---
title: "What each plan includes"
description: "Free, Starter, Advanced and Ultimate: the price of each, and the limits, allocation methods, risk rules, analysis pages and support each includes."
canonical_url: "https://fincanva.com/docs/account-and-plan/what-each-plan-includes"
last_updated: "2026-10-06"
md_url: "https://fincanva.com/docs/account-and-plan/what-each-plan-includes.md"
---

# What each plan includes

Fincanva's plans — Free, Starter, Advanced and Ultimate — compared table by table, every figure, tick and price read from the source the app enforces and the pricing page prints.

## Steps

1. **Start from Free.** Free needs no card and has no time limit; what it includes is the **Free** column of every table here, and a cell marked not included is something a paid plan adds. The [30-day trial](/docs/account-and-plan/the-30-day-trial) tries a paid plan at its own limits, with no card: it starts by itself on Advanced — or on the plan you chose on the pricing page — and you can move it to another plan as often as you like.

   

   **On every plan, Free included:**

   - The [screener](/glossary/screener), over the whole [universe](/glossary/universe) — unlimited saved screeners, 10 filters each.
   - Backtesting on real market data, with the [equity curve](/glossary/equity-curve), [strategy](/glossary/strategy) metrics and monthly returns.
   - Profit reinvestment in every simulation.

   
2. **Compare the prices.** In EUR, from Fincanva's live price list. Each figure is the total charged for that period — a quarterly or yearly price is one charge for the whole period, not a monthly rate.

   

   | Plan | Monthly | Quarterly | Yearly |
   | --- | --- | --- | --- |
   | Starter | EUR 29 | EUR 78 | EUR 276 |
   | Advanced | EUR 79 | EUR 213 | EUR 756 |
   | Ultimate | EUR 149 | EUR 402 | EUR 1,428 |

   
3. **Compare what a strategy can hold** — how many allocation methods, covariance estimators and saved strategies, how many instruments and screeners one strategy takes, and how many sub-strategies a [Combined](/glossary/combined) may hold. Inside a strategy you choose from 23 [allocation methods](/glossary/allocation-and-allocation-method) today, and across a Combined's sub-strategies from 15.

   

   | Build | Free | Starter | Advanced | Ultimate |
   | --- | :---: | :---: | :---: | :---: |
   | Allocation methods — Of the 23 methods available today | 2 | 7 | 15 | 23 |
   | Allocation methods for a Combined — 15 methods of the 23 available also work at the [Combined level](/glossary/combined-level) | Not included | Not included | 7 | 15 |
   | [MPT (Markowitz)](/glossary/mpt-markowitz) options — Of 2, inside MPT | Not included | Not included | Not included | 2 |
   | Covariance estimators — Of 8 — how a method estimates the covariance matrix | Not included | Not included | 5 | 8 |
   | Correlation estimators — Of 6 — how [Min Correlation](/glossary/min-correlation) estimates the [correlation matrix](/glossary/correlation-matrix) | Not included | 5 | 5 | 6 |
   | Saved strategies | 2 | No limit | No limit | No limit |
   | Instruments per strategy — Rises with every plan | 5 | 10 | 25 | 50 |
   | Screeners per strategy — Attach a screener to a strategy | Not included | 1 | 2 | 8 |
   | Combined — Components inside one Combined | Not included | Not included | 10 | 20 |

   

   

