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Worlds Daily • Advanced financial researchPortfolio Allocation and Concentration Lab
Calculate portfolio weights, sector exposure and concentration from a private holdings CSV.
Investing portfolio research
Headers: ticker,sector,shares,price. Values must use one currency, and market prices must be provided by you. Sector classifications are your own inputs. For example: ABC,Technology,10,120.
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Research results
Important: Concentration is measured as the sum of squared holdings weights; a larger HHI indicates greater concentration. No live quotes are fetched and sector weights reflect user-supplied categories.
Free educational model. Figures are illustrative inputs until you supply your own data. No personalized investment, tax or legal advice.