01 · Build

Every rule is yours to set.

A strategy is five decisions — instruments, screening, allocation, risk, exits. You make all of them, and see all of them.

Global Quality MomentumRebalance every 1 mo
Run backtest
Instruments
The pool your strategy trades from
StocksS&P 500
Screening
Narrow the universe down to what you'll trade
Avg % Chg 1-3-6-12 Highest 20ROIC> 12%Debt to Equity< 1.0
Allocation
How capital is weighted across your instruments
Ranking-Based · Average Momentum
NVDA
15%
AAPL
13%
MSFT
11%
Risk
Automatically de-risk when markets turn
S&P 500 200-day moving averageRisk-Off set up
Current stateRisk On
Position exits
Auto-close rules applied to each position
Stop loss−15%
Max positions20
1

Five cards, whole strategy. What you see above is every rule there is — nothing hidden below deck.

2

Screeners feed it. Attach one and the pool re-screens itself at every rebalance.

3

Evidence is one click. Run backtest turns these rules into a dated result you can inspect.

01 · Instruments & Screening

Define what you trade.

Hand-pick your instruments — or set the rules and let screeners pick them, fresh at every rebalance.

Explore Screeners →
Picked by you
A fixed pool you choose, instrument by instrument
VTIUS Total Market ETFETF
VEADeveloped Markets ETFETF
BNDTotal Bond Market ETFETF
GLDGold TrustETC
4 selected · the pool never changes unless you change it.
or
Picked by rules
Screeners re-pick the pool at every rebalance
StocksS&P 500
Avg % Chg 1-3-6-12Highest 20
ROIC> 12%
Debt to Equity< 1.0
The screen re-runs at every rebalance — instruments rotate in and out on merit.
From the 118-filter catalogue: Fundamental · Technical · Market & Sector · Universe · Macro (coming soon).

02 · Allocation

How much of each? You pick the rule.

Eleven allocation methods, four temperaments. The math runs itself at every rebalance — and the weights are readable every time.

The same slice for everyone

Equal Weights

Calmer assets get more

Inverse Volatility · Risk Parity

The strongest get more

Ranking-Based · Average Momentum

Your numbers, your call

Fixed Allocation
This month's weights
Ranking-Based · Average Momentum
NVDA
15%
AAPL
13%
MSFT
11%
AVGO
9%
LLY
8%
Never a black box — the method's output, visible at every rebalance.
11 methods in allalso Market Cap · Min Correlation · MPT (Markowitz) · Floating · Mimicking · Beta Neutral

03 · Risk

When markets turn, it already knows what to do.

A rule flips the strategy to its defensive posture — and brings it back in when the danger passes. No panic decisions, in either direction.

Risk-On Current state
Markets above trend — fully invested
AllocationRanking-Based · Momentum
Leverage×1.00
Posture100% invested
S&P 500 drops below its 200-day average
Confirmation · 2 weeks
rises back above it
Risk-Off
Markets below trend — defensive
AllocationEqual Weights
Leverage×0.50
Posture50% invested
Start from a presetS&P 500 200-day moving average · S&P 500 12-month momentum · VIX · VIX ratio · Short Term (5Y − 3M) · Long Term (30Y − 3M) · TIPS

04 · Position exits

Exits, decided in advance.

Risk protects the whole strategy. Exits protect each position — with rules you set when calm, applied when it counts.

Position exits
Auto-close rules applied to each position
Positions close at −15% or at +50%.
Stop loss−15%
Take profit+50%
Max positions20
Max hold12 mo
Reinvest delayNot set up

Build yours.

Free to start — no credit card. Your first strategy takes minutes.

Fincanva provides no financial advice. Backtests show what would have happened — not what will.