Why should I use portfolios instead of just models in Fincanva?

While models in Fincanva define individual investment strategies, portfolios unlock their full potential.
Using portfolios — even when you’re focused on a single model — offers several key benefits that enhance strategy design, risk control, and performance analysis.

Key Benefits of Using Portfolios

1. Diversification Across Strategies

Portfolios allow you to blend multiple models — such as momentum, dividend, or value — into a single, diversified investment approach. This reduces dependence on any one strategy and helps manage risk more effectively.

2. Infinite Combinations

There’s no limit to the combinations you can build. Mix and match different models based on:

• Your goals

• Risk tolerance

• Market views

• Strategic preferences

Fincanva gives you full freedom to design tailored, multi-layered strategies.

3. Easier Performance Tracking

Portfolios provide unified simulation outputs and consolidated reports, making it easier to:

• Analyze the overall performance of your combined strategies

• Drill down into the performance of each individual model within the portfolio

This gives you clearer insights into how different parts of your strategy contribute to results.

4. Greater Risk Control

Through portfolios, you can:

• Allocate capital strategically across models

• Apply portfolio-level Risk Off rules: This dynamic risk management feature automatically adjusts exposures when predefined market conditions are triggered.

5. Strategic Blending of Time Horizons

You can combine Short-term tactical models with Long-term passive models