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472 questionsacross 181 pages9 subjects
01 · Build
02 · Prove
03 · Hold
Foundations
01 · Build
125 questionsStrategies
- What does a strategy contain?What is a strategy in Fincanva?
- Why build a strategy instead of picking instruments by hand?What is a strategy in Fincanva?
- How is a strategy different from a combined strategy?What is a strategy in Fincanva?
- Which Asset selection surface does each strategy type give you?Choosing a strategy type: what each of the four changes
- What is the Single instrument type for?Choosing a strategy type: what each of the four changes
- What is the Multiple instruments type for?Choosing a strategy type: what each of the four changes
- What is the Screener type for?Choosing a strategy type: what each of the four changes
- What is the Full setup type for?Choosing a strategy type: what each of the four changes
- Can you change the strategy type later?Choosing a strategy type: what each of the four changes
- What happens to your selection when you switch strategy type?Choosing a strategy type: what each of the four changes
- How do you switch between Guided mode and the Full editor?Guided mode and the Full editor: two ways to edit the same strategy
- Which mode should you use: Guided mode or the Full editor?Guided mode and the Full editor: two ways to edit the same strategy
- Does editing the saved screener update strategies that already use it?Attaching a screener to a strategy
- What frequencies can I choose?How often your strategy rebalances
- How does the frequency shape a backtest?How often your strategy rebalances
- How do risk conditions and exits interact with the frequency?How often your strategy rebalances
- Why does a live strategy's star lock?Starring strategies and screeners as favourites
- How many favourites can I have?Starring strategies and screeners as favourites
- What's the trade-off between reacting fast and whipsaw?When risk management changes your strategy's behavior
- How does Confirmation delay change that trade-off?When risk management changes your strategy's behavior
- What's the cash drag when a strategy goes defensive?When risk management changes your strategy's behavior
- What's the trade-off with Auto-rebalance?When risk management changes your strategy's behavior
- What does Take profit do?Position exits: take profit, stop loss, max hold, and reinvest delay
- What does Stop loss do?Position exits: take profit, stop loss, max hold, and reinvest delay
- What does Max hold do?Position exits: take profit, stop loss, max hold, and reinvest delay
- What does Reinvest delay do?Position exits: take profit, stop loss, max hold, and reinvest delay
- How do I turn an exit on or off?Position exits: take profit, stop loss, max hold, and reinvest delay
- How does the rebalance frequency pace exits?Position exits: take profit, stop loss, max hold, and reinvest delay
- What are the limits and validation messages?Position exits: take profit, stop loss, max hold, and reinvest delay
- Why does allocation happen at two levels?Allocation and allocation method
- Which allocation methods can I choose?Allocation and allocation method
- Does a method I am not using still affect my results?Allocation and allocation method
- What do all allocation methods have in common?Allocation and allocation method
- What does Auto-rebalance change about a flip?Auto-rebalance on flip
- Where does average momentum appear in Fincanva?Average momentum
- How is average momentum calculated?Average momentum
- Why does an instrument have no momentum reading at first?Average momentum
- How do you read a high or low average momentum?Average momentum
- How does a target beta of zero work?Beta Neutral
- What is beta measured against?Beta Neutral
- Which settings does Beta Neutral have?Beta Neutral
- Where can you use Beta Neutral?Beta Neutral
- What does a beta-neutral strategy still risk?Beta Neutral
- What does the calculation window change?Calculation window
- Which allocation methods read the calculation window?Calculation window
- What are the two independent weighting layers?Combined weighting
- Which weighting schemes can a Combined use?Combined weighting
- What are strategy roles, static weight and rank weight?Combined weighting
- What are the two condition types?Condition types
- How does each condition type compare?Condition types
