A concentrated position is a single holding, often an employer's stock or one big winner, that makes up a large share of the portfolio.
PortfolioPilot grades holdings concentration in Downside Protection and marks a position Critical when it adds too much risk. On Gold, recommendations can reduce it. There is no separate concentrated-stock planner. Not tax advice.
A hypothetical demo portfolio.
PortfolioPilot concentrated position advice demo. A hypothetical demo portfolio.
The portfolio is hypothetical, and all figures are for demonstrative purposes only. Nothing shown is a recommendation to buy or sell any security.
Three steps from your accounts to the answer.
Connect brokerages, 401(k)s and IRAs, upload a statement, or enter holdings by hand.
Check Holdings concentration.
On Gold, see trades that spread the risk.
It grades it and suggests trades.
Status comes from the risk a holding adds, not just its size.
Look-through adds up the same company held in several funds.
Gold suggests trades that lower the concentration.
Selling a big winner can be taxable; check the tax impact.
Personalized Recommendations suggest specific trades and show how each one would change your Portfolio Score. Part of Gold.
Holdings, sector, regional and asset class concentration.
Ten areas that show how a portfolio holds up in bad years.
Specific trades ranked by how they help your portfolio.
Every stock inside your funds, and where they overlap.
Add your accounts and see it for your own situation.
Get startedShort answers here, with a link to the full help center article where one exists.
See the Help Center. Read more in the Help Center →
No separate planner. Recommendations and tax impact help you decide.
Yes, through look-through.
The grade is free; recommendations are on Gold.
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