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in 10 seconds
We've pre-loaded a sample portfolio. Pick a crisis scenario and see exactly what your clients would see.
Sample portfolio8 positions · $500,000 AUM
Pre-loadedAAPLApple IncTechnology$90k
18%
MSFTMicrosoft CorpTechnology$75k
15%
JPMJPMorgan ChaseFinancials$60k
12%
AMZNAmazonConsumer$50k
10%
TLT20yr Treasury ETFBonds$75k
15%
GLDGold ETFCommodities$50k
10%
XOMExxonMobilEnergy$40k
8%
JNJJohnson & JohnsonHealthcare$60k
12%
Choose a crisis scenario to stress test against
No account needed · Sample data only · Takes ~10 seconds
Full analysis includes 12 sections — unlock by plan:
Starter — $99/mo
Smart Risk Summary
Charts & breakdown
Factor risk model
Correlation analysis
Liquidity stress
Monte Carlo simulation
Benchmark comparison
PDF export
Professional — $299/mo
Tax impact analysis
Rebalancing guide
AI analyst memo
Client Presentation Mode
Household view
Annual review tracking
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