Product · Historical Scenarios

Six crises.
One upload. Instant answers.

Apply the exact market shocks from history's worst crises to your portfolio in under 60 seconds. Give clients hard numbers, not soft reassurances.

Six pre-built scenarios — calibrated from real market data

2008−57%

2008 Global Financial Crisis

Credit markets freeze, financials collapse 80%, real estate −65%, credit spreads +300bps.

2020−34%

COVID-19 Crash

Market falls 34% in 5 weeks, energy −55%, rates cut to zero, gold +15%.

2000−49%

Dot-Com Bust

Tech crashes 78%, comms −65%, equities fall over 2 years, rates ease 2.5%.

1987−22%

Black Monday

Market drops 22% in a single session, vol spikes 300%, portfolio insurance fails.

2022−19%

2022 Rate Shock

Fastest Fed hiking cycle in 40 years, bonds −17%, growth stocks −40%.

70s−48%

Stagflation

Inflation at 13%, energy crisis, commodities surge, real returns devastated.

Built for the client meeting

Every feature is designed around the moment a client asks "what if the market crashes?"

60-Second Results

Apply any historical scenario to your portfolio instantly. No manual data entry, no spreadsheets, no waiting.

Exact Historical Shocks

Each scenario uses precise factor shocks calibrated from real market data — not rough approximations.

Side-by-Side Comparison

Run multiple crises on the same portfolio and compare outcomes across the 12-section dashboard.

Client-Ready Output

Every result comes with plain-English interpretation and a talking-points memo you can use in the meeting.

Why it matters

Show clients exactly what their portfolio would have done in the worst crises of the last 40 years

Replace vague reassurances with hard numbers — no more "it's only temporary"

Identify concentration risks before they become client calls

Build a paper trail for compliance and annual reviews

See it on your portfolio

Upload any portfolio and run all six historical scenarios in under 60 seconds.