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Every question the documentation answers, in the words the pages themselves use. Each one links straight to the heading that answers it — not to the top of a page.
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136 questionsGet started
- Which chapters will I actually see?Get started with Fincanva in five steps
- Why is the backtest button disabled?Get started with Fincanva in five steps
- How do you sign in, and how do you keep the account yours?Get started with Fincanva in five steps
- Why does Home show me only "Recently edited"?Read Home after you sign in
- Why is a strategy I never marked Live not flagged on Home?Read Home after you sign in
- Why does the curve not change when I change the return window?Read Home after you sign in
- What happens when I pick a strategy type from Home?Read Home after you sign in
- Why does the top of Home change shape from one day to the next?Act on what needs you on Home
- Why does Home say it is showing only some of my strategies?Act on what needs you on Home
- Why did a failed strategy disappear from my live book?Act on what needs you on Home
- What does Home show when it cannot reach the engine?Act on what needs you on Home
- How do I find my strategy?Find your strategies and screeners with search
- Which pages does search list?Find your strategies and screeners with search
- What does search not cover?Find your strategies and screeners with search
- Why is my strategy not in the results?Find your strategies and screeners with search
- Why are the weights for an earlier day than the one I asked?Compute weights, a frontier or a regime in the Workbench
- Does the Workbench show the covariance matrix?Compute weights, a frontier or a regime in the Workbench
- Does using the Workbench spend my AI requests?Compute weights, a frontier or a regime in the Workbench
- How does Fincanva handle it?All at once
- What does All at once show?All at once
- How does All at once differ from Step by step?All at once
- What does All at once add for a Combined?All at once
- What does it look like in practice?All at once
- How does Fincanva handle it?Asset type
- What are the three asset types?Asset type
- Why do some instruments show an asset type the screener never offers?Asset type
- What are the nine asset types an instrument can carry?Asset type
- What does it look like in practice?Asset type
- What do Basket, Screen, and Compose do?Asset-selection modes
- How does Fincanva handle it?Asset-selection modes
- How do Easy and Pro relate to the three modes?Asset-selection modes
- Which modes does each strategy type offer?Asset-selection modes
- What is the working scope in Compose?Asset-selection modes
- What does it look like in practice?Asset-selection modes
- What does a backtest measure?Backtest
- How does Fincanva handle it?Backtest
- How does backtesting work?Backtest
- What happens when you run a backtest?Backtest
- What biases does a backtest remove?Backtest
- What are the limits and edge cases of a backtest?Backtest
- How does Fincanva handle it?Benchmark
- What does it look like in practice?Benchmark
- How does Fincanva handle it?Combined
- Why does a Combined need at least two strategies?Combined
- What do you need before you can create a Combined?Combined
- How is a Combined different from a strategy?Combined
- What does it look like in practice?Combined
- How does Fincanva handle it?Combined level
- What settings live at the Combined level?Combined level
- How do the Combined level and the strategy level differ?Combined level
- What does it look like in practice?Combined level
- What does Duplicate do?Duplicate and Copy to Mine
- How does Fincanva handle it?Duplicate and Copy to Mine
- What does a copy keep, and what does it drop?Duplicate and Copy to Mine
- Why does Fincanva sometimes refuse to copy a strategy?Duplicate and Copy to Mine
- Why is a screener copy refused when it holds too many filters?Duplicate and Copy to Mine
- What does it look like in practice?Duplicate and Copy to Mine
- How does Fincanva handle it?Filter
- What is a filter made of?Filter
- Where do filters come from?Filter
- What does it look like in practice?Filter
- How does Fincanva handle it?Fin
- What can Fin do today?Fin
- What does Fin's suggestion review show?Fin
- Is there a Fin chat you can ask questions?Fin
- What does it look like in practice?Fin
- How does Fincanva handle it?Folder
- What can a folder hold?Folder
- Can two folders have the same name?Folder
- What happens when you delete a folder?Folder
- What does it look like in practice?Folder
- What are the three stages of the Fincanva loop?Get started
- What do you configure in the Build stage?Get started
- How current is the data behind a backtest?Get started
- How does Fincanva handle it?Instrument
- What does it look like in practice?Instrument
- How does Fincanva handle it?Instrument logo
- What shows when an instrument has no logo?Instrument logo
- Where does the picture come from?Instrument logo
- What does it look like in practice?Instrument logo
- How does Fincanva handle it?Live book
- What does the book summary panel show?Live book
- What does the To do section list?Live book
- What does the return window change, and why the median?Live book
- What does it look like in practice?Live book
- How does Fincanva handle it?Live strategy
- What does it look like in practice?Live strategy
- How does Fincanva handle it?Mark Live
- Does marking a strategy Live trade anything?Mark Live
- What happens when your plan stops covering a Live strategy?Mark Live
- What does it look like in practice?Mark Live
- How does Fincanva handle it?Mine / Public
- Can you edit a Public strategy or screener?Mine / Public
- What is the difference between Mine and Public?Mine / Public
- What does it look like in practice?Mine / Public
- How does Fincanva handle it?Positions
- What does the Positions view show?Positions
- How is the Positions view different from the Analysis view?Positions
- What does it look like in practice?Positions
- How does Fincanva handle it?Screener
- What is a screener made of?Screener
- What can you do with a screener?Screener
- What does it look like in practice?Screener
- What happens to a screener with more than 10 filters?Screener
- How do the qualifying and rejecting pools combine?Screener attach
- How does Fincanva handle it?Screener attach
- Which titles does an entry screener put into the positions?Screener attach
- What does it look like in practice?Screener attach
- When does the engine depart from the formula?Screener attach
- How does the Free plan show screeners in a strategy?Screener attach
- How does Fincanva handle it?Simulation engine
- What does it look like in practice?Simulation engine
- What are the chapters of Step by step?Step by step
- How does Fincanva handle it?Step by step
- Which view should you use: Step by step or All at once?Step by step
- Which view does a strategy open in?Step by step
- How do you switch view for one visit?Step by step
- What does it look like in practice?Step by step
- How does Fincanva handle it?Strategy
- What does a strategy contain?Strategy
- How is a strategy different from a Combined?Strategy
- Why build a strategy instead of picking instruments by hand?Strategy
- What does it look like in practice?Strategy
- What are the four strategy types?Strategy type
- How does Fincanva handle it?Strategy type
- What is each strategy type for?Strategy type
- Which Asset selection view does each strategy type give you?Strategy type
- Which strategy types can you create on the Free plan?Strategy type
- What does it look like in practice?Strategy type
- How does Fincanva handle it?Sub-strategy
- Can you switch a sub-strategy off without removing it?Sub-strategy
- How does keeping a sub-strategy aside count against your plan?Sub-strategy
- What limits apply when you add a sub-strategy or run the Combined?Sub-strategy
- What does it look like in practice?Sub-strategy
- How does Fincanva handle it?Universe
- What does it look like in practice?Universe
Build
313 questionsStrategies
- Why can't I continue past a chapter?Create a strategy and choose its instruments
- Why won't the Summary accept the name I typed?Create a strategy and choose its instruments
- What happens while a strategy is being created?Create a strategy and choose its instruments
- What does the Combined tile do?Create a strategy and choose its instruments
- What does the explanation pane show?Build a strategy step by step
- Which chapters does each strategy type require?Build a strategy step by step
- Does the Backtest wait for Step by step?Build a strategy step by step
- What happens to your selection when you switch strategy type?Change a strategy's type
- How does a type switch move the chapters of Step by step?Change a strategy's type
- Why can't I save my changes?Edit a strategy's settings
- What does the card show when nothing is picked?Choose the instruments a strategy holds
- What do the Delisted and Not tradable badges mean?Choose the instruments a strategy holds
