SEE WHAT YOU REALLY OWN
More holdings.
Or more of the same?
Look beneath the tickers. Understand your company exposure, hidden overlap, and how your portfolio compares with a benchmark.
Clarity before decisions.
A look-through view of concentration and costs.
01 / YOUR STARTING POINT
Your portfolio
Checking data-source availability…
CSV format & privacy
Use the headers ticker,shares,account_type. Account type is optional; use unknown, taxable, traditional_ira, traditional_401k, roth_ira, or roth_401k. Example: VUG,25,taxable. Import replaces the rows above. Do not include names, account numbers, or other personal information. Unrecognized columns are rejected.
Checking prices, exposures, and comparable history. Source availability may vary.
02 / THE BIG PICTURE
Your portfolio, in perspective.
What stands out
Evidence first. No growth forecasts.More observationsAdditional context and limits behind this assessment
LOOK THROUGH THE LABELS
Your underlying equity holdings
Direct shares and disclosed fund holdings, combined. The top 10 mapped equity holdings are shown.
Weights use priced portfolio value. Missing fund holdings remain unknown. Share classes remain separate—for example, GOOG and GOOGL—so total exposure to one company may be higher.
WHERE YOU LEAN
Sector tilts
Identified percentage-point differences from your benchmark. A tilt describes exposure, not expected performance.
Unclassified allocations can alter these differences. Fund sector allocations may cover more than the individually disclosed holdings; sector and company coverage are separate measures.
DIFFERENT TICKERS, SHARED EXPOSURE
Where your holdings overlap
Shared company weights within each pair of holdings. Overlap can concentrate a portfolio even when the fund names differ.
Pairs with incomplete holdings show a lower bound (at least), not total overlap. Pair percentages cannot be added together and are not a share of your portfolio.
CONTEXT, NOT A PREDICTION
How this mix behaved historically
A hypothetical current-weights portfolio, rebalanced daily, compared on the same dates. Both series start at 100.
Not your personal historical return. Adjusted-price history is a total-return proxy and may not reflect taxes, transaction costs, or implementation constraints. Fund operating expenses are already reflected in fund history. Past performance does not establish future results.
Holdings, fees & retirement contextThe numbers behind the overview
Holding & analysis data notes
Sources, dates & limitationsCoverage, missing data, and methodology
Coverage and portfolio weights use priced holdings only. Unpriced positions have unknown weights. Missing holdings, sectors, or fees remain unknown—not zero or evidence of diversification. Holdings dates and price dates can differ; an unknown holdings date is not replaced with a retrieval date.
Your tickers are only the surface.
Add holdings to see the businesses behind them.
Or explore the clearly labeled synthetic sample.