Portfolio X-Ray
See what your portfolio actually holds. Enter your funds and weights to get your asset mix, what you are paying in fees, where holdings overlap, and which ones belong in a different account.
PortfoliosLab can tell you a correlation is low. This tells you what your mix means for diversification, cost, and taxes, and what to do about it.
Portfolio X-Ray
Enter your funds and weights to see your asset mix, what you are paying, and where holdings overlap or sit in the wrong account. Uses a curated set of common funds; it does not pull live prices.
This portfolio spreads across multiple asset classes. Check the flags below for overlap, tilt, and tax-location notes.
Asset mix
Weighted expense ratio
0.04%
Annual fee drag
$90
US vs international (approx)
70% US / 30% intl
Illustrative tool, not advice. It classifies a curated set of common funds using static metadata (asset class, region, expense ratio) and does not use live prices or returns. Overlap and tilt notes are qualitative. Verify fund details before acting, and remember a tax-location flag is a prompt to check, not a recommendation.
How to read your x-ray
- Asset mix and US/international split come straight from each fund’s mandate, so they are exact for recognized funds.
- Weighted expense ratio and annual fee drag show what the whole portfolio costs in percent and in dollars at your portfolio size.
- Overlap flags catch the common trap of owning several funds that hold the same large-cap names, which feels diversified but is not.
- Tax-location flags point out bonds, TIPS, REITs, and high-dividend funds sitting in a taxable account, where they are less efficient.
Want to go deeper on any of these? The dividend, global diversification, and fund comparison guides cover the decisions behind the flags.