The Full editor is Fincanva's all-at-once strategy editing surface: every settings card of a strategy sits on one page, so you can change any part in any order instead of following a step sequence. The Full editor and Guided mode are the product's official pair of editing modes — the same strategy, the same settings, a different amount of it on screen at once. The Full editor is the surface you open to change a strategy you already have.
Also seen as: Full edit (the control that opens it)
What does the Full editor show?
The Full editor lays out one card per part of the strategy, each editing that part directly:
| Card | What it controls |
|---|---|
| Strategy type | which strategy type the strategy is, and therefore which cards apply |
| Rebalance | the strategy's name and its rebalance cadence |
| Asset selection | the instruments the strategy may hold — see asset-selection modes |
| Allocation | the allocation method that weights capital across those instruments |
| Risk | the risk conditions that switch the strategy to its Risk-Off allocation |
| Position exits | the take-profit and stop-loss rules applied to each position |
A part that does not apply to the strategy's type is not shown; a part that is optional for that type appears as an Add row until you set it up, and then becomes a full card.
How does the Full editor differ from Guided mode?
The difference is exposure, not capability: the Full editor shows every applicable card together, while Guided mode shows one step at a time and hides the optional ones behind its Review step. Neither mode can set something the other cannot, and neither holds a private copy of the strategy — a change made in one is the same change in the other. Guided mode is the better fit for a first build, where the order of decisions is itself the help; the Full editor is the better fit for changing two or three unrelated settings, because you do not walk past the steps in between.
What does the Full editor add for a Combined?
For a Combined, the Full editor adds the Combined's own layer on top of the per-strategy cards: a section listing the strategies it holds, and a Combined-level allocation that splits capital between them. Each member strategy keeps its own set of cards, edited scoped to that strategy. A Combined holding fewer than two strategies is an Incomplete Combined and cannot run.
Defaults in Fincanva
- Every card edits the live strategy in the page's own state, so a change is visible immediately — but it only persists once you save.
- Changing a setting that feeds the backtest leaves the last result standing and flips its run status to Out of date until you re-run.
- Switching the Strategy type card changes which cards the strategy uses, so it is confirmed first: the confirmation names the cards the new type requires, and any card the new type does not require that is currently configured is reset to its defaults.
- A Guided mode control reopens the same strategy in the step-by-step walk-through, and nothing is lost either way.
- A public strategy opens in the Full editor read-only — it cannot be saved directly; see Mine / Public.
Worked example
You have a Full setup strategy and want to change three unrelated things: the rebalance cadence, the allocation method, and the stop-loss level. In Guided mode that is three separate steps reached in the rail's fixed order, with the steps in between on the way. In the Full editor all three cards — Rebalance, Allocation, and Position exits — are on the same page: you edit each in place, save once, and re-run once. The strategy that results is identical either way; only the number of screens you passed through differs.
Where this term is used
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Fincanva provides no financial advice. Backtests show what would have happened — not what will.
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