- What happens when you switch between Basket, Screen and Compose?Choose the instruments a strategy holds
- Which screener does Screen hold?Choose the instruments a strategy holds
- What do Qualify and Reject screeners do?Attach a screener to a strategy
- Does editing the saved screener update strategies that already use it?Attach a screener to a strategy
- What happens to my extra screeners if I leave Compose?Attach a screener to a strategy
- What does the Free-plan screener alert say?Bring a strategy within your plan
- What does the instrument limit alert say?Bring a strategy within your plan
- What do the screener and position count alerts say?Bring a strategy within your plan
- What if the strategy has nothing, or too much, to choose from?Fix the Asset selection alerts
- What if a screener does not decide who enters?Fix the Asset selection alerts
- What if an exit screener undoes the entry?Fix the Asset selection alerts
- Which notes can the Asset selection card show?Fix the Asset selection alerts
- What do the speed and plan marks in the picker mean?Choose an allocation method
- Does a method I am not using still affect my results?Choose an allocation method
- What do the MPT constraint toggles do?Limit MPT's weights
- What happens when the weight limits do not add up to 100%?Limit MPT's weights
- Why does an estimator have no effect with a short history?Choose how a method estimates risk
- Why does a flat-priced instrument stop the backtest?Choose how a method estimates risk
- Which allocation settings does the engine refuse?Fix the Allocation alerts
- Why does the card say everything stays in cash?Fix the Allocation alerts
- Why does only part of the capital or of the weights count?Fix the Allocation alerts
- Which notes can the Allocation card show?Fix the Allocation alerts
- Why was my run refused?Save, run and copy a strategy
- What if a strategy's saved settings can't be read?Save, run and copy a strategy
- Why is Backtest disabled on a Combined?Save, run and copy a strategy
- Can I see previous versions of a strategy?Save, run and copy a strategy
- What does the footer on a Settings card show?Resolve a strategy's alerts
- What does "Leave as is" do, and can I undo it?Resolve a strategy's alerts
- What happens to a refused Backtest?Resolve a strategy's alerts
- How do controls appear on the strategy lists?Resolve a strategy's alerts
- Why does a live strategy's star lock?Star strategies and screeners
- How many favourites can I have?Star strategies and screeners
- Which signals can a condition watch?Set up a risk condition
- What do Confirmation delay and Auto-rebalance do?Set up a risk condition
- Can a strategy have two conditions?Set up a risk condition
- Which values does each indicator accept?Set up a risk condition
- What's the trade-off between reacting fast and whipsaw?Tune how a risk condition reacts
- How does Confirmation delay change that trade-off?Tune how a risk condition reacts
- What's the cash drag when a strategy goes defensive?Tune how a risk condition reacts
- What's the trade-off with Auto-rebalance?Tune how a risk condition reacts
- What are the limits and validation messages?Set up position exits
- What do Max hold and Reinvest delay do?Set up position exits
- How does the rebalance frequency pace exits?Set up position exits
- What happens after a stop loss or take profit closes a position?Set up position exits
- What if the risk rule has nothing to switch to?Fix the Risk and Exits alerts
- What if the risk rule acts late or keeps flipping?Fix the Risk and Exits alerts
- Which alerts can the Exits card raise?Fix the Risk and Exits alerts
- Which notes can the Risk and Exits cards show?Fix the Risk and Exits alerts
- How do you edit a strategy inside the Combined?Build a Combined step by step
- What if the Combined holds fewer than two strategies?Build a Combined step by step
- How does Fincanva handle it?Allocation and allocation method
- Why does allocation happen at two levels?Allocation and allocation method
- Which allocation methods can I choose?Allocation and allocation method
- How does the method picker help you find a method?Allocation and allocation method
- What do all allocation methods have in common?Allocation and allocation method
- How does Fincanva handle it?Auto-rebalance on flip
- What does it look like in practice?Auto-rebalance on flip
- How can a Risk-Off flip force an off-schedule rebalance?Auto-rebalance on flip
- When does Risk-Off act on your normal rebalance schedule?Auto-rebalance on flip
- What are the limits and edge cases of a Risk-Off flip?Auto-rebalance on flip
- How is average momentum calculated?Average momentum
- How does Fincanva handle it?Average momentum
- What does it look like in practice?Average momentum
- Why does an instrument have no momentum reading at first?Average momentum
- How do you read a high or low average momentum?Average momentum
- What is beta measured against?Beta neutral
- How does Fincanva handle it?Beta neutral
- How does a target beta of zero work?Beta neutral
- Which settings does Beta neutral have?Beta neutral
- What does it look like in practice?Beta neutral
- What does a beta-neutral strategy still risk?Beta neutral
- How does Fincanva handle it?Black-Litterman
- How does Black-Litterman correct the expected returns?Black-Litterman
- Which optimization targets can Black-Litterman aim at?Black-Litterman
- What are the momentum views, and which settings control them?Black-Litterman
- What does it look like in practice?Black-Litterman
- How does Fincanva handle it?Calculation window
- What does the calculation window change?Calculation window
- Which allocation methods read the calculation window?Calculation window
- Which window lengths can you choose?Calculation window
- What does it look like in practice?Calculation window
- How does Fincanva handle it?Clustering
- What does it look like in practice?Clustering
- How does a clustering rule decide which days are turbulent?Clustering
- How is clustering different from Hidden regimes (Markov)?Clustering
- How does Fincanva handle it?Combined weighting
- What are the two independent weighting layers?Combined weighting
- Which weighting schemes can a Combined use?Combined weighting
- What are strategy roles, static weight and rank weight?Combined weighting
- What does it look like in practice?Combined weighting
- How does Fincanva handle it?Condition types
- What does it look like in practice?Condition types
- What condition types are there?Condition types
- Why does a Single series condition have two thresholds instead of one?Condition types
- What do Indicator and Period set?Condition types
- What does Conditional drawdown at risk minimise?Conditional drawdown at risk
- How does Fincanva handle it?Conditional drawdown at risk
- What happens when the window is too short for the tail share?Conditional drawdown at risk
- Which plan includes Conditional drawdown at risk?Conditional drawdown at risk
- What does it look like in practice?Conditional drawdown at risk
- How does Fincanva handle it?Confirmation delay
- What does it look like in practice?Confirmation delay
- What does the confirmation delay change?Confirmation delay
- How does Fincanva handle it?Contracts
- What does it look like in practice?Contracts
- What do Contracts and Max contracts measure?Contracts
- Why does the sample covariance matrix need correcting?Covariance matrix
- How does Fincanva handle it?Covariance matrix
- Which estimators can you choose?Covariance matrix
- Which methods use the covariance matrix?Covariance matrix
- How do shrinkage and EWMA work?Covariance matrix
- What does it look like in practice?Covariance matrix
- How does Fincanva handle it?Direction: Long-only, Long/short, Short-only
- What does going short mean?Direction: Long-only, Long/short, Short-only
- Which allocation methods offer a direction setting?Direction: Long-only, Long/short, Short-only
- Does direction apply inside a Combined?Direction: Long-only, Long/short, Short-only
- What does it look like in practice?Direction: Long-only, Long/short, Short-only
- What is Entropic value at risk?Entropic value at risk
- How does Fincanva handle it?Entropic value at risk
- How is EVaR different from Min CVaR?Entropic value at risk
- Which plan includes Entropic value at risk?Entropic value at risk
- What does it look like in practice?Entropic value at risk
- How is an Equal weights allocation calculated?Equal weights
- How does Fincanva handle it?Equal weights
- What does it look like in practice?Equal weights
- What counts as a good value?Equal weights
- How does Fincanva handle it?Execution time
- What does it look like in practice?Execution time
- When does a modelled trade fill within a bar?Execution time
- How does Fincanva handle it?Exit reason
- What does it look like in practice?Exit reason
- What are the exit reasons a backtest records?Exit reason
- What happens if my weights do not add up to 100?Fixed weights
- How does Fincanva handle it?Fixed weights
- Can a fixed weight be negative?Fixed weights
