Scenarios

Scenarios (/scenarios) compares a baseline (your current portfolio trajectory) with what-if scenarios you describe in plain language.

Creating a scenario

1. Open Scenarios → New scenario.
2. Write a shock prompt — e.g. “tech outperformance +20%, rates +200 bps, PE exit delayed two years”.
3. Pick a model and generate. The result shows line-by-line impacts over ~five years.

Baseline

The baseline updates as your portfolio changes — it is not a frozen snapshot. Compare other scenarios vs baseline on the chart (absolute or delta mode).

Managing scenarios

• Toggle visibility on the chart per scenario
• Edit the prompt and Regenerate
• Delete scenarios you no longer need

Outputs are illustrative — not investment advice.