What is a model in Fincanva?

Modified on Mon, 28 Apr at 6:37 PM

In Fincanva, a model is a specific investment strategy that selects and allocates assets based on defined rules.
Models are the building blocks of your portfolio — allowing you to focus on different market ideas, asset types, or strategic philosophies.

Each model operates independently, following its own logic for:

Asset selection (using screeners and filters)
Allocation methods (how capital is distributed across assets)
Risk management settings (how to adapt to changing conditions)

By combining multiple models inside a portfolio, you can diversify strategies and build complex, resilient investment frameworks.

What a Model Includes

Every model in Fincanva is defined by:

Asset Selection
Choose the universe of assets to invest in, using screeners, sector filters, or manual selection.
Allocation Method
Define how the model allocates capital across the selected assets (e.g., Equal Weights, Risk Scaling).
Optional Risk Management Rules
Apply controls to adapt the model's behavior under specific market conditions.

Examples of Models

Value Investing Model: Selects undervalued stocks based on metrics like low P/E ratios.
Momentum Model: Picks top-performing stocks from the past 6 months to ride existing trends.
Crypto Rotation Model: Switches between top cryptocurrencies based on short-term returns or volatility patterns.
Defensive Model: Moves to cash or bonds when market volatility exceeds a certain threshold.

Each model encapsulates a complete idea — letting you test, refine, and deploy it independently or as part of a broader portfolio strategy.