How does Fincanva help turn investment ideas into actionable strategies?

Fincanva is designed to take your investment ideas and transform them into fully tested, data-driven strategies. At the heart of the platform is a powerful engine that combines model creation, portfolio building, simulation and backtesting, and screening tools into a seamless, interconnected loop.

• Build models to express specific strategies:

  • Start by creating a model, which represents a single investment strategy—like value investing, momentum, or sector rotation.

  • Each model includes rules for asset selection, allocation methods, and risk management settings.

• Combine models into portfolios:

  • A portfolio is your complete investment strategy, made up of one or more models.

  • You define how capital is distributed across models and can tailor the structure to your goals, risk tolerance, and time horizon.

• Run simulations to test and refine:

  • Use Fincanva’s simulation engine to backtest your portfolio over historical data.

  • Simulations factor in real-world elements like trading costs, taxes, and market conditions to provide realistic results.

  • You can simulate how your portfolio would have performed over years or decades, uncovering strengths and weaknesses.

• Use output reports to analyze and improve:

  • Fincanva provides detailed reports on equity evolution, monthly returns, model performance, and much more.

  • These insights help you refine your model rules, adjust allocations, and strengthen your overall strategy.

In addition to portfolios and simulations, Fincanva offers powerful screeners:

• Screeners help you filter the market:

  • Use customizable screeners to find stocks, ETFs, or cryptocurrencies that meet your criteria—based on fundamentals, technicals, or sectors.

  • Screeners are built on the same simulation engine, ensuring that asset selection is reliable and relevant to real-world performance.

• Save and reuse screeners inside models:

  • Once created, your screeners can be integrated directly into your models and portfolios as asset selectors.

  • This means your asset filters become part of your live strategy, ensuring consistent logic from idea to execution.

Fincanva is more than a collection of tools—it’s a connected strategy builder loop. You screen the market, build models, combine them into portfolios, run simulations, and analyze results—then loop back to refine your strategy. Everything works together to help you create smarter, more robust investment strategies.