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VMEX

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Rename note: vmec_jax is now vmex; the deprecated import vmec_jax compatibility shim still ships with VMEX 0.5.

VMEX is a JAX implementation of VMEC for stellarator and tokamak ideal-MHD equilibria. It reads standard VMEC input files, solves fixed- and free-boundary problems, writes standard wout_*.nc files, and provides exact implicit derivatives of converged fixed-boundary equilibria for optimization.

VMEX equilibria and diagnostics

Install

pip install vmex
vmex --doctor
vmex --test

Python 3.10+ is supported. VMEX installs CPU JAX, SciPy, plotting, NetCDF, and booz_xform_jax; install an accelerator-enabled JAX wheel separately using the JAX installation guide. Optional integrations are vmex[optimizers] for JAXopt/Optax, vmex[neoclassical] for NEO_JAX effective ripple, vmex[freeb] for differentiable virtual casing, vmex[coils] for ESSOS, and vmex[turbulence] for GKX.

An editable source install remains connected to its checkout, so pip install -e . only needs to be repeated when packaging metadata or dependencies change—not after each git fetch or checkout.

Solve and inspect an equilibrium

import vmex as vj

inp = vj.VmecInput.from_file("input.circular_tokamak")
result = vj.solve_multigrid(inp, verbose=True)
wout = vj.wout_from_state(inp=inp, state=result.state,
                           fsqr=result.fsqr, fsqz=result.fsqz, fsql=result.fsql,
                           niter=result.iterations, converged=result.converged)
vj.write_wout("wout_circular_tokamak.nc", wout)
figures = vj.plot_wout("wout_circular_tokamak.nc", "figures")
# The summary includes the relative radial force-error profile and its maximum.

The CLI provides the same workflow:

vmex input.circular_tokamak
vmex --plot wout_circular_tokamak.nc
vmex input.nearby --restart wout_circular_tokamak.nc

VMEX uses the input file's NS_ARRAY, FTOL_ARRAY, and NITER_ARRAY. verbose=True prints the VMEC iteration table; typed errors distinguish invalid inputs, Jacobian failures, non-convergence, and numerical failures.

Optional force-balance polishing

Polishing is disabled by default. Ordinary solve, solve_multigrid, solve_file, CLI, and optimization calls run the established VMEC solve only. Enable the additional step explicitly when a smaller continuum force residual is needed.

VMEC converges projected equations on a staggered radial mesh, so small FSQR/FSQZ/FSQL values do not by themselves guarantee a small continuum residual

$$ \mathbf F = \mathbf J \times \mathbf B - \nabla p , \qquad \epsilon_F = \frac{2 |\mathbf F|}{|\mathbf J \times \mathbf B| + |\nabla p| + F_{\mathrm{floor}}} . $$

The optional step lifts a converged fixed-boundary state to axis-regular cubic B-splines, holds the boundary and profiles fixed, and reduces both physical force channels on an overdetermined collocation grid with matrix-free SOLVAX Gauss–Newton steps. VMEX accepts the result only after independent force, radial-refinement, and positive-Jacobian checks.

Enable it in a VMEC-compatible input deck:

!@VMEX POLISH = AUTO
&INDATA
  ...
/

VMEX reads the comment; VMEC2000 ignores it. The same opt-in is available in Python:

import vmex as vj

# Reads the !@VMEX directive; no directive means no polishing.
result = vj.solve_file("input.my_case")

# VmecInput contains physics only, so direct solves use an explicit flag.
inp = vj.VmecInput.from_file("input.my_case")
result = vj.solve_multigrid(inp, polish_force_balance="auto")
print(result.polish_report.initial_normalized_l2)
print(result.polish_report.final_normalized_l2)

opt.solve_equilibrium(..., polish_force_balance=True) exposes the same final step. Leave it at its False default during ordinary optimization and enable it only for a final equilibrium if desired. The focused example shows the full before/after workflow:

vmex examples/data/input.finite_beta_stellarator_polished --plot
python examples/force_balance_polishing.py

The comparison below applies the same independent force oracle to the exported equilibrium of each code - VMEX, VMEC2000, VMEC++, and DESC - on the bundled finite-pressure shaped tokamak; VMEX is the certified polished result. Stellarator rows join as certified 3-D polishing becomes tractable (the compile-side work is in progress); the figure shows only cases where polishing demonstrably wins.

