Sector breakdown, factor attribution, concentration risk. See where your portfolio actually stands, not where you think it does.
See exactly how your capital is distributed across sectors. Compare your weights against the S&P 500 to spot unintentional tilts and make deliberate allocation decisions.
Diversification only works if you measure it. Track single-stock exposure, sector concentration, correlation clustering, and portfolio-level diversification scores.
Percentage of your portfolio in the largest single position. Flags positions that exceed your risk threshold.
Percentage allocated to your largest sector. Catches unintentional sector bets before they become a problem.
Identifies groups of positions that move together. High correlation means less diversification than your position count suggests.
Herfindahl-Hirschman Index measures portfolio diversification on a 0-10,000 scale. Lower is more diversified.
NVDA is 28% of portfolio
Threshold: 20%
Technology is 47% of portfolio
Sector concentration above recommended 30% limit
Understand the factor tilts driving your portfolio returns. See your exposure to momentum, value, size, quality, and volatility factors so you know exactly what bets you are making.
Sector breakdown. Factor attribution. Concentration risk. Know exactly what you own and why it matters.
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