Scenario Simulation
Scenario Simulation lets you create hypothetical events and see how they would affect PG scores and, by extension, your portfolio.
Creating a Scenario
Define one or more hypothetical events with:
| Parameter | Description |
|---|---|
| Event Title | Descriptive name (e.g., "US-China trade war escalation") |
| Category | Event type (geopolitical, economic, etc.) |
| Severity | Expected severity (1-10) |
| Affected Instruments | Which symbols would be impacted |
| Direction | Expected impact direction (positive/negative/mixed) |
Scenario Output
The simulation shows:
- Adjusted PG Scores: What each instrument's score would become if the scenario occurred
- Score Delta: The change from current scores
- Portfolio Impact: If you have a portfolio configured, the estimated impact on portfolio value
- AI Analysis: An AI-generated narrative describing the likely market dynamics
Use Cases
- Stress testing: "What happens to my portfolio if oil prices spike 50%?"
- Opportunity identification: "If the Fed cuts rates, which of my instruments benefit most?"
- Risk assessment: "How exposed am I to a specific geopolitical risk?"