Plan compliance

Two accounts open the same strategy, one model holding 40 instruments. The account on a plan that grants it presses Backtest and the status settles on Up to date. The account on Free finds the results veiled — the page keeps its shape, the numbers gone — under one panel, It asks for more than the plan allows, with the limit (“Model 1” holds 40 positions, Free allows 5) and Correct the settings beside Switch to Ultimate, the first plan whose ceiling reaches 40. Backtest produces no run: This strategy is outside your Free plan, so it cannot run: “Model 1” holds 40 positions, Free allows 5. Switch to Ultimate to run it. Nothing is removed from the strategy, and the same press succeeds once the account is on a plan that covers it.

It is the one case where an empty results view — no metrics, no equity curve, no positions — is neither a run that never happened nor data that moved on, the ordinary reasons in run status and data freshness. The same capability question seen from the data side is data-tier gating.

Fincanva decides it once, at the moment your plan stops covering your library: the strategies you follow Live first, then the most recently used. Each set-aside row says why in its mark's tooltip, which closes with Nothing has been deleted — it becomes active again when the plan covers it.

The decision is written down and does not move: editing an old strategy neither pulls it back in nor pushes another out. It is decided afresh only when your plan covers your whole library again — the verdict is then discarded, and a later change of plan is judged on the library as it is then. Because Live strategies rank first, one is set aside only when you follow more than your plan keeps active; it then stops being followed — see Mark Live. Deleting an active strategy is the only way a seat falls vacant, and you choose who takes it with Activate this one — otherwise the same rule fills it by your next visit. A seat exists only because something was deleted for good, so changing which strategy is active still costs a strategy.

It stays intact and editable, and its backtest is refused before you press it: Free includes no screeners inside strategies, so a strategy holding one — made on a paid plan, or kept after a downgrade — crosses that limit on its own. The Asset selection card shows the blocking alert "The strategy can't run on the Free plan" with its ways out — remove the screeners, change the strategy type, or Switch to Starter — and nothing is removed until you choose. From Starter up the plan counts screeners — entry and exit together, on every strategy in a Combined — and a strategy holding more raises the matching alert naming the first plan that holds that many. Each alert, word for word: strategy alerts; how many each plan includes: what each plan includes.

On a set-aside row the Live key shows off, in muted ink, and pressing it changes nothing: it opens The plan is full, which says how many the plan goes up to — 2, on Free — that they are all taken, and that nothing is deleted because the next level raises the number, closing with Got it or Switch to Starter. Mark Live in the row's menu in the Strategies table opens the same dialog. On the strategy's own page the key opens the usual Live confirm, and confirming is refused with the reason — the library holds more than the plan covers, or the strategy itself goes beyond a limit — and the plan that would bring it back, or, where none would, a request to reduce what it holds. Mark Live quotes each message.