Strategies

A strategy in Fincanva is a saved, reusable set of instruments plus allocation and exit rules that you backtest and follow over time on real market data.

Fincanva's four strategy types — Single instrument, Multiple instruments, Screener and Full setup — shape the guided build and what a strategy can hold.

Create a Fincanva strategy: pick a strategy type, then complete the guided stepper — assets, risk, allocation, exit rules — and save it to backtest.

Guided mode and the Full editor edit the same Fincanva strategy: one walks you through it step by step, the other puts every settings card on a single page.

Edit an existing strategy in its Settings — change Strategy type, Asset selection, Rebalance, Risk, Allocation, or Position exits, then re-run a backtest.

Choose the instruments a Fincanva strategy holds: search and add symbols or lists, scope by asset class, and read the Delisted and Not tradable badges.

Attach a screener to a strategy to pick its instruments by rule: Easy vs Pro mode, In/Out screeners, and why editing the saved screener later doesn't change it.

The rebalance frequency is your strategy's master clock: pick 1, 3, 6, 12, 18, or 24 months with Rebalance every, and it sets how often a backtest re-checks.

Save persists your changes and Backtest runs the saved strategy; Duplicate copies your own, Copy to Mine unlocks a Public one. No version history yet.

How favourites work in Fincanva: star a strategy or screener, filter to see only starred items, the 50-item cap per list, and why a live strategy's star locks.

A risk condition watches a market signal and switches your strategy to its Risk-Off allocation when it triggers — and back to Risk-On when the signal clears.

Set up a risk condition from a strategy's Risk card: start from a template, choose the instrument and indicator, then set the Risk-Off and Risk-On thresholds.

Risk conditions trade quick reaction against whipsaw, and defensive mode trades exposure for cash — how Confirmation delay and Auto-rebalance shift the balance.

A Risk-Off flip normally acts on your rebalance clock, but the condition's Auto-rebalance toggle can force an off-schedule rebalance the moment it flips.

The four position-exit controls — Take profit, Stop loss, Max hold, and Reinvest delay — where each one lives, its range, default, and how the toggles work.

The invested portion sets how much of a combined strategy's capital is put to work versus held as a cash reserve, from fully invested down to lightly invested.