Show clients what happens
before it happens.
Your clients ask: “Am I diversified enough?” Now you can answer with data, not opinions. Stress-test any portfolio against 18 crisis scenarios — historical and forward-looking — in under 2 minutes.
No brokerage login. No client data exposure. Just asset names and percentages.
The problem you already know:
Your client has a “diversified” portfolio: 60% equities, 40% bonds. In 2022, both legs fell simultaneously. Morningstar didn't warn them. Their robo-advisor didn't warn them. The correlation matrix flipped overnight and the “safe” allocation lost 20%+ in a single year. Your job is to prevent this from happening again. BSL gives you the tools to do it — and to show clients exactly why your allocation changes matter.
How advisors use BSL
Client Review Meetings
Run a live stress test during the annual review. Show the client their portfolio loss under 2008, COVID, and 9 forward-looking scenarios. Turns a routine meeting into a high-value conversation.
Branded PDF Reports
Generate white-label risk diagnostic reports with your firm's branding. Deliver institutional-grade analysis that justifies your advisory fee.
Compliance & Documentation
Produce documented evidence that you assessed portfolio risk across multiple scenarios. Protects you and your client when markets turn.
Rebalancing Justification
Data-driven rationale for allocation changes. Show the client exactly what happens if they keep their current allocation vs. your recommendation.
How BSL compares
| Feature | BSL | Morningstar | Bloomberg |
|---|---|---|---|
| Portfolio stress testing | ✓ | — | ✓ |
| Forward-looking scenarios | ✓ | — | ✓ |
| AI-powered diagnosis | ✓ | — | — |
| White-label PDF reports | ✓ | — | — |
| Antifragile Score (0-100) | ✓ | — | — |
| Crisis Compass (hold/sell) | ✓ | — | — |
| No brokerage login required | ✓ | — | ✓ |
| Price for advisors | From $19/mo | $249/yr (limited) | $24,000/yr |
Pricing for professionals
Start with Pro for individual practice. Scale to Black Swan when you need API access and white-label reports.
Pro
Full platform for solo advisors. Run unlimited stress tests for your clients.
- ✓18 crisis scenarios (9 historical + 9 forward)
- ✓AI Portfolio Analyst — plain-language report
- ✓Monte Carlo 1/3/5/10-year projections
- ✓Antifragile Score + Crisis Compass
- ✓300+ individual stocks
- ✓Downloadable PDF reports
- ✓Email support
Black Swan
For firms, family offices, and RIAs managing multiple client portfolios.
- ✓Everything in Pro
- ✓API access (up to 5,000 daily requests)
- ✓White-label PDF reports (your branding)
- ✓Custom scenario modeling
- ✓Dedicated analyst sessions (monthly)
- ✓Multi-client dashboard
- ✓Priority support
Questions from advisors
Can I use BSL results in client presentations?
Yes. Pro subscribers can download branded PDF reports. Black Swan plan includes white-label reports with your firm's logo and custom branding.
Do my clients need their own BSL account?
No. You run the stress test on their behalf using their allocation data. No client login or brokerage connection required — just asset names and percentages.
How is this different from Morningstar X-Ray or Portfolio Visualizer?
Those tools show historical performance and basic risk metrics. BSL shows what happens in specific crisis scenarios — including forward-looking hypotheticals like a China-Taiwan conflict or AI bubble burst. Plus AI-powered interpretation in plain language.
Can I integrate the risk engine into my own systems?
Yes. The Black Swan plan includes API access with up to 5,000 daily requests. Full documentation and sandbox environment provided.
Is this financial advice?
No. BSL provides educational risk analysis tools. The output is a diagnostic, not a recommendation. You remain the advisor — we provide the data.
Try the free stress test first — no signup required. See the results. Then decide.