Finite-pressure tokamak and finite-beta stellarator force-balance comparisons

Below: the same equilibrium summary before and after polishing the bundled shaped tokamak (input.shaped_tokamak_pressure_polished). Polishing cuts the independent force error about sevenfold, from 1.28e-2 to 1.79e-3, without moving the boundary or the prescribed profiles.

Shaped-tokamak summary before and after force-balance polishing

The raw comparison data, source revisions, resolutions, timing boundaries, and certificate refinements are recorded in benchmarks/.

Magnetic field and derivatives

Converged equilibria evaluate the field inside the LCFS, including spatial derivatives and exact VJPs in the originating optimization problem's degrees of freedom:

import jax.numpy as jnp

final_equilibrium = problem.equilibrium_from_x(result.x)
final_equilibrium.set_points_xyz([[x, y, z]])

B = final_equilibrium.B()
absB = final_equilibrium.absB()
gradB = final_equilibrium.gradB()
gradgradB = final_equilibrium.gradgradB()
gradgradgradB = final_equilibrium.gradgradgradB()

dBdx = final_equilibrium.B_vjp(jnp.ones_like(B))
dgradBdx = final_equilibrium.gradB_vjp(jnp.ones_like(gradB))
d2Bdx = final_equilibrium.gradgradB_vjp(jnp.ones_like(gradgradB))
d3Bdx = final_equilibrium.gradgradgradB_vjp(
    jnp.ones_like(gradgradgradB))

Everything above is Cartesian, and each VJP returns one entry per problem.dof_names. set_points_flux([[s, theta, phi]]) places interior points in flux coordinates instead (outputs stay Cartesian). B and its first three derivatives are valid on the magnetic axis via the regular spectral limit. Outside the plasma, VmecExtender adds the virtual_casing_jax plasma contribution to a supplied coil or MGRID field — virtual casing alone is not the total exterior field.

Effective ripple is an optional in-memory diagnostic—no boozmn file is needed. examples/epsilon_effective.py computes and plots the conventional NEO transport quantity $\epsilon_{\mathrm{eff}}^{3/2}$.

field = vj.VmecExtender.from_file(
    "wout_example.nc", external_field=coils.B, nphi=32, ntheta=32
)
field.set_points([[1.8, 0.0, 0.0]])

B = field.B()              # (n, 3), Cartesian
modB = field.absB()        # (n,)
gradB = field.gradB()      # (n, B_i, x_j)
d2B = field.gradgradB()
d3B = field.gradgradgradB()
grad_modB = field.GradAbsB()

Install vmex[freeb] for the finite-beta path. Points must be outside the last closed flux surface, away from the source surface and external currents. MGRID queries must also remain inside the tabulated R-Z domain. The resulting vacuum region can contain islands or stochastic field lines; VMEX does not assume nested surfaces there.

equilibrium.exterior_field() builds the plasma contribution from the live VMEX spectral state, rather than a materialized wout, so JAX derivatives with respect to the equilibrium boundary are retained for single-stage objectives. examples/vmex_get_B_gradB.py and examples/free_boundary_essos_coils.py are the runnable references; the docs' install page covers the ESSOS branch that exterior coil VJPs and field-line tracing currently need.

The common CLI operations are:

Command Result
vmex input.X solve INDATA or JSON and write wout_X.nc
vmex input.X --plot solve and write the summary, cross-sections, automatic Boozer `
vmex --plot wout_X.nc write the same complete plot set from an existing equilibrium
vmex --booz wout_X.nc additionally save a reusable standard boozmn_X.nc file
vmex input.X --restart wout_Y.nc hot-restart a fixed- or free-boundary solve from a saved equilibrium
vmex --scale input.X [B R] scale field and length by optional factors; without them target 5.7 T and 1.7 m
vmex --doctor / vmex --test inspect the installation / run the bundled quick start

See the CLI reference for resolution, device, convergence, coil, plotting, and Boozer options.

