I need an easy way to estimate my sector exposure based on the holdings I entered.

This feature estimates your portfolio’s sector exposure using the holdings you’ve entered. It provides a quick view of how your investments are distributed across sectors so you can understand concentration and diversification at a glance.

This feature calculates an estimated sector breakdown for your portfolio based on the holdings you have entered. It maps each holding to a sector and aggregates the results to show how much of your portfolio is exposed to each sector. The goal is to make it easy to assess diversification and identify unintended concentrations without needing manual categorization. You can use it after entering or updating holdings to immediately see how the overall sector mix changes. The estimate helps support common portfolio tasks such as rebalancing, risk review, and alignment with personal investment guidelines. It is especially useful when your portfolio includes many positions and manual tracking becomes time-consuming. The sector view can also help you compare your current exposure to a target allocation or benchmark. By highlighting larger sector weights, it can prompt follow-up decisions such as adding diversification or reducing overexposure. The output is intended as an estimate based on the holdings provided, enabling quick analysis and iteration as your inputs change.