Multi-Asset Wealth Scenario Analysis
Model wealth outcomes across asset classes and market scenarios
What You Can Do
Run comprehensive portfolio simulations across multiple asset classes and market scenarios to stress-test your investment strategy. You can analyze how your portfolio would perform under different economic conditions, test the impact of market downturns on your wealth trajectory, and validate whether your asset allocation aligns with your financial goals.
Features
Run thousands of market scenarios to model portfolio outcomes with statistical confidence intervals and probability distributions
Stress-test allocation across stocks, bonds, real estate, commodities, and alternatives under various market regimes
Evaluate portfolio performance in recession, stagflation, rapid growth, and geopolitical crisis scenarios
Model how assets move together in different market environments to identify true diversification
Calculate optimal rebalancing frequencies and thresholds based on tax impact and drift tolerance
Measure the after-tax return impact of different withdrawal and rebalancing strategies
Generate Sharpe ratios, maximum drawdown projections, Value at Risk (VaR), and volatility metrics for each scenario
Example Output
Current Portfolio: 60/40 Stock/Bond Base Case (65th percentile): $2.8M in 10 years Bear Case (25th percentile): $1.9M Bull Case (95th percentile): $4.2M
Recession Scenario: S&P 500 -35%, Bonds +12% Portfolio impact: -18% drawdown, recovery in 3.2 years Recommendation: Increase bond allocation to 50% for smoother outcomes
Tax-Optimized Withdrawal Strategy Annual withdrawal capacity: $85K (4.1% rule, after-tax) Harvest $40K losses from underperformers, redirect to winning positions
What's Included
- Scenario Templates: Pre-built recession, stagflation, geopolitical, and bull-market scenarios with historical data calibration
- Asset Correlation Database: Historical and stress-period correlations for stocks, bonds, REITs, commodities, and international markets
- Monte Carlo Engine Configuration: Customizable return distributions, volatility ranges, and correlation matrices for your specific assets
- Tax Optimization Templates: Withdrawal sequencing, tax-loss harvesting, and location optimization frameworks
- Risk Metrics Workbook: Automated Sharpe ratio, drawdown, VaR, and stress-test calculations with visual dashboards
Who It's For
- Wealth managers and financial advisors
- CFOs and corporate treasurers
- Individual investors planning major financial decisions
- Family office managers
Best For
- Retirement and financial planning reviews
- Portfolio rebalancing and asset allocation decisions
- Risk management and stress-testing strategy
- Tax-efficient withdrawal planning
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