   | Allocation methods | Free | Starter | Advanced | Ultimate |
   | --- | :---: | :---: | :---: | :---: |
   | [Equal weights](/glossary/equal-weights) | Included | Included | Included | Included |
   | [Fixed weights](/glossary/fixed-weights) | Included | Included | Included | Included |
   | Market cap | Not included | Included | Included | Included |
   | Min correlation | Not included | Included | Included | Included |
   | [Inverse volatility](/glossary/inverse-volatility) | Not included | Included | Included | Included |
   | [Ranking-based](/glossary/ranking-based) | Not included | Included | Included | Included |
   | [Floating](/glossary/floating) | Not included | Included | Included | Included |
   | [Risk parity](/glossary/risk-parity) | Not included | Not included | Included | Included |
   | MPT (Markowitz) | Not included | Not included | Included | Included |
   | [Black-Litterman](/glossary/black-litterman) | Not included | Not included | Included | Included |
   | [Mimicking](/glossary/mimicking) | Not included | Not included | Included | Included |
   | [Beta neutral](/glossary/beta-neutral) | Not included | Not included | Included | Included |
   | [HRP](/glossary/hierarchical-risk-parity) · Hierarchical risk parity | Not included | Not included | Included | Included |
   | [HERC](/glossary/hierarchical-equal-risk-contribution) · Hierarchical equal risk contribution | Not included | Not included | Included | Included |
   | [NCO](/glossary/nested-clustered-optimization) · Nested clustered optimization | Not included | Not included | Included | Included |
   | [Max diversification](/glossary/max-diversification) | Not included | Not included | Not included | Included |
   | [Min MAD](/glossary/min-mad) | Not included | Not included | Not included | Included |
   | [Min CVaR](/glossary/min-cvar) | Not included | Not included | Not included | Included |
   | [CDaR](/glossary/conditional-drawdown-at-risk) · Conditional drawdown at risk | Not included | Not included | Not included | Included |
   | [EVaR](/glossary/entropic-value-at-risk) · Entropic value at risk | Not included | Not included | Not included | Included |
   | Scenario CVaR | Not included | Not included | Not included | Included |
   | [Robust worst case](/glossary/robust-worst-case) | Not included | Not included | Not included | Included |
   | [Stochastic programming](/glossary/stochastic-programming) | Not included | Not included | Not included | Included |

   
4. **Compare how realistic the results are** — which risk rules a strategy can switch on, how far it may be leveraged, and whether trading costs and taxes are counted.

   

   | Protect | Free | Starter | Advanced | Ultimate |
   | --- | :---: | :---: | :---: | :---: |
   | Risk-on/off rules — Of 5 kinds — when a strategy switches to Risk-Off | Not included | Not included | 4 | 5 |
   | [Leverage](/glossary/leverage) — Free is unlevered; every paid plan reaches the same ceiling | 1× | 3× | 3× | 3× |
   | Simulation realism | Not included | costs | costs + taxes | costs + taxes |

   

   

   | Risk-on/off rules | Free | Starter | Advanced | Ultimate |
   | --- | :---: | :---: | :---: | :---: |
   | Single series | Not included | Not included | Included | Included |
   | [Double series](/glossary/condition-types) | Not included | Not included | Included | Included |
   | Hidden regimes (Markov) | Not included | Not included | Included | Included |
   | Clustering | Not included | Not included | Included | Included |
   | Strategy's own performance | Not included | Not included | Not included | Included |

   

   

   | Leverage | Free | Starter | Advanced | Ultimate |
   | --- | :---: | :---: | :---: | :---: |
   | Leverage | 1× | 3× | 3× | 3× |
   | Volatility target | Not included | Not included | Included | Included |

   
5. **Compare the analysis.** Each analysis page starts at a plan of its own: the [Projection tab](/docs/analysis/see-where-a-strategy-could-go-with-the-projection-tab) ([how far ahead each plan projects](/docs/analysis/see-where-a-strategy-could-go-with-the-projection-tab#how-far-ahead-does-my-plan-let-me-project)), the [Robustness tab](/docs/analysis/test-how-much-to-trust-a-backtest-with-the-robustness-tab) with [backtest reliability](/glossary/backtest-reliability) and the [stress test](/glossary/stress-test), and the [regime timeline](/glossary/regime-timeline) wherever a quantitative risk rule is active. The worst-days rows of [Performance Metrics](/docs/analysis/what-every-number-in-performance-metrics-means#what-do-the-worst-days-rows-show) — historical and Gaussian [value at risk](/glossary/value-at-risk), and [conditional value at risk](/glossary/conditional-value-at-risk) — are on every plan.

