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Strategies
Instruments, allocation methods, risk conditions, position exits — and composing several strategies into one portfolio.
12 guides · 272 questions · 55 termsUPDATED 2026-10-06
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12 guidesQuestionsQuick answers
272 questionseach one lands on the exact answer
- What does the card show when nothing is picked?
- Does editing the saved screener update strategies that already use it?
- What do the speed and plan marks in the picker mean?
- Does a method I am not using still affect my results?
All questions on Strategies →Show less ↑
grouped by the page that answers them
from Limit MPT's weights
from Position exits
from Average momentum
from Beta neutral
from Black-Litterman
from Calculation window
from Clustering
from Combined weighting
from Condition types
from Confirmation delay
from Contracts
from Covariance matrix
from Equal weights
from Execution time
from Exit reason
from Fixed weights
from Floating
from Inverse volatility
from Market cap
from Max diversification
from Max hold months
from Max positions
from Mimicking
from Min correlation
from Min CVaR
from Min MAD
from MPT (Markowitz)
from Percent change
from Ranking-based
from Raw price
from Reinvest delay
from Risk condition
from Risk parity
from Risk templates
from Risk-On and Risk-Off
from Robust worst case
from Seed universe
from Stop loss
from Take profit
TermsThe words of this section
55 terms- Allocation and allocation method
- Auto-rebalance on flip
- Average momentum
- Beta neutral
- Black-Litterman
- Calculation window
- Clustering
- Combined weighting
- Condition types
- Conditional drawdown at risk
- Confirmation delay
- Contracts
- Covariance matrix
- Direction: Long-only, Long/short, Short-only
- Entropic value at risk
- Equal weights
- Execution time
- Exit reason
- Fixed weights
- Floating
- Hidden regimes (Markov)
- Hierarchical equal risk contribution
- Hierarchical risk parity
- Inverse volatility
- Market cap
- Max diversification
- Max hold months
- Max positions
- Mimicking
- Min correlation
- Min CVaR
- Min MAD
- MPT (Markowitz)
- Nested clustered optimization
- Per-strategy risk layer
- Percent change
- Ranking-based
- Raw price
- Reinvest delay
- Risk condition
- Risk measure selection
- Risk parity
- Risk templates
- Risk-Off canonicalization
- Risk-On and Risk-Off
- Robust worst case
- Seed universe
- Simple moving average (SMA)
- Single-asset simplification
- Stochastic programming
- Stop loss
- Strategy's own performance
- Take profit
- Two-condition combination
- Whipsaw
Looking for a word from another section? All terms A–Z →
Fincanva is for education and illustration only. It is not personalised financial advice, and past or simulated results do not predict future ones. Read the Terms Addendum
STRATEGIES · 67 PAGES