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Scenario / War Room

Stress-test your portfolio against historical or macro shock scenarios — what would happen IF...

How to use this page

Pick a preset scenario to see your modeled portfolio impact, or build a custom 4-dimensional shock (Pro). Every result shows a low / mid / high band based on historical shock magnitudes — never a single point prediction.

Preset scenarios

Custom shock

Custom shock

Define a 4-dimensional macro shock. At least one dimension required.

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USD shock is recorded but not applied in v0 — reserved for a future release.

This is a scenario estimate based on historical shock magnitudes, not a prediction of future returns and not investment advice.
Methodology & data missing policy

Each portfolio impact is reported as a low / mid / high band. Mid is the central historical-mean estimate; low and high reflect plausible bounds around the same shock magnitude. The band is never a confidence interval — it's a sensitivity band.

Coverage ratio is the share of your total market value that the model could estimate. Positions without beta, duration or implied-volatility data are excluded from the central estimate and listed explicitly under 'Positions not modeled'.

We never invent values — when a position lacks the data the model needs, it falls into the unavailable list with a reason code. This is a hard rule, not a fallback heuristic.

Scenario output is an estimate for educational purposes only and is not a prediction of future returns or investment advice.

Market data provided by Yahoo Finance. May be delayed up to 15 minutes.