- Why does a Single series condition have two thresholds instead of one?Condition types
- What do Indicator and Period set?Condition types
- What does the confirmation delay change?Confirmation delay
- What do Contracts and Max contracts measure?Contracts
- What does going short mean?Direction: Long-only, Long + Short, Short-only
- Which allocation methods offer a direction setting?Direction: Long-only, Long + Short, Short-only
- Does direction apply inside a Combined?Direction: Long-only, Long + Short, Short-only
- How is an Equal Weights allocation calculated?Equal Weights
- What counts as a good value?Equal Weights
- When does a modelled trade fill within a bar?Execution time
- What are the exit reasons a backtest records?Exit reason
- What happens if my weights do not add up to 100?Fixed Weights
- Where do the weights apply?Fixed Weights
- How does Floating differ from a normal rebalance?Floating
- How is the Floating frequency counted?Floating
- How does Inverse Volatility set weights?Inverse Volatility
- Which risk measure does Inverse Volatility use?Inverse Volatility
- Where can you use Inverse Volatility?Inverse Volatility
- How is Inverse Volatility different from Risk Parity?Inverse Volatility
- How is a market-cap weight calculated?Market Cap Weighted
- What counts as a good value?Market Cap Weighted
- When does max hold actually close a position?Max hold months
- What happens when more instruments qualify than the cap allows?Max positions
- Is max positions a control when I pick the instruments myself?Max positions
- How high can max positions go?Max positions
- What does Mimicking actually track?Mimicking
- Why is the copy never exact?Mimicking
- Why does low correlation matter?Min Correlation
- Which settings does Min Correlation have?Min Correlation
- Where can you use Min Correlation?Min Correlation
- How is Min Correlation different from Risk Parity?Min Correlation
- What is the efficient frontier?Modern Portfolio Theory
- Which optimization target can you choose?Modern Portfolio Theory
- What do the MPT constraint toggles do?Modern Portfolio Theory
- What is the expected return based on?Modern Portfolio Theory
- How do risk conditions work at two levels in a Combined?Per-strategy risk layer
- What happens when only one strategy goes Risk-Off?Per-strategy risk layer
- How is percent change calculated?Percent change
- What does a positive or negative reading mean?Percent change
- How does Ranking-Based assign weights?Ranking-Based
- Which ranking metrics can you choose?Ranking-Based
- What does the shape of the rank weights change?Ranking-Based
- When does a condition use Raw price?Raw price
- What does reinvest delay do to freed-up cash?Reinvest delay
- What does a risk condition do when it triggers?Risk condition
- What is a risk condition made of?Risk condition
- How does the trigger test read?Risk condition
- Why does the choice of risk measure change the weights?Risk measure selection
- Which allocation method uses the risk measure?Risk measure selection
- What does "equal risk contribution" mean?Risk Parity
- Which settings does Risk Parity have?Risk Parity
- Where can you use Risk Parity?Risk Parity
- How is Risk Parity different from Inverse Volatility?Risk Parity
- What do the built-in risk templates watch?Risk templates
- What can you change once you pick a template?Risk templates
- Does Fincanva recommend a risk template?Risk templates
- Why does nothing change when the condition fires?Risk-Off canonicalization
- How does Fincanva flag identical profiles?Risk-Off canonicalization
- What is the difference between Risk-On and Risk-Off?Risk-On and Risk-Off
- What switches a strategy from Risk-On to Risk-Off?Risk-On and Risk-Off
- Does Risk-Off stop the strategy or sell everything?Risk-On and Risk-Off
- Where does a screener start hunting?Seed universe
- What happens to my universe filters in Easy mode?Seed universe
- Why does the seed universe change results?Seed universe
- How is a simple moving average calculated?Simple moving average (SMA)
- How does the lookback window change an SMA?Simple moving average (SMA)
- Why does a one-instrument strategy skip allocation?Single-asset simplification
- When does allocation matter again for one instrument?Single-asset simplification
- How does stop loss decide when to close?Stop loss
- How does take profit decide when to close?Take profit
- How do two risk conditions combine?Two-condition combination
