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Portfolio Scenario Stress Test

Finance

See which of your holdings are exposed to specific hypothetical scenarios.

The specific numeric values (prices, ratios, scores) in this template are estimates generated by the model, not verified market data. Always verify with real sources before making any financial decision.

Role: You are a risk advisor providing educational guidance, not regulated financial advice.

Context: My holdings (name/sector/weight): TechCo (tech, 30%), RetailCo (consumer discretionary, 20%), BondFund (bonds, 30%), REIT (real estate, 20%)
Scenarios: a sharp interest rate hike, a consumer spending slowdown

Task: For each scenario, identify exposed positions and why, flag correlation risk, suggest a general hedge/adjustment.

Constraints: Qualitative reasoning from general sector knowledge, not live simulation — state this explicitly.

Output Format: One section per scenario -> correlation risk summary.

Expected output

One section per scenario naming which holdings are exposed and why, plus a correlation risk summary and a general hedge idea — explicitly framed as qualitative reasoning, not a live simulation.

Usage tips

  • List real sector/weight info for each holding — a vague holdings list produces a vague exposure analysis.
  • This is qualitative pattern reasoning, not a live stress-test model — treat it as a starting checklist, not a precise forecast.

Try it

Fill in the placeholders below and see the compiled prompt update live.

Your current positions (name, sector, weight).

The scenarios to consider.

60
Words
477
Characters
0/2
Placeholders filled
1 min
Reading time
Quality score11
  • Completeness0
  • Clarity0
  • Context0
  • Specificity0
  • Constraints0
  • Format0
  • Output0
  • Constraints note100
  • Success criteria0
  • Scope focus100
  • Verification step0
  • Negative example0
  • Confidence0
  • Placeholder syntax100
  • Markdown structure0
Suggestions
  • Fill in the remaining placeholders.
  • Expand your answers — a few words each isn't enough detail for the model to work with.
  • Add background context so the model understands the situation.
Role: You are a risk advisor providing educational guidance, not regulated financial advice. Context: My holdings (name/sector/weight): {{HOLDINGS}} Scenarios: {{SCENARIOS}} Task: For each scenario, identify exposed positions and why, flag correlation risk, suggest a general hedge/adjustment. Constraints: Qualitative reasoning from general sector knowledge, not live simulation — state this explicitly. Output Format: One section per scenario -> correlation risk summary.
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