New product Private scenario book

Your portfolio.
A safer version to experiment on.

Fork your holdings into a digital twin, stage buys and sells, and compare concentration, beta, and drawdown exposure before you touch the real portfolio.

Twin Monitor

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Named scenarios sync across devices. Launch an after-book into paper and return to its live track record.

Loading cloud scenarios…

Decision checkpoint

Compare the original book with the live paper twin.

Original thesis

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Success criteria

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Decision note

1Baseline portfolio

Your real book stays untouched.

TickerSharesPriceBeta

2Stage proposed trades

Nothing executes. This is a private draft.

SideTickerSharesPriceBeta

Market shock to compare

−10%

Why should this version win? What would count as success? Decision checkpoint

Drafts save on this device.

Add holdings to create your twin

The lab will compare your current portfolio with the staged scenario.

Waiting for a book

3Before vs. after book

Weights use marked position value; scenario cash stays unshocked.

Position	Before shares	Staged	After shares	Before wt.	After wt.

🌪️ Run full stress testReplay historical crashes and Monte Carlo. 🗺️ Map hidden betsDecompose implicit theme and cluster exposure on the baseline book. 🎯 Score narrative fitCompare book theme exposure to live Theme Radar heat. ⚖️ Build exact trade listConvert target weights into buys and sells.

🔒 Device drafts stay local. Named saves sync privately to your account. Your source portfolio is never changed.