The Allocation History tab in Fincanva helps you visualize how your portfolio’s capital was distributed among different models over time. It offers valuable insights into how each model contributed to your portfolio’s performance, diversification, and risk profile.
Capital Distribution Over Time
Track how your capital was allocated across models throughout the simulation period. This view reveals whether your strategy remained stable or dynamically shifted based on market conditions or model rules.
Model Comparison
Analyze each model’s:
Net Profit
Overall Capital Impact
This helps you understand the relative contribution of each model to the portfolio's returns.
Use the Allocation History tab to:
Understand the role and weight of each model over time
Identify periods when one model dominated performance or dragged down returns
Evaluate how well your allocation strategy balanced risk and return across models
This tab is essential for:
Refining your model mix
Enhancing diversification
Optimizing capital deployment across your investment strategies
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