Look-through holdings
Break fund and ETF positions into underlying securities so hidden overlap becomes easier to spot.
Portfolio Drilldown
Look-through exposure, sector weights, benchmark weight, and active weight.
Portfolio Drilldown Tool
See what you really own across ETFs, funds, and stocks.
PortfolioSight's main tool helps you break a portfolio into underlying holdings, sector exposures, benchmark weights, and active weights. Enter a list of tickers and weights, use a sample portfolio, or upload a CSV to analyze where your exposure is actually coming from.
ETF + stock portfolios
Sector exposure
Active weight analysis
Questions the drilldown helps answer
- ✓Which companies are my largest look-through exposures?
- ✓How much of my portfolio is concentrated in a sector?
- ✓Where am I most different from the benchmark?
TickerExposureActive
AAPL8.4%+2.1%
MSFT7.8%+1.6%
Energy2.9%-1.8%
Main Feature
Portfolio look-through analysis in one workflow.
The Portfolio Drilldown page is the core PortfolioSight experience. It is built for investors who own a mix of ETFs, funds, and individual stocks and want a cleaner way to understand total exposure rather than only seeing top-level ticker weights.
Sector and concentration review
View sector weights and identify whether risk is coming from a few names, themes, or broad allocations.
Benchmark and active weight
Compare portfolio weights to a benchmark to see the largest overweights, underweights, and missing exposures.
How It Works
Start simple, then drill deeper.
The tool is designed to be approachable for a typical retail portfolio while still surfacing analytics that are useful for deeper review.
Enter your positions
Add tickers and weights manually, use a sample portfolio, or upload a CSV with your portfolio holdings.
Run the drilldown
PortfolioSight combines the top-level portfolio with fund holding data and direct stock positions.
Review exposure
Use the results table, sector chart, benchmark comparison, and active weights to understand the portfolio.
Ready to analyze a portfolio?
Open the Portfolio Drilldown tool and start with a sample portfolio, a few tickers, or your own CSV. The homepage is intentionally focused on getting users into this workflow first.
Go to Portfolio Drilldown
Coming Soon
Time-weighted return analytics
Performance and time-weighted return reporting are planned future features, but the current focus is portfolio drilldown and exposure analysis.
Important: PortfolioSight is for educational and informational purposes only. It is not investment advice, a recommendation, or a substitute for reviewing official fund holdings, filings, or your own account records. Data may be delayed, incomplete, or estimated from third-party filings and public sources. Always verify results before making financial decisions.