Starring strategies and screeners

↗See this in Fincanva — the Favourites filter on Strategies

Before you start

No prerequisites — you can favourite anything you can see, including your own strategies and screeners and any public ones you're browsing. To understand what a strategy is before you start starring them, see What is a strategy?.

Steps

1. Find the strategy or screener — in its explorer sidebar row, in its dashboard table row, or on its own page — and select the star.
2. Selecting an unstarred star adds the item to your favourites; selecting a starred (gold) star removes it. You can do the same from the row's ⋯ menu, which shows "Add to favourites" or "Remove from favourites" depending on the current state.
3. To see only your starred items, turn on the Favourites filter above the strategy or screener list.

What you should see

A favourited item's star stays filled gold, visible even when you're not hovering the row. Turning on the Favourites filter narrows the list to your starred strategies or screeners only; if you haven't starred anything yet in that list, you see "No favourites yet".

Why does a live strategy's star lock?

Marking a strategy Live automatically adds it to your favourites, and its star locks gold for as long as the strategy stays live — you can't remove it from favourites while it's running. Selecting the locked star, or otherwise trying to unfavourite a live strategy, shows "Turn the strategy off first"; turn the strategy off, then unstar it if you want to. Screeners have no Live state, so a screener's star never locks.

How many favourites can I have?

You can favourite up to 200 strategies and up to 200 screeners — the two lists are tracked and capped separately, so favouriting 200 screeners doesn't use up any of your strategy favourites. If a strategy is auto-favourited by going Live while you're already at the 200-strategy cap, it still goes live — it just isn't added to your favourites, rather than blocking the Live toggle.

Common problems

Why can't I unstar my live strategy?

The strategy is currently Live, and Fincanva keeps a live strategy favourited so you don't lose track of it. Turn the strategy off first, then remove the star.

Why won't a new favourite save?

If you're already at the 200-item cap for that list — strategies or screeners — the app can't add another and shows "Couldn't save favourite". Remove an existing favourite from that list, then try again.