To do, To fix, To update

What does the To do card show?

The To do card shows one number — how many portfolios need attention — under the caption priority actions, with a quiet {n} in order count of the portfolios that are fine. Below that sit two tiles: the attention tile, and a Next rebalance tile naming the portfolio whose rebalance falls soonest. Clicking the attention tile opens a Needs attention list of every flagged portfolio and its reason, each row linking straight to that portfolio's Holdings view.

When nothing is flagged, the attention tile reads Updates / All up to date and there is nothing to open.

What puts a portfolio in To fix?

To fix appears for one reason: the portfolio's run status is Failed. It is the only hard failure among the statuses — a failed run leaves no usable result at all — so a portfolio in To fix outranks everything else needing attention, and the tile names it first however many softer cases sit behind it.

What puts a portfolio in To update?

To update covers every softer case: the portfolio still shows a usable result, but something wants a look. Where more than one problem applies, the label follows the worst one found.

A portfolio whose run is perfectly healthy can still be flagged To update if it carries configuration warnings you have not dismissed; the tile then shows the count of those warnings as its reason instead of a status.

Defaults in Fincanva

• The tile names the single worst item and is tinted by severity — red for To fix, amber for To update. The complete list lives in the Needs attention popover, worst first.
• Running counts as in order: a portfolio actively recomputing is not a problem to solve.
• Only strategies you follow Live are counted, so the card summarises your live book rather than every strategy you own.
• The card triages your Fincanva setup, not the market: it says a result needs re-running or a setting needs review — never that a position should be bought or sold. Nothing is ever traded (see Portfolio).

Worked example

You follow four portfolios. One finished its last run cleanly with no warnings. Two read Out of date, because you edited their settings after their last run. The fourth errored during its last run and reads Failed.

The To do card shows 3 above priority actions, with 1 in order beside the title. The attention tile shows To fix in red and names the failed portfolio, because a failure outranks two stale results; opening the tile lists all three, the failure first. Re-run the failed strategy and, once it completes, the tile switches to To update with the two out-of-date portfolios and the count drops to 2. Re-run those two as well and the tile becomes Updates / All up to date.