What is exposure and how do I read it in PortfolioPilot?
Exposure shows how your portfolio is distributed across countries, sectors, and individual holdings — using look-through analysis to see through ETFs and funds down to the underlying companies. So if three funds all hold the same company, look-through shows your true aggregate exposure to that company rather than three separate fund slices.
What PortfolioPilot shows:
- By country — geographic distribution across all your holdings (e.g. US 76%, UK 1.4%).
- By sector — sector breakdown (e.g. Information Technology 40.7%, Financials 5.4%).
- By holdings — not just the top-line tickers. The view aggregates your individual positions with the underlying holdings inside every fund you own, so a concentrated company exposure spread across multiple ETFs becomes visible in a single slice. The Look-through analysis Holdings pie chart is the dedicated view for this.
Where to find it:
- Track page. Open the Track page and scroll to Portfolio exposure to see country, sector, and the Look-through analysis Holdings pie chart for your full portfolio.
- Analysis & comparison. Open the Analysis & comparison page and use the Holdings pie chart there to put your exposure side-by-side with an index (S&P 500, NASDAQ, 60/40, Bond Index), a draft portfolio, or another Asset Group — useful for spotting concentration differences.