- Where do the weights apply?Fixed weights
- Can you use Fixed weights when a screener picks the instruments?Fixed weights
- What does it look like in practice?Fixed weights
- How does Fincanva handle it?Floating
- How does Floating differ from a normal rebalance?Floating
- How is the Floating frequency counted?Floating
- What does it look like in practice?Floating
- How does Fincanva handle it?Hidden regimes (Markov)
- What does it look like in practice?Hidden regimes (Markov)
- What is a hidden-regime model?Hidden regimes (Markov)
- What do the number of states and the probability threshold change?Hidden regimes (Markov)
- How does Fincanva handle it?Hierarchical equal risk contribution
- How does it differ from Hierarchical risk parity?Hierarchical equal risk contribution
- Which plan includes Hierarchical equal risk contribution?Hierarchical equal risk contribution
- What does it look like in practice?Hierarchical equal risk contribution
- How does Fincanva handle it?Hierarchical risk parity
- How does Hierarchical risk parity build the tree?Hierarchical risk parity
- Why use Hierarchical risk parity instead of MPT?Hierarchical risk parity
- Which plan includes Hierarchical risk parity?Hierarchical risk parity
- What does it look like in practice?Hierarchical risk parity
- How does Inverse volatility set weights?Inverse volatility
- How does Fincanva handle it?Inverse volatility
- Which risk measure does Inverse volatility use?Inverse volatility
- Where can you use Inverse volatility?Inverse volatility
- What does it look like in practice?Inverse volatility
- How is Inverse volatility different from Risk parity?Inverse volatility
- How is a market-cap weight calculated?Market cap
- How does Fincanva handle it?Market cap
- What does it look like in practice?Market cap
- What counts as a good value?Market cap
- How does Fincanva handle it?Max diversification
- What is the diversification ratio?Max diversification
- How is it different from Min correlation?Max diversification
- Which plan includes Max diversification?Max diversification
- What does it look like in practice?Max diversification
- How does Fincanva handle it?Max hold months
- What does it look like in practice?Max hold months
- When does max hold actually close a position?Max hold months
- How does Fincanva handle it?Max positions
- What does it look like in practice?Max positions
- What happens when more instruments qualify than the cap allows?Max positions
- Is max positions a control when I pick the instruments myself?Max positions
- How high can max positions go?Max positions
- How does Fincanva handle it?Mimicking
- What does Mimicking actually track?Mimicking
- Why is the copy never exact?Mimicking
- What does it look like in practice?Mimicking
- How does Fincanva handle it?Min correlation
- Why does low correlation matter?Min correlation
- Which correlation estimate does Min correlation use?Min correlation
- What does it look like in practice?Min correlation
- How is Min correlation different from Risk parity?Min correlation
- How does Fincanva handle it?Min CVaR
- Which plan includes Min CVaR and Scenario CVaR?Min CVaR
- What does Min CVaR minimise?Min CVaR
- What is Scenario CVaR?Min CVaR
- What does the robustness radius do?Min CVaR
- What does it look like in practice?Min CVaR
- What is the mean absolute deviation?Min MAD
- How does Fincanva handle it?Min MAD
- When does Min MAD differ from minimising variance?Min MAD
- Which plan includes Min MAD?Min MAD
- What does it look like in practice?Min MAD
- How does Fincanva handle it?MPT (Markowitz)
- What is the efficient frontier?MPT (Markowitz)
- Which optimization target can you choose?MPT (Markowitz)
- What does the Resampled option do?MPT (Markowitz)
- What does it look like in practice?MPT (Markowitz)
- How does Fincanva handle it?Nested clustered optimization
- Why split the optimisation into groups?Nested clustered optimization
- When does Nested clustered optimization fit, and when not?Nested clustered optimization
- Which plan includes Nested clustered optimization?Nested clustered optimization
- What does it look like in practice?Nested clustered optimization
- How does Fincanva handle it?Per-strategy risk layer
- What does it look like in practice?Per-strategy risk layer
- How do risk conditions work at two levels in a Combined?Per-strategy risk layer
- What happens when only one strategy goes Risk-Off?Per-strategy risk layer
- How is percent change calculated?Percent change
- How does Fincanva handle it?Percent change
- What does it look like in practice?Percent change
- What does a positive or negative reading mean?Percent change
- How does Fincanva handle it?Ranking-based
- How does Ranking-based assign weights?Ranking-based
- Which ranking metrics can you choose?Ranking-based
- What happens if every tier weight is zero?Ranking-based
- What does it look like in practice?Ranking-based
- How does Fincanva handle it?Raw price
- What does it look like in practice?Raw price
- When does a condition use Raw price?Raw price
- How does Fincanva handle it?Reinvest delay
- What does it look like in practice?Reinvest delay
- What does reinvest delay do to freed-up cash?Reinvest delay
- When does the clock start — at the exit, or at the rebalance that records it?Reinvest delay
- Why can a delay equal to the rebalance interval be shorter than it looks?Reinvest delay
- How does Fincanva handle it?Risk condition
- What does it look like in practice?Risk condition
- What is a single risk condition made of?Risk condition
- How do the Risk-Off and Risk-On thresholds work?Risk condition
- What does Risk-Off change on a single instrument?Risk condition
- How does Fincanva handle it?Risk measure selection
- Why does the choice of risk measure change the weights?Risk measure selection
- Which allocation method uses the risk measure?Risk measure selection
- What does it look like in practice?Risk measure selection
- What does "equal risk contribution" mean?Risk parity
- How does Fincanva handle it?Risk parity
- Which settings does Risk parity have?Risk parity
- What does it look like in practice?Risk parity
- How is Risk parity different from Inverse volatility?Risk parity
- How does Fincanva handle it?Risk templates
- What does it look like in practice?Risk templates
- What do the built-in risk templates watch?Risk templates
- What can you change once you pick a template?Risk templates
- How does Fincanva handle it?Risk-Off canonicalization
- What does it look like in practice?Risk-Off canonicalization
- Why does nothing change when the condition fires?Risk-Off canonicalization
- How does Fincanva flag identical profiles?Risk-Off canonicalization
- Does Risk-Off stop the strategy or sell everything?Risk-On and Risk-Off
- How does Fincanva handle it?Risk-On and Risk-Off
- What is the difference between Risk-On and Risk-Off?Risk-On and Risk-Off
- What switches a strategy from Risk-On to Risk-Off?Risk-On and Risk-Off
- How does the Allocation card show Risk-On and Risk-Off?Risk-On and Risk-Off
- What does it look like in practice?Risk-On and Risk-Off
- What does Robust worst case optimise?Robust worst case
- How does Fincanva handle it?Robust worst case
- Where do the scenarios come from?Robust worst case
- Which plan includes Robust worst case?Robust worst case
- What does it look like in practice?Robust worst case
- How does Fincanva handle it?Seed universe
- Where does a screener start hunting?Seed universe
- What happens to my universe filters in Easy mode?Seed universe
- Why does the seed universe change results?Seed universe
- What does it look like in practice?Seed universe
- How is a simple moving average calculated?Simple moving average (SMA)
- How does Fincanva handle it?Simple moving average (SMA)
- What does it look like in practice?Simple moving average (SMA)
- How does the lookback window change an SMA?Simple moving average (SMA)
- How does Fincanva handle it?Single-asset simplification
- Why does a one-instrument strategy skip allocation?Single-asset simplification
- When does allocation matter again for one instrument?Single-asset simplification
- What does it look like in practice?Single-asset simplification
- How does Fincanva handle it?Stochastic programming
- Which plan includes Stochastic programming?Stochastic programming
- What does Stochastic programming optimise?Stochastic programming
- Which settings does Stochastic programming have?Stochastic programming
- Why is Stochastic programming so slow?Stochastic programming
- What does it look like in practice?Stochastic programming
- How does Fincanva handle it?Stop loss
- How does stop loss decide when to close?Stop loss
- What if one bar reaches both the stop-loss and the take-profit level?Stop loss
- Can a stopped-out instrument be bought again?Stop loss
- What does it look like in practice?Stop loss
- How does Fincanva handle it?Strategy's own performance
- What does it look like in practice?Strategy's own performance
- What does the rule watch?Strategy's own performance
- Which metrics can it use?Strategy's own performance
