What if
Scores a hypothetical change — add, remove or resize a holding, or add cash — through exactly the same analytics as the real portfolio.
How to use it
Test whether a new position would raise or lower volatility, concentration, beta or income before you make it.
Limitations
Uses the same constant-weight history as the rest of the page, so a new name's past behavior is assumed to describe its future role.
In Kereon
Portfolio · What if. Every figure is computed twice — before and after — and the difference is shown.
Also called: whatif, simulate, hypothetical.