Getting started (3)
Start here. Set up your account and get familiar with how Fincanva works.
Building strategies & portfolios (4)
Create personalized investment strategies using models, allocation methods, and risk controls.
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What is a portfolio in Fincanva?
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How do I create a portfolio in Fincanva?
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How does portfolio allocation work in Fincanva?
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What is a model in Fincanva?
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How does asset selection work in a Fincanva model?
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How does model allocation work?
Simulation & backtesting (2)
Run historical tests on your strategies before putting real money on the line.
Output & analysis (1)
Turn your simulations into real insights. Understand your portfolio’s performance in detail.
Data & screeners (2)
Explore Fincanva’s data sources and use screeners to find assets that fit your strategy.
Subscriptions & billing (2)
Manage your subscription, payment details, and plan options.
Support & resources (2)
Need help? Want to learn more? Here's where to go.