Portfolio analysis tool
What would this scenario cost your portfolio?
Apply explicit hypothetical returns to current holding values, then inspect dollar loss, contribution and post-scenario concentration.
Holding-level scenario
Enter each holding’s current market value and your hypothetical return. Holdings stay in this browser until you choose to save the calculation.
| Holding | Type | Current value | Weight | Hypothetical return | P&L | Post-scenario concentration | Remove |
|---|---|---|---|---|---|---|---|
| -$18,000 | 53.2% | ||||||
| -$3,000 | 34.2% | ||||||
| $0 | 12.7% |
Entered value
$100,000
Portfolio P&L
-$21,000
Portfolio return
-21.00%
Post-scenario value
$79,000
Formula: Σ current market value × hypothetical holding return. Cash is explicit and defaults to 0% only in the editable example. We do not normalize incomplete weights. Long positions and cash are supported; derivatives, shorts and liabilities must be marked unsupported.
Desk · $399/month, charged today. Renews monthly.
Method and limits
Current value means present market value, not cost basis. The result is arithmetic on your assumptions, not a forecast of security effects. It excludes taxes, liquidity, path dependency, derivatives, short positions and liabilities. Incomplete weights are shown as entered and never normalized.