Hot restart

Pass a previous state or wout to initialize a nearby run. VMEX adapts the boundary and skips completed multigrid rungs when possible.

base = vj.solve_multigrid(inp)
nearby = vj.solve_multigrid(changed_input, initial_state=base.state)
from_file = vj.solve_multigrid(changed_input, restart_from="wout_base.nc")

The CLI equivalent is vmex input.changed --restart wout_base.nc; a deck may instead set RESTART_WOUT. Optimization trial solves hot-restart automatically. See the restart guide for grid changes and validation rules.

Bring your own optimizer

Objective tuples use (function, target, weight), with weight multiplying the squared cost by default; a one-dimensional weight applies different penalties to profile rows, such as a stronger edge penalty. The resulting problem plugs into SciPy, JAXopt, Optax, or any optimizer you already use — VMEX supplies values, residuals, and exact derivatives, and stays out of the driver's way.

from dataclasses import replace
import jax.numpy as jnp
import numpy as np
from scipy.optimize import least_squares

from vmex import optimize as opt
from vmex.core.omnigenity import QIResidual

max_mode = 5
mpol = max(max_mode + 2, 5)
inp = replace(inp, delt=0.5).change_resolution(
    mpol=mpol, ntor=mpol, ntheta=2 * mpol + 6, nzeta=2 * mpol + 4)
qi = QIResidual(np.linspace(0.1, 1.0, 6))

def iota_floor(equilibrium_state, solver_context):
    return jnp.maximum(
        0.33 - jnp.abs(opt.mean_iota(equilibrium_state, solver_context)), 0.0)

problem = opt.VmecProblem.from_tuples(inp, [
    (qi, 0.0, 1.0),
    (opt.aspect_ratio, 5.0, 0.005),
    (iota_floor, 0.0, 10.0),
], max_mode=max_mode, use_ess=True)

result = least_squares(problem.residual, problem.x0,
    jac=problem.residual_jac, x_scale=problem.scales, max_nfev=50, verbose=2)
optimized_input = problem.input_from_x(result.x)
optimized_equilibrium = problem.equilibrium_from_x(result.x)

VMEX implicitly differentiates the converged equilibrium by default. For a residual vector, auto checks each block-response column against the linearized VMEC equations. If any column fails, it recomputes the Jacobian with the reverse adjoint. Cost weights, hot restarts, and one-column batches are defaults.

Control Purpose
derivative_method="finite_difference" accept opaque host objectives
implicit_jacobian_method choose automatic, block, forward, or reverse response assembly
jacobian_batch_size trade first-compile memory for warm throughput
forward_ftol, forward_max_iterations set the final equilibrium solve controls
max_fsq_ratio bound FSQ / ftol before differentiation
workers parallelize finite differences, scans, and ensembles; None respects scheduler CPU limits

problem.value_and_grad and problem.jax_value_and_grad expose the same scalar contract. problem.evaluate(x) reports solve effort, failed trials, derivative fallbacks, fsq, fsq_ratio, and whether the implicit derivative was certified. The runnable examples show SciPy least squares, BFGS/L-BFGS-B, JAXopt, Optax Adam, QI/QS objectives, high-accuracy final solves, input/wout output, and plotting.

Joint boundary/coil and coil-only free-boundary scripts are previews for the same ESSOS branch.

QA, QH, QP, and QI examples

The scripts in examples/optimization/ optimize QA (NFP=2), QH (NFP=4), QP (NFP=2), and QI (NFP=2) from simple seeds; each writes an optimized input, WOUT, and standard plots. Run QA_optimization.py, QH_optimization.py, QP_optimization.py, or QI_optimization.py, then python examples/plot_optimized_families.py to reproduce the composites below. Each column shows four toroidal cuts separated by π/(2 NFP), the 3-D LCFS colored by |B|, and LCFS |B| in Boozer coordinates.

examples/optimization/stellarator_asymmetry/ contains matching vacuum and finite-beta examples with LASYM=True; each visibly seeds and optimizes the additional RBS and ZBC boundary families.

QA, QH, and QP optimization examples

Validated QI inputs spanning NFP=1–4 are bundled in examples/data/; the same plotting script reads them directly.

QI equilibria at NFP 1 through 4

Finite beta, free boundary, and mirrors

examples/free_boundary_essos_coils.py holds the Landreman–Paul QA coil currents fixed while increasing beta and re-solving the NESTOR free boundary. The magnetic-axis displacement is the expected Shafranov shift.

