• METRIC
  • ANALYSIS
  • RISK
  • HUMAN

How to calculate investment concentration with your AI

Connect your portfolio data once. After that, your agent handles the math to show you where your capital is too heavily weighted.

Ask AI about this page

Short answer

How can I use my AI to find investment concentration?

Your AI uses the HHI index to measure how much of your capital is tied up in specific assets. It pulls your holdings and calculates a concentration score to highlight overexposure. You'll get a breakdown of your risk levels below.

The results you get

Where your risk data lands.

The AI processes your holdings and delivers these specific outcomes.

METRIC

HHI Score Output

The AI provides the Herfindahl-Hirschman Index score for your selected investments. This number quantifies your total concentration.

ANALYSIS

Concentration Breakdown

You get a list of which assets are driving your concentration. This shows you exactly which holdings dominate your portfolio.

RISK

Exposure Alerts

The agent flags when your concentration scores hit high levels. It identifies specific areas where you are overexposed.

HUMAN

Rebalancing Plans

The AI provides the math, but you decide how to move money. You use these scores to decide which positions to trim.

The workflow

What your AI does when the data arrives.

Your agent turns raw investment numbers into concentration metrics.

  1. Data retrieval

    Your AI reads the current investment amounts and asset counts from your connected portfolio source.

    calculate_hhi_index

  2. Index calculation

    The agent squares the weight of each investment to find the total concentration score.

    calculate_hhi_index

  3. Risk assessment

    The AI compares the resulting HHI score against concentration benchmarks to identify risk.

    calculate_hhi_index

  4. Summary report

    The agent organizes the final scores and exposure alerts into a clear summary for you.

    calculate_hhi_index

Try it

Copy these to start.

Use these prompts to trigger the calculation immediately.

Starting points

Swap the bracketed text for your actual spreadsheet name or portfolio ID.

Accelerator Risk Engine Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_wD2RdqxsHO69b7MCM7hpjwYXt211GcerOMSwldC1/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 — Accelerator Risk Engine capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "accelerator-portfolio-concentration-risk-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_wD2RdqxsHO69b7MCM7hpjwYXt211GcerOMSwldC1/mcp"
    }
  }
}
Copy into chat04

  • Calculate the HHI index for my 'Tech Growth' portfolio in this sheet.

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  • Run an HHI calculation on my venture capital fund data to check for overexposure.

  • Show me the concentration risk for my real estate portfolio using the HHI method.

  • Claude
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  • Cursor
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Start here

Connect Accelerator Portfolio Concentration Risk once, then ask.

One connection gives your AI access to your data. The setup is handled on our end, and you can start asking questions in your preferred client right away.

Connect Accelerator Portfolio Concentration Risk to your AI

FAQ

How this task behaves

  • 01

    Can the AI execute trades to fix my concentration?

    No. The AI only calculates the HHI index and provides the data. You must manually execute any trades or rebalancing.

  • 02

    Does the AI change my original investment data?

    No. The AI only reads your data to perform calculations. It cannot modify your spreadsheets or brokerage accounts.

  • 03

    What data does the AI need to calculate HHI?

    The AI needs a list of your investments and the specific capital amount or percentage weight for each one.

  • 04

    Can I use this with any investment data?

    Yes, as long as your data is accessible to your AI client through a connected source like a spreadsheet.

  • 05

    Will the AI delete my portfolio records?

    No. The AI has no capability to delete or remove data from your connected sources.

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

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