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Portfolio Concentration Auditor

See when your portfolio is secretly a single bet

Audits portfolio sprawl and concentration at the same time: too many holdings to track, or a few positions dominating risk without explicit intent.

CommunitySubmitted by CommunityPersonal7 min

INGREDIENTS

📄Google Docs

PROMPT

Create a skill called "Portfolio Concentration Auditor". Take my holdings and position sizes, then tell me: - where I am accidentally concentrated, - where I am over-diversified, - which positions overlap, - and which positions I need to justify or simplify. Output a concentration report with a redundancy map and a simplification plan.

How It Works

This recipe is for over-diversified "DIY ETF" portfolios and accidental

concentration.

Triggers

  • Too many positions to follow
  • One or two names dominate returns or risk
  • You cannot explain why each holding exists

Inputs

  • Current holdings
  • Position sizes
  • Intended role of each position
  • Max desired single-name exposure

Outputs

  • Redundancy map
  • Concentration warnings
  • Tracking burden score
  • Candidate simplification list

Steps / Actions

  1. Group holdings by role and theme.
  2. Flag overlap and redundancy.
  3. Identify oversized positions.
  4. Recommend a simpler structure.

Failure Modes

  • User treats every position as sacred
  • No written reason for holding any name
Tags:#portfolio#concentration#diversification#audit