- How does Fincanva handle it?Take profit
- What does it look like in practice?Take profit
- How does take profit decide when to close?Take profit
- How does Fincanva handle it?Two-condition combination
- What does it look like in practice?Two-condition combination
- How do two risk conditions combine?Two-condition combination
- Can you require both conditions to fire?Two-condition combination
- What does Fincanva give you to reduce whipsaw?Whipsaw
- How does a fast trigger get whipsawed twice?Whipsaw
- Why does a fast trigger cause whipsaw?Whipsaw
- What counts as a good value?Whipsaw
Build
101 questionsScreeners
- How do I follow a screener, and what does following do?Build a screener
- How do I keep only the top few instruments rather than everything that passes?Build a screener
- Where do the extra Period, Lag, and Multiplier fields come from?Build a screener
- Why can't I save my screener?Build a screener
- Why does the results area say "No instruments match your filters"?Build a screener
- What does the chip's shorthand mean?Screen for a crossing or a valuation band
- What is the window on a cross relation?Screen for a crossing or a valuation band
- What does a bullish moving-average cross look like?Screen for a crossing or a valuation band
- Why can one condition empty the whole screen?Screen for a crossing or a valuation band
- What order does the list open in?Read your matches
- Why does the list change on its own between one day and the next?Read your matches
- My screener matches more instruments than my strategy holds — why?Read your matches
- What if the list is empty, fails, or is far too long?Read your matches
- How do you read one row across the tabs?Read the columns of your matches
- What exactly do the six horizons measure?Backtest a screener
- Why is my result measured against a benchmark I did not choose?Backtest a screener
- Why did my result come back instantly the second time?Backtest a screener
- What do the banners on the Backtest tab mean?Backtest a screener
- How does Fincanva handle it?Aggregate comparisons
- How is an aggregate comparison built?Aggregate comparisons
- What does it look like in practice?Aggregate comparisons
- How does Fincanva handle it?Asset subtypes
- What does each asset-subtype abbreviation mean?Asset subtypes
- What does it look like in practice?Asset subtypes
- How does Fincanva handle it?Comparison modes
- How does each comparison mode work?Comparison modes
- What does it look like in practice?Comparison modes
- How does Fincanva handle it?Event-time path
- Why is day 0 the selection date?Event-time path
- What does the path tell you, and what doesn't it?Event-time path
- What does it look like in practice?Event-time path
- How does Fincanva handle it?Filter condition anatomy
- What are the three parts of a filter condition?Filter condition anatomy
- What does the "You're saying" line show?Filter condition anatomy
- How do you build "ROE > 15%"?Filter condition anatomy
- How does Fincanva handle it?Filter impact lenses
- What does each of the three lenses measure?Filter impact lenses
- Why are the three percentages not comparable?Filter impact lenses
- What does it look like in practice?Filter impact lenses
- How does Fincanva handle it?Filter taxonomy
- What do the three filter categories read?Filter taxonomy
- What are the 20 subcategories?Filter taxonomy
- What does one filter from each category look like?Filter taxonomy
- What are your three choices?Fin suggestions
- How does Fincanva handle it?Fin suggestions
- What can Fin suggest?Fin suggestions
- How do you read the Kept / Added / Modified / Removed tags?Fin suggestions
- What does it look like in practice?Fin suggestions
- How does Fincanva handle it?Fundamental metric columns
- Which columns have a page of their own?Fundamental metric columns
- How does Fincanva handle it?Holding horizon
- Why does a screener backtest report six horizons instead of one?Holding horizon
- What does "the best horizon" mean?Holding horizon
- What does it look like in practice?Holding horizon
- How does Fincanva handle it?Lag, period, and multiplier
- What do the lag and period units mean?Lag, period, and multiplier
- What does it look like in practice?Lag, period, and multiplier
- How does Fincanva handle it?Matches
- How does the match count change as you add filters?Matches
- What does a zero count mean?Matches
- What does it look like in practice?Matches
- How does Fincanva handle it?Max-symbols cap
- Why does my screener show more matches than my strategy holds?Max-symbols cap
- What happens to the matches that get dropped?Max-symbols cap
- What does it look like in practice?Max-symbols cap
- What does the verdict band show?Screener backtest
- How does Fincanva handle it?Screener backtest
- How does a screener backtest differ from a strategy backtest?Screener backtest
- What happens while a screener backtest runs?Screener backtest
- What does the "Out of date" banner mean?Screener backtest
- What does it look like in practice?Screener backtest
- How does Fincanva handle it?Screener execution and caching
- What are the states a screener run passes through?Screener execution and caching
- What states does a screener backtest pass through?Screener execution and caching
- Why do I get the same matches every time — and why is a re-run backtest instant?Screener execution and caching
- What does it look like in practice?Screener execution and caching
- How does Fincanva handle it?Screener-backtest benchmark
- Why is a screener's result only meaningful next to its benchmark?Screener-backtest benchmark
- How does the benchmark shape the numbers you read?Screener-backtest benchmark
- Can I choose the benchmark for a screener backtest?Screener-backtest benchmark
- What does it look like in practice?Screener-backtest benchmark
- How does Fincanva handle it?Sequential filtering and Top-N ranking
- How does a screener apply its filters?Sequential filtering and Top-N ranking
- Why does filter order matter?Sequential filtering and Top-N ranking
- What does a Highest or Lowest filter keep?Sequential filtering and Top-N ranking
- What changes when the same two rules run in both orders?Sequential filtering and Top-N ranking
- How does Fincanva handle it?Special relations
- Is Crosses Above the same as a golden cross?Special relations
- How does Fincanva handle it?Standard operators
- What does each operator group do?Standard operators
- Which boundary values pass?Standard operators
- How do less than and at most differ on the boundary?Standard operators
- How does Fincanva handle it?TTM and YoY
- How is a year-over-year change calculated?TTM and YoY
- Why are TTM and YoY used?TTM and YoY
- What does it look like in practice?TTM and YoY
- How does Fincanva handle it?Universe facets
- What does each universe facet narrow?Universe facets
- What does "All" on a facet mean?Universe facets
- How does Reset differ from Remove on a facet chip?Universe facets
- What does it look like in practice?Universe facets
Test
191 questionsBacktesting
- Can I re-run a strategy whose last run failed?Bring a strategy back to Up to date
- What does a strategy whose last run failed show?Bring a strategy back to Up to date
- Why does a strategy say the run didn't start?Bring a strategy back to Up to date
- What do the Set aside and Computing chips show?Bring a strategy back to Up to date
- Which strategies do the simulation defaults apply to?Set your simulation defaults
- What do the simulation defaults start at?Set your simulation defaults
- Why do some changes save at once and others need Save?Set your simulation defaults
- What does changing tax residency change?Set the tax rules your backtests use
- Why does Fincanva suggest another tax residency?Set the tax rules your backtests use
- How does a loss reduce tax under United States and Other residency?Set the tax rules your backtests use
- How does a loss reduce tax under Italy residency?Set the tax rules your backtests use
- When is a run treated as bankrupt?Bankruptcy rules
- How does Fincanva handle it?Bankruptcy rules
- What does it look like in practice?Bankruptcy rules
- What happens after the whole run goes bankrupt?Bankruptcy rules
- What happens after one strategy inside a Combined goes bankrupt?Bankruptcy rules
- What is a sudden move to negative capital?Bankruptcy rules
- How does Fincanva handle it?Base currency
- What is the difference between base currency and asset currency?Base currency
- Which currencies can I choose?Base currency
- What does it look like in practice?Base currency
- How is capital-gains tax calculated?Capital-gains tax
- How does Fincanva handle it?Capital-gains tax
- How long must a position be held to count as long-term?Capital-gains tax
- What happens to a realized loss?Capital-gains tax
- What does it look like in practice?Capital-gains tax
- How is cash drag calculated?Cash drag
- How does Fincanva handle it?Cash drag
- What counts as a good value?Cash drag
- What does it look like in practice?Cash drag
- How does Fincanva handle it?Cherry-picking bias
