Question 1

How does Fincanva handle it?

Accepted Answer

All at once shows each part of a strategy as its own card — here the Allocation card, naming its method (Risk parity, with its goal, Balance risk, and its description) and, beneath it, the method the strategy uses in Risk-Off. Every card edits the live strategy in the page's own state, so a change is visible immediately — but it only persists once you save. Changing a setting that feeds the backtest leaves the last result standing and flips its run status to Needs re-run until you re-run. Switching the Strategy type card changes which cards the strategy uses, so it is confirmed first: the confirmation names the cards the new type requires, and any card the new type does not require that is currently configured is reset to its defaults. See step by step, at the right end of the section band beside the label All at once, opens the same strategy in Step by step for this visit only — in the same place and form as Step by step's See all at once. Every viewer has it, a Public strategy's reader included, and on a Combined member's page it opens that member's walk. It changes no preference, and nothing is lost either way. The old icon that switched between the two views is gone, and the ⋯ menu carries no view item. A public strategy opens in All at once read-only — it cannot be saved directly; see Mine / Public.

Question 2

What does All at once show?

Accepted Answer

All at once lays out one card per part of the strategy, each editing that part directly:

Card	What it controls
Strategy type	which strategy type the strategy is, and therefore which cards apply
Rebalance	the strategy's rebalance cadence
Asset selection	the instruments the strategy may hold — see asset-selection modes
Allocation	the allocation method that weights capital across those instruments
Risk	the risk conditions that switch the strategy to its Risk-Off allocation
Position exits	the take-profit and stop-loss rules applied to each position

A part that does not apply to the strategy's type is not shown; a part that is optional for that type appears as an Add row until you set it up, and then becomes a full card. On a Single instrument strategy, Allocation counts as set up as soon as a Risk condition is in force, because the Risk-Off profile it holds is then a choice the backtest reads.

Question 3

How does All at once differ from Step by step?

Accepted Answer

The difference is exposure and explanation, not capability: All at once shows every applicable card together, while Step by step shows one chapter at a time, with an explanation beside the choices that need one, and lets you skip the optional chapters. Neither view can set something the other cannot, and neither holds a private copy of the strategy — a change made in one is the same change in the other. Step by step is the better fit for a first build, where the order of decisions is itself the help; All at once is the better fit for changing two or three unrelated settings, because you do not walk past the chapters in between.

Question 4

What does All at once add for a Combined?

Accepted Answer

For a Combined, All at once adds the Combined's own layer on top of the per-strategy cards: a section listing the strategies it holds, and a Combined-level allocation that splits capital between them. Each member strategy keeps its own set of cards, edited scoped to that strategy. A Combined holding fewer than two strategies is an Incomplete Combined and cannot run.

Question 5

What does it look like in practice?

Accepted Answer

You have a Full setup strategy and want to change three unrelated things: the rebalance cadence, the allocation method, and the stop-loss level. In Step by step that is three chapters — Rebalance, Allocation and Risk and exits — reached in the map's order, with the chapters in between on the way. In All at once all three cards — Rebalance, Allocation, and Position exits — are on the same page: you edit each in place, save once, and re-run once. The strategy that results is identical either way; only the number of screens you passed through differs.