Portfolio Check
Portfolio X-rayWhat You Really Own
Enter your funds and stocks, from a 401(k), IRA or brokerage account. See the companies you actually own through your funds, how concentrated you are, what you pay in fees, and how this mix held up in past crashes.
Or start from an example
How this is calculated, and its limits
- What you really own. Each fund's largest holdings (usually its top 10) are multiplied by the share of your money in that fund and added to any shares you hold directly. Holdings beyond a fund's top 10 are not listed by the data source, so company totals are a floor: you own at least this much.
- Sectors and asset mix. Each fund's own sector and stock/bond/cash split, weighted by how much of your money is in it. Individual stocks use their company's sector.
- Fees. Each fund's reported annual expense ratio, weighted by your holdings. Individual stocks and crypto have no fund fee. Your plan may add its own fees on top.
- History. Month-end prices with dividends reinvested, holding the weights you entered and rebalancing every month, over the period all your holdings existed. Crash figures compare month-end values, so the worst days inside a month are not shown.
- Moving together. The correlation of monthly returns: 1.00 means two holdings rise and fall in lockstep, 0 means no relationship.
- Data. Fund holdings, fees and prices come from third-party sources and can be out of date or wrong. Nothing you enter is sent anywhere except to look up these public figures, and it is only kept in your own browser.
For education only. This describes the holdings you entered using past data. It is not investment advice or a recommendation to buy, sell or hold anything, and past results do not predict future ones. See the Terms and Disclaimer.