Portfolio X-Ray: Quick Concentration & Exposure Check (No Signup)
Portfolio X-Ray helps investors quickly understand how concentrated their portfolio is by calculating position weights and concentration metrics from manually entered holdings or a CSV import. Calculations run in your browser, so holdings aren’t uploaded, and no signup or brokerage connection is required.
Overview
Portfolio X-Ray: Quick Concentration & Exposure Check (No Signup)
Portfolio X-Ray is an educational tool designed to help everyday investors see whether their portfolio is overly concentrated in a small number of positions.
Instead of simply counting the number of stocks, it calculates position weights and highlights concentration in the top holdings.
You can enter holding values manually or import a CSV to analyze your portfolio in seconds.
The tool reports metrics such as top-three concentration, effective holdings, and entered-sector exposure to give a clearer view of diversification.
All calculations run locally in the browser, meaning your holdings are not uploaded to a server.
It requires no account creation and no brokerage connection, reducing friction for a quick “sanity check.” Access is free during early access.
The tool is not intended to track performance, manage a portfolio, provide ETF look-through analysis, or make buy/sell recommendations.
For methodology details and limitations, users can review the published explanation at https://prismiva.com/learn/portfolio-risk.
Link To Tool
Find the solution to your problem via the following link.
External Resource
https://prismiva.com/portfolio-x-ray
Opens in a new tab — external site not affiliated with MangoByte
Use this tool as a solution to the following problems
- I can’t tell if my portfolio is truly diversified just by counting how many stocks I own.
- I want a quick way to see how much of my portfolio is concentrated in my top few positions.
- I don’t want to connect my brokerage account just to run a simple risk or concentration check.
- I need a fast portfolio check without creating yet another account or login.
- I want to understand my position weights without using complicated spreadsheets.
- I’d like to import my holdings from a CSV and immediately see concentration metrics.
- I’m worried about privacy and don’t want my holdings uploaded to someone else’s servers.
- I want an educational view of portfolio concentration, not performance tracking or trading advice.
- I need an easy way to estimate my sector exposure based on the holdings I entered.
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