Features
Smarter investing starts with better tools
From screeners and strategy design to allocation logic and backtest. Fincanva brings every piece together so you can invest with intent.
How it works
From idea to execution, with zero guesswork
Fincanva combines strategy design, simulation, and portfolio optimization into a single streamlined workflow. Build with clarity. Test with confidence. Iterate with purpose.
Fincanva powerful features
Everything you need to build and break your strategy
From screeners and models to simulations and risk management, each feature in Fincanva exists to move your strategy forward. Every tool is designed to test your ideas and sharpen your edge—without distractions.
Knowledge
Empowering everyone through knowledge
Fincanva is a comprehensive financial education platform designed for everyone, from seasoned investors and financial professionals to academis and analysts. Whether you’re looking to take control of your financial future, refine your professional expertise, or delve into research, Fincanva is here for you.
For everyone
Caters to investors, professionals, analysts, students, and researchers.
From researchers to researchers
Access research-grade data and tools.
Risk-free learning
Experiment with strategies without real-world consequences.
Complex maths,
made easy
made easy
Visualize and understand complex financial models and calculations.
Investing with confidence
Fincanva empowers investors to confidently increase profits and reduce losses. Our platform provides the knowledge and tools to develop data-driven strategies, understand diverse asset classes, and master portfolio management. By fostering informed decision-making, Fincanva instills calm confidence, reduces errors, and enables investors to separate market hype from actionable insights.
Academic insights, real-world impact
Fincanva empowers academics and researchers by providing a hands-on platform to apply complex financial theories, like Markowitz optimization and statistical arbitrage, to real-world investment scenarios. Whether you’re a student, professor, or researcher, Fincanva offers a risk-free environment to explore practical applications. This platform bridges the gap between theoretical learning and actionable knowledge, fostering a new generation of financial expertise.
Elevating advisory excellence
Fincanva empowers financial advisors to elevate their practice and build lasting success. Our platform delivers a competitive edge by enabling the creation of highly tailored portfolios that precisely address individual client needs. Data-driven insights allow for testing complex strategies, analyzing historical trends, and generating compelling reports that showcase expertise. With Fincanva, client communication is enhanced, strategies refined, and the foundation for long-term growth solidified.
Empowering financial analysis
Fincanva’s robust simulation capabilities empower financial analysts to validate hypotheses and advance financial knowledge. With access to a century of economic and financial data, the platform allows for in-depth analysis of historical trends and their interrelationships, enabling analysts to explore and refine new investment strategies while staying ahead of market developments.
Backtesting
Powerful, realistic, reliable
Fincanva’s simulations offer a cutting-edge approach to testing investment strategies. By eliminating common biases and incorporating real-world constraints, our simulations and backtesting provide a true-to-life representation of potential portfolio performance.
Realism
Simulate real-world market conditions, not just historical data.
Proprietary engines
Accurate and reliable results, addressing traditional backtesting flaws.
Accuracy
Get reliable results without common biases that plague other tools.
Screener backtest
Backtest not only strategies, but also screeners.
Accurate, Bias-Free Backtesting
Fincanva simulations are designed to be as realistic as possible, reflecting what would have happened if you had implemented your investment approach in the past. This is achieved by avoiding common biases like look-ahead bias, selection bias, and survivorship bias, and by incorporating real-world costs and constraints, like trading fees, slippage, taxes, interests payments, inflation and more.
Adaptive strategies, consistent performance
Unlike static portfolios that remain unchanged, Fincanva's simulations leverage dynamic portfolios that adapt in real-time to the ever-changing market conditions. This adaptability is crucial for consistently generating alpha (outperforming benchmarks) and ensuring your investments remain aligned with your financial goals, even as the market landscape evolves.
Proprietary engine redefining backtesting
Fincanva's simulations are powered by a proprietary engine that is specifically designed to address the shortcomings of traditional backtesting tools. This engine ensures that your simulations are accurate, reliable, and actionable. It uses a walk-forward approach, includes delisted shares, and incorporates real-world costs and frictions to provide the most realistic and trustworthy results possible.
Bridges theory and practice
Fincanva's simulation engine is not just a theoretical tool; it's designed to bridge the gap between simulation and real-world implementation. Every investment idea tested in a Fincanva simulation can be seamlessly translated into a live trading environment. This ensures that your well-tested strategies can be effectively executed in the real world to achieve your investment objectives.
