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Scenario lab

Simulate market events and see which clients are pushed off their required trajectory before they happen.

Event templates

Choose a scenario and severity. The operator will estimate impact on client trajectories and surface portfolios needing defensive action.

Severity
Interest rate shock
+175 bps or -12% equity draw
Affected assets
Fixed IncomeRate-sensitive equitiesDividend stocks
Historical ref: 2022 Bank of Canada tightening cycle
Bond spread widening
+175 bps or -12% equity draw
Affected assets
Corporate bondsCredit-sensitive sectorsHigh-yield
Historical ref: March 2020 COVID market stress
Equity drawdown
+175 bps or -12% equity draw
Affected assets
Growth stocksTechnologySmall-cap equities
Historical ref: 2022 bear market & rate-driven selloff
Multi-asset regime change
+175 bps or -12% equity draw
Affected assets
All risk assetsDiversification breakdownCorrelation shifts
Historical ref: 2008 financial crisis stagflation environment
Impact preview
No simulation run yet

Select a scenario and severity above, then click "Run selected scenario" to see how many clients are pushed off trajectory.