Risk control

Financial decision simulator

Educational cases for protecting the margin of error before committing capital.
DecisionsLiquidityIncentivesConcentration

Guided cases

Financial decision simulator

Five common situations to understand what each decision protects, what it compromises, and what should be reviewed before acting.

The cases and figures are illustrative. This experience does not recommend products and does not replace analysis of a specific situation.

Illustrative currency

Currency conversions are illustrative and only used to compare decisions within the case.

Case 1 of 5

An opportunity while carrying expensive debt

Situation

You have USD 6,250 in savings and USD 5,000 in credit-card and personal-loan debt. Someone you know presents an investment that may return 15% a year. Monthly cash flow is tight, and your reserve currently covers only one month of expenses.

Visible facts

Savings
USD 6,250
Debt
USD 5,000
Average debt rate
27% E.A.
Monthly payment
USD 275
Essential spending
USD 1,250 a month
Emergency fund
One month
Monthly free cash flow
USD 150
Stated return
15% expected
Investment exit
Up to 90 days

Known cost versus expected return

Debt cost27% E.A. knownKnown
Stated return15% E.A. expectedExpected
Nominal gap12 points
Savings availabilityImmediate
Investment availabilityUp to 90 days

Three decisions

Choose a decision to examine its effects—not to get an answer right.

Money warning signs

Checklist, warning signs and filters before committing capital.

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Cross-signal radar

The dashboard integrates regime signals to contrast context, stress and risk support.

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