- What gets cherry-picked in a backtest?Cherry-picking bias
- What changes when you report 2019 and omit 2022?Cherry-picking bias
- How is cherry-picking bias different from selection bias and data-snooping bias?Cherry-picking bias
- How does Fincanva handle it?Compute time
- What does it look like in practice?Compute time
- Does a higher plan compute faster?Compute time
- How does Fincanva handle it?Confirmation bias
- How does confirmation bias show up when you read a backtest?Confirmation bias
- How do the run you kept and the run you explained away compare?Confirmation bias
- What separates confirmation bias from cherry-picking bias?Confirmation bias
- How does Fincanva handle it?Cost-ignoring bias
- Which costs does a cost-blind backtest leave out?Cost-ignoring bias
- How does turnover multiply a small cost into a large one?Cost-ignoring bias
- How can a gross winner be a net loser?Cost-ignoring bias
- How do you read the gap between the gross and net figures?Cost-ignoring bias
- How does Fincanva handle it?Costs toggle
- What does turning costs on change?Costs toggle
- What does it look like in practice?Costs toggle
- How does Fincanva handle it?Daily warm of Live strategies
- What does it look like in practice?Daily warm of Live strategies
- When does the daily warm run?Daily warm of Live strategies
- Which strategies are warmed?Daily warm of Live strategies
- How does Fincanva handle it?Data freshness and frontier
- What does it look like in practice?Data freshness and frontier
- Why does my backtest end yesterday and not today?Data freshness and frontier
- Why do my numbers change when I did not touch anything?Data freshness and frontier
- How does Fincanva handle it?Data-quality bias
- What kinds of data problems distort a backtest?Data-quality bias
- Why do splits and dividends have to be adjusted?Data-quality bias
- How can a stock split look like a 50% crash?Data-quality bias
- How does Fincanva handle it?Data-snooping bias
- Why does testing many ideas produce a false winner?Data-snooping bias
- How do 100 ideas produce one winner?Data-snooping bias
- How is data-snooping bias different from overfitting?Data-snooping bias
- How does Fincanva handle it?Dividend tax
- How much of a dividend reaches the strategy?Dividend tax
- How is dividend tax different from withholding tax?Dividend tax
- What does it look like in practice?Dividend tax
- How does Fincanva handle it?Incomplete Combined
- What does it look like in practice?Incomplete Combined
- Do the Combined-level settings do anything while it is Incomplete?Incomplete Combined
- What do "Example results" show?Incomplete Combined
- How does a Combined become Incomplete?Incomplete Combined
- How is the financing rate calculated?Interest-rate markups
- How does Fincanva handle it?Interest-rate markups
- What does it look like in practice?Interest-rate markups
- How does Fincanva handle it?Invested portion
- How do invested capital and the cash reserve work?Invested portion
- What are the invested-portion presets?Invested portion
- What happens when the invested portion is above 100%?Invested portion
- What does it look like in practice?Invested portion
- How does Fincanva handle it?Leverage
- How much exposure does a leverage multiplier create?Leverage
- What does leverage cost?Leverage
- How does your plan limit leverage?Leverage
- What does it look like in practice?Leverage
- How does Fincanva handle it?Look-ahead bias
- What causes look-ahead bias in a backtest?Look-ahead bias
- What happens when earnings are used before they were published?Look-ahead bias
- How is look-ahead bias different from the other backtest biases?Look-ahead bias
- How does Fincanva handle it?Overfitting
- What counts as a robust result?Overfitting
- Why does an overfitted strategy fail out of sample?Overfitting
- How many parameter combinations does a search really cover?Overfitting
- How can a 12-parameter strategy be perfect in sample and dead out of sample?Overfitting
- What is an in-sample / out-of-sample split?Overfitting
- How does Fincanva handle it?Plan compliance
- What does it look like in practice?Plan compliance
- How does Fincanva decide which strategies stay active?Plan compliance
- What happens to a strategy with a screener on the Free plan?Plan compliance
- What does the Live key do on a set-aside strategy?Plan compliance
- How does Fincanva handle it?Positions forced assumptions
- What does it look like in practice?Positions forced assumptions
- Why can Positions and Analysis disagree on the same strategy?Positions forced assumptions
- Which assumptions does the Positions view force?Positions forced assumptions
- How does Fincanva handle it?Precomputed toggle variants
- What does it look like in practice?Precomputed toggle variants
- Why does flipping an assumption toggle update instantly?Precomputed toggle variants
- Why are there eight variants?Precomputed toggle variants
- How does Fincanva handle it?Rebalance
- What does it look like in practice?Rebalance
- What frequencies can I choose?Rebalance
- How does the frequency shape a backtest?Rebalance
- How do risk conditions and exits interact with the frequency?Rebalance
- How does Fincanva handle it?Reinvest profits
- What changes when reinvest profits is off?Reinvest profits
- Which annualized-return metric does it drive?Reinvest profits
- What does it look like in practice?Reinvest profits
- How does Fincanva handle it?Run status
- What does each status mean?Run status
- Why does a strategy flip to Needs re-run?Run status
- What happens when Fincanva cannot reach the engine?Run status
- What does it look like in practice?Run status
- How does Fincanva handle it?Selection bias
- What makes a sample unrepresentative?Selection bias
- What goes wrong when you hand-pick the assets that happened to work?Selection bias
- How is selection bias different from survivorship bias and cherry-picking?Selection bias
- How does Fincanva handle it?Shared compute
- What does it look like in practice?Shared compute
- Why was my run instant?Shared compute
- What counts as the same setup?Shared compute
- How does Fincanva handle it?Simulation assumptions
- What does it look like in practice?Simulation assumptions
- Which changes are instant, and which need a re-run?Simulation assumptions
- How does Fincanva handle it?Simulation start year
- What counts as a good value?Simulation start year
- What does it look like in practice?Simulation start year
- How is slippage calculated?Slippage
- How does Fincanva handle it?Slippage
- What counts as a large value?Slippage
- What does it look like in practice?Slippage
- Does starting capital change a strategy's results?Starting capital
- How does Fincanva handle it?Starting capital
- When does starting capital actually matter?Starting capital
- What does it look like in practice?Starting capital
- What do the two levels of alert mean?Strategy alerts
- How does Fincanva handle it?Strategy alerts
- Which alerts can appear, and what fixes each one?Strategy alerts
- Which controls belong to the Selection section?Strategy alerts
- What do the grey notes on a Settings card mean?Strategy alerts
- What does it look like in practice?Strategy alerts
- How does Fincanva's data handle delisted companies?Survivorship bias
- Why does survivorship bias make results look better than reality?Survivorship bias
- What goes wrong in an S&P backtest on today's index members?Survivorship bias
- How is survivorship bias different from selection bias?Survivorship bias
- How does Fincanva handle it?Tax regime
- What does the tax regime change in a backtest?Tax regime
- What does it look like in practice?Tax regime
- Does the holding period change the tax rate?Tax residency
- How does Fincanva handle it?Tax residency
- What does it look like in practice?Tax residency
- How does Fincanva handle it?Taxes toggle
- What does turning taxes on change?Taxes toggle
- What does it look like in practice?Taxes toggle
- How does Fincanva handle it?Time zone
- What does it look like in practice?Time zone
- Which time zone are Fincanva's dates shown in?Time zone
- Why did a date look wrong for a moment when I first arrived?Time zone
- What does the time zone not change?Time zone
- How does Fincanva handle it?Transaction cost
- How is transaction cost charged?Transaction cost
- What does it look like in practice?Transaction cost
- How does Fincanva handle it?Volatility target
- How does a volatility target set the exposure?Volatility target
- How is a volatility target different from leverage?Volatility target
- What do the volatility-target settings control?Volatility target
- What does it look like in practice?Volatility target
- How does Fincanva handle it?Walk-forward replay
- What does walk-forward replay not protect you from?Walk-forward replay
- Why does replaying forward prevent look-ahead bias?Walk-forward replay
- What happens at each step of the replay?Walk-forward replay
- What can the replay cursor see on one rebalance date?Walk-forward replay
- How is walk-forward replay different from walk-forward optimization?Walk-forward replay
