I built this Portfolio Risk Assessment Simulator, a powerful, interactive dashboard designed to help you optimize investment portfolios with ease. Built with cutting-edge data analytics and hosted on Hex, this simulator lets you stress-test portfolios in minutes, delivering actionable insights without the need for additional headcount.

What It Does

• Analyze Risk: Simulate portfolio performance under various market conditions using Monte Carlo methods.
• Interactive Controls: Adjust weights for assets in your portfolio, set your time horizon, and interest rates all with intuitive sliders.
• Key Metrics: Get instant access to Expected Value, 95% VaR, CVaR, Annualized Return, and Probability of Loss.
• Real-Time Feedback: See the sum of your portfolio weights and detailed breakdowns if they don't add up to 100%.

Why It Matters

Whether you're a financial advisor looking to guide clients or a robo-advisor platform aiming to enhance automation, this tool empowers you to:

• Visualize potential outcomes with a sleek, transparent chart design.
• Make data-driven decisions without complex setups or extensive resources.
• Share insights effortlessly with a polished, web-accessible dashboard.