Functions → Custom Projects → How to Create a Workflow in Custom Project

Creating a workflow in a Custom Project involves defining task sequences, setting data sources and targets, and optionally applying conditional logic.

Multiple Databanks

A Custom Project can include multiple databanks, which are used to store and process strategies at different stages of the workflow.

• Each task can specify a source databank (where to read from) and a target databank (where to save results).
• This allows complete isolation and control over each stage of the workflow.

Example: Use BuildDatabank to store initial builds and FinalDatabank for strategies that pass all checks.

Tasks Flow

Each project contains a list of tasks, executed in the order they appear in the task panel.

• Example flow:
  • Clear all databanks
  • Build strategies
  • Apply Retest with different precision
  • Apply Monte Carlo robustness checks
  • Save passing strategies to final databank

Tasks are visualized in a clear top-down sequence, providing full transparency and editability.

Conditional Loops and Filtering

Custom Projects support conditional control structures, including:

• Looping logic using the Go To Task block
• Condition-based task routing

Example: Add a loop that re-starts the build task if fewer than 100 strategies have passed all stages.