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Portfolio Similarity & Concentration Analyzer
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How to Use This Analyzer

1 — Add Your Investments
Enter each ticker and its percentage weight. Click “Analyze” when ready.

2 — Read Your Score
A low score means your investments behave differently. A high score means they behave similarly.

3 — Explore the Heatmap
Darker colors mean two holdings are more alike.

4 — Check Peer Overlap
See how many peer companies two holdings share and how similar their industries are.

5 — Review Sector Exposure
See your sector mix and each holding’s sector/industry classification.

6 — Explore Clusters
Holdings grouped together behave similarly — clusters reveal concentration pockets.

7 — View the Graph
The graph shows how your holdings connect. Thicker lines mean stronger similarity.

8 — Save or Load Your Analysis
Export encrypted results or import a previous analysis. The output file and password can be shared with your advisor.
Assess how related a portfolio’s holdings are using peer overlap and sector similarity.

Portfolio Input

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This calculator is for illustrative purposes only and does not constitute investment advice. Actual returns, inflation, and costs may differ.

© Gulfcoast Embers Advisors, LLC