---
title: "Documentation"
description: "Touch the part of the app you are using, or choose what to do."
canonical_url: "https://fincanva.com/docs"
last_updated: "2026-10-11"
md_url: "https://fincanva.com/docs.md"
---

# How Fincanva works, part by part.

Touch the part of the app you are using, or choose what to do.

## What do you want to do?

- [Build a strategy](/docs/strategies/create-a-strategy-and-choose-its-instruments)
- [Screen the market](/docs/screeners/build-a-screener)
- [Test it on history](/docs/strategies/save-run-and-copy-a-strategy)
- [Read the results](/docs/analysis/find-your-way-around-a-strategy-s-analysis-tabs)
- [Follow it live](/docs/live/follow-a-strategy-live)
- [Account and plan](/docs/account-and-plan)

The app's sidebar and a strategy's workspace: Home, Screeners, the Strategies group with Live, Single and Combined, Simulation, your account, the search field and the strategy's Settings, Analysis and Positions tabs above its Settings page — each part links to the docs subject that explains it.

- Home → [Home · Get started](/docs/get-started#home)
- Create new… → [Create new… · Get started](/docs/get-started#create-new)
- Search… → [Search · Get started](/docs/get-started#search)
- Screeners → [Screeners](/docs/screeners)
- Live → [Live](/docs/live)
- Single → [Strategies](/docs/strategies)
- Combined → [Combined · Strategies](/docs/strategies#combined)
- Simulation → [Simulation defaults · Backtesting](/docs/backtesting#simulation-defaults)
- Account menu → [Account and plan](/docs/account-and-plan)
- Settings → [Create a new strategy · Strategies](/docs/strategies#create-a-new-strategy)
- Analysis → [Analysis](/docs/analysis)
- Positions → [Positions · Live](/docs/live#positions)

## All documentation

### Start — Get started with Fincanva

- [Get started](/docs/get-started) — What Fincanva is, the first five steps, and finding your way around the app: Home and search.

### Build — Build a strategy

- [Strategies](/docs/strategies) — Instruments, allocation methods, risk conditions, position exits — and composing several strategies into one portfolio.
- [Screeners](/docs/screeners) — Filtering the market: universes, filter conditions, matches and the screener backtest.

### Test — Test it on real history

- [Backtesting](/docs/backtesting) — Simulating on real history: runs and their status, your simulation defaults and tax rules, and why a backtest can mislead.
- [Analysis](/docs/analysis) — Reading the output: the metrics, the charts, the Fincanva score.
- [Data and methodology](/docs/data-and-methodology) — What a backtest reads: one market-data catalogue kept as history stood, how far back it reaches, and what its coverage figures count.

### Follow — Follow it live

- [Live](/docs/live) — Following a strategy Live, on paper: the live book, the order plan, rebalances.

### With AI — Fincanva in your AI apps

- [With AI](/docs/with-ai) — Using Fincanva from Claude or ChatGPT: connecting the app, what you can ask, what your plan includes, and the permissions you keep.

### Account — Your account, your plan, the ground rules

- [Account and plan](/docs/account-and-plan) — Signing in and security, notifications, your plan and what it includes, payments and invoices, privacy and your data.
- [Not financial advice](/docs/not-financial-advice) — What Fincanva tells you and what it does not: a research and simulation tool, never a recommendation.

## Look up

- [All terms A–Z](/glossary) · 222 — One page per term, defined.
- [Questions](/docs/questions) · 1250 — Every question these docs answer.
- [What’s new](/whats-new) · last updated 2026-09-25 — Every change, dated.
- [Learn](/learn) — The academy: courses on investing
- [Developers](/developers) — Fincanva from Claude, ChatGPT or your code

## For AI agents

- [llms.txt](https://fincanva.com/llms.txt) · curated index
- [llms-full.txt](https://fincanva.com/llms-full.txt) · full corpus
- every page · `.md` twin
- `Accept: text/markdown`

Fincanva is for education and illustration only. It is not personalised financial advice, and past or simulated results do not predict future ones. [Read the Terms Addendum](https://fincanva.com/terms/addendum#section-3)