Find your way around a strategy's Analysis tabs

Q: What does a tab outside my plan show?

A tab your plan does not include does not disappear. It stays in the row and it still opens. Beside its name sits a small solid square with the level of the plan that includes it drawn as bars — one bar for Starter, two for Advanced, three for Ultimate; a screen reader announces it as "from Starter", or whichever plan it is. Where its charts would be, the page shows: a small button carrying the plan that includes it: its level as bars, and its name. Pressing it opens a window headed "Unlocks with ·" followed by that plan, which says the tab is not in your plan, repeats what it shows, and offers a Switch to button followed by the plan's name, which opens your billing settings; one sentence on what the tab shows — the tab's name is already on the tab, so the page repeats no title; behind them, a faded sample, drawn from a demonstration strategy rather than from yours. None of your figures are hidden there: for a tab outside your plan, your strategy's figures for that tab are not computed at all. Nothing about the strategy changes, and the tab shows your own figures as soon as your plan includes it.

Q: Which tabs does my plan include?

Capital Growth, Performance Metrics, Monthly Returns and Projection are included on every plan — Projection with a horizon and a number of scenarios your plan sets, stated on the Projection tab. The other six depend on your plan, and each tab names the plan that includes it when you open it: Position History Included from Starter upwards. See what each plan includes. Start-Date Sensitivity Included from Starter upwards. See what each plan includes. Allocation History Included from Advanced upwards. See what each plan includes. Components Included from Advanced upwards. See what each plan includes. Correlations is gated by a limit Fincanva applies itself rather than by the plan matrix, so it cannot be stated here in the same form; its plan is named on the tab and on the correlation matrix page. Robustness opens on the plan that includes both of its checks, and is gated the same way; that plan is named on the tab and on the backtest reliability and stress test pages. What each plan includes sets every plan difference side by side.

Q: Why do my figures say they are gross of costs?

Because the Costs & interests or Taxes switch is off, and both are off by default: every tab opens with the figures gross of both, and says so beside them: "These figures are gross of trading costs and taxes." With only Costs & interests off the label reads "These figures are gross of trading costs.", and with only Taxes off "These figures are gross of taxes." Switch one on under Simulation settings to see the figures net of it, on that tab. The label appears whether you turned the switch off yourself or your plan does not include it; a switch your plan does not include is shown closed, marked with the name of the plan that includes it, and pressing it opens a window that names that plan. See the costs switch and the taxes switch.

Before you start

The strategy needs a completed backtest; before its first run, every tab explains that there are no results yet. Which tabs show your own figures depends on your plan (see below).

Steps

Open the strategy, then choose Analysis among its sections. It opens on Capital Growth, the first tab.
Choose a tab in the row. Every tab reads the same backtest; only the angle changes.
To change what the figures assume, open Simulation settings at the top of the tab. Its Simulation assumptions hold the Costs & interests, Taxes and Reinvest profits switches. They apply to the tab you are on and are not carried to the next one: every tab opens with Costs & interests and Taxes off and Reinvest profits on.

What you should see

The tab you chose shows the strategy's latest backtest from its own angle, under the row of ten tabs. A tab your plan does not include carries the bars of the plan that includes it and opens on an explanation instead of figures — see What does a tab outside my plan show?.

What does each Analysis tab show?

The ten tabs, in the order they appear, each with the page that explains it:

Tab	What it shows	Explained on
Capital Growth	how the invested capital grows over the whole backtest, against your benchmark	capital chart, final value
Position History	every position the strategy opened and closed — when, at what price, and why it left	read the position history
Performance Metrics	return, volatility, drawdown and the rest of the performance record, year by year	metrics explained
Monthly Returns	month-by-month returns, so a bad stretch is a stretch and not a rumour	monthly returns heatmap
Allocation History	how the money was split between the strategies of a Combined, and how that split moved over time	allocations chart
Components	each strategy of a Combined judged on its own — what it contributed, and what it cost	strategy analytics
Correlations	how the strategies of a Combined move with each other, with the Combined itself and with the big markets	correlation matrix
Start-Date Sensitivity	the same strategy started on other days, to show how much of the result was timing	start-date sensitivity
Projection	a cone of values the strategy could reach in one to five years, rebuilt from the days it has already lived — a range, not a forecast	the Projection tab
Robustness	whether the result could be luck, and how the risk figures move under a stress scenario	the Robustness tab