   

   | Analyse | Free | Starter | Advanced | Ultimate |
   | --- | :---: | :---: | :---: | :---: |
   | Analysis tabs — Of the 10 tabs in Analysis | 4 | 6 | 10 | 10 |
   | Advanced analyses — Of 3, inside the Analysis tabs | Not included | Not included | 3 | 3 |
   | [Screener backtest](/glossary/screener-backtest) — Re-screen the market month by month over history | Included | Included | Included | Included |
   | [Backtest](/glossary/backtest) history from — The earliest year a backtest may start | 2020 | 2010 | 2000 | All history |

   

   

   | Analysis tabs | Free | Starter | Advanced | Ultimate |
   | --- | :---: | :---: | :---: | :---: |
   | Capital Growth | Included | Included | Included | Included |
   | Trade History | Not included | Included | Included | Included |
   | Performance Metrics | Included | Included | Included | Included |
   | Monthly Returns | Included | Included | Included | Included |
   | [Sub-strategy Weights](/glossary/allocations-chart) | Not included | Not included | Included | Included |
   | Sub-strategies | Not included | Not included | Included | Included |
   | Correlations | Not included | Not included | Included | Included |
   | [Start-Date Sensitivity](/glossary/start-date-sensitivity) | Not included | Included | Included | Included |
   | Projection | Included | Included | Included | Included |
   | Robustness | Not included | Not included | Included | Included |

   

   

   | Advanced analyses | Free | Starter | Advanced | Ultimate |
   | --- | :---: | :---: | :---: | :---: |
   | Sub-strategies: where the result comes from | Not included | Not included | Included | Included |
   | Regime timeline | Not included | Not included | Included | Included |
   | Backtest reliability | Not included | Not included | 100 | 1,000 |

   

   

   | Project | Free | Starter | Advanced | Ultimate |
   | --- | :---: | :---: | :---: | :---: |
   | [Monte Carlo projection](/glossary/projection-cone) cone — On every plan; the ceilings change | Included | Included | Included | Included |

   
6. **Compare compute power, Live and support.** Compute power is how much of one simulation Fincanva computes at once — the one difference about waiting rather than about what a strategy may do, and it buys no extra data, method or history; see [compute time](/glossary/compute-time). Every plan benchmarks against the market benchmarks; from Advanced your own [Live strategies](/glossary/live-strategy) can serve as [benchmarks](/glossary/benchmark) too.

   Set by your plan: 4 on Free and Starter, 8 on Advanced and 16 on Ultimate and Professional. See [what each plan includes](/docs/account-and-plan/what-each-plan-includes).

   

   | Follow & help | Free | Starter | Advanced | Ultimate |
   | --- | :---: | :---: | :---: | :---: |
   | Strategies followed Live | Not included | 1 | 5 | No limit |
   | Positions page — What to buy today, ticker by ticker | Not included | Included | Included | Included |
   | Compute power — How much of one simulation computes at the same time — Starter matches Free | 4 | 4 | 8 | 16 |
   | Support | Standard | Standard | Standard | Priority |

   
7. **See where you stand.** Your own usage against these numbers is on **Settings → Plan and usage** — see [what Settings → Plan and usage tells you](/docs/account-and-plan/what-settings-plan-and-usage-tells-you); how your plan is shown and changed is in [how to read your plan](/docs/account-and-plan/how-to-read-your-plan).

**Done.** You know what each plan includes and what each costs. A strategy that exceeds your plan keeps everything it holds and is set aside until it fits again — see [How do these limits show up while I work?](#how-do-these-limits-show-up-while-i-work)

## How do Fincanva's plans work?

Each plan grants a fixed set of strategy, screener, Live and backtest-realism limits. The narrower scale the plan pass on **Settings → Plan and usage** counts — [plan level](/glossary/plan-level), the three plans a subscription can actually be — is a different reading of the same order. **Professional has no column and no published price**: it is a contact path rather than a plan on this list — write to [hello@fincanva.com](mailto:hello@fincanva.com).

**Strategies inside one Combined counts the ones in use.** A strategy switched off inside a Combined does not count, and whatever is on or off, a Combined holds at most 50 [strategies in total](/glossary/sub-strategy), on every plan.

**No limit means your plan does not cap it.** Behind **No limit** on saved strategies and screeners there is still a technical safety maximum, which stops runaway creation and is not a plan lever; your usage panel counts against it, so the figure you see there is that maximum, not an allowance you bought.

