Backtesting
A backtest replays a strategy's own rules over past market data to show what it would have done: an equity curve and the metrics that summarise it. In the app it starts from a strategy's results: touch the part below.
Backtesting in the app: Runs and status — each is a group below.
Runs and status
Whether a result is current — the run status chip on a strategy's results says if the numbers still reflect your settings and the latest market data, and the run button beside it starts a new run — and the one step that brings a strategy back to . Every strategy runs one: there is no separate backtest kind of strategy.
Simulation defaults
What every run starts from — starting capital, tax rules and the other account-level defaults — set once, in Settings → Simulation defaults.
Guides2
- Set your simulation defaults3 MINYour starting capital, base currency, tax rules and interest markups are set once, in Settings → Simulation defaults, and every run of your own strategies starts from them.
- Set the tax rules your backtests use5 MINYour tax rules — residency, regime and rates — are set together under Fiscal profile in Settings → Simulation defaults, and a backtest applies them when its Taxes assumption is on.
Why a backtest can mislead
The biases that can make a backtest look better than the strategy really was, and what Fincanva does against each. A backtest is a walk-forward replay that reads only what was known on each date; its instruments include delisted ones and dated index membership; Costs & interests, Taxes and Reinvest profits can be switched on under Include; and the result is reported whole, with its drawdowns. That reduces a bias, never removes it: your choice of universe and period still decides.
UPDATED 2026-10-08
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
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