Active tool
Portfolio X-RayShared workspace module.Calculator Workspace
Tools
Review mutual fund overlap, sector exposure, and allocation mix.
Active toolPortfolio X-Ray
Reference time
4-5 minApproximate completion time.Primary outputs
3Overlap · Sector mixUse mode
Informational output.Educational model only.Tool board
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Portfolio Analysis
Portfolio Insights
Use your current holdings as the data source for a simple diversification and risk review.
No portfolio data yet
Add investments to view allocation, concentration, and the current mix in one place.
What appears here
Category split, top holding share, risk label, and fund-level contribution.
When it gets clearer
With 3-4 funds, the diversification view becomes more informative.
FAQ
Quick questions before you use the tool
Open what you need, review the reference logic, and continue with the calculator.
Review mutual fund overlap, sector exposure, and allocation mix.
Tool outputs are informational and educational. They do not constitute investment advice, product recommendations, or personalized financial advice.