- How does Fincanva handle it?Weight drift
- What does it look like in practice?Weight drift
- Why do actual weights drift away from their targets?Weight drift
- What does weight drift do to a strategy's risk?Weight drift
- How is withholding tax calculated?Withholding tax
- How does Fincanva handle it?Withholding tax
- What does it look like in practice?Withholding tax
Test
259 questionsAnalysis
- What does each Analysis tab show?Find your way around a strategy's Analysis tabs
- What does a tab outside my plan show?Find your way around a strategy's Analysis tabs
- Which tabs does my plan include?Find your way around a strategy's Analysis tabs
- Why do my figures say they are gross of costs?Find your way around a strategy's Analysis tabs
- What do the worst-days rows show?What every number in Performance Metrics means
- How are these numbers annualized?What every number in Performance Metrics means
- Which metrics live in other views?What every number in Performance Metrics means
- Why does a row read n/a, or AAGR instead of CAGR?What every number in Performance Metrics means
- How does the By year table work?Compare a strategy with its benchmark in Performance Metrics
- What does a By year cell look like in practice?Compare a strategy with its benchmark in Performance Metrics
- Where else do these metrics appear?Compare a strategy with its benchmark in Performance Metrics
- What does each column mean, and in which currency?Read a strategy's trade history
- Why do the figures look wrong?Read a strategy's trade history
- What do the Total, DD, and NP/DD columns mean?Reading the monthly returns heatmap
- How do the Costs, Taxes, and Reinvest toggles change the numbers?Reading the monthly returns heatmap
- Why is the heatmap empty?Reading the monthly returns heatmap
- How is the projection cone built?See where a strategy could go with the Projection tab
- What does each projection method assume?See where a strategy could go with the Projection tab
- How far ahead does my plan let me project?See where a strategy could go with the Projection tab
- Why is the projection unavailable, or different?See where a strategy could go with the Projection tab
- How is the Robustness tab different from the Projection tab?Test how much to trust a backtest with the Robustness tab
- Why is the return here not the one on Performance Metrics?Test how much to trust a backtest with the Robustness tab
- Why won't a panel calculate?Test how much to trust a backtest with the Robustness tab
- How is AAGR calculated?AAGR
- How does Fincanva handle it?AAGR
- What does it look like in practice?AAGR
- Where does adjusted beta appear in Fincanva?Adjusted beta
- Why is a raw beta estimate adjusted?Adjusted beta
- Which adjustment does Fincanva use?Adjusted beta
- Why does the Adjusted beta toggle change a Beta neutral allocation?Adjusted beta
- How do you read an adjusted beta?Adjusted beta
- How does Fincanva handle it?Allocations chart
- What do the three views show?Allocations chart
- What is the Current allocation panel?Allocations chart
- What does it look like in practice?Allocations chart
- What counts as a good split?Allocations chart
- How is alpha calculated?Alpha
- Does Fincanva show alpha?Alpha
- How is alpha different from excess return?Alpha
- What counts as a good value?Alpha
- How is a return annualized?Annualization
- How does Fincanva handle it?Annualization
- What does it look like in practice?Annualization
- How is average pain calculated?Average pain
- How does Fincanva handle it?Average pain
- What counts as a good value?Average pain
- What does it look like in practice?Average pain
- How does Fincanva handle it?Backtest reliability
- What does "Could it be luck?" measure?Backtest reliability
- How does resampling show how much the figures could have varied?Backtest reliability
- What is the average annual return (arithmetic)?Backtest reliability
- What does it look like in practice?Backtest reliability
- How are best month and worst month measured?Best month and worst month
- How does Fincanva handle it?Best month and worst month
- Is the worst month the same as max drawdown?Best month and worst month
- What counts as a good value?Best month and worst month
- What does it look like in practice?Best month and worst month
- How is beta calculated?Beta
- How does Fincanva handle it?Beta
- Why does Fincanva show two different things called "Beta"?Beta
- Where does Fincanva use beta?Beta
- What does it look like in practice?Beta
- What counts as a good value?Beta
- How is CAGR calculated?CAGR
- How does Fincanva handle it?CAGR
- What does CAGR mean on my result?CAGR
- What does it look like in practice?CAGR
- What else is on the Capital Growth page?Capital chart
- How does Fincanva handle it?Capital chart
- What are the series on the capital chart?Capital chart
- Why does the cash band matter?Capital chart
- What does it look like in practice?Capital chart
- How does Fincanva handle it?Chart toggles
- What does Inflation-adj. do?Chart toggles
- What does Log scale do, and why is it sometimes greyed out?Chart toggles
- What does it look like in practice?Chart toggles
- What should you read on which setting?Chart toggles
- How is Conditional Value at Risk calculated?Conditional Value at Risk
- How does Fincanva handle it?Conditional Value at Risk
- How is CVaR different from VaR?Conditional Value at Risk
- What does it look like in practice?Conditional Value at Risk
- What counts as a good value?Conditional Value at Risk
- How does Fincanva handle it?Contribution analytics
- What does each column of contribution analytics show?Contribution analytics
- How can the parts add up exactly to the whole?Contribution analytics
- What does it look like in practice?Contribution analytics
- How does Fincanva handle it?Correlation matrix
- How is correlation calculated?Correlation matrix
- How do you read a correlation matrix?Correlation matrix
- What counts as a good value?Correlation matrix
- What does it look like in practice?Correlation matrix
- How does Fincanva handle it?Dividends and splits
- What does a dividend event record?Dividends and splits
- What does a split do to a position?Dividends and splits
- What does it look like in practice?Dividends and splits
- What does the Growth chart actually show?Equity curve
- How does Fincanva handle it?Equity curve
- What changes how the curve is drawn, and where else does it appear?Equity curve
- How do you read one equity curve?Equity curve
- What does it look like in practice?Equity curve
- What does the shape of a curve tell you?Equity curve
- How is excess return calculated?Excess return
- How does Fincanva handle it?Excess return
- What counts as a good value?Excess return
- What does it look like in practice?Excess return
- How does Fincanva handle it?Factor roster
- Which factors are in the roster?Factor roster
- What does a factor correlation tell me?Factor roster
- Why do the volatility factors read differently?Factor roster
- How does Fincanva handle it?Final value
- How is final value related to profit and total return?Final value
- What does "Vs benchmark" compare?Final value
- What does it look like in practice?Final value
- What counts as a good final value?Final value
- How does Fincanva handle it?Fincanva score
- What is the Fincanva score and how do you read it?Fincanva score
- Which dimensions does the Fincanva score weigh?Fincanva score
- Why isn't the formula published?Fincanva score
- What does it look like in practice?Fincanva score
- What is the difference between gross and net?Gross vs net
- How does Fincanva handle it?Gross vs net
- What sits inside the Costs figure?Gross vs net
- How do you read the sign of the Costs column?Gross vs net
- What does it look like in practice?Gross vs net
- How is the information ratio calculated?Information ratio
- How does Fincanva handle it?Information ratio
- What counts as a good information ratio?Information ratio
- What does it look like in practice?Information ratio
- How does Fincanva handle it?Interest received and paid
- What does Fincanva charge interest on?Interest received and paid
- What does it look like in practice?Interest received and paid
- How are these durations displayed?Longest drawdown
- How does Fincanva handle it?Longest drawdown
- How is longest drawdown different from longest recovery?Longest drawdown
- What if the strategy never recovers before the backtest ends?Longest drawdown
- What does it look like in practice?Longest drawdown
- What counts as a good value?Longest drawdown
- How does Fincanva handle it?Longest recovery
- How is longest recovery different from longest drawdown?Longest recovery
- What if the strategy never climbs back before the backtest ends?Longest recovery
- What does it look like in practice?Longest recovery
- What counts as a good value?Longest recovery
- How is max drawdown calculated?Max drawdown
- How does Fincanva handle it?Max drawdown
- What does it look like in practice?Max drawdown
- Where else does Fincanva use max drawdown?Max drawdown
- What counts as a good value?Max drawdown
