Strategies
A strategy is a saved set of instruments together with the rules that decide how much each one weighs and when that changes — the unit you backtest, keep in your library and follow over time. In the app you build it on its Settings page, with these cards: touch one.
Strategies in the app: Strategy type, Rebalance, Position exits, Asset selection, Allocation, Risk — each is a group below.
Create a new strategy
Start one, save and run it, change its settings, star it.
Guides6
- Create a strategy and choose its instruments5 MINYou create a strategy by picking its strategy type in the Create new popup, adding its instruments, setting what the type requires, and running its first backtest.
- Build a strategy step by step5 MINIn Step by step you build a strategy one chapter at a time from a map, then run its backtest from the Summary — or from the header, whenever the strategy can run.
- Edit a strategy's settings3 MINYou change an existing strategy on its Settings page — the keys in the strip at the top and the cards below them — then save it and run a new backtest.
- Save, run and copy a strategy4 MINOne button in a strategy's header saves and runs it — Save while you have unsaved changes, Backtest once they are saved — and Duplicate or Copy to Mine makes a copy.
- Resolve a strategy's alerts5 MINA strategy's alerts show in the section strip of its header and in the footers of its cards: fix the setting each one names, or leave one to review as is.
- Star strategies and screeners2 MINYou make a strategy or a screener a favourite by selecting its star, and the Favourites filter then lists only the items you have starred.
Strategy type
The first key on the Settings strip, and the shape you pick when you create the strategy: it decides what the strategy must contain, and you can change it later.
Rebalance
A key on the Settings strip: how often, in months, the strategy resets its holdings to their target weights.
Asset selection
The first card below the strip: which instruments the strategy may hold — named by you, picked by a screener, or both.
Guides4
- Choose the instruments a strategy holds5 MINYou set what a strategy may hold on its Asset selection card: instruments and lists you add by hand, a screener that picks by rule, or both.
- Attach a screener to a strategy3 MINYou attach a screener on a strategy's Asset selection card, so that a rule rather than a hand-picked list decides which instruments it may hold.
- Bring a strategy within your plan4 MINFour blocking alerts on the Asset selection card say a strategy holds more than your plan includes — a screener on Free, or too many instruments, screeners or positions; remove the excess or move to the plan they name.
- Fix the Asset selection alerts5 MINThe Asset selection card raises one blocking alert — nothing to choose from — and five to review about how screeners and Max positions fill the positions; each says what clears it.
Allocation
The card beside Asset selection: how the capital is split among the instruments — the method that turns the list into weights.
- VWCEVanguard FTSE All-World UCITS ETF
- AGGHiShares Core Global Aggregate Bond UCITS ETF
- GLDSPDR Gold Shares
- AAPLApple Inc.
- Equal weights
- VWCE25%
- AGGH25%
- GLD25%
- AAPL25%
- Risk parity
- VWCE17%
- AGGH58%
- GLD16%
- AAPL9%
- MPT (Markowitz)
- VWCE54%
- AGGH32%
- GLD5%
- AAPL9%
Guides4
- Choose an allocation method3 MINThe allocation method is chosen on the Allocation card of a strategy, or of a Combined, from a picker that lists every method that level offers.
- Limit MPT's weights4 MINMPT (Markowitz) can be held to a direction, a minimum and maximum weight per instrument, and forced diversification, all set on the method in the strategy's Allocation card.
- Choose how a method estimates risk2 MINMethods built on volatilities and correlations read them through an estimate you choose on the method, in the strategy's Allocation card: the Covariance matrix, or the Correlation matrix on Min correlation.
- Fix the Allocation alerts5 MINThe Allocation card raises two blocking alerts — an in-sample period or fixed weights the engine cannot run — and three to review about capital left in cash; each says what clears it.
RiskOptional in the app
A card you add only if you want it: a market rule that switches the strategy to its defensive Risk-Off allocation, and back.
Guides3
- Set up a risk condition5 MINA risk condition is a market rule that switches your strategy to Risk-Off when it triggers and back to Risk-On when it clears; you add it on the Risk card.
- Tune how a risk condition reacts3 MINA risk condition switches a strategy between its Risk-On and Risk-Off allocations; Confirmation delay (weeks) and Auto-rebalance decide how fast and how often that switch reaches your holdings.
- Fix the Risk and Exits alerts5 MINThe Risk section raises one blocking alert — no Risk-Off to switch to — and three to review about rules that change nothing, act late or keep flipping; the Exits card raises three to review about positions that never rotate or come straight back.
Position exitsOptional in the app
A key on the Settings strip that you add only if you want it: rules that close a single position — a take profit or a stop loss, for example.
Combined
A Combined holds strategies instead of instruments: it is built from your other strategies, with one more allocation layer above them.
UPDATED 2026-10-10
Fincanva is for education and illustration only. It is not personalised financial advice, and past or simulated results do not predict future ones. Read the Terms Addendum
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