Portfolio management
Learn, test, build, optimize
Fincanva empowers you to learn about portfolio management through hands-on experimentation. Test your strategies in a risk-free environment, build diversified portfolios, and continuously optimize your allocations. Track performance in real-time, rebalance effortlessly, and adapt to changing market dynamics.
Dynamic adaptation
Portfolios adapt to changes in market conditions.
Unmatched diversity
Wide array of tools to tailor your portfolio.
Strategic flexibility
Adjust your portfolio to your risk tolerance and goals.
Growth potential
Build portfolios designed for long-term growth.
Your investment blueprint
A Fincanva portfolio serves as your personalized investment blueprint, outlining the combination of models (individual strategies), the allocation of capital to each model, and the risk profile. This blueprint acts as your roadmap, guiding your investment decisions and ensuring your portfolio aligns with your unique financial goals and risk tolerance.
Proactive risk management
Implement risk management rules to protect your portfolio from downside risk and volatility. Fincanva's advanced risk management tools offer insights into the performance of various risk management strategies. Its simulation capabilities allow studying and learning from historical data, thereby enabling you to make informed decisions to safeguard your investments.
Diversified, personalized portfolios
Fincanva portfolios empower you to diversify your investments across multiple models, each with its own distinct strategy and focus. This diversification helps to mitigate risk and enhance potential returns. Additionally, Fincanva offers flexibility in tailoring your portfolio to match your specific risk tolerance and financial objectives, allowing you to create a truly personalized investment approach.
Optimize with in-depth analytics
Fincanva portfolios offer robust performance monitoring tools, allowing you to easily track and analyze the effectiveness of your strategy. You can gain insights into the performance of individual models, as well as the overall portfolio, enabling you to make informed decisions and adjustments as needed to optimize your investment strategy.
Dynamic risk management
Control risk. Maximize potential.
Fincanva’s cutting-edge risk management tools provide insights into the performance of various risk management strategies. Its backtesting capabilities allow studying and learning from historical data, thereby enabling you to make informed decisions to safeguard your investments.
Personalized risk
Tailor risk parameters to your unique risk profile.
What if?
Explore how your portfolio could perform under different scenarios.
Swift rebalancing
Automatically adjust your portfolio when risk thresholds are met.
Test for confidence
Test your risk management strategies to assess their effectiveness.
Proactive portfolio protection
Fincanva's risk management features enable you to set predefined risk thresholds or market conditions that trigger automatic adjustments to your portfolio or model allocations. This proactive approach helps you stay ahead of potential risks and safeguard your investments from adverse market movements.
Stress-test your risk strategies
Evaluate and test the historical performance of your risk management rules to gain confidence in their effectiveness. Fincanva's advanced simulation engine enables you to test your investment strategies in a risk-free environment. It simulates real risk situations such as the .com bubble, sovereign debt crises, and all other crises dating back to the early 1900s.
Infinite risk strategy possibilities
You have the flexibility to define specific risk-off scenarios and corresponding actions, tailoring the risk management strategy to your individual risk tolerance and investment objectives. This customization allows you to create a risk management plan that aligns with your unique financial goals and comfort level.
Safeguard your financial future
By incorporating risk management into your Fincanva portfolios and models, you add an extra layer of security to your investments, safeguarding your capital and promoting long-term financial stability. This enhanced security can give you peace of mind, knowing that your investments are protected by a robust risk management framework.
Data
Unmatched quality data for better Insights
Access a vast library of high-quality financial data, ensuring unbiased security selection and accurate backtesting. Fincanva’s comprehensive data includes historical listings and delistings, providing a complete picture of market dynamics since early 1900.
Stock, ETPs, crypto
Fundamentals, technicals, dividends and splits, macro factors, indices, and more.
Stringent quality
Rigorous data validation ensures accurate and consistent data.
North America, EU and UK
Get access to North American and European markets.
Historical depth
Start backtests from early 1900.
Trusted data sources for comprehensive analysis
Fincanva partners with a wide range of reputable data providers, including Nasdaq Data Link, Sharadar, EODHD, Siblis Research, Quandl, and more, ensuring comprehensive coverage across North American and European markets, various asset classes like stocks, ETFs, indices, and cryptocurrencies, and diverse data types such as prices, fundamentals, and macroeconomic indicators.
Holistic market data suite
Fincanva offers a comprehensive suite of data, encompassing historical price data for various assets, fundamental data like company financials and earnings reports, and macroeconomic data such as economic indicators and interest rates. This diverse data empowers users with a holistic view of the market, enabling informed investment decisions.
