• ASSET
  • SECTOR
  • REGION
  • HUMAN

How to calculate portfolio concentration risk with your AI

Connect your holdings to your AI client to find where your money is too heavily clustered. Your agent handles the math to show you exactly where your risk sits.

Ask AI about this page

Short answer

How can I use AI to check my portfolio concentration?

Your AI client uses the HHI metric to measure how much of your capital is tied up in specific assets, sectors, or regions. It identifies if a single position or group of similar assets creates too much risk. You'll get a clear breakdown of your exposure levels.

Risk analysis outcomes.

Where your risk lands.

The AI processes your data to produce these specific views.

ASSET

Individual asset weight

The AI calculates the HHI for specific holdings. You see which single assets dominate your total capital.

SECTOR

Industry exposure levels

The agent groups your holdings into sectors. It flags if you are over-indexed in one specific industry.

REGION

Geographic concentration

The AI maps your assets to their home regions. This shows if your portfolio is too dependent on one country or market.

HUMAN

Risk mitigation decisions

The AI provides the math, but you decide how to rebalance. You use the concentration scores to choose which positions to trim.

The workflow

What your AI does when the data arrives.

The AI handles the grouping and the math so you don't have to.

  1. Data ingestion

    Your agent reads your current holdings and weights from your provided source.

    calculate_concentration_metrics

  2. Metric calculation

    The AI applies the Herfindahl-Hirschman Index to your data points.

    calculate_concentration_metrics

  3. Categorization

    The agent sorts every asset into its respective sector and region.

    calculate_concentration_metrics

  4. Risk reporting

    The AI summarizes the concentration scores into a readable format.

    calculate_concentration_metrics

Try it

Copy these to start.

Use these prompts to trigger the concentration analysis.

Starting points

Replace the bracketed text with your specific file names or data sources.

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"
    }
  }
}
Copy into chat04

  • Calculate my portfolio concentration risk using the data in my holdings.csv file.

  • What is my sector concentration based on the assets listed in my portfolio_data.xlsx?

  • Use the HHI metric to check for geographic concentration in my current portfolio.

  • Analyze my asset concentration and tell me if any single holding exceeds a 10% weight.

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

Start here

Connect Portfolio Concentration Calculator once, then ask.

One connection gives your AI client access to these tools. Your credentials stay encrypted and secure.

Connect Portfolio Concentration Calculator to your AI

FAQ

How this task behaves.

  • 01

    Can the AI automatically trade to fix my concentration?

    No. The AI only calculates the metrics and reports the risk. You must execute any trades yourself.

  • 02

    Does the AI change my original spreadsheet or database?

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

  • 03

    What specific metric does it use?

    The AI uses the HHI (Herfindahl-Hirschman Index) to quantify concentration.

  • 04

    Can I calculate concentration by custom groups?

    Yes. You can ask the AI to group assets by any category you define, such as market cap or asset class.

  • 05

    Do I need to provide the sector info for every stock?

    No. The AI can typically identify sectors and regions for major assets on its own during the calculation process.

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

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