Explore a macro shock

How would oil and dollar shocks affect my portfolio?
Review macro exposure, then open the native scenario builder.
Move oil to +20%. Modeled portfolio contribution +0.84% (+$21K); benchmark −0.52%.
Add a +5% US dollar shock. Modeled portfolio contribution −0.68% (−$17K); benchmark −1.04%. Unmodeled holdings: $150K. Price date: July 14, 2026.
That’s helpful.
Glad that helped.