What is a portfolio in Fincanva?

Modified on Mon, 28 Apr at 6:34 PM

In Fincanva, a portfolio represents your overarching investment strategy — a structured plan that brings together multiple investment approaches under one roof.
It defines:

How your capital is deployed
How different strategies work together
Whether and how to apply risk management rules

Portfolios allow you to build diversified, dynamic investment solutions tailored to your financial goals and risk tolerance.

How Portfolios Are Structured

Each portfolio consists of:

One or more models — individual investment strategies focusing on specific asset classes, sectors, or methodologies.
A capital allocation method — how your total investment is divided across the models.
Optional risk management rules — automatic adjustments based on market conditions (Risk-On and Risk-Off triggers).

You control the architecture: Select models, set allocations, and decide whether and when the portfolio should adapt to changing environments.

Example

Imagine you build a portfolio that includes:

- Model 1: Focuses on growth stocks in the U.S. market using momentum indicators.

- Model 2: Invests in long-term government bonds to add stability and reduce volatility.

In this case, your portfolio might allocate 70% of capital to the stock model and 30% to the bond model. You could also add a risk rule that shifts capital into safer assets when market volatility exceeds a certain threshold.