Allocation History and Components read the parts of a Combined, so they have something to say only on a Combined strategy. Correlations does both jobs: it compares the strategies of a Combined with each other, and it sets a strategy against the big markets — and that second part appears on a single strategy too. Projection and Robustness compute nothing until you ask: Projection and Robustness's backtest reliability panel each have a Calculate button, the stress-test panel an Apply scenario button, and each builds its result on request from the backtest the other tabs read.

What does a tab outside my plan show?

A tab your plan does not include does not disappear. It stays in the row and it still opens. Beside its name sits a small solid square with the level of the plan that includes it drawn as bars — one bar for Starter, two for Advanced, three for Ultimate; a screen reader announces it as "from Starter", or whichever plan it is. Where its charts would be, the page shows:

a small button carrying the plan that includes it: its level as bars, and its name. Pressing it opens a window headed "Unlocks with ·" followed by that plan, which says the tab is not in your plan, repeats what it shows, and offers a Switch to button followed by the plan's name, which opens your billing settings;
one sentence on what the tab shows — the tab's name is already on the tab, so the page repeats no title;
behind them, a faded sample, drawn from a demonstration strategy rather than from yours.

None of your figures are hidden there: for a tab outside your plan, your strategy's figures for that tab are not computed at all. Nothing about the strategy changes, and the tab shows your own figures as soon as your plan includes it.

Which tabs does my plan include?

Capital Growth, Performance Metrics, Monthly Returns and Projection are included on every plan — Projection with a horizon and a number of scenarios your plan sets, stated on the Projection tab. The other six depend on your plan, and each tab names the plan that includes it when you open it:

Position History

Included from Starter upwards. See what each plan includes.

Start-Date Sensitivity

Included from Starter upwards. See what each plan includes.

Allocation History

Included from Advanced upwards. See what each plan includes.

Components

Included from Advanced upwards. See what each plan includes.

Correlations is gated by a limit Fincanva applies itself rather than by the plan matrix, so it cannot be stated here in the same form; its plan is named on the tab and on the correlation matrix page.

Robustness opens on the plan that includes both of its checks, and is gated the same way; that plan is named on the tab and on the backtest reliability and stress test pages.

What each plan includes sets every plan difference side by side.

Why do my figures say they are gross of costs?

Because the Costs & interests or Taxes switch is off, and both are off by default: every tab opens with the figures gross of both, and says so beside them: "These figures are gross of trading costs and taxes." With only Costs & interests off the label reads "These figures are gross of trading costs.", and with only Taxes off "These figures are gross of taxes." Switch one on under Simulation settings to see the figures net of it, on that tab. The label appears whether you turned the switch off yourself or your plan does not include it; a switch your plan does not include is shown closed, marked with the name of the plan that includes it, and pressing it opens a window that names that plan. See the costs switch and the taxes switch.

Common problems

A strategy I own shows no figures on any tab

If a strategy is outside what your plan allows — for example after a change of plan left you with more strategies than it covers — its Analysis shows why in place of the figures, on every tab, and that reason takes precedence over a single tab's plan note. See plan compliance.

A Public strategy shows figures on a tab my plan does not include

That is expected. The plan check applies to strategies you own; a Public strategy's Analysis is not charged to your plan, so its pages show their figures whatever your plan. See Mine and Public.

The two exceptions are Projection and Robustness. They compute only when you ask — Calculate, or Apply scenario on the stress test — and that calculation is charged to whoever asks for it — so on a Public strategy too, their limits and the plan mark on their tab follow your plan.

Terms on this page

Auto-generated

Every defined term this page uses, matched against the corpus — including the alias forms the prose actually says.

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