Precision-validated market data
Fincanva prioritizes data accuracy and reliability by subjecting all data to rigorous validation and cleansing processes, ensuring consistency and adherence to the highest industry standards. The data is continuously monitored and updated to reflect the latest market developments, guaranteeing that users have access to the most relevant and reliable information.
Commitment to users
Fincanva is dedicated to empowering users with the highest quality data and tools to support their investment journey. By providing accurate, reliable, and diverse data, along with educational resources and research reports, Fincanva enables users to make data-driven decisions and achieve their financial goals.
Detailed output
Your Portfolio’s Performance, Visualized
Fincanva generates comprehensive reports and visualizations that clearly illustrate your portfolio’s performance, risk profile, and potential areas for improvement. Transform complex data into actionable insights.
Personalized benchmarks
Compare results against other portfolios or benchmarks.
Performance pulse
Track capital, growth, costs, taxes, inflation impacts and more.
Compare strategies
Fincanva helps you analyze and compare multiple models and strategies.
Actionable insights
Get insights for optimizing your strategy based on data.
In-depth performance analysis
Fincanva offers a comprehensive suite of tools to dissect your portfolio's performance from various angles. It provides detailed insights into individual asset performance, allowing you to assess the contribution of each holding to your overall returns. Additionally, it calculates and presents a wide range of portfolio-level metrics, including risk measures, to give you a holistic view of your investment strategy's effectiveness.
Side-by-side strategy comparison
If you're using multiple models or strategies within your portfolio, Fincanva enables you to evaluate and compare their performance side-by-side. You can analyze how each model contributes to your overall returns, how they interact with each other, assess their risk profiles, and identify which strategies are most effective in achieving your investment goals. This information is crucial for refining your portfolio and optimizing your allocation of resources.
Advanced simulation capabilities
Fincanva's advanced simulation engine allows you to test your investment strategies under different market conditions and scenarios. You can incorporate real-world factors like trading costs, taxes, and profits/dividend reinvestment to get a realistic picture of how your portfolio behaves. This feature helps you make informed decisions by understanding the potential outcomes of your investment choices.
Actionable portfolio improvements
Fincanva goes beyond simply presenting data; it provides actionable insights that can guide your investment decisions. By highlighting the strengths and weaknesses of your portfolio, identifying potential risks, and suggesting areas for improvement, Fincanva empowers you to take proactive steps to enhance your investment strategy and achieve better results over time.
SCREENERS
The most comprehensive and powerful screener
A screener you’ve never seen before. Quickly identify investment opportunities that match your criteria. Fincanva’s powerful screener allows you to filter assets based on customizable parameters, saving you time and effort.
Precision unleashed
Uncover hidden gems with the same vast, precise data used for our simulations.
Overpowered
More than a screener, it's an insight engine born from our portfolio simulator.
Versatile & adaptable
Flexible enough for any investor, customize the screener to match your goals.
Surprisingly free
Incredible value, completely free. A testament to our commitment to innovation.
Unique origin, unmatched precision
Our screener is not your average tool. It's a direct result of our advanced portfolio simulation engine, utilizing the same vast and precise dataset. This unique origin ensures you're working with a screener built on a foundation of in-depth financial modeling.
Free access,
uncompromised quality
We believe in empowering investors. That's why we provide our powerful screening capabilities completely free of charge. It's a byproduct of our core simulation engine, and we're committed to sharing its benefits with the investment community.
Endless opportunities, one screener
Thanks to our comprehensive data engine, our screener offers unmatched versatility. You can analyze a wide array of investment opportunities, from stocks and ETFs to Cryptocurrencies and beyond. The possibilities are vast, limited only by your financial goals.
Data-driven precision,
market-reflective results
Our screener doesn't just rely on basic data. We incorporate a multitude of environmental variables, ensuring your screening results accurately reflect real-world market conditions. This data-driven approach gives you the confidence to make informed investment decisions.
Models
Craft Your Portfolio with Tailored Models
Fincanva’s models are the building blocks of your investment strategy. Each model represents a unique approach to investing, focusing on specific asset classes, investment styles, or risk profiles. Create and customize your own models to diversify your portfolio and achieve your financial goals.
Targeted strategies
Target specific market segments or asset with tailored investment strategies.
Building blocks
Mix and match models within a portfolio.
Customization
Build models to fit your risk tolerance, investment duration, and financial goals.
Test and refine
Test your models against historical data to refine and optimize your strategies.
