• EXPOSURE
  • ALERTS
  • STRATEGY
  • HUMAN

How to analyze portfolio concentration risk with your AI

Connect the Accelerator Thematic Performance Engine to your client. Your AI then scans your holdings to find sector clusters that could lead to unexpected losses.

Ask AI about this page

Short answer

How can I check if my portfolio is too concentrated in one sector?

Your AI uses the analyze_concentration_risk tool to scan your holdings and flag specific sectors where your capital is over-exposed. You'll get a clear view of where your risk is clustered.

Risk detection outcomes

Where your risk shows up

The AI processes your holdings to produce these specific views.

EXPOSURE

Sector weightings

The AI calculates how much of your capital sits in specific industries. You get a percentage breakdown of your current footprint.

ALERTS

Concentration warnings

The tool flags any sector that exceeds your limits. This shows you exactly where a single industry move could hurt you.

STRATEGY

Rebalancing ideas

Your agent suggests ways to spread out your capital based on the findings. You use these as starting points for your own trades.

HUMAN

Final decisions

The AI provides the data, but you decide which trades to make. You keep full control over your capital.

The workflow

What your AI does when the data arrives.

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

  1. Data ingestion

    Your agent pulls your current positions and asset classifications into its context.

    analyze_concentration_risk

  2. Risk calculation

    The AI runs the math to find where your holdings cluster too tightly in specific themes.

    analyze_concentration_risk

  3. Threshold checking

    The agent compares your current sector weights against your target risk limits.

    analyze_concentration_risk

  4. Risk reporting

    The AI summarizes the findings into a readable list of over-exposed areas.

    analyze_concentration_risk

Try it

Copy these to start.

Use these prompts to kick off the analysis.

Starting points

Replace the bracketed text with your actual data sources, like a CSV or a specific spreadsheet.

Accelerator Performance Engine Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_T36b0Pt7dwLnvlVND8Oe6lEFnahZRsTU3cxWZnNV/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 Performance Engine capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "accelerator-thematic-performance-engine-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_T36b0Pt7dwLnvlVND8Oe6lEFnahZRsTU3cxWZnNV/mcp"
    }
  }
}
Copy into chat04

  • Analyze the concentration risk in my [holdings.csv] and tell me if I'm too heavy in Tech.

  • Check my [portfolio_spreadsheet] for any sector exposure exceeding 15%.

  • Run a concentration analysis on these [current_positions.json] and identify the top risk clusters.

  • Based on my [asset_list], which sectors are most vulnerable to a sudden downturn?

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

Start here

Connect Accelerator Thematic Performance Engine once, then ask.

One click connects this MCP to your client. Your credentials stay encrypted and the setup is handled on our end.

Connect Accelerator Thematic Performance Engine to your AI

FAQ

How this task behaves

  • 01

    Can the AI execute trades to fix my concentration risk?

    No. The AI only analyzes your data and suggests directions. You must manually execute any trades in your brokerage account.

  • 02

    Does the AI change my actual portfolio data?

    No. The AI only reads your data to perform the analysis. It cannot modify your files or your brokerage positions.

  • 03

    What kind of files can I use for this analysis?

    You can use any text-based data or spreadsheets that your AI client can read, such as CSV or JSON files containing your holdings.

  • 04

    How does the AI know which sectors are risky?

    The AI uses the analyze_concentration_risk tool to map your assets to specific industry sectors and calculates the weight of each.

  • 05

    Can I set custom risk limits?

    Yes. You can tell your agent exactly what percentage of your portfolio you consider too much for a single sector.

  • More questions about Accelerator Thematic Performance Engine? The Connector page answers them. See everything the Accelerator Thematic Performance Engine Connector can do

Connect Accelerator Performance Engine to Claude, Cursor, ChatGPT & more