See the portfolio beneath the ticker symbols.
PortfolioSight is a portfolio look-through research tool designed to make fund overlap, underlying security exposure, sector concentration, and benchmark differences easier to understand.
Why it exists
A portfolio can look diversified at the fund level while still holding many of the same companies repeatedly underneath. A mix of ETFs, mutual funds, and direct stocks can make it difficult to answer simple questions such as: What do I actually own? Where am I concentrated? How different is this from the market?
PortfolioSight was built to answer those questions by looking through the fund wrappers and consolidating the underlying exposures.
Built for research
The interface is intended for investors, advisors, analysts, and anyone who wants a more transparent view of portfolio composition without starting with an institutional portfolio-management system.
Built from public data
The holdings engine is based primarily on SEC regulatory filings and a security-mapping pipeline. The methodology favors traceable public data over opaque estimates.
What the beta is focused on
- Accurate fund and ETF look-through.
- Consolidated exposure across overlapping funds and direct stocks.
- Sector, asset, country, and fixed-income views where data is available.
- Benchmark weight, active weight, and Active Share analysis.
- A fast workflow that is useful without requiring an account.
During beta, the most valuable input is feedback about incorrect holdings, confusing results, missing tickers, and analysis that would make the tool more useful.
Beta status
PortfolioSight is actively being developed. Features, classifications, calculations, and data coverage may change. If something looks wrong, please send the portfolio or ticker involved through the feedback page so it can be investigated.