I’d like to import my holdings from a CSV and immediately see concentration metrics.

Import your portfolio holdings from a CSV file and instantly view concentration metrics to understand exposure by position and grouping. This helps you quickly identify overweights and diversification gaps without manual calculations.

This feature lets you upload a CSV containing your investment holdings and automatically generates concentration metrics as soon as the import completes. It is designed to reduce the time and effort required to assess portfolio risk and diversification after bringing data into the product. Users can import common holdings fields (for example, ticker or identifier, quantity, and market value) and immediately see how concentrated the portfolio is. Concentration metrics help highlight oversized positions and dependencies on a small number of holdings. The immediate analysis supports fast iteration when cleaning or updating imported data, since you can re-import and re-check exposure quickly. This is useful for investors who maintain holdings in spreadsheets and want a faster way to evaluate portfolio balance. It also supports advisors or analysts who receive portfolios from clients in CSV form and need instant insight into concentration. By providing metrics right after upload, the feature helps users move directly from data ingestion to decision-making. The outcome is a quicker, clearer view of where portfolio risk may be clustered and whether diversification goals are being met.