Free-boundary beta ramp and Shafranov shift

VMEX also solves open-ended mirrors. examples/mirror/mirror_fixed_boundary_nonaxisymmetric.py compares an axisymmetric mirror with a non-axisymmetric rotating ellipse; examples/mirror/mirror_free_boundary_beta_scan.py continues an ESSOS-coil free boundary from 0% to 80% central beta. The latter plots the solved on-axis field against the MHD paraxial scaling B/Bvac = sqrt(1-beta) implied by p + B²/(2 μ0) = Bvac²/(2 μ0). The 0–10% lane is supported; higher-beta points remain clearly marked as extended validation pending refined-grid promotion.

Axisymmetric and rotating-ellipse fixed-boundary mirrors

Free-boundary mirror beta scan

Closed stellarator–mirror hybrids also expose a differentiable, equal-arc field-line contract for GKX. VMEX owns the Cartesian metric and drift calculation; GKX converts the returned mapping to its generic flux-tube type. The interface accepts only a field line that closes on the periodic racetrack, and makes no open-end, sheath, source, or loss-cone claim. The model and equations spell out that boundary explicitly.

from vmex.mirror import gk_closed_fieldline_geometry

geometry = gk_closed_fieldline_geometry(
    result.evaluated.state,
    setup.discretization,
    setup.axis,
    axial_flux_derivative=AXIAL_FLUX_DERIVATIVE,
    current_derivative=0.0,
    ntheta=32,
)

Equilibrium and kinetic diagnostics

vmex --plot wout_X.nc produces cross-sections, profiles, a 3-D LCFS, and the compact summaries below, including the relative radial force error and its maximum over solved surfaces, Mercier/Glasser stability, the second adiabatic invariant, and Boozer $|B|$. The plotting guide defines every panel; --booz additionally saves a reusable boozmn_*.nc.

This finite-pressure NFP=3 QI example reaches $\langle\beta\rangle=2.38%$.

Finite-pressure NFP=3 QI diagnostics

The vacuum QA example has pres=0 and DWell=0 exactly: VMEX adds no pressure floor. DMerc can retain shear, current, and geodesic terms; for a current-free vacuum it reduces to the shear term and $D_R=0$, so these curves are not a finite-beta pressure margin.

Vacuum QA diagnostics

QA_optimization_bootstrap.py, QH_optimization_bootstrap.py and QI_optimization_bootstrap.py first fit a bootstrap-consistent seed, then optimize the boundary and a stage-refined current spline together against Redl, Mercier, and resistive-interchange targets. The QI variant uses helicity_n=0, since a quasi-isodynamic field carries no helical symmetry for the Redl isomorphism to shift; Redl is a fit to quasisymmetric calculations, so there it is an analytic estimate rather than a converged kinetic answer. Their controls are explained in the objective reference; published-equilibrium and SFINCS comparisons live in benchmarks/. Each script also writes a direct Redl-versus-equilibrium bootstrap-current overlay. In the vacuum QA example, setting TRIAL_BETA enables differentiable frozen-geometry pressure proxies for DMerc and DR; a finite-pressure re-solve remains the stability certificate.

Self-consistent QA and QH bootstrap current

Physics and interoperability

VMEX includes VMEC pressure/current/iota profiles, multigrid continuation, NESTOR free boundary, mgrid and direct coil fields, Boozer transforms, QI/QS and maximum-J objectives, Mercier and ballooning diagnostics, bootstrap-current objectives, dimensional scaling, mirror equilibria, and standard wout/mout output. The capability reference states the validation level and limitations of each path.

VMEX outputs are intended for existing VMEC workflows: wout_*.nc files load in SIMSOPT, booz_xform, and other downstream tools. VMEC2000 compatibility and deliberate differences are documented in the compatibility reference.

Solver feature comparison

This matrix was checked on 2026-08-11 against current STELLOPT/VMEC2000 and VMEC++ sources. ✅ denotes a public path, ⚠️ a documented limitation, and ❌ no public path; the linked VMEX capability contract defines the validation scope.

