Section 4: Advanced Features & Strategy

How Macro Scenarios Impact Projections

The Macro Scenario dropdown is a powerful feature that adjusts the projected CAGR of your portfolio based on different economic outlooks. When you select a “Recession” scenario, the AI model automatically incorporates historical data from similar economic downturns. It will adjust the expected returns of growth assets and may automatically add defensive assets (hedges) like Gold (GLD) and Bonds (TLT) to your model to reflect a more defensive strategy.

Placing a Trade

The “Buy” and “Sell” buttons in the Portfolio tab are designed to integrate with a trade execution platform. To use them, you will need to have an active connection to a compatible service (such as a MetaTrader bridge). When you click a trade button, the dashboard sends the symbol, side (buy/sell), and calculated trade size to your connected platform for execution.

Note: If you have not configured an execution bridge, these buttons will not place live trades.