wealthAPI Tool: Portfolio Simulator
Simulate. Understand. Decide.
With the wealthAPI Portfolio Simulator, your users can analyze in real time how a new investment affects their existing portfolio—before they commit a single euro.
Every day, your users ask the most important question in investing: “What happens to my portfolio if I invest in this asset now?” Until now, this question remained unanswered—or required complex spreadsheets.
The wealthAPI Portfolio Simulator provides the answer in seconds. Directly embedded into your platform, based on your users’ real custody account data, and visually presented so that everyone understands the impact immediately.
The Portfolio Simulator in Detail
Functionalities
At the touch of a button, the simulator calculates how a new investment position—with a freely selectable amount—affects the existing portfolio. The analysis is performed across five dimensions:
1. Risk & Return
The most immediate question: How does the portfolio’s risk-return ratio change?
- Interactive slider for the investment amount
- Instant visualization of risk and return before / after the simulated addition via bar chart
2. Historical Crisis Resilience
How would the portfolio have performed in past market crises—with and without the new position?
- Backtesting analysis for historical crisis scenarios:
- Comparison in three bars: current portfolio · new position · simulated portfolio
3. Future Potential (Monte Carlo Simulation)
What best-case / worst-case scenarios emerge for the next 5–10 years?
- Two Monte Carlo funnels: portfolio with / without the new position
- Visualization of the range of possible developments based on historical volatility
- Forecast period: 1 to 10 years, adjustable via slider
4. Region & Sector Allocation
Does the new investment change the geographical or sectoral balance?
- Interactive pie charts: allocation before / after addition
- Optional comparison with an “optimal” target allocation
- Support for expert opinions / partner integration
5. Correlation & Diversification
How does the new position correlate with the overall portfolio and individual positions?
- Diversification score before / after addition
- Correlation bars for the overall portfolio and the top 3 individual positions
- Assessment: Does the new position improve or worsen diversification?
6. Dividend Yield
How do expected distributions develop after the addition?
- Forecast of annual dividend income for the next 3 years
- Comparison: dividend yield of the current vs. simulated portfolio
- Tabular breakdown by year
wealthAPI Portfolio Simulator Demo
Would you like to see the Portfolio Simulator in action?
Customers
These companies are already working with wealthAPI
Our innovative solutions have convinced numerous clients from the financial industry since 2023. Whether it’s a financial platform, influencer, online platform, bank, publishing house, asset manager, or family office, our technology is used wherever efficient and flexible solutions are required.
Data Security
Protecting your customer data is our top priority. As a BaFin-regulated Account Information Service, we operate in accordance with German banking security and data protection standards. Our internal processes are continuously checked for compliance and security.
Well-established compliance
Maximum security standards
Hosting in Germany
How much does it cost to integrate with wealthAPI?
Our modular SaaS pricing offers you everything you need to integrate a portfolio analysis solution. Choose from pricing plans tailored to your company size, ranging from pure financial data access via API to bundled options including our industry-leading asset analysis tools.
Note for developers
Simple integration of the wealthAPI tools into your systems via our wealthAPI
You’ve already integrated wealthAPI data into your platform? Then you can seamlessly integrate any wealthAPI portfolio analysis tool into your existing systems as well.
Ready for an offer?
Then contact our sales team directly.
After submitting this contact form, our sales team will contact you as soon as possible and send you an offer presentation by email.