- Can you require both conditions to fire?Two-condition combination
- Why does a fast trigger cause whipsaw?Whipsaw
- What does Fincanva give you to reduce whipsaw?Whipsaw
- What counts as a good value?Whipsaw
01 · Build
23 questionsScreeners
- What are the three parts of a filter condition?Filter condition anatomy
- What does the "You're saying" line show?Filter condition anatomy
- What do the three filter categories read?Filter taxonomy
- What are the 20 subcategories?Filter taxonomy
- What does each results column show?Fundamental metric columns
- Which columns have a page of their own?Fundamental metric columns
- Why does my screener show more matches than my strategy holds?Max-symbols cap
- What happens to the matches that get dropped?Max-symbols cap
- What are the states a screener run passes through?Screener execution and caching
- Why do I get the same matches every time — and why is a re-run backtest instant?Screener execution and caching
- Why is a screener's result only meaningful next to its benchmark?Screener-backtest benchmark
- How does the benchmark shape the numbers you read?Screener-backtest benchmark
- Can I choose the benchmark for a screener backtest?Screener-backtest benchmark
- Is the verdict a statement about what my strategy will hold?Screener-backtest benchmark
- How does a screener apply its filters?Sequential filtering and Top-N ranking
- Why does filter order matter?Sequential filtering and Top-N ranking
- What does a Highest or Lowest filter keep?Sequential filtering and Top-N ranking
- What does each special relation test?Special relations
- What is the window on a cross relation?Special relations
- Is Crosses Above the same as a golden cross?Special relations
- What does each operator group do?Standard operators
- Which boundary values pass?Standard operators
- How is a year-over-year change calculated?TTM and YoY
02 · Prove
54 questionsBacktesting
- What happens when you run a backtest?How backtesting works
- What does a backtest actually produce?How backtesting works
- What biases does a backtest remove?How backtesting works
- When is a run treated as bankrupt?Bankruptcy rules
- What happens after the whole run goes bankrupt?Bankruptcy rules
- What happens after one strategy inside a Combined goes bankrupt?Bankruptcy rules
- What is a sudden move to negative capital?Bankruptcy rules
- What is the difference between base currency and asset currency?Base currency
- Which currencies can I choose?Base currency
- How is capital-gains tax calculated?Capital-gains tax
- How is cash drag calculated?Cash drag
- What counts as a good value?Cash drag
- What does turning costs on change?Costs toggle
- When does the daily warm run?Daily warm of Live strategies
- Which strategies are warmed?Daily warm of Live strategies
- Why does my backtest end yesterday and not today?Data freshness and frontier
- Why do my numbers change when I did not touch anything?Data freshness and frontier
- How much of a dividend reaches the strategy?Dividend tax
- How is dividend tax different from withholding tax?Dividend tax
- Why can Holdings and Analysis disagree on the same strategy?Holdings forced assumptions
- Which assumptions does Holdings force?Holdings forced assumptions
- Why can't an Incomplete Combined run?Incomplete Combined
- What do "Example results" show?Incomplete Combined
- How does a Combined become Incomplete?Incomplete Combined
- How is the financing rate calculated?Interest-rate markups
- How is the deployed amount calculated?Invested portion
- What are the invested-portion presets?Invested portion
- What happens to the cash reserve?Invested portion
- How much exposure does a leverage multiplier create?Leverage
- What are the leverage presets?Leverage
- What does leverage cost?Leverage
- What does leverage do to gains and losses?Leverage
- What happens when a setup is not compliant?Plan compliance
- Why does flipping an assumption toggle update instantly?Precomputed toggle variants
- Why are there eight variants?Precomputed toggle variants
- What changes when reinvest profits is off?Reinvest profits
- Which annualized-return metric does it drive?Reinvest profits
- Why was my run instant?Shared compute
- What counts as the same setup?Shared compute
- What counts as a good value?Simulation start year
- How is slippage calculated?Slippage
- What counts as a large value?Slippage
- Does starting capital change a strategy's results?Starting capital
