• RISK
  • DATA
  • ACTION
  • HUMAN

How to analyze sector exposure with your AI

Connect your portfolio data to your AI client to spot hidden industry clusters. It maps your capital distribution so you can see where you're over-leveraged.

Ask AI about this page

Short answer

How do I check my sector exposure using AI?

Your AI client reads your portfolio holdings and groups them by industry or sector. You'll get a clear view of where your money is concentrated and which industries carry too much weight. This breakdown shows exactly where your risk lives.

Where every issue lands.

The outcomes of your analysis

Once the AI processes your data, it organizes the findings into these specific views.

RISK

Concentration alerts

The AI flags any industry where your capital exceeds your set thresholds. You get a list of specific sectors that need attention.

DATA

Sector distribution maps

The AI aggregates your holdings into a clean breakdown by industry. You see the percentage of total capital sitting in each sector.

ACTION

Rebalancing suggestions

The AI identifies which positions to trim to reduce exposure. You receive specific guidance on how to bring sectors back into alignment.

HUMAN

Final risk decisions

The AI provides the data, but you decide which trades to execute. You review the concentration reports to make the final call on your strategy.

The workflow

What your AI does when the data arrives.

The AI handles the heavy lifting of sorting through your holdings to find patterns.

  1. Ingest holdings

    The AI pulls your current positions and their respective industry classifications from your data source.

    analyze_sector_exposure

  2. Calculate weights

    It determines the total value of each sector relative to your entire portfolio.

    analyze_sector_exposure

  3. Identify clusters

    The AI compares these weights against your target limits to find over-concentration.

    analyze_sector_exposure

  4. Report findings

    The AI presents a summary of your exposure levels and highlights the most crowded sectors.

    analyze_sector_exposure

Try it

Copy these to start.

Use these prompts to trigger the analysis immediately.

Starting points

These are basic ways to start. Swap out the specific sheet or portfolio name for your own.

Accelerator Risk Engine Connector

Alles bereit. Wählen Sie Ihren MCP-Client und folgen Sie den Einrichtungsschritten.

Connector-Linkhttps://edge.vinkius.com/vk_preview_wD2RdqxsHO69b7MCM7hpjwYXt211GcerOMSwldC1/mcp

Claude Desktop

Folgen Sie den Schritten unten, um sich in Sekunden zu verbinden.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Accelerator Risk Engine capabilities are ready to use.
Konfiguration · claude_desktop_config.jsonKopieren
{
  "mcpServers": {
    "accelerator-portfolio-concentration-risk-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_wD2RdqxsHO69b7MCM7hpjwYXt211GcerOMSwldC1/mcp"
    }
  }
}
Copy into chat04

  • Analyze my sector exposure using the 'Q3_Portfolio_Holdings' sheet.

  • Show me which industries have more than 15% concentration in my current portfolio.

  • Check my exposure in the technology sector based on my latest holdings data.

  • Identify any over-concentration in my portfolio and suggest how to diversify.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Accelerator Portfolio Concentration Risk once, then ask.

One click connects this MCP to your AI client. Your credentials stay encrypted and you can start asking questions about your portfolio immediately.

Connect Accelerator Portfolio Concentration Risk to your AI

FAQ

How this task behaves

  • 01

    Can the AI execute trades to fix my exposure?

    No. The AI only analyzes your data and provides suggestions. You must manually execute any trades in your brokerage or management tool.

  • 02

    Does the AI change my original portfolio data?

    No. The AI only reads your data to perform the analysis. It cannot write to or modify your source files or databases.

  • 03

    How does it know which industry a company belongs to?

    The AI uses the industry classifications already present in your provided data to group your holdings.

  • 04

    Can I set custom concentration limits?

    Yes. You can tell your AI client what your specific percentage thresholds are during the chat.

  • 05

    What happens if my data is missing sector info?

    The AI can only analyze the data it can see. If a holding lacks an industry tag, it won't be included in the sector breakdown.

  • More questions about Accelerator Portfolio Concentration Risk? The Connector page answers them. See everything the Accelerator Portfolio Concentration Risk Connector can do

Verbinde Accelerator Risk Engine mit Claude, Cursor, ChatGPT & mehr