Vinkius

Portfolio Concentration Calculator MCP. Pinpoint hidden risk across every asset and sector.

Portfolio Concentration Calculator measures investment risk using the Herfindahl-Hirschman Index (HHI). It instantly computes concentration metrics across your assets, sectors, and geographies. If you need to know where your portfolio is over-weighted—and what to do about it—this MCP gives you precise, actionable analysis.

Portfolio Concentration Calculator MCP is compatible with Claude Claude
Portfolio Concentration Calculator MCP is compatible with ChatGPT ChatGPT
Portfolio Concentration Calculator MCP is compatible with Cursor Cursor
Portfolio Concentration Calculator MCP is compatible with Gemini Gemini
Portfolio Concentration Calculator MCP is compatible with Windsurf Windsurf
Portfolio Concentration Calculator MCP is compatible with VS Code VS Code
Portfolio Concentration Calculator MCP is compatible with JetBrains JetBrains
Portfolio Concentration Calculator MCP is compatible with Vercel Vercel
See Vinkius in Action

Give Claude and any AI agent real-world access

Identify Concentration Risk

Calculates the Herfindahl-Hirschman Index (HHI) across your portfolio's holdings, sector breakdown, and geographic spread.

Validate Input Data Integrity

Checks your raw investment data to ensure all weights are mathematically valid before running complex metrics.

Receive Rebalancing Advice

Generates specific, actionable recommendations on how and where to rebalance highly concentrated areas of the portfolio.

Waiting for input…

AI Agent
MCP Server

What AI agents can do with Portfolio Concentration Calculator: 3 Tools

These tools let you check data validity, calculate advanced HHI risk scores, and get concrete rebalancing advice for your investment portfolio.

Make your AI actually useful.

Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.

Start using Portfolio Concentration Calculator MCP

Calculate Concentration Metrics

Computes the Herfindahl-Hirschman Index (HHI) and other metrics to measure portfolio risk by asset, sector, and geography.

Get Diversification Recommendation

Provides specific advice on how to rebalance a portfolio when one or more dimensions...

Validate Portfolio Data

Checks your input data set for mathematical soundness, catching issues like negative...

Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

Portfolio Concentration Calculator MCP is compatible with Claude

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The Portfolio Concentration Calculator integration is available immediately — no restart needed.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

  • Import from OpenAPI, Swagger, or YAML specs
  • Create Agent Skills with progressive disclosure
  • Deploy to edge with MCPFusion framework
  • Built in DLP, auth, and compliance on each call
  • Real time usage dashboard and cost metering
  • Publish to catalog or keep private
Start building

Make Your AI Do More

Start with Portfolio Concentration Calculator, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 5,200+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Connections are secured and governed automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog weekly

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Managed infra

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Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on each call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

Your data is protected. See how we built it.

The headache of tracking portfolio concentration by hand.

Today, assessing if your portfolio is too heavy in one sector or region means opening spreadsheets, cross-referencing asset lists against sector codes, and manually calculating HHI values. You copy data from the performance tab to the risk model, then run dozens of pivot tables just to see a general 'risk score.' It's slow, highly prone to formula errors, and you spend more time clicking than actually analyzing.

With this MCP, your agent handles all that grunt work. You feed it clean data, and it immediately calculates the HHI across every dimension. The result isn't just a number; it’s a clear, quantified risk assessment for your entire investment mix.

The Portfolio Concentration Calculator reveals hidden over-exposure.

Manual analysis forces you to look at the overall portfolio weight. You might miss that while Tech is okay generally, a specific combination of US Mega-Cap tech assets creates an extreme, unmanaged concentration risk. It’s easy to overlook these multi-layered dependencies.

The MCP exposes this depth. By using `calculate_concentration_metrics`, you see the HHI breakdown by asset *and* sector *and* geography simultaneously. You finally know exactly where your portfolio is brittle.

What Portfolio Concentration Calculator MCP does for your AI

Running a complex investment portfolio means managing more than just asset allocation; you're managing risk. This connection provides an engine to calculate the Herfindahl-Hirschman Index (HHI), which pinpoints exactly where your holdings are too concentrated. You can check concentration metrics by breaking down risks across three dimensions: the specific assets you own, the sectors they belong to, and the geographic regions.

It's not enough to know that a risk exists; you need to know how bad it is and what to do next. The MCP also validates your input data first, ensuring any calculations are mathematically sound before generating results. If you connect this through Vinkius, your AI client can handle the entire process—from initial data check to providing concrete rebalancing advice based on industry best practices.

Built · Hosted · Managed by Vinkius Portfolio Concentration Calculator - Measure Investment Risk
Server ID 019efaf6-da49-712e-af57-4c346604113b
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

Frequently asked questions about Portfolio Concentration Calculator MCP

How does the Portfolio Concentration Calculator MCP work with raw data? +

It first uses validate_portfolio_data to check weights and sector assignments, ensuring all inputs are mathematically clean before calculating any risk metrics.

What is HHI, and what does the Portfolio Concentration Calculator MCP tell me about it? +

HHI (Herfindahl-Hirschman Index) measures market concentration. A higher score means a smaller number of assets or sectors make up a larger percentage of your total portfolio weight.

Can I use the Portfolio Concentration Calculator MCP if my data is incomplete? +

No. The tool requires complete, valid data for all dimensions (asset, sector, geography). Always check inputs using validate_portfolio_data first.

Does the Portfolio Concentration Calculator MCP just tell me I'm risky? +

Not at all. After calculating metrics with calculate_concentration_metrics, you run get_diversification_recommendation. This provides specific, actionable advice on where to reallocate capital.

Is the Portfolio Concentration Calculator MCP better than standard risk reports? +

Yes. Standard reports often give a single overall score. This MCP breaks down that risk into three separate dimensions (asset, sector, and geography), allowing you to target precise areas of weakness.