Question 1

How does Fincanva handle it?

Accepted Answer

All at once shows each part of a strategy as its own card — here the Allocation card, naming its method (Risk parity, with its goal, Balance risk, and its description) and, beneath it, the method the strategy uses in Risk-Off. Every card edits the live strategy in the page's own state, so a change is visible immediately — but it only persists once you save. Changing a setting that feeds the backtest leaves the last result standing and flips its run status to Needs re-run until you re-run. Switching the Strategy type card changes which cards the strategy uses, so it is confirmed first: the confirmation names the cards the new type requires, and any card the new type does not require that is currently configured is reset to its defaults. The ⋯ menu's first item, Open step by step, opens the same strategy in Step by step for this visit only (offered to someone who can edit it, not on a Combined member's page): it changes no preference, and nothing is lost either way. The old icon that switched between the two views is gone. A public strategy opens in All at once read-only — it cannot be saved directly; see Mine / Public.

Question 2

What does All at once show?

Accepted Answer

All at once lays out one card per part of the strategy, each editing that part directly:

Card	What it controls
Strategy type	which strategy type the strategy is, and therefore which cards apply
Rebalance	the strategy's rebalance cadence
Asset selection	the instruments the strategy may hold — see asset-selection modes
Allocation	the allocation method that weights capital across those instruments
Risk	the risk conditions that switch the strategy to its Risk-Off allocation
Position exits	the take-profit and stop-loss rules applied to each position

A part that does not apply to the strategy's type is not shown; a part that is optional for that type appears as an Add row until you set it up, and then becomes a full card.

Question 3

How does All at once differ from Step by step?

Accepted Answer

The difference is exposure and explanation, not capability: All at once shows every applicable card together, while Step by step shows one chapter at a time, with an explanation beside the choices that need one, and lets you skip the optional chapters. Neither view can set something the other cannot, and neither holds a private copy of the strategy — a change made in one is the same change in the other. Step by step is the better fit for a first build, where the order of decisions is itself the help; All at once is the better fit for changing two or three unrelated settings, because you do not walk past the chapters in between.

Question 4

What does All at once add for a Combined?

Accepted Answer

For a Combined, All at once adds the Combined's own layer on top of the per-strategy cards: a section listing the strategies it holds, and a Combined-level allocation that splits capital between them. Each member strategy keeps its own set of cards, edited scoped to that strategy. A Combined holding fewer than two strategies is an Incomplete Combined and cannot run.

Question 5

What does it look like in practice?

Accepted Answer

You have a Full setup strategy and want to change three unrelated things: the rebalance cadence, the allocation method, and the stop-loss level. In Step by step that is three chapters — Rebalance, Allocation and Risk and exits — reached in the map's order, with the chapters in between on the way. In All at once all three cards — Rebalance, Allocation, and Position exits — are on the same page: you edit each in place, save once, and re-run once. The strategy that results is identical either way; only the number of screens you passed through differs.