Instant portfolio concentration, SEC filings & Congress check
Enter the tickers you own or watch. See single-stock concentration against a 15% cap, sector overlap, effective diversification, and the latest SEC filings and Congressional disclosures for your exact symbols—before creating an account.
1. Enter your tickers (up to 15)
Separate symbols with commas or spaces. Equal-weight is assumed by default, or enter optional dollar values below.
2. Concentration & diversification check (5 tickers)
Position Tracker flags single stocks above 15% of portfolio value and single sectors above 35%.
- Top holding weight
- NVDA · 20.0%
- Effective equal-weight positions
- 5.0 of 5
- Largest sector exposure
- 60% · Technology
- Concentration alerts
- 6 flagged
Above the 15% single-stock cap (5.0% over cap).
1 / Herfindahl-Hirschman Index. Closer to your total ticker count means more balanced sizing.
Driven by NVDA, AAPL, MSFT.
5 single-stock >15% · 1 sector >35%.
3. Holdings breakdown & research hubs
Optional: enter a dollar value for each position to switch from equal-weight to your exact sizing.
| Ticker | Sector | Optional $ Value | Portfolio Weight | Guardrail Status | Free Research Hubs |
|---|---|---|---|---|---|
NVDA NVIDIA Corp. | Technology | 20.0% | Above 15% cap | ||
AAPL Apple Inc. | Technology | 20.0% | Above 15% cap | ||
MSFT Microsoft Corp. | Technology | 20.0% | Above 15% cap | ||
TSLA Tesla Inc. | Consumer Discretionary | 20.0% | Above 15% cap | ||
LLY Eli Lilly & Co. | Healthcare | 20.0% | Above 15% cap |
Recent SEC Filings for Your Tickers
Open full feed →Material 10-K, 10-Q, 8-K, and Form 4 filings matching NVDA, AAPL, MSFT, TSLA, LLY.
Browse full AI filing summaries on the SEC Filings hub.
Recent Congress Trades for Your Tickers
Open full feed →Senate & House STOCK Act disclosures matching NVDA, AAPL, MSFT, TSLA, LLY.
Explore politician trading history by ticker on the NVDA Congress Trades hub.
Planning covered calls or cash-secured puts on these holdings? Try the covered call and cash-secured put calculator or the wheel strategy cost-basis calculator, or explore the interactive 26-stock sample portfolio.
Monitor concentration, SEC filings & exit signals automatically
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