How do I edit an existing model in Fincanva?

To edit an existing model in Fincanva, you’ll need to open it through the portfolio where it's used. This allows you to modify its strategy, settings, or allocation logic.

1. Open the portfolio that contains the model you want to edit, or create a new portfolio.

2. In the Model section, click on Load from template.

3. In the pop-up window, browse or search for the model you wish to modify and select it.

4. The selected model will load with its current settings.

5. Make your changes—this can include allocation method, filters, risk settings, or general info.

6. Click Save to overwrite the model or Save As to save a new version without changing the original.