Portfolio Analysis in 60 Seconds

Is Your S&P 500 Portfolio
Too Concentrated?

The top 10 stocks now control over 40% of the index. See how this affects YOUR portfolio with AI-powered concentration analysis.

!
Market Concentration Alert

The top 10 S&P 500 companies now make up over 40% of the entire index weight. This is the highest concentration since the dot-com bubble. If you own an S&P 500 index fund, you might be more exposed to Big Tech than you realize.

Know Your True Exposure

Get actionable insights about your portfolio concentration

%

Concentration Risk Score

See how diversified your portfolio really is with our Herfindahl-based scoring system.

S

Sector Analysis

Compare your sector allocation against the S&P 500 benchmark to spot imbalances.

A

AI Recommendations

Get personalized diversification suggestions based on your specific holdings.

Simple Pricing

Start free, upgrade when you need more

Free

$0
  • 1 portfolio analysis
  • Concentration risk score
  • Sector breakdown
  • Basic recommendations

Pro

$19/month
  • Unlimited analyses
  • Tax optimization insights
  • Portfolio tracking
  • Advanced recommendations