Instrument

Backtesting · A backtest replays your strategy's rules across real market history to produce an equity curve and the metrics that summarise it: evidence, not a forecast.

Account & security · Where your plan is shown, what each subscription state means, and how to cancel, restore, or change it — read from Settings → Billing, not guessed.

Data & methodology · What a backtest reads: one daily-refreshed catalogue of tradable instruments and reference-only series, keeping delisted names and dated index membership.

Investing theory · No — Fincanva is a research and simulation tool and gives no financial or investment advice; backtests show what would have happened, not what will.

Getting started · The nine research biases that distort backtests — look-ahead, survivorship, overfitting and more — and the Fincanva behavior that reduces each one.

Getting started · Create your first strategy, pick a strategy type, complete the stepper, run a backtest and read the result — the five steps on a new account.

Getting started · The Fincanva loop is the product's core workflow: build a strategy, backtest it on real market history, analyze the result, then refine and go round again.

Portfolio & holdings · Read a portfolio's Holdings view: pick the rebalance date, set Capital, and read the order plan, the target allocation, and the target positions sheet.

Screeners · Build a screener from an untitled draft: set the universe, add filter conditions in the Add filter flyout, check the You're saying line, and save it.

Screeners · Read a screener's matches: the five column tabs, the Columns chooser, search and sort, the pager — and what to do with an empty or overlong list.

Strategies · Choose the instruments a Fincanva strategy holds: search and add symbols or lists, scope by asset class, and read the Delisted and Not tradable badges.

Strategies · Attach a screener to a strategy to pick its instruments by rule: Easy vs Pro mode, In/Out screeners, and why editing the saved screener later doesn't change it.

Strategies · Create a Fincanva strategy: pick a strategy type, then complete the stepper — assets, risk, allocation, exit rules — and save it to backtest.

Strategies · Edit an existing strategy in its Settings — change Strategy type, Asset selection, Rebalance, Risk, Allocation, or Position exits, then re-run a backtest.

Strategies · The rebalance frequency is your strategy's master clock: pick 1, 3, 6, 12, 18, or 24 months with Rebalance every, and it sets how often a backtest re-checks.

Strategies · A risk condition watches a market signal and switches your strategy to its Risk-Off allocation when it triggers — and back to Risk-On when the signal clears.

Strategies · Save persists your changes and Backtest runs the saved strategy; Duplicate copies your own, Copy to Mine unlocks a Public one. No version history yet.

Strategies · Set up a risk condition from a strategy's Risk card: start from a template, choose the instrument and indicator, then set the Risk-Off and Risk-On thresholds.

Strategies · Step by step and All at once edit the same Fincanva strategy: one walks you through it a decision at a time, the other puts every settings card on one page.

Strategies · Fincanva's four strategy types — Single instrument, Multiple instruments, Screener and Full setup — shape the walk-through and what a strategy can hold.

Strategies · A strategy in Fincanva is a saved, reusable set of instruments plus allocation and exit rules that you backtest and follow over time on real market data.