Why it matters
Overlap is usually hidden
Traders often think they are diversified because they hold multiple symbols, while in reality several positions are driven by the same theme, sector, or risk factor.
AI portfolio workflow
Portfolio Analyzer
Paste positions, normalize weight, and get a clean read on concentration, diversification, and hidden risk before you rebalance.
Diversification score
83
Tracked assets
4
3 asset buckets
Largest holding
40.0%
SPY
Portfolio posture
Balanced
Overlap pressure is estimated at 40 out of 100 based on the largest position and dominant asset bucket.
3 sleeves
Best next step
If allocation changes size up your downside first in the Risk Calculator.
Input positions
Total 100.0%
Snapshot
HHI 0.28This mix is reasonably diversified, but the next check is hidden overlap between similar themes.
Weight accuracy
Clean
Dominant bucket
Equity
40.0%
Concentration map
AAPL
Equity
20.0%
MSFT
Equity
20.0%
SPY
ETF
40.0%
BTC
Crypto
20.0%
Asset breakdown
| Symbol | Asset class | Input weight | Normalized |
|---|---|---|---|
| AAPL | Equity | 20.0% | 20.0% |
| MSFT | Equity | 20.0% | 20.0% |
| SPY | ETF | 40.0% | 40.0% |
| BTC | Crypto | 20.0% | 20.0% |
Bucket exposure
Equity40.0%
ETF40.0%
Crypto20.0%
Top risk
SPY carries 40.0% of the portfolio, so one name can dominate performance.
Recommendation
Crypto exposure is meaningful enough to widen drawdowns and increase headline sensitivity.
Best use case
Before rebalancing
Use the analyzer before adding new positions, rotating themes, or increasing size in a market that already dominates your portfolio.
Next step
Match exposure to risk rules
If concentration is high, reduce overlap or take the next decision through the risk calculator so portfolio sizing and trade sizing still fit the same downside budget.
Related guides
Read the matching portfolio workflow
FAQ
What does the portfolio analyzer check?
It reviews position weights, normalized exposure, concentration, asset mix, and a quick diversification score so you can see where risk clusters.
Who should use the portfolio analyzer?
It is useful for traders and investors who hold multiple stocks, ETFs, crypto assets, or macro themes and want to understand overlap before reallocating.
What is the main benefit of this tool?
The main benefit is spotting hidden concentration before a single theme, sector, or correlated group starts dominating total performance.
What should I do after checking portfolio exposure?
If allocation changes materially, the next step is to review downside limits and position sizing rather than adding more exposure blindly.