I don’t want to connect my brokerage account just to run a simple risk or concentration check.

Run a quick risk or concentration check without connecting your brokerage account. This lets you validate exposure and diversification faster while keeping sensitive account access optional.

This feature enables users to perform basic risk and concentration checks without linking a brokerage account. It is designed for quick, lightweight analysis when you only need a simple view of exposure rather than full portfolio synchronization. By avoiding account connection, users can reduce setup time and keep brokerage credentials and permissions out of the workflow. The check can be used early in research to assess whether a position or set of holdings is overly concentrated or introduces unintended risk. It is also useful for privacy-conscious users who want insights without granting third-party access to their accounts. The experience supports faster iteration: run a check, adjust inputs, and re-check without managing integrations. This approach is helpful when evaluating hypothetical allocations, draft portfolios, or partial holdings. It can also serve as a pre-screen before deciding whether deeper analysis (which may require account linking) is worth the effort. Overall, the feature streamlines basic portfolio hygiene checks while keeping account connectivity optional.