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Connect Portfolio Concentration Calculator to your AI

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Identify hidden risk in your investment holdings.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

A futuristic MCP client docking bay
V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 3 capabilities

We ship only the actions that matter.

Capability set01 / 01

01-03

3 capabilities in this set.

Part of 3 available through Portfolio Concentration Calculator.

  1. 01

    Validate portfolio data

    This capability checks your portfolio inputs for mathematical errors. It ensures weights and values are valid before you run any risk calculations.

  2. 02

    Get diversification recommendation

    This capability provides specific advice on how to rebalance your holdings. It suggests moving weight away from over-concentrated areas to improve your spread.

  3. 03

    Calculate concentration metrics

    This capability computes the Herfindahl-Hirschman Index (HHI). It identifies concentration levels at the asset, sector, and geography levels.

Real work

What teams actually run

01

Risk Assessment

You check if a new set of holdings creates too much exposure to a single industry.

02

Portfolio Rebalancing

You use the recommendation capability to decide which assets to trim to lower your HHI.

03

Data Cleaning

You run validation on a messy list of holdings to ensure weights sum correctly before analysis.

04

Geographic Exposure Check

You verify that your portfolio isn't overly dependent on a single country or region.

Automate a task

Put Portfolio Concentration Calculator to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

One connector, every AI

Portfolio Concentration Calculator works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

ClaudeClaudeChatGPTChatGPTGeminiGeminiPerplexityPerplexityGrokGrokMicrosoft CopilotMicrosoft CopilotCursorCursorVS CodeVS CodeWindsurfWindsurfJetBrainsJetBrainsClineClineLangChainLangChainVercel AI SDKVercel AI SDKLovableLovableZ.aiZ.aiRaycastRaycastQwen CodeQwen CodeKimi CodeKimi CodeLe ChatLe Chat

Building your own app? The connector is yours to use.

You don't need a client to put Portfolio Concentration Calculator to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

721ms average. Fast in production.

Portfolio Concentration Calculator is checked daily against the live service.

Daily averagePeak 821ms
Oct 3Today
Fastest day
556ms
Slowest day
821ms
14-day trend
Improving-8%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 3 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Portfolio Concentration Calculator, so you can see the experience inside your AI.

It does not authenticate your account with Portfolio Concentration Calculator. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Portfolio Concentration Calculator Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_9gAr5PLZDGUpNesjXjAILhS4kXAUNlbN4JqUiHQz/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  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 — Portfolio Concentration Calculator capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "portfolio-concentration-calculator-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_9gAr5PLZDGUpNesjXjAILhS4kXAUNlbN4JqUiHQz/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

Guided setup for Claude? Set up Portfolio Concentration Calculator in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Portfolio Concentration Calculator owners hand off.

This MCP is built for professionals who need to quantify risk in investment portfolios using standardized mathematical models.

  • 01

    Portfolio Managers

    They hand off raw holding data to the AI to quickly identify sector or regional overexposure.

  • 02

    Financial Analysts

    They use the capability to validate the mathematical soundness of their diversification models.

  • 03

    Wealth Advisors

    They use the output to generate rebalancing recommendations for client portfolios.

FAQ

Questions Portfolio Concentration Calculator owners ask.

  • 01

    What is the HHI used for in this MCP?

    The Herfindahl-Hirschman Index (HHI) is used to measure the concentration of your portfolio. It helps identify if your risk is too heavily weighted in specific assets, sectors, or regions.

  • 02

    Which AI clients can use this MCP?

    You can use this MCP with any MCP-compatible client, including Claude, Cursor, Windsurf, and VS Code.

  • 03

    Can I check my data for errors before calculating risk?

    Yes. You can use the validate_portfolio_data capability to ensure your input weights and values are mathematically valid before running calculations.

  • 04

    Does this MCP suggest how to fix a concentrated portfolio?

    Yes. The get_diversification_recommendation capability provides actionable advice on how to redistribute weight to improve diversification.

  • 05

    Do I need to host the MCP myself?

    No. Vinkius hosts and manages the MCP for you. You just connect your client and start using the capabilities.

  • 06

    What is the Herfindahl-Hirschman Index (HHI)?

    The HHI is a standard economic metric used to measure market or portfolio concentration. It is calculated by squaring the weight of each component and summing the results.

  • 07

    How can I identify which part of my portfolio is too concentrated?

    You can use the calculate_concentration_metrics capability to see HHI scores and ratings for assets, sectors, and geographies. If a dimension shows a 'Concentrated' rating, it indicates high risk.

  • 08

    Does the capability provide advice on how to fix concentration?

    Yes, by using the get_diversification_recommendation capability, you can receive specific instructions on which sectors or regions to reduce exposure to in order to improve diversification.

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