- When does starting capital actually matter?Starting capital
- What do the three severities mean?Strategy alerts
- What does Accept do, and can I undo it?Strategy alerts
- Which alerts can appear, and what fixes each one?Strategy alerts
- What does changing tax residency change?Tax residency
- Does the holding period change the tax rate?Tax residency
- What does turning taxes on change?Taxes toggle
- How is transaction cost charged?Transaction cost
- Why do actual weights drift away from their targets?Weight drift
- What does weight drift do to a strategy's risk?Weight drift
- How is withholding tax calculated?Withholding tax
02 · Prove
119 questionsAnalysis
- What do the Performance rows show?What every number on the metrics page means
- What do the Drawdown rows show?What every number on the metrics page means
- What do the Volatility and risk rows show?What every number on the metrics page means
- What do the Monthly performance rows show?What every number on the metrics page means
- What do the Averages rows show?What every number on the metrics page means
- How are these numbers annualized?What every number on the metrics page means
- How do you read the month grid?Reading the monthly returns heatmap (and the NP/DD column)
- What do the Total, DD, and NP/DD columns mean?Reading the monthly returns heatmap (and the NP/DD column)
- How do the Costs, Taxes, and Reinvest toggles change the numbers?Reading the monthly returns heatmap (and the NP/DD column)
- How does the Fincanva score work?What the Fincanva score is and how to read it
- How do you read the Fincanva score?What the Fincanva score is and how to read it
- Which dimensions does the Fincanva score weigh?What the Fincanva score is and how to read it
- Why isn't the formula published?What the Fincanva score is and how to read it
- How is AAGR calculated?AAGR
- Why is a raw beta estimate adjusted?Adjusted beta
- Which adjustment does Fincanva use?Adjusted beta
- Where does adjusted beta appear in Fincanva?Adjusted beta
- How do you read an adjusted beta?Adjusted beta
- What do the three views show?Allocations chart
- What is the Current allocation panel?Allocations chart
- What counts as a good split?Allocations chart
- How is alpha calculated?Alpha
- How is alpha different from excess return?Alpha
- What counts as a good value?Alpha
- Does Fincanva show alpha?Alpha
- How is a return annualized?Annualization
- How is average pain calculated?Average pain
- What counts as a good value?Average pain
- How are best month and worst month measured?Best month and worst month
- Is the worst month the same as max drawdown?Best month and worst month
- What counts as a good value?Best month and worst month
- Why does Fincanva show two different things called "Beta"?Beta
- How is beta calculated?Beta
- Where does Fincanva use beta?Beta
- What counts as a good value?Beta
- How is CAGR calculated?CAGR
- What does CAGR mean on my result?CAGR
- What are the series on the capital chart?Capital chart
- Why does the cash band matter?Capital chart
- What else is on the Capital Growth page?Capital chart
- What should the cash band look like?Capital chart
- What does Inflation-adj. do?Chart toggles
- What does the Benchmark toggle do?Chart toggles
- What does Log scale do, and why is it sometimes greyed out?Chart toggles
- What should you read on which setting?Chart toggles
- How is correlation calculated?Correlation matrix
- What does r² add to a correlation?Correlation matrix
- How do you read a correlation matrix?Correlation matrix
- What counts as a good value?Correlation matrix
- Does Fincanva show a correlation matrix?Correlation matrix
- What does a dividend event record?Dividends and splits
- What does a split do to a position?Dividends and splits
- What does the Growth chart actually show?Equity curve
- How do you read one equity curve?Equity curve
- What does the shape of a curve tell you?Equity curve
- How is excess return calculated?Excess return
- What counts as a good value?Excess return
- Which factors are in the roster?Factor roster
- What does a factor correlation tell me?Factor roster
- Why do the volatility factors read differently?Factor roster
- Does Fincanva show factor correlations?Factor roster
- What is the difference between gross and net?Gross vs net
- What sits inside the Costs figure?Gross vs net
- How do you read the sign of the Costs column?Gross vs net
- How is the information ratio calculated?Information ratio
