Read your order plan
The Positions view shows what a strategy would hold at a chosen rebalance date, and the Order plan card lists what would change to get there.
Target positions & exits
| Symbol | Asset type | Side | Last | Quantity | Target value | Deployed | Exits |
|---|---|---|---|---|---|---|---|
V Vanguard Total Stock Market ETF VTI | USD 312.40 | 32 | USD 10,000 | USD 9,997 100.0% | |||
I iShares S&P Small-Cap 600 Value ETF IJS | USD 103.85 | 96 | USD 10,000 | USD 9,970 99.7% | — | ||
S SPDR Gold Shares GLD | USD 248.10 | 40 | USD 10,000 | USD 9,924 99.2% | — | ||
I iShares 20+ Year Treasury Bond ETF TLT | USD 89.95 | 111 | USD 10,000 | USD 9,984 99.8% | — | ||
I iShares 1-3 Year Treasury Bond ETF SHY | USD 82.30 | 115 | USD 9,500 | USD 9,465 99.6% | — | ||
| Total | USD 49,339 99.7% | ||||||
Steps
- Open the strategy and go to Positions. It needs at least one completed run; with none it reads "No results yet" and "Backtest this strategy to see its target positions."
- Pick the rebalance with the Date control. It opens on the most recent date, tagged Most recent; typing filters the list.
- Set Capital to the amount you want the plan sized for. It opens at 100,000 in your base currency.
- Read the figures across the top: Target notional, Cash, Positions and Accuracy.
- Read the Order plan card, which holds the strategy's order plan: the count of moves to execute, the est. turnover figure, and three groups — Entering (instruments being added), Exiting (instruments being dropped) and Adjusted (kept but re-sized). Selecting a group opens its full list. On a strategy's first rebalance it reads "Everything enters — this is the strategy's first buy-in"; with nothing due, "No changes this rebalance" and "There are no trades to place."
- Read Target allocation for the resulting weights, and Target positions & exits for each position under Symbol, Asset type, Side, Last, Quantity, Target value, Deployed and Exits, with a Total row at the foot; beside each Symbol is its own logo, or a flag for its recorded origin.
Done. You know what the strategy's rules would hold at that date and what would change to get there. Nothing on it is ever placed: Fincanva has no broker connection and no way to mark an order as executed, so any trade on the plan is yours to place, with your own broker.
Does changing Capital change my strategy?
No. Capital is an input to this view only: it re-sizes the target figures and the share counts, and it moves no weight, re-runs nothing, and is not saved with the strategy. It is a different thing from starting capital, which is a backtest setting belonging to the strategy itself and does flip the last run to Needs re-run when changed. Capital covers the distinction.
Why is the Deployed amount lower than the Target value?
Because you can only buy whole shares, so the target is rounded down to a whole number of them and the remainder stays as cash rather than becoming a trade. Target vs deployed carries the arithmetic and the size of the gap; accuracy averages how close each holding lands, with every holding counting equally, and it is the fourth number across the top of this view.
Why does the allocation show "Others (N)"?
Because the treemap draws the largest cells individually and folds the tail into one. Cash gets its own cell whenever the book is not fully invested, and on a Combined the cells are its sub-strategies until you select one to drill into it. The target allocation treemap covers both the fold and the drill-down.
What do the messages on the Positions view mean?
A warning says I'm not viewing the latest rebalance
The line reads You’re viewing {date} — not the latest rebalance. You have selected an older rebalance date. Nothing is wrong and nothing was changed — you are reading history. Pick the date tagged Most recent to get back to the current plan.
A toast says "Couldn't update — reverted to the last result."
A re-fetch after a Date or Capital change failed, so the view put the last working value back rather than showing figures it could not stand behind. Try the change again.
There is no way to mark the plan as done
There is none to find. The card is reporting, not a task list: it will describe the same rebalance until the underlying run or the date you are viewing changes.
The card says "No changes this rebalance"
The strategy's target book at this date is the same as the book it already implies, so there is nothing to place. This is a normal outcome between rebalances, not an error or an empty result.
UPDATED 2026-10-07REVIEWED 2026-10-07