How do I change cost simulation settings in Fincanva?

Modified on Mon, 14 Apr at 8:28 PM

Fincanva allows you to customize cost-related assumptions for all your simulations by adjusting the margin rate markup and short sale rate markup. These cost simulation settings affect how leverage and short-selling costs are calculated. Any changes made to these values will automatically trigger a relaunch of all your simulations to apply the updates.


1. Click on your Name menu in the top navigation bar.

2. Select Account & Settings from the dropdown, then Platform Settings

3. Scroll to the Cost Settings section.

4. Adjust the following values as needed:

  • Margin Rate Markup (also called Borrowing Rate Premium): Sets the additional cost applied when using leverage in simulations.

  • Short Sale Rate Markup: Defines the extra cost incurred for short-selling assets in your simulations.

5. After updating these settings, click Save.


Important
Any changes made to these settings will automatically trigger a relaunch of all existing simulations to reflect the updated configuration.

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