We're excited to announce Historical Scenarios - a powerful new feature designed to help you stress-test portfolios and deliver deeper insights with confidence. With Historical Scenarios, you can simulate how current holdings would have performed during major historical market downturns, giving you a clear view of portfolio resilience in challenging conditions. This comprehensive analysis helps you tailor conversations and build trust with your clients.
How It Works
Navigate to the Historical Scenarios tab in the comparison screen and add up to 10 predefined scenarios for analysis using line graphs, scatter plots, and drawdown charts. An additional 5 custom periods can be created for review.
View key metrics below each graph for actionable insights across the selected time horizons.
Easily include scenarios in online presentations for clients to review after your meetings.
Learn More
Want to understand how Historical Scenarios are calculated? Explore our Metrics, Details, and Common Terms section for full details.