Portfolios Guide

Complete guide to saving and managing analysis portfolios in RING-5.

Overview

Portfolios are snapshots of your complete analysis session:

• All loaded data
• All plot configurations
• All data pipelines
• All transformations
• All session state

Saving Portfolios

From Web Interface

1. Navigate to Portfolio page in sidebar
2. Click Save Portfolio
3. Enter portfolio name
4. Optional: Add description
5. Click Save

What Gets Saved

Data: Current DataFrame with all columns and rows Plots: All configurations, mappings, and pipelines Session State: Variables and settings

Save Location

Portfolios are saved in the portfolios/ directory as JSON files.

Loading Portfolios

1. Navigate to Portfolio page
2. Select portfolio from dropdown
3. Click Load Portfolio
4. Wait for restoration to complete

All data, plots, and pipelines are restored.

Best Practices

Naming Conventions

Good Names:

• ipc_comparison_2026-02
• cache_miss_analysis_specjbb
• speedup_tx_vs_baseline

Include analysis type, date, and focus.

When to Save

• Completing major analysis milestone
• Before applying risky transformations
• Creating publication figures
• Sharing with collaborators
• Ending work session

Collaboration

Sharing Portfolios

1. Locate portfolio JSON in portfolios/ directory
2. Share via email, cloud storage, or Git
3. Recipient places file in their portfolios/ directory

Portfolios work well with Git version control.

Troubleshooting

Portfolio Won’t Load

• Check JSON syntax
• Verify file permissions
• Ensure RING-5 version compatibility

Large File Size

• Filter unnecessary rows before saving
• Select only needed columns
• Aggregate repetitive data

Next Steps

• Web Interface: Learn more about the Web Interface
• Creating Plots: Master Plot Creation
• Data Transformations: Explore Shapers

Need Help? Check Troubleshooting or open a GitHub issue.