What is the “Next Rotations” (Next rebalances) section and how should I use it?

The Next Rotations (or next rebalances) section in Fincanva simulation output shows you the upcoming rebalance dates for your portfolio based on its configured schedule. This helps you stay in sync with your investment strategy and prepare for any changes in asset allocation.

• Scheduled Rotations: Based on your portfolio and model rebalance frequency settings, this tab lists the next planned dates when your portfolio will rotate its positions.

• Unplanned Rotations via Risk Settings: If you've enabled Risk-On/Risk-Off rules with the trigger rebalance option, your portfolio may rebalance outside of the scheduled dates. These risk-based events depend on specific market conditions or indicators you’ve set.

Important Note:
Currently, Fincanva does not send notifications for upcoming rebalance dates. However, this feature is planned for a future update. Until then, you should regularly monitor your portfolio to ensure you don’t miss any planned or unplanned rotations.

Use the Next Rotations section to:

• Anticipate when to check and potentially update your real-world portfolio.

• Stay aligned with your Fincanva simulation and manually replicate rebalances in your broker.

• Understand how your risk management settings might affect the timing and frequency of rebalancing.

Monitoring this tab helps you maintain strategy discipline and take timely action in your live investments.