Strategy in a Combined

Earlier versions of the product called these pieces a model or a component. Both names are retired — they are strategies.

Defaults in Fincanva

• A strategy joins a Combined as a snapshot copy taken when it is added; from that point the original and the copy are independent.
• Editing the standalone strategy afterwards does not update the copy inside the Combined, and editing the copy does not change the standalone.
• Where the whole and its pieces appear together, the whole is called the Combined; destructive actions name their level — "Remove this strategy from the Combined" versus "Delete Combined".
• A strategy inside a Combined can be closed on its own if it loses enough of the capital allocated to it, and can resume at a later rebalance — the permanent-versus-restartable difference is covered in bankruptcy rules.

Worked example

You build a momentum strategy and run it on its own. You then add it to a Combined alongside two other strategies, and the Combined takes a snapshot copy of the momentum strategy exactly as it stood at that moment. A week later you change the standalone strategy's rebalance cadence. The copy inside the Combined keeps the old cadence — it was frozen at add time — so the standalone and the in-Combined copy now backtest differently.