Portfolio Stress Simulator
When geopolitics moves, do portfolios follow?
War in the Middle East. Tariff escalation. Energy shocks. These are hypothetical scenarios, but the transmission mechanics are real. Pick a scenario, run a stress test, and see how shocks propagate through a model portfolio at instrument level.
Since 2005, swissQuant has built quantitative software for performance, risk, and regulation at over 200 institutional clients worldwide. This tool is a public demonstration of that capability. The engine, the data, and the analytics behind it are designed for institutions — private banks, asset managers, and family offices. Not retail investors.
How to use the Portfolio Stress Simulator
Read the disclaimer
This tool is a public demonstration of swissQuant’s risk analytics capabilities. Before you proceed, take a moment to read through the disclaimer.
Go full screen
For the best experience, click the full screen button, then follow the embedded walkthrough. On mobile, rotate to landscape mode.
Configure your scenario
Select a model portfolio, a hypothetical stress event, and a corresponding scenario. Each maps to a curated set of risk factors with macroeconomic context.
Apply your view
Set the direction and magnitude of each risk factor. How severe is the oil disruption? How deep is the EM sell-off? The tool reflects the assumptions you choose to make.
See where risk propagates
The simulator pushes shocks through the portfolio and shows the impact by asset class, sector, region, and currency. Instantly. Across every position.
This simulator works best on a larger screen.
On mobile, switch to landscape, go fullscreen and use the expand icons (⤢) in each panel for a better view.
For the full experience, open this on your desktop. You can return to this link anytime on your computer.
Run this analysis on your real portfolios
The tool above demonstrates what our risk engine can do with model portfolios and a handful of hypothetical scenarios.
In production, the same engine propagates shocks across hundreds or thousands of client portfolios simultaneously, at instrument level.
If you manage discretionary portfolios, run a multi-adviser wealth platform, or oversee risk/performance for a family office, let’s talk.
- Instrument-level stress testing across all asset classes
- Scenario libraries with pre-built and custom shocks
- Multi-portfolio propagation at institutional scale
Book a session with our team
Share your details and we will reach out within two business days to set up a session tailored to your specific portfolios and risk setup.
We never share your information with third parties.
Frequently asked questions
About the scenario tool and how it works
Are these real scenarios?
The scenarios in the tool above are purely hypothetical, they illustrate how different types of geopolitical shocks could propagate through a multi-asset portfolio and should not be treated as forecasts or predictions.
Is this a real portfolio?
No. The portfolios shown are fictional model portfolios created for demonstration purposes and do not represent any real allocation, fund, or investment strategy. To run scenario analysis on actual portfolios, contact our team using the form above. We only work with financial institutions, not retail investors.
Who sets the shock values?
You do. The tool presents risk factors relevant to each hypothetical scenario and you choose the direction and magnitude of each one. The tool then propagates those assumptions through the selected model portfolio.
Is this investment advice?
No. This tool is a demonstration of swissQuant’s analytical capability. It does not take into account any individual’s financial situation, objectives, or risk tolerance, and does not constitute financial, investment, legal, or tax advice.
Can I run this on my own portfolios?
This public tool uses model portfolios only. The same underlying engine can be deployed at instrument level across a full client book. To explore how it applies to your institution, book a session with our team.
20+ years of Swiss precision
About swissQuant
Founded as an ETH Zurich spinout in 2005, swissQuant has spent over two decades putting academic-grade quantitative methodologies to work inside the world’s most demanding financial institutions.
Our quants and software engineers build the risk engines, optimization models, and portfolio intelligence tools that help leading private banks, asset managers, family offices and CCPs turn analytical depth into better decision-making and stronger outcomes for their clients.
Interested in running this analysis on your real portfolios?
Learn more about our Portfolio Stress Simulator in a personal session
This is a marketing communication. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research and is not subject to any prohibition on dealing ahead of its dissemination.
All scenarios, portfolios, risk factor shocks, exposures and projected results are illustrative only and intended solely for hypothetical scenario analysis. Model portfolios are fictional and do not represent a recommendation, offer or solicitation to buy or sell any security or adopt any investment strategy. Predefined scenarios and any values adjusted manually by the user are for exploration purposes only. The ability to modify risk factor shocks is an intended feature of the application and does not constitute financial, investment, legal or tax advice.
This application does not account for any personal factors including your financial situation, investment objectives, risk tolerance, taxes, costs, liquidity or market conditions. No representation or warranty is made as to the accuracy or completeness of the information shown. Content and assumptions may change without notice and actual results may differ materially. Any reliance on this information is solely at the user’s own risk. Independent professional advice should be obtained where appropriate.
