ETF Portfolio Analyzer

Understand how your ETF portfolio is diversified across assets, sectors, and regions

Example Portfolio Analyses

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Analyze Your Own Portfolio
Currency & Asset Analysis

Currency Distribution & Asset Types

Gain insights into your portfolio's currency exposure and asset composition. See how your investments are distributed across different currencies (USD, EUR, and others) to understand exchange rate risks. Additionally, discover the breakdown of your holdings by asset type— including equities, bonds, commodities, and other instruments—to ensure proper diversification across asset classes.

Asset type diversification

Asset type exposure

Geographic Analysis

Global Diversification

Discover where your investments are truly located. Our geographic analysis breaks down your portfolio by country, revealing the real distribution of your capital across markets and helping you identify concentration risks.

Geographic diversification example

Geographic breakdown showing exposure across different countries and regions

Sector Analysis

Sector Allocation

Understand your exposure to different industries. See which sectors dominate your portfolio and identify potential concentration risks. This helps you make informed decisions about rebalancing for better diversification.

Sector allocation example

Detailed sector breakdown revealing your portfolio's industry composition

Holdings Analysis

Top Company Holdings

See which individual companies you're most exposed to across all your ETFs. This reveals hidden overlaps and concentration risks that aren't obvious when just looking at ETF names. Know exactly where your money is invested.

Top holdings example

Your largest company exposures aggregated across all ETF holdings

Similarity Analysis

ETF Similarity Matrix

Find out which ETFs in your portfolio are actually overlapping. Our similarity analysis compares every pair of ETFs based on their country, sector, and company exposure, revealing hidden redundancies. If two ETFs score high in similarity, you may be paying higher-than-necessary fees for exposure that could be achieved more efficiently with fewer funds.

ETF similarity matrix example

Pairwise similarity heatmap showing overlap between ETFs in your portfolio

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