What is the relationship between portfolios and models in Fincanva?

In Fincanva, models and portfolios work together to define and execute your overall investment strategy.

• Models are the building blocks — each model represents a standalone investment strategy.

• Portfolios are the containers — they combine multiple models and define how capital is allocated among them.

This modular structure gives you flexibility to create highly diversified, custom strategies aligned with your goals.

What Are Models?

A model is an individual investment strategy that targets a specific:

• Asset class (e.g., stocks, ETPs, crypto)

• Market and risk condition (e.g., bullish or volatile periods)

• Investment philosophy (e.g., momentum, dividend yield, value investing)

Each model operates independently, selecting and managing assets based on its unique rules.

What Are Portfolios?

A portfolio combines multiple models into a unified investment strategy.
The portfolio defines:

• How much capital to allocate to each model.

• How and when to rebalance across models.

• Whether to apply risk management rules (like Risk Off triggers).

The portfolio controls the overall behavior and risk profile of your combined strategies.

Why This Modular Setup Matters

By combining models into portfolios, you can:

• Blend very different investment styles (e.g., growth + value + defensive)

• Create diversification across strategies, not just assets

• Customize allocation, rebalancing, and risk controls

• Test, refine, and evolve your investment approach with precision

This modular architecture enables deep control and flexibility — whether you're building simple portfolios or complex, multi-strategy frameworks.