Capability VMEX VMEC2000 VMEC++
fixed-boundary toroidal equilibria
3-D NESTOR free boundary
free-boundary radial multigrid
free boundary from an in-memory field table ✅ Python
axisymmetric free-boundary tokamaks
non-stellarator-symmetric (LASYM) equilibria
fixed-boundary fallback when an mgrid file is missing
cubic and Akima spline profiles
INDATA / structured JSON input ✅ / ✅ ✅ / ❌ ✅ / ✅
hot restart from a saved equilibrium ✅ Python/CLI ✅ CLI ✅ Python
typed zero-crash errors
built-in Boozer transform and plotting
input and WOUT dimensional scaling
GPU execution
exact fixed-boundary derivatives and optimizer interface
differentiable specified-boundary virtual-casing residual
2-D block preconditioner ✅ matrix-free ✅ BCYCLIC
differentiable QI/QS, maximum-J, trapped-fraction, and stability objectives
self-consistent bootstrap-current workflows
open mirrors and stellarator–mirror hybrids ⚠️ validated scopes

Convergence parity and implementation size

On the bundled NFP=4 QH case at ns=51, VMEX follows VMEC2000 and VMEC++ through the full force-residual trace (fresh local run: VMEX d7347c9, VMEC2000 512375c, VMEC++ 0.5.3). Reproduce it with python benchmarks/make_readme_figures.py --only convergence; the benchmark discovers local solver installations or accepts VMEX_XVMEC2000 and VMEX_VMECPP_PY.

VMEX, VMEC2000, and VMEC++ convergence trace

The following cloc 2.11 snapshot counts implementation code and comments, excluding tests, generated code, and third-party sources. VMEX counts vmex/core (the toroidal solver); VMEC2000 counts VMEC2000/Sources but not shared STELLOPT libraries; VMEC++ counts src/vmecpp C++/headers/Python. These scopes make the comparison reproducible, not a claim of identical feature breadth.

Solver and revision Files Code lines Comment lines
VMEX d7347c9 46 21,189 7,857
VMEC2000 aeb0261 115 24,164 8,451
VMEC++ d83035b 146 38,338 9,661

VMEX reduces duplication by expressing spectral operators as vectorized JAX array programs and using the same equations for CPU, accelerators, and automatic differentiation. It also deliberately omits some legacy modes, so the smaller codebase reflects both architecture and narrower compatibility surface.

Performance and parallelism

JAX compilation is paid once per array structure and reused from a machine-local cache. Warm runs are the relevant measure for continuation, parameter scans, and optimization.

VMEX runtime comparison

Independent solves use vj.parallel.solve_ensemble(inputs, workers=None). A single equilibrium already uses XLA's internal threading; ensemble workers are therefore bounded by both the number of cases and the CPUs made available by the host scheduler. Explicit workers=1 gives a reproducible serial baseline, and GPU/device placement can be selected with device=.

benchmarks/optimization.py profiles QI, QA, QH, QP, scalar objectives, SciPy/JAX contract agreement, finite differences, optimizer choices, and the max_fsq_ratio policy.

Documentation and development

The documentation is organized as tutorials, task-focused how-to guides, API/reference pages, and numerical explanations. Start with:

For development:

git clone https://github.com/uwplasma/vmex
cd vmex
pip install -e ".[dev]"
pytest -q -m "not full and not weekly"
python -m ruff check vmex tests examples benchmarks

See contributing and the test manifest. Release notes are on GitHub. VMEX uses the MIT license.

Roadmap

The detailed, phased plan lives in plan.md. In flight now:

  • Performance: the committed workflow baselines drive measured fixes to compilation reuse, the polishing path's runtime, and chunked Boozer transforms; regimes (cold, cache-reload, warm) are never mixed in one number.
  • A Gamma_c objective whose boundary derivative is well-posed under refinement, replacing the current fixed-resolution proxy.
  • Up-down asymmetric (LASYM) equilibria as a first-class certified lane.
  • Promote the boundary-Schur free-boundary adjoint and coil-only free-boundary single-stage optimization after their compile and GPU memory costs come down.
  • Promote stellarator–mirror hybrids from extended validation, with refinement studies, independent force checks, and optimization examples.
  • Downstream contracts: booz_xform_jax, NEO_JAX, and GKX consume VMEX states differentiably, with cross-code parity tests.

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JAX Version of VMEC2000

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