← Monitor

Portfolio Analytics

Sector breakdown, factor attribution, concentration risk. See where your portfolio actually stands, not where you think it does.

Exposure5 positions
Technology35%
Healthcare25%
Financials20%
Energy12%
Consumer8%

Sector exposure

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.

Sector Breakdownvs S&P 500
SectorWeightS&P 500Over/UnderTop Holdings
Technology35.0%29.5%+5.5%NVDA, AAPL, MSFT
Healthcare25.0%12.8%+12.2%UNH, JNJ, LLY
Financials20.0%13.2%+6.8%JPM, BAC, GS
Energy12.0%3.9%+8.1%XOM, CVX
Consumer8.0%10.6%-2.6%AMZN, TSLA

Concentration risk

Diversification only works if you measure it. Track single-stock exposure, sector concentration, correlation clustering, and portfolio-level diversification scores.

Single stock concentration

Percentage of your portfolio in the largest single position. Flags positions that exceed your risk threshold.

Sector concentration

Percentage allocated to your largest sector. Catches unintentional sector bets before they become a problem.

Correlation clustering

Identifies groups of positions that move together. High correlation means less diversification than your position count suggests.

HHI score

Herfindahl-Hirschman Index measures portfolio diversification on a 0-10,000 scale. Lower is more diversified.

Concentration Alerts2 warnings

NVDA is 28% of portfolio

Threshold: 20%

Technology is 47% of portfolio

Sector concentration above recommended 30% limit

Factor exposure

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.

Factor Exposure5 factors
Momentum
+0.42
Value
-0.18
Size
+0.31
Quality
+0.56
Volatility
-0.22

Understand your portfolio

Sector breakdown. Factor attribution. Concentration risk. Know exactly what you own and why it matters.

Get Started