• RISK DETECTION
  • ACTIONABLE DATA
  • TARGET ALIGNMENT
  • HUMAN REVIEW

How to get portfolio rebalancing advice with your AI

Connect your investment data to your agent to find where you're overexposed. Once connected, your AI identifies specific assets that need trimming and suggests new targets to balance your risk.

Ask AI about this page

Short answer

How can my AI help me rebalance my portfolio?

Your AI scans your current holdings to find assets that have grown too large relative to your target allocation. It then provides specific redistribution suggestions to bring your risk back in line. You'll get a clear breakdown of where to sell and what to buy next.

The outcomes

Where your data goes

The AI processes your holdings to produce these specific results.

RISK DETECTION

Spot concentration risks

The AI flags specific tickers or sectors that exceed your intended weight. You'll see exactly which holdings are driving your risk profile.

ACTIONABLE DATA

Get redistribution plans

Instead of just seeing problems, you get specific suggestions on how to move capital. The AI tells you which assets to trim to reach your target.

TARGET ALIGNMENT

Match target weights

The agent compares your current state against your ideal model. It calculates the exact shifts needed to restore your desired balance.

HUMAN REVIEW

Finalize your trades

The AI doesn't execute trades for you. You take the suggestions to your brokerage to review and place the actual orders.

The workflow

What your AI does when the data arrives.

The AI uses the connected data to run a series of calculations and comparisons.

  1. Analyze current exposure

    The AI reads your current holdings to calculate the percentage weight of every asset in your portfolio.

    get_diversification_recommendation

  2. Identify overweighted assets

    It compares your actual weights against your target model to find where you are over-concentrated.

    get_diversification_recommendation

  3. Generate redistribution logic

    The agent determines how much capital to move from high-concentration areas into underweighted ones.

    get_diversification_recommendation

  4. Present rebalancing steps

    The AI delivers a structured list of suggested sells and buys to your chat interface.

    get_diversification_recommendation

Try it

Copy these to start.

Use these prompts once you've connected the Portfolio Concentration Calculator.

Starting points

These are ways to kick off the conversation. Swap out the bracketed text with your specific details.

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

  • Look at my holdings in my Google Sheet and tell me if I'm too heavy in tech.

  • Based on my current portfolio in this CSV, what specific trades should I make to rebalance?

  • Check my investment spreadsheet and suggest how to fix my concentration in individual stocks.

  • I want to reduce my exposure to NVIDIA. How should I redistribute that capital across my other holdings?

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

Start here

Connect Portfolio Concentration Calculator once, then ask.

Click the link to link your data source. Your credentials stay encrypted, and you can start asking questions immediately.

Connect Portfolio Concentration Calculator to your AI

FAQ

How this task behaves

  • 01

    Can the AI execute my trades?

    No. The AI only provides the mathematical suggestions for rebalancing. You must manually place all trades through your brokerage.

  • 02

    Does the AI change my actual portfolio?

    No. The AI only reads your data to provide advice. It has no permission to modify your accounts or change your holdings.

  • 03

    What kind of data does it need?

    It needs access to a list of your current holdings, including the ticker symbols and the number of shares or total value held.

  • 04

    Can it suggest new stocks to buy?

    Yes, if you ask it to find ways to redistribute your concentrated funds into other assets you already own or want to own.

  • 05

    How does it know my target allocation?

    You need to tell your AI what your target weights are, or provide a document that defines your ideal portfolio model.

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

Connect Portfolio Concentration Calculator to Claude, Cursor, ChatGPT & more