- What counts as a good information ratio?Information ratio
- How is longest drawdown different from longest recovery?Longest drawdown
- How are these durations displayed?Longest drawdown
- What counts as a good value?Longest drawdown
- How is longest recovery different from longest drawdown?Longest recovery
- What counts as a good value?Longest recovery
- How is max drawdown calculated?Max drawdown
- What counts as a good value?Max drawdown
- What does the Summary table show?Metrics table
- How does the By year table work?Metrics table
- Why does the CAGR row sometimes read AAGR?Metrics table
- Where else do these metrics appear?Metrics table
- What counts as a good value?Metrics table
- How are the monthly and yearly averages calculated?Monthly and yearly average
- Why is the yearly average not twelve times the monthly average?Monthly and yearly average
- What counts as a good value?Monthly and yearly average
- What is in the matrix?Months matrix
- What do the colours mean?Months matrix
- What does the vs. Benchmark switch do?Months matrix
- What does the year detail above the grid show?Months matrix
- What counts as a good pattern?Months matrix
- How do you follow one position from entry to exit?Positions detail drill-down
- What does each trade row record?Positions detail drill-down
- What does each row of the positions summary tell you?Positions summary table
- How is positive months calculated?Positive months
- What counts as a good value?Positive months
- What does each return window cover?Return windows
- Are the windows trailing or calendar-anchored?Return windows
- Why can a window end before today?Return windows
- How is the return-to-drawdown ratio calculated?Return-to-drawdown ratio
- Why is it a ratio and not a percentage?Return-to-drawdown ratio
- What counts as a good value?Return-to-drawdown ratio
- How is a rolling correlation calculated?Rolling correlation
- Why does correlation spike in a crash?Rolling correlation
- What counts as a good value?Rolling correlation
- Does Fincanva show a rolling correlation?Rolling correlation
- How is the Sharpe ratio calculated?Sharpe ratio
- Which risk-free rate does Fincanva use?Sharpe ratio
- Which return feeds the Sharpe ratio, CAGR or AAGR?Sharpe ratio
- What counts as a good value?Sharpe ratio
- How is the Sortino ratio calculated?Sortino ratio
- What counts as a strong Sortino ratio?Sortino ratio
- How is start-date sensitivity measured?Start-date sensitivity
- What counts as a good result?Start-date sensitivity
- What does strategy analytics report for each strategy?Strategy analytics
- Why are tracking error and information ratio measured against the Combined?Strategy analytics
- How does Total P&L differ from total return?Total P&L
- How does total return differ from Total P&L?Total return
- How is total return calculated?Total return
- How is tracking error calculated?Tracking error
- What counts as a high tracking error?Tracking error
- How is volatility calculated?Volatility
- Why is volatility annualized with the square root of 252?Volatility
- What counts as a good value?Volatility
03 · Hold
17 questionsPortfolio & holdings
- What counts as good accuracy?Accuracy
- What does changing Capital do?Capital
- How is Capital different from starting capital?Capital
- How are Cash % and capital invested calculated?Cash % and capital invested
- Why do the allocation weights and the Cash % seem to disagree?Cash % and capital invested
- What leaves capital in cash?Cash % and capital invested
- What do Side, Last, and Qty mean?Holdings columns
- Why is Last in a different currency from the rest of the row?Holdings columns
- What is in the order plan?Order plan
- What does "Others (N)" mean?Target allocation treemap
- How does the drill-down work?Target allocation treemap
- How is target notional calculated?Target notional
- How is the deployed amount calculated?Target vs deployed
- What counts as a large gap?Target vs deployed
- What does the To do card show?To do, To fix, To update
- What puts a portfolio in To fix?To do, To fix, To update
- What puts a portfolio in To update?To do, To fix, To update
Foundations
63 questionsGetting started
- What kind of tool is Fincanva?What is Fincanva, and what can you do with it?
- What can you do with Fincanva?What is Fincanva, and what can you do with it?
- How current is the data behind a backtest?What is Fincanva, and what can you do with it?
