Concentration means a large share of the portfolio depends on one holding, sector, region or asset class; diversification spreads that risk.
PortfolioPilot grades four concentration areas in Downside Protection, flagging buckets with high exposure, and shows your exposure by holding, sector and country with look-through into your funds. Included in the Free plan.
Exposures of a hypothetical portfolio, with funds opened up. Switch the view.
PortfolioPilot concentration and diversification demo. Exposures of a hypothetical portfolio, with funds opened up. Switch the view.
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.
In Downside Protection, open Holdings, Sector, Regional or Asset Class concentration.
Analysis & comparison shows exposure by holding, sector and country.
Not just by size.
Each bucket is grouped by how much risk it adds.
Status comes from each bucket's modeled loss in a bad year, not its share alone.
Several funds can hold the same companies; look-through adds them up.
The Portfolio Optimizer reweights what you own at your risk level.
Personalized Recommendations suggest specific trades and show how each one would change your Portfolio Score. Part of Gold.
Every stock inside your funds, and where they overlap.
Ten areas that show how a portfolio holds up in bad years.
Economic growth, inflation, raw materials, interest rates, credit, liquidity.
Holdings too large for your portfolio.
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.
A large share of the portfolio in one holding, sector, region or asset class. Read more in the Help Center →
Start with buckets flagged high exposure. Read more in the Help Center →
Yes. Exposure by holding, sector and country uses look-through.
Yes. It is included in the Free plan.
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