Get started with Fincanva in five steps

What do I need to start using Fincanva?

You need a Fincanva account and to be signed in. No instruments or strategies need to exist yet — you create the first one here.

How do you sign in, and how do you keep the account yours?

The sign-in screen offers passwordless sign-in first: you type your email and Fincanva sends one message carrying both a link and a 6-digit code. A password and Continue with Google stay available as the other two routes, and once you are in you can register a passkey so the next sign-in is your device's own unlock instead of anything you type.

Two account settings are worth setting up on day one rather than after something goes wrong: two-factor authentication, which adds a second step to every sign-in, and active sessions, the list of devices currently signed in — that list is where you sign a forgotten laptop out from anywhere.

How do I make my first strategy?

1. From the sidebar, open Single (IT: Singole) and select New strategy (IT: Nuova strategia).

2. Choose a strategy type under "How do you want to build this strategy?" (IT: "Come vuoi costruire questa strategia?"). Pick the shape that matches what you're building:

   • Single instrument — trade a single instrument.
   • Multiple instruments — a basket of instruments you choose.
   • Screener — let a screener pick the instruments.
   • Full setup — every setting, built from scratch.

   You can change this later — the type only shapes which steps come next.

3. Walk the guided stepper the type opens. Depending on what you picked, it shows some or all of: General (name the strategy and set how often it rebalances), Asset selection (define the instruments and screeners it trades), Risk (conditions that switch it to its Risk-Off allocation), Allocation (how capital is divided across instruments), Exit rules (take-profit and stop-loss conditions), and Review.

4. On Review, check the recap and the "Strategy alerts" panel, then select Save & Run (IT: Salva ed esegui) to save the strategy and launch its first backtest.

5. Read the first result: an equity curve with headline figures including CAGR and max drawdown.

Which steps you'll actually see

The stepper only shows the steps your strategy type needs:

• Single instrument shows just Asset selection and Review.
• Multiple instruments and Screener show General, Asset selection, Allocation, and Review.
• Full setup shows all six: General, Asset selection, Risk, Allocation, Exit rules, and Review.

Any step a type skips can still be added later from Review. If you'd rather configure everything yourself from the start, pick Full setup and then switch to Full edit (IT: Modifica completa).

What you should see

Your new strategy appears in the Single library, and the backtest shows an equity curve with headline figures such as CAGR and max drawdown. See What is a strategy? for what those parts mean, Create a strategy for a closer look at building one, Choosing a strategy type for how the four types differ, and How a backtest works for what the equity curve and metrics actually compute.

Why is the backtest button disabled?

A backtest needs at least one instrument selected on the strategy. Add an instrument, then select Save & Run again — the same rule blocks saving an empty strategy. Each strategy type also enforces its own instrument or screener count before you can leave a step; see Why can't I continue past a step? for those messages.