Explore portfolio outcomes under stated assumptions.

A scenario is not a forecast

A forecast

Estimates an outcome from the model's current inputs. NeoInvest produces it; you inspect it.

A scenario

Applies assumptions that you choose. NeoInvest calculates the effect of those assumptions; it does not suggest they are likely.

Running a scenario says nothing about whether the assumption will happen. It answers one question only: if this were true, what would it mean for this portfolio?

Supported scenario categories

• Equity-market movement
• Individual asset-price movement
• GBP and foreign-currency movement
• Volatility change
• Interest-rate assumption
• Sector movement
• Combined scenario

How a scenario runs

1. 01

   Choose a portfolio

   Start from a demo portfolio or one you built manually.

2. 02

   Define assumptions

   Set the movements you want to test, in plain figures.

3. 03

   Review the assumptions

   See exactly what will be applied before anything is calculated.

4. 04

   Run the calculation

   The Scenario Engine applies the assumptions deterministically.

5. 05

   Inspect the effects

   Review portfolio-level and holding-level estimated effects.

6. 06

   Read the limitations

   See what the calculation does not account for.

What a scenario result contains

• Estimated portfolio effect
• Estimated range
• Largest contributors
• Currency impact
• Holding-level effect
• Timestamp
• Assumptions applied
• Known limitations

Illustrative scenario — not a forecast or recommendation.

Investing involves risk, including the possible loss of capital. Forecasts and scenarios are estimates, not guarantees.

Working with NeoInvestGPT

You can describe a scenario in plain English and NeoInvestGPT will turn it into a structured draft for you to review. The calculation itself is always performed by the Scenario Engine, never by the language model — so the numbers come from deterministic code, not from generated text.