- How does Fincanva handle it?Metrics table
- What does the Summary table show?Metrics table
- What counts as a good value?Metrics table
- How are the monthly and yearly averages calculated?Monthly and yearly average
- How does Fincanva handle it?Monthly and yearly average
- Why is the yearly average not twelve times the monthly average?Monthly and yearly average
- What counts as a good value?Monthly and yearly average
- What does it look like in practice?Monthly and yearly average
- What does the year detail above the grid show?Months matrix
- How does Fincanva handle it?Months matrix
- What is in the matrix?Months matrix
- What do the colours mean?Months matrix
- What does the vs. Benchmark switch do?Months matrix
- What does it look like in practice?Months matrix
- How does Fincanva handle it?Negative dividends
- Why can a dividend show as negative?Negative dividends
- What does it look like in practice?Negative dividends
- How does Fincanva handle it?P&L breakdown
- What does the P&L breakdown split your result into?P&L breakdown
- What does it look like in practice?P&L breakdown
- How does Fincanva handle it?Positions detail drill-down
- How do you follow one position from entry to exit?Positions detail drill-down
- What does each trade row record?Positions detail drill-down
- What does it look like in practice?Positions detail drill-down
- How does Fincanva handle it?Positions summary table
- What does each row of the positions summary tell you?Positions summary table
- What does it look like in practice?Positions summary table
- How is positive months calculated?Positive months
- How does Fincanva handle it?Positive months
- What counts as a good value?Positive months
- What does it look like in practice?Positive months
- How does Fincanva handle it?Projection cone
- What do the bands of a projection cone show?Projection cone
- Which ways of drawing days can a projection use?Projection cone
- What does the Change row under a projection show?Projection cone
- What does it look like in practice?Projection cone
- How does Fincanva handle it?Realized vs open P&L
- What separates realized P&L from open P&L?Realized vs open P&L
- What does it look like in practice?Realized vs open P&L
- How does Fincanva handle it?Regime timeline
- How do I read the regime timeline?Regime timeline
- Why does a Combined show more than one row?Regime timeline
- What does it look like in practice?Regime timeline
- How does Fincanva handle it?Return windows
- What does each return window cover?Return windows
- Are the windows trailing or calendar-anchored?Return windows
- Do the screener's columns work the same way?Return windows
- What does it look like in practice?Return windows
- How is the return-to-drawdown ratio calculated?Return-to-drawdown ratio
- How does Fincanva handle it?Return-to-drawdown ratio
- Why is it a ratio and not a percentage?Return-to-drawdown ratio
- What does it look like in practice?Return-to-drawdown ratio
- What counts as a good value?Return-to-drawdown ratio
- How does Fincanva handle it?Risk-free rate
- What risk-free rate is used where the series has no data?Risk-free rate
- What does it look like in practice?Risk-free rate
- How does Fincanva handle it?Rolling correlation
- How is a rolling correlation calculated?Rolling correlation
- Why does correlation spike in a crash?Rolling correlation
- How can two sleeves decouple, then move together?Rolling correlation
- What counts as a good value?Rolling correlation
- How is semideviation calculated?Semideviation
- How does Fincanva handle it?Semideviation
- Why is semideviation about 0.6 times volatility even for bell-shaped returns?Semideviation
- What does it look like in practice?Semideviation
- What counts as a good value?Semideviation
- How is the Sharpe ratio calculated?Sharpe ratio
- How does Fincanva handle it?Sharpe ratio
- What does it look like in practice?Sharpe ratio
- Which return feeds the Sharpe ratio, CAGR or AAGR?Sharpe ratio
- Does the screener's Sharpe subtract the risk-free rate?Sharpe ratio
- What counts as a good value?Sharpe ratio
- How is the Sortino ratio calculated?Sortino ratio
- How does Fincanva handle it?Sortino ratio
- What counts as a strong Sortino ratio?Sortino ratio
- What does it look like in practice?Sortino ratio
- How does Fincanva handle it?Start-date sensitivity
- How is start-date sensitivity measured?Start-date sensitivity
- What does it look like in practice?Start-date sensitivity
- What counts as a good result?Start-date sensitivity
- How does Fincanva handle it?Strategy analytics
- What does strategy analytics report for each strategy?Strategy analytics
- How do the four cards draw the strategies?Strategy analytics
- Why are tracking error and information ratio measured against the Combined?Strategy analytics
- What does it look like in practice?Strategy analytics
- How does Fincanva handle it?Stress test
- How can a stress test work without inventing data?Stress test
- How do I read the two gauges?Stress test
- What does it look like in practice?Stress test
- How does Fincanva handle it?Total P&L
- How does Total P&L differ from total return?Total P&L
- What does the Total P&L column add up?Total P&L
- What does it look like in practice?Total P&L
- How is total return calculated?Total return
- How does Fincanva handle it?Total return
- How does total return differ from Total P&L?Total return
- What does it look like in practice?Total return
- How is tracking error calculated?Tracking error
- How does Fincanva handle it?Tracking error
- What counts as a high tracking error?Tracking error
- What does it look like in practice?Tracking error
- How is Value at Risk read off a backtest?Value at Risk
- How does Fincanva handle it?Value at Risk
- How is the Gaussian VaR calculated?Value at Risk
- Why do the historical and the Gaussian VaR differ?Value at Risk
- What does it look like in practice?Value at Risk
- What counts as a good value?Value at Risk
- How is volatility calculated?Volatility
- How does Fincanva handle it?Volatility
- Why is volatility annualized with the square root of 252?Volatility
- What does it look like in practice?Volatility
- What counts as a good value?Volatility
Test
39 questionsData and methodology
- How does Fincanva handle it?Coverage window
- What does it look like in practice?Coverage window
- Why can one recent instrument shorten a whole backtest?Coverage window
- Which instruments do the coverage figures count?Data and methodology
- How far back does the data reach?Data and methodology
- Which coverage figures does the documentation print?Data and methodology
- Why does an instrument keep its history when its ticker changes?Data and methodology
- How does Fincanva handle it?Data-tier gating
- What does it look like in practice?Data-tier gating
- Why is market data gated by level at all?Data-tier gating
- What does data-tier gating control today?Data-tier gating
- How does Fincanva handle it?Delisted
- What does it look like in practice?Delisted
- Why does Fincanva keep delisted instruments?Delisted
- What happens to a position when its instrument delists mid-backtest?Delisted
- What does point-in-time index membership mean?Delisted
- How does Fincanva handle it?Index lists and point-in-time constituents
- What does it look like in practice?Index lists and point-in-time constituents
- What makes index membership point-in-time?Index lists and point-in-time constituents
- Why does point-in-time membership matter for a backtest?Index lists and point-in-time constituents
- How does Fincanva handle it?Instrument lists
- What does it look like in practice?Instrument lists
- What does an instrument list contain?Instrument lists
- How is an instrument list different from a universe or an index list?Instrument lists
- How does Fincanva handle it?Market-day and trading-calendar alignment
- What does it look like in practice?Market-day and trading-calendar alignment
- Why don't two exchanges share the same trading days?Market-day and trading-calendar alignment
- What does a mixed-exchange strategy look like on one date axis?Market-day and trading-calendar alignment
- How does Fincanva handle it?Permanent instrument identifier
- What does it look like in practice?Permanent instrument identifier
- Why does an instrument need an identifier other than its ticker?Permanent instrument identifier
- How does Fincanva handle it?Special data series
- What does it look like in practice?Special data series
- Which special data series does Fincanva keep?Special data series
- What happens when a date falls outside a series?Special data series
- How does Fincanva handle it?Tradable and Not tradable
- What does it look like in practice?Tradable and Not tradable
- Where does the Not tradable badge appear?Tradable and Not tradable
- Why can't you buy an index?Tradable and Not tradable
Follow
52 questionsLive
- What changes once a strategy is Live?Follow a strategy live
- How do I stop following a strategy?Follow a strategy live
- Why can't I mark a strategy Live?Follow a strategy live
