Keep your live book in order

Steps

1. Open Live. With no row selected, the panel beside the list summarises your whole book, and To do is its last section. It counts every strategy you have marked Live, and only those — one you merely backtested never appears, and one you stop following leaves at once. With none Live, the page reads "No live strategies yet" and "Mark a strategy Live to start following it here."
2. Read Needs attention. Each row names a strategy, carries a red dot for a failure or an amber dot for anything softer, and gives its reason underneath — a run status such as Failed or Needs re-run, or Add one more sub-strategy. The worst sits at the top. It flags your setup — runs and settings — never the market.
3. Select a row to open that strategy's Positions view and see what it is waiting for.
4. Clear it from its row on the list, whose action follows its state: Run for one that has never run, Re-run for one whose result is stale, Retry for one that failed.
5. Check Next rebalances, under Needs attention: up to five strategies whose rebalance falls soonest, each with the days left (in {days}d), and +{count} more upcoming when there are more.
6. Check Controls, below Next rebalances: every Live strategy whose run is fine but still has an open strategy control, with its section strip and the count in words, linking to that strategy's Settings.

Done. Each strategy you clear leaves Needs attention and the next-worst moves up; once nothing is flagged the heading disappears and only Next rebalances remains, and with no rebalance scheduled either the section reads "Nothing needs you right now" above "No upcoming rebalances". Controls shows only while a Live strategy has an open strategy control.

Which strategies appear under Needs attention?

A Live strategy appears under Needs attention when its run status is anything other than Up to date or Computing. Only a failed run is red; every other case is amber, and red always sorts first.

What Fincanva finds	Dot	Reason shown
Run status Failed	red	Failed
Run status Needs re-run	amber	Needs re-run
Run status To run	amber	To run
A Combined holding fewer than two sub-strategies	amber	Add one more sub-strategy
Run status Incomplete for any other reason	amber	Incomplete
Run status Set aside	amber	Set aside

A Combined holding a single sub-strategy is an Incomplete Combined: it cannot be backtested until a second sub-strategy is added — it says "Add one more sub-strategy to run this Combined." — so its reason names the missing piece, and on Home its chip reads Finish. Add the second sub-strategy from its Settings.

Which strategies appear under Controls?

A Live strategy appears under Controls when its run status is Up to date or Computing — otherwise fine — but it, or one of its sub-strategies, still carries an open strategy control: one to review or one blocking. Such a strategy is no longer listed under Needs attention. It carries no dot; its row shows the strategy's own section strip and the count in words — {count} to review or {count} blocking — linking to that strategy's Settings. A Combined's controls are counted per sub-strategy, so two sub-strategies carrying the same control count as two. The group disappears once nothing is left open.

Which statuses count as in order?

Two: Up to date and Computing. A strategy actively recomputing is not a problem to solve, so it is left off the list rather than flagged. Run status covers each state and how a strategy moves between them.

How is Home's Needs you different from To do?

Home folds the same information into one list under Needs you instead of splitting it into groups. A strategy with an open strategy control and an otherwise healthy run appears there with a violet Review chip, or a red Fix chip when one of its controls blocks the backtest — the colours of the section strip. Every other row carries a one-word chip naming what that strategy wants: Fix, Re-run, Run or Finish.