Run a proposed decision against the portfolio you actually hold and score it against the objective you set. Historical data shows what it would have done. A projected range shows where it could go.
Reduce the portfolio’s largest position by ten percent.
Applies the change to a stated period of real price and volume history.
Shows a range of possible outcomes, not a point prediction.
Most investing decisions get made once quickly, on incomplete information, and again months later in hindsight.
Charts explain the past. News describes the present. Generic projection tools start from an idealized portfolio that is not yours. Nothing in that stack checks the change you are already considering against the positions you already hold.
Scenario Simulation is the rehearsal. Describe the change, set the objective and examine the result before any of it is real.
Set the purpose of the scenario—growth, income, capital preservation or a risk level. The result is scored against fit with that objective, not raw return alone.
The scenario accounts for your connected positions, including existing concentration and sector overlap, rather than testing a clean hypothetical in isolation.
Historical replay uses real past price and volume data. Forward projection presents a probabilistic range. The two methods remain visibly distinct.
The example separates what happened in real historical data from a probabilistic forward-looking range. It does not present either result as a recommendation.
Reduce the portfolio’s largest position by ten percent.
Capital preservation.
Illustrative and simulated.
Reduce the portfolio’s largest position by ten percent.
Applies the change to a stated period of real price and volume history.
Shows a range of possible outcomes, not a point prediction.
Illustrative interface only. This is not a live result or an endorsed portfolio change.
Historical replay applies the described change to real past price and volume data over a stated date range. It is not a forecast and does not indicate future performance.
Forward projection models a range of possible outcomes from current conditions. It is probabilistic, and the range is shown instead of a single certain figure.
These capabilities are in build and are not represented as available today.
The proposed change and the version where nothing changed, compared on the same data and objective.
Saved simulations that can be revisited later to examine how the original thinking held up.
Several versions of one idea tested in parallel against the same portfolio state.
See how a proposed change can be examined against your holdings and objective before it becomes real.
