Before you start
You need a strategy open in its workspace — see Create a strategy if you haven't made one yet. If the strategy is Public, you can change its settings locally to see how they'd look, but you can't save those changes to it directly — see "Why can't I save changes to a Public strategy?" below.
Steps
- Open the strategy from your library and go to its Settings.
- Change a card — see Editing a strategy for what each one controls. The header's primary button switches to Save as soon as you have an unsaved change.
- Select Save. Fincanva shows a "Saved" toast when the write succeeds, or "Couldn't save — try again." if it fails — select the button again (it now reads Retry save) to retry.
- Once there's nothing left to save, the same button switches back to Backtest — select it to run a new backtest on the strategy's current saved version. While it's running, the button reads "Backtesting…", adding the percentage once progress is known.
- To duplicate a strategy you own, open its ⋯ menu (top right of the header) and select Duplicate. Fincanva names the copy after the original with "(copy)" appended, shows a "Strategy duplicated" toast, and opens the new copy — the original is untouched. The same duplicate action is also available as Duplicate from a strategy's row menu in your library list, without opening the strategy first.
- To get an editable version of a Public strategy, open it and select Copy to Mine — on a Public strategy this is the only action shown in the header. Fincanva adds the copy to your own library and shows "Copied to your strategies".
What you should see
After Save, the header's primary button reverts to Backtest and the strategy's Settings show your change. After a backtest run finishes, see How a backtest works for what a run actually computes and the states a result can show. A duplicate — from either Duplicate or Duplicate — is a fully independent strategy: it starts from the strategy's last saved version, and editing, saving, or deleting the copy never touches the original. As with any backtest result, Fincanva doesn't tell you whether a change is good or bad for your money — see Is this financial advice?.
The header actions, one by one
| Action | What it does |
|---|---|
| Save | Persists your unsaved changes to the strategy. Shown only while the form is dirty; not available on a Public strategy. |
| Backtest | Runs a new backtest on the strategy's saved version. Takes Save's place in the header once there's nothing left to save — see How a backtest works. |
| Duplicate | Copies a strategy you own, from its last saved version, via the ⋯ menu. |
| Copy to Mine | Adds an editable copy of a Public strategy to your library; on a Public strategy it's the header's only action, and it adds the copy to your library instead of opening it. |
| Duplicate (library list) | The same action, available from a strategy's row menu in your Single or Combined library list. |
Common problems
Why can't I save changes to a Public strategy?
Save doesn't appear in the header for a Public strategy — there's nothing to persist to the original. Select Copy to Mine to add an editable copy to your own library, then change and save that copy instead.
Why is Backtest disabled on a Combined strategy?
A Combined strategy needs at least two components to run. If it has fewer, Backtest stays disabled — add a component in Settings, then run it.
Can I see previous versions of a strategy?
Not today — Fincanva doesn't keep a version history you can browse or restore. If you want to preserve a strategy's current state before making a risky change, select Duplate a copy first: the copy is independent, so the original stays exactly as it was.
Terms on this page
GeneratedEvery defined term this page uses, matched against the corpus — including the alias forms the prose actually says.