- What do I need to start using Fincanva?Get started with Fincanva in five steps
- How do you sign in, and how do you keep the account yours?Get started with Fincanva in five steps
- How do I make my first strategy?Get started with Fincanva in five steps
- Why is the backtest button disabled?Get started with Fincanva in five steps
- What are the three stages of the Fincanva loop?The Fincanva loop
- What do you configure in the Build stage?The Fincanva loop
- What does the Backtest stage do?The Fincanva loop
- What do you read in the Analyze stage?The Fincanva loop
- How does refining close the loop?The Fincanva loop
- What starts the loop, and what ends it?The Fincanva loop
- How does Fincanva reduce look-ahead bias?The nine biases Fincanva helps you avoid
- How does Fincanva handle survivorship bias?The nine biases Fincanva helps you avoid
- How does Fincanva reduce selection bias?The nine biases Fincanva helps you avoid
- How does Fincanva reduce overfitting?The nine biases Fincanva helps you avoid
- Can Fincanva prevent data-snooping bias?The nine biases Fincanva helps you avoid
- How does Fincanva reduce cherry-picking bias?The nine biases Fincanva helps you avoid
- How does Fincanva reduce confirmation bias?The nine biases Fincanva helps you avoid
- How does a Fincanva backtest account for trading costs and taxes?The nine biases Fincanva helps you avoid
- How does data quality affect a Fincanva backtest?The nine biases Fincanva helps you avoid
- What are the three asset types?Asset type
- How is asset type different from asset subtype?Asset type
- What do Basket, Screen, and Compose do?Asset-selection modes
- How do Easy and Pro relate to the three modes?Asset-selection modes
- Which modes does each strategy type offer?Asset-selection modes
- What is the working scope in Compose?Asset-selection modes
- What does a backtest measure?Backtest
- Why does a Combined need at least two strategies?Combined
- How is a Combined different from a strategy?Combined
- What settings live at the Combined level?Combined level
- How do the Combined level and the strategy level differ?Combined level
- What does a copy keep, and what does it drop?Duplicate and Copy to Mine
- What does Duplicate do?Duplicate and Copy to Mine
- What does Copy to Mine do?Duplicate and Copy to Mine
- Where does the "Created from" line come from?Duplicate and Copy to Mine
- What is a filter made of?Filter
- Where do filters come from?Filter
- What can Fin do today?Fin
- What does Fin's suggestion review show?Fin
- Is there a Fin chat you can ask questions?Fin
- What does the Full editor show?Full editor
- How does the Full editor differ from Guided mode?Full editor
- What does the Full editor add for a Combined?Full editor
- What are the six steps in Guided mode?Guided mode
- Why does the step counter say fewer than six?Guided mode
- Which steps does each strategy type require?Guided mode
- What does the Holdings view show?Holdings
- How is Holdings different from the Analysis view?Holdings
- Does marking a strategy Live trade anything?Mark Live
- What changes when a strategy is Live?Mark Live
- Can you edit a Public strategy or screener?Mine / Public
- What is the difference between Mine and Public?Mine / Public
- What is a screener made of?Screener
- What can you do with a screener?Screener
- What do the two screener pools do?Screener attach
- How do the qualifying and rejecting pools combine?Screener attach
- Does editing the saved screener change strategies that already use it?Screener attach
- What does a strategy contain?Strategy
- How is a strategy different from a Combined?Strategy
- What are the four strategy types?Strategy type
- Can you change a strategy's type later?Strategy type
Foundations
34 questionsInvesting theory
- Does a good backtest mean the strategy will make money?Is this financial advice?
