Intelligence

Portfolio stress tester

Compare your open paper holdings with historical broad-market drawdowns. Each result uses adjusted daily SPY closes and current provider marks.

Informational estimate, not a forecast

This model applies each historical SPY peak-to-trough move at beta one to supported U.S. equity and ADR notionals. It is not instrument-specific repricing. Cash, diversification, options, dividends, fees, taxes, borrow costs, margin, and liquidation effects are excluded. This is not investment advice.

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Select your open paper holdings or enter a temporary long/short equity portfolio.

USD marks · beta 1

Loading your open paper-trading runs…

Historical scenarios

Global Financial CrisisOct 9, 2007 – Mar 9, 2009COVID selloffFeb 19, 2020 – Mar 23, 20202022–23 Fed tighteningJan 3, 2022 – Jul 26, 2023The Fed raised its target range by 525 basis points from March 2022 through July 2023.

Marks and SPY history come from the configured market-data provider. Manual rows are used for this request only and are not saved.