Scenario replay and research plans

Compare a historical period using weights you specify, then keep a thesis and review date. These tools describe records and observations; they do not select investments.

Available history: 2025-09-30 through 2026-10-28. Earlier library events have no result. Prices are historical closes; no dividends, trading costs or taxes are included. No prediction accuracy is reported.

Replay a historical period

Ticker or holdings in USD (one per line)

Enter a ticker alone, or paste ticker and USD amount on each line, including CASH if needed. Historical prices load automatically. Do not paste names or account numbers.

Advanced inputs

Illustration amount in USD (single ticker or decimal-weight JSON only)

For pasted USD holdings, the amounts above set the dollar scale. A ticker alone uses this illustration amount. Saved scenarios keep weights and dates; they do not save this dollar scale.

Optional alternative holdings in USD, chosen by you

Start date

End date

Historical library

Historical library: March 2020; 2022 rate rises; Q4 2018; April 2025 tariffs. Technology and semiconductor events have no fixed dates. These six entries remain unavailable in this dataset.

Keep a research plan

ThesisTickerInvalidation conditionReview date (Eastern time)

Run a replay or review your saved records to see the evidence.