Read Home after you sign in
Home is the page Fincanva opens after you sign in: a summary of your Live strategies and your latest edits, each part linking to the page that acts on it.
Steps
- Sign in, and see which Home you get. Until you have saved a strategy or a screener, Home shows three cards — Build a strategy, Screen the market and Follow it live — each saying what that route is for, with the Fincanva templates rail below. Once you have saved something but marked nothing Live, it shows Recently edited alone. Once a strategy is Live, it shows the full board.
- Read the top card. Everything above Recently edited describes the strategies you have marked Live, and only those. The card is a Needs you list when one of them asks for an action, and otherwise a band dated
Today · {date}with one sentence of verdict — never both. Act on what needs you on Home reads it line by line. - Read the tiles beside it. Next rebalances is always there; Live book status stands beside Needs you, and Followed live beside the dated band.
- Scan Your live book, the ranked rail of your Live strategies — your live book. Each card shows the strategy's return over the chosen window, its folder and type, and a small curve; selecting the card opens the strategy. Return window switches the figure between 1M, YTD and 1Y, and if no Live strategy has a figure for the window you pick, the rail says so and invites you to pick another. The rail stops at eight cards, then offers View all N live strategies.
- Pick up work in Recently edited. Its two columns, Strategies and Screeners, each list the five you touched most recently across your whole book, Live or not. Strategies ends with All N, which opens the full library. The Screeners column is the only place in Fincanva that lists your saved screeners — Screeners in the sidebar starts a new one — so it ends with no link.
- Browse the catalogue with Browse Fincanva templates, last on the page: it opens the Public tab of the strategy library, Fincanva's own strategies rather than yours.
Done. You know what your Live strategies did and what you were last working on. While a backtest runs, Home keeps itself current: the verdict and the tiles follow the run without a reload.
Why does Home show me only "Recently edited"?
Because you have saved strategies but marked none of them Live, and everything above Recently edited describes your Live strategies only. With none Live, there is nothing for the dated band, Needs you or the tiles to be about, so Home leaves the whole top half out rather than printing a green all-clear over an empty set.
This is not the first-run version: that one appears only while you have saved nothing at all, and it shows three route cards instead of Recently edited. Mark one strategy Live and the top half is there the next time you open Home.
Why is a strategy I never marked Live not flagged on Home?
Because the top half of Home describes your Live strategies and nothing else, with no exception for a broken one: a strategy you never marked Live is not counted, ranked or flagged there even when its last run or it is still , and no other part of Home flags it either.
It is not lost, and nothing about it has changed. It keeps its own run status chip wherever it is listed, it appears in Recently edited if it is one of the five you touched last, and it is in Strategies with the rest of your book. Most mornings most of these strategies read , because a result computed against an earlier market day is no longer current even when you changed nothing. Fincanva keeps only Live strategies current for you, so a strategy you merely saved reaches that state by your choice, and Home does not ask you to undo it. Mark a failed or incomplete strategy Live and it joins Needs you the next time you open Home.
Why does the curve not change when I change the return window?
Because the curve is always the one-year series, whatever Return window says. The card labels it 1Y curve for that reason, and a card with less than a year of history reads No 1-year curve yet instead of drawing a shorter one.
Return window re-windows the headline percentage only. It is worth knowing before you compare a 1M figure against the shape of the curve beside it: the two measure different spans on purpose.
What happens when I pick a strategy type from Home?
The strategy is created immediately, before you have configured anything. New strategy opens the type tiles, and pressing one creates a real strategy and takes you into its walk.
So there is no draft to discard: if you change your mind and leave the walk, the strategy stays in Strategies, empty. Deleting it from the Strategies list is how you undo it. The same holds if you close the dialog while the strategy is being created — Fincanva tells you it was created and leaves you where you are, because by then it exists.
UPDATED 2026-10-07REVIEWED 2026-10-07