- What gets cherry-picked in a backtest?Cherry-picking bias
- How is cherry-picking bias different from selection bias and data-snooping bias?Cherry-picking bias
- What does Fincanva do about cherry-picking bias?Cherry-picking bias
- How does confirmation bias show up when you read a backtest?Confirmation bias
- What separates confirmation bias from cherry-picking bias?Confirmation bias
- What does Fincanva do about confirmation bias?Confirmation bias
- Which costs does a cost-blind backtest leave out?Cost-ignoring bias
- How does turnover multiply a small cost into a large one?Cost-ignoring bias
- How do you read the gap between the gross and net figures?Cost-ignoring bias
- What kinds of data problems distort a backtest?Data-quality bias
- What does Fincanva do about data quality?Data-quality bias
- Why does testing many ideas produce a false winner?Data-snooping bias
- How is data-snooping bias different from overfitting?Data-snooping bias
- What does Fincanva do about data-snooping bias?Data-snooping bias
- What causes look-ahead bias in a backtest?Look-ahead bias
- How does walk-forward replay avoid look-ahead bias?Look-ahead bias
- How is look-ahead bias different from the other backtest biases?Look-ahead bias
- Why does an overfitted strategy fail out of sample?Overfitting
- How many parameter combinations does a search really cover?Overfitting
- What is an in-sample / out-of-sample split?Overfitting
- What counts as a robust result?Overfitting
- What does Fincanva do about overfitting?Overfitting
- How is overfitting different from data-snooping bias?Overfitting
- What makes a sample unrepresentative?Selection bias
- What does Fincanva do about selection bias?Selection bias
- How is selection bias different from survivorship bias and cherry-picking?Selection bias
- Why does survivorship bias make results look better than reality?Survivorship bias
- How does Fincanva's data handle delisted companies?Survivorship bias
- How is survivorship bias different from selection bias?Survivorship bias
- Why does replaying forward prevent look-ahead bias?Walk-forward replay
- What happens at each step of the replay?Walk-forward replay
- How is walk-forward replay different from walk-forward optimization?Walk-forward replay
- What does walk-forward replay not protect you from?Walk-forward replay
Foundations
15 questionsData & methodology
- Why can one recent instrument shorten a whole backtest?Coverage window
- Why is market data gated by level at all?Data-tier gating
- What does data-tier gating control today?Data-tier gating
- Why does Fincanva keep delisted instruments?Delisted
- What does point-in-time index membership mean?Delisted
- What makes index membership point-in-time?Index lists and point-in-time constituents
- Why does point-in-time membership matter for a backtest?Index lists and point-in-time constituents
- Why don't two exchanges share the same trading days?Market-day and trading-calendar alignment
- Why does an instrument need an identifier other than its ticker?Permanent instrument identifier
- Which special data series does Fincanva keep?Special data series
- What happens when a date falls outside a series?Special data series
- What is inside a SymbolsList?SymbolsList
- How is a SymbolsList different from a universe or an index list?SymbolsList
- Where does the Not tradable badge appear?Tradable and Not tradable
- Why can't you buy an index?Tradable and Not tradable
Foundations
22 questionsAccount & security
- What happens the moment I request deletion?Account deletion
- How do I cancel a scheduled deletion?Account deletion
- What is deleted, and what is anonymized?Account deletion
- Does deletion sign my other devices out?Account deletion
- What does the Active sessions list show?Active sessions
- How do I sign out a device I'm not using?Active sessions
- How long does a session last if I do nothing?Active sessions
- Why did an old device disappear from the list on its own?Active sessions
- Does changing my password sign my other devices out?Active sessions
- Can I use a passkey with Fincanva today?Passkeys
- What is a passkey?Passkeys
- How is a passkey different from a password?Passkeys
- How does passwordless sign-in work?Passwordless sign-in
- How is signing in without a password different from signing in with one?Passwordless sign-in
- Why does Fincanva ask me to verify my email address?Passwordless sign-in
- What if I forget my password, or never set one?Passwordless sign-in
- How strong does my password have to be?Passwordless sign-in
- What does two-factor authentication protect against?Two-factor authentication
- How do I turn two-factor authentication on?Two-factor authentication
- What are backup codes and when do I use them?Two-factor authentication
- What does "Trust this browser for 30 days" do?Two-factor authentication
- What if I lose my phone?Two-factor authentication
Fincanva provides no financial advice. Backtests show what would have happened — not what will.
QUESTIONS · 472 QUESTIONS