How do I run a simulation in Fincanva?

Running a simulation in Fincanva allows you to backtest your portfolio against historical market data. This helps you evaluate performance, analyze risk, and refine your strategy—all before investing real money.

1. Navigate to the Portfolio section from the main menu.

2. Under Your Portfolios, locate the portfolio you want to simulate.

3. Check the status of the portfolio:

   • Ready: The simulation has already been computed, and you can view the output immediately.

   • Queued: The simulation is in line and will begin shortly.

   • Computing: The simulation is currently running.

   • Failed: There was an error; you may need to review the settings and try again. If the error persist, contact support.

   • Launch: If the portfolio hasn’t been simulated yet, click the Rocket button in the action column to begin the simulation.

4. Once the simulation completes and the status changes to Ready, from the action column you can access the output reports, including performance charts, risk metrics, and detailed analytics.

Any change that impacts simulation (e.g., Starting Capital, Starting Year, Tax Settings) will automatically reset the simulation status to Launch, requiring a rerun.