Portfolio CSV template
Four illustrative holdings and the exact required columns. Starting values are USD equivalents.
Download Portfolio CSV templateOpen Downloads
Templates and reference data
Keep the scenario, coverage and calculation record together.
Reference calculations
The engine version, all scenario assumptions, default holdings and four reproducible case results.
Download Reference calculationsScenario design memo
A worksheet for documenting a narrative, its shocks and the assumptions requiring challenge.
Download Scenario design memoReport-review checklist
A structured reconciliation and scope review before sharing any result.
Download Report-review checklistSource inventory
Primary-source URLs and their publication labels.
Download Source inventory