- Can I change my answer later?Choose which strategies stay Live
- What happens when my subscription ends?Choose which strategies stay Live
- Why is one of my strategies marked SET ASIDE in the dialog?Choose which strategies stay Live
- How do I follow a set-aside strategy again?Choose which strategies stay Live
- Does changing Capital change my strategy?Read your order plan
- Why is the Deployed amount lower than the Target value?Read your order plan
- Why does the allocation show "Others (N)"?Read your order plan
- What do the messages on the Positions view mean?Read your order plan
- Which strategies appear under Needs attention?Keep your live book in order
- Which strategies appear under Controls?Keep your live book in order
- Which statuses count as in order?Keep your live book in order
- How is Home's Needs you different from To do?Keep your live book in order
- How does Fincanva handle it?Accuracy
- What does it look like in practice?Accuracy
- How is accuracy calculated?Accuracy
- What counts as good accuracy?Accuracy
- How does Fincanva handle it?Capital
- What does it look like in practice?Capital
- What does changing Capital do?Capital
- How is Capital different from starting capital?Capital
- How are Cash % and capital invested calculated?Cash % and capital invested
- How does Fincanva handle it?Cash % and capital invested
- What does it look like in practice?Cash % and capital invested
- Why do the allocation weights and the Cash % seem to disagree?Cash % and capital invested
- What leaves capital in cash?Cash % and capital invested
- Why is my cash negative?Cash % and capital invested
- How does Fincanva handle it?Live notifications
- What does it look like in practice?Live notifications
- When does Fincanva tell me a rotation is coming?Live notifications
- Does a Live notification place any order?Live notifications
- How does Fincanva handle it?Order plan
- What does it look like in practice?Order plan
- What is in the order plan?Order plan
- How does Fincanva handle it?Positions table columns
- What does it look like in practice?Positions table columns
- What do Side, Last, and Quantity mean?Positions table columns
- Why is Last in a different currency from the rest of the row?Positions table columns
- How does Fincanva handle it?Target allocation treemap
- What does it look like in practice?Target allocation treemap
- What does the treemap show, in words?Target allocation treemap
- What does "Others (N)" mean?Target allocation treemap
- How does the drill-down work?Target allocation treemap
- How is target notional calculated?Target notional
- How does Fincanva handle it?Target notional
- What does it look like in practice?Target notional
- How does Fincanva handle it?Target vs deployed
- What does it look like in practice?Target vs deployed
- How is the deployed amount calculated?Target vs deployed
- What counts as a large gap?Target vs deployed
Account
81 questionsAccount and plan
- How long do I have before this becomes a problem?What happens if a payment fails
- What happens if the payment never goes through?What happens if a payment fails
- What does Settings → Plan and usage show once the subscription has ended?What happens if a payment fails
- What if the payment notice does not go away?What happens if a payment fails
- How do Fincanva's plans work?What each plan includes
- Which methods and options does each plan include?What each plan includes
- What sets the backtest's starting year?What each plan includes
- How do these limits show up while I work?What each plan includes
- How do I change the plan of my trial?The 30-day trial
- Will I be reminded before the trial ends?The 30-day trial
- What happens when the trial ends?The 30-day trial
- My first checkout didn't go through — do I still get the trial?The 30-day trial
- Why can the tile show more Live strategies than my plan allows?See how much of your plan you use from the sidebar
- Why does the tile not count saved strategies or screeners?See how much of your plan you use from the sidebar
- What does "What you're using" show?What Settings → Plan and usage tells you
- Does this page show my trial's limits?What Settings → Plan and usage tells you
- Why do the pass and "What you're using" ever disagree?What Settings → Plan and usage tells you
- What does "Backtests start from" show?What Settings → Plan and usage tells you
- What does Backtest say for a set-aside strategy?Bring a set-aside strategy back into your plan
- Why won't a screener take another filter?Bring a set-aside strategy back into your plan
- Can an attached screener keep more filters than the allowance?Bring a set-aside strategy back into your plan
- Why is my strategy set aside when I changed nothing?Bring a set-aside strategy back into your plan
- Why can't I combine strategies?Create or copy a strategy when your plan is full
- Why was Copy to Mine refused?Create or copy a strategy when your plan is full
- What does Settings → Plan and usage say about my subscription?How to read your plan
- What's the difference between "Upgrade now" and "Switch at renewal"?How to read your plan
- Can I cancel anytime?How to read your plan
- Does the account menu point me at a specific plan?How to read your plan
- What does an Italian address need for the electronic invoice?How to get an invoice with your tax details
- How do I receive my invoices?How to get an invoice with your tax details
- How does Fincanva tell me something is missing for the electronic invoice?How to get an invoice with your tax details
- Why is a tax detail refused?How to get an invoice with your tax details
- How does Fincanva handle it?Account deletion
- What is the difference between day 1 and day 15?Account deletion
- What happens the moment I request deletion?Account deletion
- How do I cancel a scheduled deletion?Account deletion
- What is deleted, and what is anonymized?Account deletion
- How does Fincanva handle it?Active sessions
- What does it look like in practice?Active sessions
- What does the Active sessions list show?Active sessions
- How do I sign out a device I'm not using?Active sessions
- How long does a session last if I do nothing?Active sessions
- What are the five cookie purposes?How cookie consent works on Fincanva
- Are optional cookies on before I choose?How cookie consent works on Fincanva
- How do I change or withdraw my cookie consent?How cookie consent works on Fincanva
- Will Fincanva ask me again?How cookie consent works on Fincanva
- What does "Account protection" count?How to manage your account security settings
- How do I disconnect my Google account?How to manage your account security settings
- How are my devices named in Active sessions?How to manage your account security settings
- What is on the Privacy and data page?How to manage your account security settings
- Where do my notifications arrive?How to manage your notification settings
- When do notification emails arrive?How to manage your notification settings
- What can I switch on or off?How to manage your notification settings
- Why can't I turn some notifications off?How to manage your notification settings
- Can I use a passkey with Fincanva today?Passkeys
- What is a passkey?Passkeys
- How is a passkey different from a password?Passkeys
- How does Fincanva handle it?Passwordless sign-in
- What does it look like in practice?Passwordless sign-in
- How does passwordless sign-in work?Passwordless sign-in
- How is signing in without a password different from signing in with one?Passwordless sign-in
- What if I forget my password, or never set one?Passwordless sign-in
- How does Fincanva handle it?Plan level
- What does it look like in practice?Plan level
- Which plans are on the scale, and which are not?Plan level
- Is this the same as the five plans listed on "what each plan includes"?Plan level
- Is the plan level the same as what "What you're using" counts?Plan level
- How does Fincanva handle it?Two-factor authentication
- What does it look like in practice?Two-factor authentication
- What does two-factor authentication protect against?Two-factor authentication
- How do I turn two-factor authentication on?Two-factor authentication
- What are backup codes and when do I use them?Two-factor authentication
- Why do I have to accept the Terms to sign up?Why Fincanva asks you to accept the Terms
- What does the "Before you continue" screen mean?Why Fincanva asks you to accept the Terms
- Why does the sign-in screen ask me to accept the Terms?Why Fincanva asks you to accept the Terms
- Is there a minimum age to use Fincanva?Why Fincanva asks you to accept the Terms
- How does Fincanva handle it?Your Privacy Choices and Notice at Collection
- What happens to two visitors who sign up on the same day?Your Privacy Choices and Notice at Collection
- Who sees these two controls?Your Privacy Choices and Notice at Collection
- Why do Your Privacy Choices and Notice at Collection stay in English?Your Privacy Choices and Notice at Collection
- Where do I find Your Privacy Choices?Your Privacy Choices and Notice at Collection
Account
2 questions