PORTFOLIO DIVERSIFICATION

Are you actually diversified?

Owning several funds or securities does not always mean your portfolio is diversified. Helmio measures concentration and exposure.

Read-only monitoring•No trading authority•Independent oversight

Why it matters

See what is happening beneath the account balance.

Helmio turns portfolio data into understandable monitoring signals so you can see what deserves a closer look.

What Helmio looks for

See how much of your portfolio is concentrated in the single largest security.

Measure how much of the portfolio is controlled by the largest positions.

Review whether investments are concentrated in particular industries.

Understand the balance between equities, fixed income, cash, and other assets.

Where data is available, look through funds to their underlying exposures.

Surface structures that may be less diversified than they appear.

Independent investment oversight

Connect your accounts read-only and let Helmio continuously monitor the investments behind your statements.