis, and why you should re-run the analyzer each day instead of relying on old saved data.

Written by Brad
Updated over 2 weeks ago

what saved runs are

every time you complete an analysis in edgeful AI's Analyze Reports feature, it's automatically saved. no button to click, nothing to name — it just gets saved.

a saved run is a snapshot: the full configuration you used (reports, ticker, session, date range, any report-specific customizations) plus the data table output from that exact moment in time.

you can come back to any saved run later, review the data, and continue asking questions based on it. but that data won't change — it's frozen at the time the analysis was run.

where to find saved runs

saved runs appear in a pop-out panel on the right side of the edgeful AI interface. each entry in the panel shows the full picture of that run:

  • the reports that were selected and any customizations applied to each

  • the date range used

  • the session

  • the ticker

  • the data table output itself

everything you configured and everything the analysis returned is right there in the panel — no need to click into anything to recall the context.

opening a saved run

click a saved run to open it. this loads that analysis back into the active view — the data table from when you ran it, the full configuration, all of it.

from here, you can continue the conversation. ask follow-up questions, dig into specific numbers, request a different interpretation — the AI works with the data from that saved run as its context.

this is useful when you want to go back and explore a previous analysis more deeply, or when you saved a run during pre-market prep and want to reference it later in the session.

saved runs don't update — re-run every day

this is the most important thing to understand about saved runs: the data in a saved run is a snapshot. it does not refresh.

each day, new market data becomes available on edgeful. that means an analysis you ran yesterday is already working from a slightly older dataset than what's available today. a run from last week reflects last week's conditions, not today's.

if you open a saved run from Monday on Friday and ask questions, you're getting answers based on Monday's data — not the most current picture.

the right habit is to re-run the analysis each morning. it takes the same amount of time as opening an old run, and you'll always be working from the freshest data available. saved runs are for reference and follow-up — not for your daily prep.

how to get fresh data

saved runs don't have a one-click refresh. to get an updated analysis with today's data, you need to go back through the Analyze Reports wizard with the same configuration.

the quickest way to do this is to keep your saved run open as a reference — you can see exactly what reports, ticker, session, and date range you used — then open a new Analyze Reports wizard and match the settings. it usually takes less than a minute once you've done it a few times.

if you're running the same analysis every day, consider keeping a note of your standard configuration so the re-run is fast and consistent.

deleting saved runs

to remove a saved run from your panel, open it and use the delete option. deleted runs are gone permanently — there's no way to recover them.

you can't rename saved runs. they're stored as-is, identified by the reports and ticker used and the date they were run.

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