• SCORE
  • RISK
  • STAGES
  • HUMAN

How to evaluate portfolio diversification with your AI

Connect your portfolio data to your AI client to spot concentration risks. It calculates a single score based on how your assets actually interact.

Ask AI about this page

Short answer

How do I check my portfolio's diversification using AI?

Your AI client pulls your current holdings and runs them through a concentration risk model. It looks at sector overlap, stage distribution, and asset correlations to give you one clear score. You'll see exactly where you're overexposed.

The results

What you get from the analysis

The AI processes your raw data into these specific outputs.

SCORE

Single diversification score

The AI uses evaluate_portfolio_diversification to condense your risk profile into one number. This tells you if you're actually diversified or just holding similar assets.

RISK

Identify sector overlap

The agent flags if too much of your capital is tied to a single industry. You'll see which sectors are driving your concentration risk.

STAGES

Stage distribution check

It analyzes how your investments are spread across different growth stages. This ensures you aren't accidentally betting everything on early-stage companies.

HUMAN

Manual rebalancing decisions

The AI provides the data, but you decide which assets to sell or buy. It highlights the gaps so you can make the final call.

The workflow

What your AI does when the data arrives.

The AI handles the heavy math so you can focus on the strategy.

  1. Data ingestion

    Your AI client reads your current holdings from your connected sheets or databases.

    evaluate_portfolio_diversification

  2. Correlation mapping

    The agent calculates how closely your different assets move together to find hidden dependencies.

    evaluate_portfolio_diversification

  3. Risk scoring

    It weighs sector spread against investment stages to generate your primary score.

    evaluate_portfolio_diversification

  4. Gap analysis

    The AI identifies specific areas where your portfolio is too heavy or too light.

    evaluate_portfolio_diversification

Try it

Copy these to start.

Use these prompts to kick off the analysis.

Starting points

Replace the bracketed text with your specific file names or sheet URLs.

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

  • Evaluate the diversification of my portfolio in [Sheet Name] and give me a score.

  • Check for sector concentration in my [Folder Name] investment list.

  • How diversified is my portfolio based on investment stages in [Spreadsheet URL]?

  • Identify any high-correlation risks in my [Database Name] holdings.

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

Start here

Connect Accelerator Portfolio Concentration Risk once, then ask.

Just link the MCP to your preferred client. Your credentials stay encrypted, and you can start asking questions immediately.

Connect Accelerator Portfolio Concentration Risk to your AI

FAQ

How this task behaves

  • 01

    Can the AI execute trades to fix my diversification?

    No. The AI only evaluates your current data and provides a score. You must manually execute any trades in your brokerage or fund manager.

  • 02

    Does the AI change my original spreadsheet data?

    No. The AI only reads your data to perform the calculation. It does not write to or modify your source files.

  • 03

    What data does it need to work?

    It needs access to your list of holdings, including sector classifications and investment stages.

  • 04

    Can it compare my portfolio to a benchmark?

    It can if you provide the benchmark data in the same context as your portfolio holdings.

  • 05

    How does it handle different asset classes?

    It analyzes the correlations and sector spreads provided in your data to determine how much overlap exists between them.

  • 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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