Before you start
You need a strategy you've already created — see Create a strategy. To understand what a strategy's parts are before you change them, read What is a strategy?. If the strategy is public, you can open its Settings but can't save changes — make your own copy first, then edit and save the copy.
Steps
- Open Single in the sidebar and select the strategy you want to change.
- Open its Settings.
- Change a card — for example, pick a different Risk condition, or a new Allocation method. The change applies to your working copy right away.
- Save the strategy.
- Select Backtest to run a new backtest and see the effect of the change.
What you should see
The card you changed shows its new value in Settings. After you select Backtest, a new run reflects the change — see How a backtest works for what a run actually computes, including CAGR. Fincanva doesn't tell you whether a change is good or bad for your money — see Is this financial advice?.
The settings cards, one by one
A single strategy's Settings is laid out in two columns: Strategy type, Asset selection, and Risk on the left; Rebalance, Allocation, and Position exits on the right. Optional sections you haven't set up yet appear as an add chip rather than a full card. Each one controls a different part of the strategy:
| Card | What it controls |
|---|---|
| Strategy type | Which of the four types the strategy is (Single instrument, Multiple instruments, Screener, or Full setup) — see Choosing a strategy type. |
| Asset selection | The instruments the strategy holds, added directly or attached through screeners. |
| Risk | Risk conditions that switch the strategy to its Risk-Off allocation when they trigger. The conditions themselves are covered in their own guide. |
| Rebalance | How often the strategy rebalances, set with the "Rebalance every" control. |
| Allocation | How capital is distributed across the strategy's instruments. The allocation methods are covered in their own guide. |
| Position exits | The take-profit and stop-loss rules that close a position. The exit mechanics are covered in their own guide. |
Common problems
Why can't I save my changes?
Save is disabled on a public strategy. Public strategies can't be edited directly — make your own copy, then edit and save the copy instead of the original.
Terms on this page
GeneratedEvery defined term this page uses, matched against the corpus — including the alias forms the prose actually says.