Building blocks for personalized strategies
Models are the fundamental components you use to construct your unique investment approach in Fincanva. They allow you to tailor your strategy to your specific goals and risk tolerance by selecting assets, defining allocation methods, and setting risk management parameters.
Testable and refinable with historical data
You can simulate your models against historical market data to evaluate their performance under various conditions, including market downturns and periods of high volatility. This allows you to refine and optimize your strategies, adjusting parameters like asset selection criteria and risk management rules, before applying them to real investments.
Focused strategies for every opportunity
Each model embodies a unique investment strategy aimed at a specific idea, market segment, or asset class. These strategies can encompass everything from value and growth investing to fundamental and technical analysis, momentum and mean reversion, ETPs rotation, and beyond. This targeted approach enables you to take advantage of particular opportunities or trends that align with your investment thesis.
Bundle models for diversification
Models are designed to be combined within a portfolio, allowing you to create a diversified and more balanced investment strategy. By blending multiple models with different focuses and risk profiles, you can potentially enhance returns while mitigating overall portfolio risk.
Allocation Methods
Advanced Allocation for Smarter Strategie
Fincanva offers a wide array of allocation methods, allowing you to tailor your investment strategy to your specific goals and risk tolerance. Choose from classic approaches like equal weights and market cap weighting, or explore more sophisticated methods like risk parity and modern portfolio theory.
Diverse allocations
A wide array of allocation methods, from simple to sophisticated.
Advanced tech
Access cutting-edge financial techniques previously only available to institutions.
Computational power
Handles complex calculations, making advanced strategies effortless.
Empowering all
User-friendly interface and clarity make Fincanva accessible to everyone.
From simple to sophisticated allocation
Fincanva offers a wide spectrum of allocation methods, ranging from basic approaches like equal weighting to sophisticated techniques like risk parity and modern portfolio theory. This diversity caters to investors of all levels, from those seeking simple diversification to those pursuing complex risk-return optimizations.
Powerful computation made simple
Many sophisticated allocation methods involve complex calculations and optimizations. Fincanva's robust computational infrastructure handles these intensive computations, enabling users to effortlessly implement strategies that would otherwise require significant technical expertise.
Advanced finance for all
Our platform democratizes access to cutting-edge financial methodologies that were traditionally limited to institutional investors and financial experts. Now, anyone can leverage these advanced techniques to grow their comprehension of financial concepts and markets, and potentially enhance their portfolio performance.
Empowering investors of all backgrounds
We believe that advanced financial tools should be accessible to everyone. Fincanva's user-friendly interface and clear explanations empower investors of all backgrounds, regardless of their mathematical or financial knowledge, to make informed investment decisions.
Live investing
From simulation to real-world success
Fincanva smoothly transitions you from strategy simulation to real-world investing. After refining your approach, you can confidently move to live investing, supported by real-time insights and tools for executing decisions and monitoring your portfolio’s performance.Fincanva offers a wide array of allocation methods, allowing you to tailor your investment strategy to your specific goals and risk tolerance. Choose from classic approaches like equal weights and market cap weighting, or explore more sophisticated methods like risk parity and modern portfolio theory.
Transparent position monitoring
Monitor open positions and understand the rationale.
Clear insights
Receive actionable recommendations for portfolio adjustments.
Automated risk management
Protect investments with adaptive portfolios.
Learn
Refine your strategies through ongoing analysis.
Comprehensive cost-adjusted testing
Test your investment strategies under real-market conditions, incorporating costs like trading fees, slippage, borrowing rates, taxes, and inflation. Fincanva's advanced simulation engine also accounts for factors like profits and dividend reinvestment, providing a comprehensive view of potential performance.
Dynamic strategies for evolving markets
Benefit from dynamic portfolios that adapt to changing market conditions based on predefined risk management rules. Fincanva allows you to set up automated risk management triggers that adjust your portfolio's properties in response to the ever-changing economic landscape, ensuring your investments stay aligned with your risk tolerance and financial goals.
Understand and improve your portfolio
Gain in-depth insights into your portfolio's performance through detailed metrics, visualizations, and analyses. Fincanva offers various tools like equity evolution charts, position history tables, and monthly return summaries to help you understand your portfolio's strengths, weaknesses, and areas for improvement.
From analysis to action
Make informed investment decisions using comprehensive analysis and simulations. FinCanva's Current State gives a snapshot of your portfolio's current positions. It also offers actions based on the rules you've set, helping you apply your simulation results to actual investment decisions.