Forecasts

Escenarios

Historical stress tests · Hypothetical shocks · Markowitz sensitivity

Portfolio

1. Historical stress test

Replay a named crisis over your current allocation.

2. Hypothetical shock

Specify shocks as ticker=return (e.g. SPY=-0.2). Untouched assets receive a correlated move.

3. Sensitivity analysis

Perturb expected returns by a fraction of their magnitude and rerun Max-Sharpe many times. Exposes how fragile Markowitz weights are to estimation error.