## Which methods and options does each plan include?

Across the strategies inside a Combined the choice is narrower, and a Combined itself needs the first plan that includes one:

| Allocation methods for a Combined | Free | Starter | Advanced | Ultimate |
| --- | :---: | :---: | :---: | :---: |
| Equal weights | Not included | Not included | Included | Included |
| Risk parity | Not included | Not included | Included | Included |
| Inverse volatility | Not included | Not included | Included | Included |
| Ranking-based | Not included | Not included | Included | Included |
| MPT (Markowitz) | Not included | Not included | Included | Included |
| Black-Litterman | Not included | Not included | Included | Included |
| Fixed weights | Not included | Not included | Included | Included |
| Max diversification | Not included | Not included | Not included | Included |
| Min MAD | Not included | Not included | Not included | Included |
| Min CVaR | Not included | Not included | Not included | Included |
| CDaR · Conditional drawdown at risk | Not included | Not included | Not included | Included |
| EVaR · Entropic value at risk | Not included | Not included | Not included | Included |
| Scenario CVaR | Not included | Not included | Not included | Included |
| Robust worst case | Not included | Not included | Not included | Included |
| Stochastic programming | Not included | Not included | Not included | Included |

A method's own theory is on its own page. MPT's options follow MPT: an option is included only on a plan that includes MPT itself.

| MPT (Markowitz) options | Free | Starter | Advanced | Ultimate |
| --- | :---: | :---: | :---: | :---: |
| Resampled | Not included | Not included | Not included | Included |
| Weight limits | Not included | Not included | Not included | Included |

The [covariance matrix](/glossary/covariance-matrix) setting follows the method for its basic estimators; the advanced estimators have a plan of their own:

| Covariance estimators | Free | Starter | Advanced | Ultimate |
| --- | :---: | :---: | :---: | :---: |
| Sample | Not included | Not included | Included | Included |
| Ledoit-Wolf · identity | Not included | Not included | Included | Included |
| Ledoit-Wolf · constant correlation | Not included | Not included | Included | Included |
| Exponentially weighted moving average (EWMA) | Not included | Not included | Included | Included |
| Manual shrinkage | Not included | Not included | Included | Included |
| Marchenko-Pastur | Not included | Not included | Not included | Included |
| Nonlinear Ledoit-Wolf | Not included | Not included | Not included | Included |
| Regime-conditional (HMM) | Not included | Not included | Not included | Included |

A setting that lives on a Combined is included only where a Combined is: the [volatility target](/glossary/volatility-target), an [invested portion](/glossary/invested-portion#how-does-fincanva-handle-it) above 100% — borrowed money on top of the Combined's own capital, bounded by the leverage ceiling — and [contribution analytics](/glossary/contribution-analytics) start at the first plan that includes a Combined, even where a cheaper plan's leverage ceiling is above 1×. What each risk rule is: [Risk-Off](/glossary/risk-on-and-risk-off), [Hidden regimes (Markov)](/glossary/hidden-regimes-markov), [Clustering](/glossary/clustering), [Strategy's own performance](/glossary/strategy-s-own-performance).

## What sets the backtest's starting year?

Your plan sets the earliest year a backtest may start from — the **Backtest history from** row — and **Fincanva applies it**; **All history** means no floor, reaching every year there is data for ([data coverage](/docs/data-and-methodology#how-far-back-does-the-data-reach)). The starting-year calendar greys out every year before your floor; where a higher plan reaches further back, its footer says from which year your plan starts, with that plan's mark beside it, which says from which year each starts. Saving an earlier start year is refused, naming the year you chose, your floor and the plan that reaches it. Duplicating, copying, combining or extracting a strategy that starts earlier still creates the copy, at your floor, and a message says which year it moved from and which plan keeps the full history; the original is not changed. A strategy that already starts earlier — because you moved to a plan with a later floor — is neither moved nor deleted but set aside, as [plan compliance](/glossary/plan-compliance) explains: move its start to your floor or later, or move to a plan that reaches its year, and it runs again. A new strategy starts at 2000, or at your floor where that is later — [Settings → Plan and usage](/docs/account-and-plan/what-settings-plan-and-usage-tells-you#what-does-backtests-start-from-show) shows yours.

## How do these limits show up while I work?

A strategy that exceeds one of these limits does not lose what it holds — it stops running until it fits the plan again, or the plan changes to cover it. That check, and everything it does and does not do, is [plan compliance](/glossary/plan-compliance).

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)