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Stress Tests: Overview

The Stress Test tab lets you quickly visualize how a security performed during major market events, with multiple charts displayed side by side for easy comparison across different time periods 

Creating Stress Tests

Customizing Stress Test Views

Managing Stress Tests

Frequently Asked Questions

 


 

How to Create a Stress Test

1. On the Stress Test tab, select Manage in the upper right corner. 

How to Configure and Apply Custom Stress Test Templates - Step 1

 

2. Add a Name and Time Frame for the stress test.

How to Configure and Apply Custom Stress Test Templates - Step 3

 

3. Select Update.

How to Configure and Apply Custom Stress Test Templates - Step 4

 

4. The stress test will now be added to the bottom of the page.

How to Configure and Apply Custom Stress Test Templates - Step 5

 


 

Customizing the Stress Test View

1. Compare how your security performed vs another using the security search box. You can also choose to add or remove the benchmark from your comparison.

How to Configure and Apply Custom Stress Test Templates - Step 14 (2)

 

2. Toggle between three chart format options: Original, Normalized, and Growth of 10k

How to Configure and Apply Custom Stress Test Templates - Step 14 (1)

 


 

Managing Stress Tests

1. On the Stress Test tab, select Manage in the upper right corner. 

How to Configure and Apply Custom Stress Test Templates - Step 1

 

2. Select X to remove the stress test from your view. 

How to Configure and Apply Custom Stress Test Templates - Step 6

 

3. Select the arrows to rearrange the order of the stress tests.

How to Configure and Apply Custom Stress Test Templates - Step 7

 


 

Frequently Asked Questions

Why is my stress test not appearing?

  • Double check and ensure that your security has performance data going back to the start date of the stress test - this is required for the chart to load. 

Can I add stress tests to a PDF report?

  • Yes, there is a stress test module that can be added to any PDF report via our Report Builder tool.

Can I share stress tests with colleagues?

  • No, at this time stress tests cannot be shared with colleagues. 

 


 

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