---
title: "Keep your live book in order"
description: "Work the To do card on Portfolios: what To fix and To update ask of you, what each run status means, and which verb clears it — Run, Re-run, or Retry."
canonical_url: "https://fincanva.com/docs/portfolio-holdings/keep-your-live-book-in-order"
last_updated: "2026-09-03"
md_url: "https://fincanva.com/docs/portfolio-holdings/keep-your-live-book-in-order.md"
---

# Keep your live book in order

The **Portfolios** page tells you which of your live-followed strategies need attention and what each one is waiting for, so you can clear them one at a time.

↗ See this in Fincanva — the Portfolios page

## Before you start
You need at least one strategy marked Live — with none, the page reads "No live strategies yet" and "Mark a strategy Live to start following it here." Following one is covered in [Follow a strategy live](/docs/portfolio-holdings/follow-a-strategy-live).

## Steps
1. Open **Portfolios**. The **To do** card carries one number above the caption "priority actions", with a quiet `{count} in order` beside it for the portfolios that are fine.
2. Read the attention tile under it. It reads **To fix** when something has hard-failed, **To finish** when a Combined does not yet hold enough strategies to run, **To update** when something merely wants a look, and "Updates" / "All up to date" when nothing is flagged.
3. Select the tile to open **Needs attention** — every flagged portfolio with its reason, worst first.
4. Select a row to open that portfolio's Holdings view and see what it is actually waiting for.
5. Clear it from the portfolio's row on the list, whose action follows its state: **Run** for one that has never run, **Re-run** for one whose result is stale, **Retry** for one that failed.
6. Check **Next rebalance**, the tile beside the attention tile, which names the portfolio whose rebalance falls soonest.

## What you should see
The number on the card falls by one as each portfolio is cleared, and the tile drops to the next-worst reason behind it. Once nothing is flagged, the tile reads "Updates" over "All up to date" and there is nothing left to open. The same information reaches you on **Home** under **Needs you**, where each row carries a one-word chip — **Fix**, **Re-run**, **Run**, **Finish** or **Review** — naming what that portfolio wants.

The card triages your Fincanva setup, not the market: it says a result needs re-running or a setting needs review, never that a position should be bought or sold — see [Is this financial advice?](/docs/investing-theory/is-this-financial-advice#is-this-financial-advice).

## What is the difference between To fix and To update?
**To fix** is a hard failure and **To update** is everything softer, so the tile always names the worst thing in your book rather than the first. That matters when you are working the list: a single failed portfolio hides every stale one behind it until you clear it, and the tile only drops to a softer label once nothing is failing. **To finish** and **To update** share that softer tier: neither outranks the other, so which of the two the tile shows is whichever flagged portfolio sorts first. Which status lands in which label is the table on [To do, To fix, To finish, To update](/docs/portfolio-holdings/to-do-to-fix-to-finish-to-update).

## Which statuses count as in order?
Two: **Up to date** and **Computing**. A portfolio actively recomputing is not a problem to solve, so it is counted with the healthy ones rather than flagged. [Run status](/docs/backtesting/run-status) covers each state and how a portfolio moves between them.

## Common problems
### A portfolio is flagged To update but its run looks perfectly healthy
It carries configuration warnings you have not dismissed. The tile then shows the count of those warnings as its reason instead of a status — open the portfolio and review them.

### A Combined says "Add one more strategy to run this Combined."
It holds a single strategy, and a Combined needs at least two before it can run. Add a second one from its Settings; until then it stays **Incomplete**, and the attention tile reads **To finish**.

### The card counts portfolios I do not think of as live
It counts every strategy you have marked Live, and only those. A strategy you have merely backtested never appears — and one you no longer want counted leaves the card as soon as you stop following it, covered in [Follow a strategy live](/docs/portfolio-holdings/follow-a-strategy-live#how-do-i-stop-following-a-strategy).