How do I change the starting year of a simulation in Fincanva?

Changing the starting year of a simulation in Fincanva lets you see how your portfolio would have performed beginning from a different historical period. This is helpful for evaluating strategy resilience across various market cycles.

1. Go to the Portfolio section in the main menu.

2. In the My Portfolio table, locate the portfolio you want to adjust.

3. In the Sim Start column, double-click the year currently displayed.

4. Select a new starting year from the dropdown list.

5. The simulation status will automatically switch to Launch, indicating that it needs to be rerun with the new date.

6. If the simulation does not start automatically, go to the Action column for that portfolio and click Launch.

7. Wait for the status to update to Ready to access the updated simulation results.

By adjusting the simulation start year, you can test how your strategy would have performed during different historical events or economic conditions.