What to keep in view
A list of assets can hide the same underlying exposure several times. Use the analysis to ask clearer questions about your portfolio.
Portfolio exposure
See the risks your holdings share.
Look beyond the number of positions. Understand concentration, overlap and the forces that can move them together.
Open TRUE →How to get started ↓01 / Portfolio exposure
How it works
Ask TRUE to examine a portfolio snapshot or supported account data. Explore position weights, shared underlying holdings and common market drivers. Correlation depends on the period and data used; it is not a permanent property.
Portfolio exposure
Plan
A60%
B25%
C15%
Review
AllocationAssumptionsUnanswered questions
Follow through
SourcesAssumptionsActivity
Illustrative walkthrough · no live data or orders
02 / Portfolio exposure
How to get started
- 01
Define the portfolio
Provide holdings and values, or use supported connected-account data.
- 02
Set the frame
Specify the valuation date, currency and accounts included in the analysis.
- 03
Inspect the overlap
Ask about large positions, repeated fund holdings and shared sector or macro exposure.
- 04
Check the assumptions
Verify prices and missing positions. Revisit the analysis when holdings or market conditions change.
Costs and limits
Incomplete data can distort the picture. The analysis does not determine suitability or guarantee diversification or protection from loss.
View fees →