Analyze your equity ETFs, other equity funds and direct shares together. Find repeated company exposure, regional concentrations and measured historical correlations, with visible data dates and coverage.
A stock can sit in your account and inside several funds. A global label can hide a regional concentration. Portfolio Intelligence brings the underlying exposures and historical relationships into view, with the data needed to interpret them.
See the companies beneath your equity funds.
Find repeated exposures across holdings.
Read historical relationships with dates and coverage.
01 / Look-through & concentration
One company. More exposure than you expected.
Combine direct shares with the companies held through your equity funds. See how much one business contributes to your equity allocation, then compare it with your own limit.
Direct and fund-held exposure together
Company holdings inside supported equity funds
Concentration in the context of your own rules
Company exposureDemo data
EUNLThrough equity funds
MSFTDirect shares
VWCEThrough equity funds
XDWDThrough equity funds
Microsoft
11.5%of the equity allocation
Direct holding8.7%
After look-through11.5%
Line: personal company limit: 10%
Illustrative policy example. Percentages refer to the equity allocation. Separate from the product capture above.
Compare the investments beneath the fund names. Shared holdings and their common weight show where another fund repeats exposure you already have.
Inside the fundsDemo data
VWCE.DE
↔
EUNL.DE
1,198
shared holdings
Common weight82.5%
Common weight sums the smaller weight of each shared holding in the two funds. It measures shared holdings, not return correlation.
Shared underlying holdings between funds
Common weight alongside the number of shared names
Holdings overlap and return correlation kept distinct
03 / Geography & sectors
Global on the label. Specific in the detail.
Read the regions and sectors behind your holdings. Look-through reveals concentrations that fund names and trading currencies alone cannot explain.
X-RayDemo data
Company domicile · Regions
North America47.7%
Europe24.7%
Asia-Pacific9.0%
Unknown0.6%
Middle East & Africa0.5%
Company activity · Sectors
Technology39.3%
Financials10.1%
Industrials7.1%
Consumer discretionary6.1%
Healthcare5.4%
Largest categories in the X-Ray demo, as shares of the valued portfolio. Company domicile is not revenue geography. Trading currency is a separate view.
Regional and sector exposure after look-through
Company domicile distinguished from revenue geography
Unknown classifications remain visible
04 / Historical correlations
How differently have your holdings moved?
Read measured relationships between historical returns. The period, return basis and data coverage sit beside the matrix, so you can assess the evidence behind the result.
Historical return relationshipsDemo data
Oct 1, 2021 – Sep 25, 2026Weekly total returns in EUR
Selected funds from the demo portfolio
Fund
Core MSCI World
FTSE All-World
€ Govt Bond 15-30yr
Core MSCI World
1.00
0.99
0.25
FTSE All-World
0.99
1.00
0.24
€ Govt Bond 15-30yr
0.25
0.24
1.00
Scroll to inspect the matrix ↔
−1 · Opposite0 · No linear relationship+1 · Together
Full analysis value coverage: 92.4%
The matrix shows a selection, while coverage refers to the complete demo analysis. Past relationships can change.
Measured from historical return series
Dates and coverage shown with the calculation
Past relationships can change
The evidence behind the view
Keep the data in view.
Fund holdings have dates. Classifications can be incomplete. Historical analysis needs price history. Read the scope of the result alongside the result itself.
X-Ray demo · Captured constituent data. Coverage belongs to each fund; other asset classes and unresolved holdings are not silently treated as transparent.
One analytical foundation
Choose how you use it.
A standalone assessment, ongoing analysis in Investboard, or supported analytics in your own AI agent.
One-time purchase
Portfolio Report
Upload your broker CSVs. Receive a personal report on your holdings, concentration, risks and costs.
Describe your objectives and constraints. The AI builds a portfolio proposal, every change is measured, and the full analysis runs as often as you like.
Account analytics in your own AI require an authorized MCP connection, matching permissions and portfolio sharing enabled. AI agent providers may have separate requirements.
Before you choose
Scope, data and access.
Which funds can Investboard look through?
Company-level look-through covers supported equity funds where constituent data is available. Other asset classes remain separate. Missing or partial fund data is shown with its coverage and date; it is not treated as a complete view.
How are overlap and correlation different?
Overlap compares the holdings inside two funds. Correlation measures how historical returns moved together over a stated period. Funds can share investments and have different return histories, so the two measures answer different questions.
Can AI agents analyze my ETF portfolio?
Yes. Premium makes supported holdings, equity fund look-through and measured historical correlations available through an authorized MCP connection. Enable portfolio sharing and grant the appropriate permissions to a compatible AI agent. The plugin skills guide the analysis; they do not grant account access.
Do I need a subscription for a portfolio assessment?
The standalone Portfolio Report is a separate one-time purchase using your broker CSVs, without an account or ongoing portfolio storage. Premium covers the Investboard platform and AI Toolkit for ongoing work with your portfolio.
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