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Scenario Builder

Enables an investor to psychologically plan for future market movements.

Chart View​

Easy to read status of a scenario through down & uptrends

Scenario Chart

Table View​

See each item of portfolio events

Scenario Table

Snapshot summary at current/last entry

Scenario Summary

APLY Example Scenario​

Start Scenario​

Designate a starting amount

Scenario APLY Start

Add Dividend​

Monthly dividend payments add to the portfolio progression.

Scenario APLY Add Dividend

Add Shares​

Add shares by number or by dollar value. In the event of a market downturn, the investor may want to top up the income ETF to maintain a steady stream of income.

Scenario APLY Add Shares

Progression Numbers​

Preparing an investor for the lean times of only a 1.3% total return during a downturn.

Scenario APLY Progression

Happy Ending Summary​

Our scenario investor came out with a total return of 56.6% but only after weathering a downturn that eroded 20% of their return nearly back to 1%.

Scenario APLY Summary