01 · Build

Every rule is yours to set.

A strategy is five decisions — instruments, screening, allocation, risk, exits. You make all of them, and see all of them.

Global Quality MomentumRebalance every 1 mo
Run backtest
Instruments
The pool your strategy trades from
StocksS&P 500
Screening
Narrow the universe down to what you'll trade
Avg % Chg 1-3-6-12 Highest 20ROIC > 12%Debt to Equity < 1.0
Allocation
How capital is weighted across your instruments
Ranking-Based · Average Momentum
NVDA
15%
AAPL
13%
MSFT
11%
Risk
Automatically de-risk when markets turn
S&P 500 200-day moving averageRisk-Off set up
Current stateRisk-On
Position exits
Auto-close rules applied to each position
Stop loss−15%
Max positions20
1

Five cards, whole strategy. What you see above is every rule there is — nothing hidden below deck.

2

Screeners feed it. Attach one and the pool re-screens itself at every rebalance.

3

Evidence is one click. Run backtest turns these rules into a dated result you can inspect.

01 · Instruments & Screening

Define what you trade.

Hand-pick your instruments — or set the rules and let screeners pick them, fresh at every rebalance.

Explore Screeners →
Picked by you
A fixed pool you choose, instrument by instrument
VTIUS Total Market ETFETF
VEADeveloped Markets ETFETF
BNDTotal Bond Market ETFETF
GLDGold TrustETC
4 selected · the pool never changes unless you change it.
or
Picked by rules
Screeners re-pick the pool at every rebalance
StocksS&P 500
Avg % Chg 1-3-6-12Highest 20
ROIC> 12%
Debt to Equity< 1.0
The screen re-runs at every rebalance — instruments rotate in and out on merit.
From the 118-filter catalogue: Fundamental · Technical · Market & Sector · Universe · Macro (coming soon).

02 · Allocation

How much of each? You pick the rule.

Allocation methods for every temperament. The math runs itself at every rebalance — and the weights are readable every time.

The same slice for everyone

Equal Weights

Calmer assets get more

Inverse Volatility · Risk Parity

The strongest get more

Ranking-Based · Average Momentum

Your numbers, your call

Fixed Allocation
This month's weights
Ranking-Based · Average Momentum
NVDA
15%
AAPL
13%
MSFT
11%
AVGO
9%
LLY
8%
Never a black box — the method's output, visible at every rebalance.
23 methods in allalso Market Cap · Min Correlation · MPT (Markowitz) · Floating · Mimicking · Beta Neutral

03 · Risk

When markets turn, it already knows what to do.

A rule flips the strategy to its defensive posture — and brings it back in when the danger passes. No panic decisions, in either direction.

Risk-On Current state
Markets above trend — fully invested
AllocationRanking-Based · Momentum
Leverage×1.00
Posture100% invested
S&P 500 drops below its 200-day average
Confirmation · 2 weeks
rises back above it
Risk-Off
Markets below trend — defensive
AllocationEqual Weights
Leverage×0.50
Posture50% invested
Start from a presetS&P 500 200-day moving average · S&P 500 12-month momentum · VIX · VIX ratio · Short Term (5Y − 3M) · Long Term (30Y − 3M) · TIPS

04 · Position exits

Exits, decided in advance.

Risk protects the whole strategy. Exits protect each position — with rules you set when calm, applied when it counts.

Position exits
Auto-close rules applied to each position
Positions close at −15% or at +50%.
Stop loss−15%
Take profit+50%
Max positions20
Max hold12 mo
Reinvest delayNot set up

Build yours.

30-day free trialon paid plans. Free forever.Your first strategy takes minutes.

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