03 · Hold

Know what you'd hold today.

Holdings turns the strategy into a concrete portfolio: positions, weights, cash, and the next scheduled rotation. Descriptive, never advisory — the orders stay yours to place.

Global Quality MomentumLive
Next rebalance 2026-08-03
Target notional
$10,000
the portfolio's target size
Cash
3.2%
held back this rotation
Positions
14
of max 20
Accuracy
98.4%
vs target weights
Target allocation
NVDA
14.8%
AAPL
12.9%
MSFT
11.2%
AVGO
9.4%
LLY
8.2%
Others (9)
36.3%
Cash
3.2%
Target positions & exits
SymbolAssetSideLastQtyTarget value
NVDANVIDIA CorpLong182.408$1,480
AAPLApple IncLong241.105$1,290
MSFTMicrosoft CorpLong512.662$1,120
AVGOBroadcom IncLong296.033$940
LLYEli Lilly & CoLong788.511$820
Previous rebalance 2026-07-01 · Next rebalance 2026-08-03 · MonthlyFincanva holds no money and routes no orders.
1

A portfolio, not a promise. Exact positions, weights and cash — what following the strategy means today.

2

Rotations on a schedule. The next rebalance date is always visible. No signals, no surprises.

3

The orders stay yours. Fincanva computes the plan; your broker stays your broker.

The loop

Following is a routine, not a feed.

Each rotation, the strategy re-screens, re-weights, and writes an order plan. You read it, you decide, you place what you place.

Global Quality Momentum
vs 2026-07-01
Order plan
6moves to execute12.4% est. turnover
Entering
AMDXLE
Exiting
INTCUSO
Adjusted
NVDA+1.2%TLT−0.8%
Rotations
Next rotation2026-08-03 · Monthly · Every ~30 days
Upcoming2026-09-01 · 2026-10-01 · 2026-11-02
ViewingViewing the latest rotation
Rebalance date 2026-08-03No changes is an answer too.
1

Each rotation writes an order plan.

Entering, exiting, adjusted — with the estimated turnover. When nothing changes, the app says so: "No changes this rotation. There are no trades to place."

2

Live keeps score.

Mark a strategy as Live and it shows in Portfolios and counts toward your dashboard — the strategy you follow, tracked like you mean it.

3

The cadence is a rule, not a mood.

Weekly, monthly, quarterly — the rotation schedule is set in the strategy and visible on every page.

Explore the Library →

The evidence never stops.

Every rotation adds a data point. Analysis keeps reading them — drawdowns, monthly returns, start-date luck — for as long as you follow.

Study the Analysis →