From portfolio to full analysis
in 60 seconds

Vantage is built for the advisor in the room — where every second counts and every chart needs to be explainable.

Upload your portfolio

Drop in an Excel file with your positions, or type tickers directly. Vantage accepts any size, any asset mix — equities, fixed income, alternatives, cash.

Choose a scenario

Pick from 6 pre-built historical crises (2008 GFC, COVID, Dot-Com, Black Monday, 2022 Rate Shock, Stagflation) or describe your own in plain English. Custom shock sliders let you fine-tune every factor.

Get your full analysis in 60 seconds

A 12-section institutional report streams in: factor risk, correlation, liquidity, Monte Carlo, tax impact, AI analyst memo — ready to put in front of a client.

Share and act

Export a branded 3-page PDF, send a client letter, or walk through Presentation Mode live in the room. Every section is designed to explain, not just report.

READY?

See it in action

Run a full stress test on a sample portfolio. No signup required.