Scenario Edge | What if this scenario hits your portfolio?

Scenario Edge is a portfolio simulation tool designed for investors who want to stress-test their stocks, crypto, and ETFs against specific geopolitical and macroeconomic "what-if" scenarios. The platform shifts the focus from historical performance to forward-looking projections by allowing users to model hypothetical events, such as aggressive interest rate changes or sudden global conflicts. After importing holdings from major global exchanges, users can adjust specific macro variables like inflation and growth rates to see how these shifts might ripple through their individual assets over six, twelve, and twenty-four-month horizons. Unlike standard trackers, the tool provides a qualitative rationale for every projection, explaining the logic behind why a particular asset might react to a specific macro trend. It also includes a confidence score to help users gauge the reliability of the output. While no predictive engine can account for every market variable, this tool offers a structured way for retail investors to visualize their exposure to systemic risks and black swan events without needing to build their own complex financial models.

Key Features

  • Multi-asset portfolio importing from major global exchanges
  • Customizable macroeconomic variable adjustments for inflation and rates
  • Forward-looking projections for 6, 12, and 24-month horizons
  • Evidence-based confidence scoring derived from three-tier source classification
  • Individual asset sensitivity ratings and impact rationale
  • Real-time evidence gathering from SEC filings and financial news
  • Built-in safeguards to penalize overconfident or extreme projections

Use Cases

Use Case 1: Geopolitical Risk Assessment

Problem: Investors often struggle to quantify how specific international conflicts might impact their individual stock holdings or regional ETFs.
Solution: The tool allows users to select a specific geopolitical scenario, such as a trade escalation or regional conflict, and generates projected price impacts based on historical data and current financial filings.
Example: An investor imports their NASDAQ-heavy portfolio to see how a potential China-Taiwan conflict would specifically affect semiconductor holdings like NVIDIA versus consumer tech like Apple.

Use Case 2: Monetary Policy Stress-Testing

Problem: Sudden shifts in central bank interest rates can catch investors off-guard, especially those holding high-growth assets or non-yielding crypto.
Solution: Users can model aggressive rate cuts or hikes by adjusting inflation and growth variables to see 6, 12, and 24-month value projections.
Example: A user simulates a 125 bps Fed rate cut in 2027 to determine if the projected lift in Bitcoin outweighs the potential downside for their banking stocks.

Use Case 3: Portfolio Sensitivity Auditing

Problem: It is difficult to identify which single asset in a diversified portfolio is most vulnerable to a specific macro shock.
Solution: The platform provides a sensitivity rating for every holding, ranking them from high to low exposure based on the chosen scenario.
Example: During an 'Oil Spike' simulation, a user identifies that their transport stocks have a 'Strong Negative' sensitivity, prompting a re-evaluation of their position size.

Target audience: Best for: Retail stock and crypto investors, financial research analysts, and portfolio managers seeking macro-risk modeling.

Pricing: Paid · Categories: Finance, Research

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Tags: AI, finance, Reporting, research, Research Assistant

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