Risk templates are the ready-made risk conditions listed in the Signal menu of the condition builder: each arrives with its instrument, indicator, operator and thresholds already filled in, so one pick gives you a complete, working condition. They are starting points, not recommendations — the choice, and any tuning, stays yours.
Also seen as: presets, ready-made conditions.
How does Fincanva handle it?
CBOE volatility index level. Risk-Off when volatility exceeds the threshold.
Go Risk-Off when the of .
Back to Risk-On when it .
When the rule flips, switch .
- Eleven templates ship today, grouped under Volatility, Yield curve, Inflation and S&P 500. An inverted yield curve means the shorter-dated yield in the pair sits above the longer-dated one, so the spread turns negative — which is what those templates compare against. The two inflation-indexed spreads read the same pairs on inflation-linked yields instead of nominal ones.
- Every template ships with Confirmation delay (weeks) at 0 and Auto-rebalance off — maximum responsiveness, and therefore maximum exposure to whipsaw; add patience or off-schedule rebalancing yourself.
- Most templates are Single series conditions with two thresholds. The S&P 500 200-day moving average template is a Double series condition, comparing the index with its own moving average, so it has no numeric thresholds.
- Several templates read their series untransformed — see Raw price.
- Where a template's construction is not published — the Average momentum behind TIPS, for instance — Fincanva documents what it observes, not how the value is built.
- A built-in template is a pre-filled form, not a signal that it works: Fincanva does not say which to use, whether to use one, or what threshold to set. See Is this financial advice?.
What does it look like in practice?
You pick the S&P 500 200-day moving average template. The builder fills in a Double series condition: Series 1 is the S&P 500 read as a level, and the Comparison series is the same index transformed by a simple moving average over 200 days. The comparison between them is the whole condition, which is why its sentence holds no threshold — there is no number to type.
You then select the confirmation delay in the rule's last sentence, set Confirmation delay (weeks) to 4 so a brief dip below the average is not acted on, and leave Auto-rebalance off so a flip rides the strategy's normal rebalance schedule. Because the confirmation delay is not one of the fields this template exposes for tuning, its description now reads with " (modified)" after it — a label, not a warning. Reset to template would undo both edits. The steps are in Set up a risk condition.
What do the built-in risk templates watch?
Each description below is the one the app shows.
| Group | Template | What it watches |
|---|---|---|
| Volatility | VIX | "CBOE volatility index level. Risk-Off when volatility exceeds the threshold." |
| Volatility | VIX ratio | "Ratio of short-term (VIX) to medium-term (VXV) implied volatility. Risk-Off when the short term exceeds the medium term." |
| Inflation | TIPS | "Average momentum of Treasury Inflation-Protected Securities. Risk-Off when momentum turns sharply negative." |
| Yield curve | Short Term (5Y − 3M) | "Short-end yield curve spread. Risk-Off when inverted." |
| Yield curve | Medium Term (10Y − 5Y) | "Mid-curve yield spread. Risk-Off when inverted." |
| Yield curve | Medium Term (10Y − 5Y, inflation) | "Inflation-indexed mid-curve spread. Risk-Off when inverted." |
| Yield curve | Long Term (30Y − 3M) | "Long-end vs short-end spread. Risk-Off when inverted." |
| Yield curve | Long Term (30Y − 10Y) | "Long-end spread. Risk-Off when inverted." |
| Yield curve | Long Term (30Y − 10Y, inflation) | "Inflation-indexed long-end spread. Risk-Off when inverted." |
| S&P 500 | S&P 500 200-day moving average | "Risk-Off when the S&P 500 is below its 200-day simple moving average." |
| S&P 500 | S&P 500 12-month momentum | "12-month percent change of the S&P 500. Risk-Off when 12-month momentum turns negative." |
What can you change once you pick a template?
You can change every value of a template, because the builder shows the whole rule as one sentence and each value in it opens its own control. Each template declares the values it expects you to adjust — for most of them the two thresholds and their operators; the S&P 500 200-day moving average template declares none — and changing any other value appends " (modified)" after the template's description, so you can see the condition no longer matches its template. Reset to template puts the original values back. To start from nothing, the menu also offers Custom ("Build your own rule from scratch.") with two starting shapes, "Single series" and "Double series" — see Condition types.