Pairwise Overlap Matrix
Weighted overlapLower overlapHigher overlap
Portfolio Overlap Calculator
Find duplicate holdings across funds and stocks — and see what you really own.
Build your analysis
Your Portfolio
Portfolio total
100%
Duplicate Exposure
0.0%
Weighted duplicated exposure across your entered holding groups.
Common Holdings0
Groups Analyzed0
Data SourceYour Input
Top True Exposure
Flattened viewTrue Underlying Exposure
% of portfolioWhat Each Group Adds
Unique holdings
Explain the number
Holdings appearing in more than one group
Top Overlap Contributors
Compare Holdings
Measure weighted overlap between any two groups of holdings.
Flatten Holdings
Combine nested positions into one underlying exposure view.
See True Exposure
Identify which securities actually dominate the total portfolio.
How the overlap calculation works
1
Add your holding groups.
Enter a portfolio allocation and paste the underlying holdings as TICKER,WEIGHT.
2
Weights are normalized.
Each group's holdings are normalized to 100%, then multiplied by its portfolio allocation.
3
Overlap uses shared weighted exposure.
For two groups, the calculator sums the smaller normalized weight for every shared ticker.
Overlap(A, B) = Σ min(wA,i, wB,i)
Common questions
What should I paste into the holdings box?
Use one holding per line, for example AAPL,30 or MSFT 20. The calculator accepts commas or spaces and normalizes the weights automatically.
Does a high overlap percentage automatically mean a bad portfolio?
The percentage measures shared weighted exposure. Use it together with your portfolio goal and the underlying positions shown by the calculator.
Can I compare a direct stock with a fund?
Yes. Create a group for the stock and enter that ticker at 100%, then compare it with the fund's underlying holdings.