Can PinkLion compare a fund or ETF against my current holdings?

Yes. PinkLion can show overlap between an ETF and your portfolio, including shared holdings and allocation context. You can then review diversification and risk analytics to decide whether the new position adds something different.

How do I add my portfolio to PinkLion?

You can add holdings manually or import via CSV. On paid plans, broker connections are available for automatic syncing so your overlap and allocation views stay current.

Is there a free plan?

Yes. PinkLion offers a free plan for portfolio tracking, core analytics, and dividend tracking with limited monthly research. Paid plans add broker sync and higher research limits, plus advanced analytics and simulations on top tiers.

Is PinkLion investment advice?

No. PinkLion provides analysis, comparisons, and decision support based on the data you add and available market data. It does not provide personalized investment advice or guarantees.

Mutual Fund ETF Overlap, Made Clear

See what you already own through funds and ETFs, spot hidden concentration, and compare allocation impact before you add a new position.

See Overlap Before You Add
Spot Concentration In One View
Understand Impact On Allocation

Analyze My Portfolio Free

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ETF-portfolio overlap overview showing shared holdings, sectors, and regions

Built For Real Portfolio Decisions

Holdings-Level

Overlap Breakdown

100,000+

Stocks, ETFs, Crypto Covered

30 Years

Historical Price Data

"I used it to check whether a new fund was just duplicating my ETF exposure. The overlap view made the decision straightforward."

Daniel K.

Long-Term Investor

Know Your Real Exposure Before Buying

Use overlap, allocation, and risk context to avoid accidental duplication

See Overlap Before You Add

Compare a fund or ETF against your current portfolio to see shared holdings and weights. Why it matters: it helps avoid paying extra fees for the same exposure.

Spot Concentration In One View

Review sector and region overlap, not just ticker overlap. Why it matters: concentration often hides inside diversified-sounding funds.

Understand Impact On Allocation

See how a new position shifts your portfolio mix across asset classes and market cap. Why it matters: small adds can materially change risk balance.

Add Risk Context With Stress Tests

Check how your portfolio behaved in past market shocks and compare drawdowns to benchmarks. Why it matters: overlap can amplify losses in the same scenario.

Validate Diversification With Health Checks

Get flags for overexposure, gaps, and redundant positions. Why it matters: it turns overlap data into a clear next step to review.

Keep It Updated Without Spreadsheets

Import via CSV or connect a broker on supported plans to keep holdings current. Why it matters: overlap analysis stays relevant as positions drift over time.

Get Clarity In Three Steps

Add Your Holdings

Create an account, then import with CSV or add positions manually. Broker sync is available on paid plans.

Run Overlap And Allocation Checks

Pick the fund or ETF you are considering and review shared holdings, sector overlap, and region overlap versus your portfolio.

Compare Scenarios And Track

Use benchmarking, stress tests, and what-if simulations to compare outcomes, then monitor changes as your portfolio evolves.

See Overlap, Risk, And Tradeoffs

ETF And Portfolio Overlap Breakdown

Analyze overlap using shared holdings, shared sectors, and shared regions. Use it to verify whether a new ETF adds diversification or duplicates existing exposure.

Holdings-level overlap with weights on both sides
Sector and region overlap summaries for quick review
Useful for fund vs ETF checks and portfolio cleanup

Overlap holdings list showing weights in ETF and portfolio

Sector allocation chart with percentage bars by sector

Diversification And Concentration View

Review your sector allocation and spot where overlap creates heavy exposure. Use it to decide whether to balance with other sectors or reduce duplicates.

Clear sector breakdown across the whole portfolio
Identify single-sector or mega-cap heavy exposure
Supports rebalancing decisions with visible targets

Stress Tests Against Real Market Events

Compare your portfolio behavior in historical crisis periods and review drawdowns and recovery versus a benchmark. Use it to understand how overlap may increase correlated risk.

Event-based stress tests such as 2008 and COVID
Benchmark comparison to put results in context
Helps evaluate risk-return tradeoffs before changes

Stress test line chart comparing portfolio and S&P 500 across crisis periods

Simple, Transparent Pricing

Choose the plan that fits your investment journey. Start free, upgrade when you're ready.

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Seedling

0€ / mo

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Unlimited Portfolios and Holdings
Basic Portfolio Tracking & Analytics
Dividend Tracking & Forecasting
3 Asset Reports & ETF Comparisons / Month
100,000+ Stocks, ETFs, and Cryptos
30 Years of Asset History
CSV & Manual Investment Import

Strategist

5€ / mo

Built for data-driven decision makers

Unlimited Portfolios and Holdings
Advanced Portfolio Tracking & Analytics
Dividend Tracking & Forecasting
30 Asset Reports & ETF Comparisons / Month
100,000+ Stocks, ETFs, and Cryptos
30 Years of Asset History
CSV & Manual Investment Import
Automatic Broker Connection
Portfolio Benchmarking against Indexes
Stress Testing

Oracle

15€ / mo

Portfolio foresight at your fingertips

Unlimited Portfolios and Holdings
Advanced Portfolio Tracking & Analytics
Dividend Tracking & Forecasting
Unlimited Asset Reports & ETF Comparisons
100,000+ Stocks, ETFs, and Cryptos
30 Years of Asset History
CSV & Manual Investment Import
Automatic Broker Connection
Portfolio Benchmarking against
Indexes & Simulations
Stress Testing
1-Year Asset Forecasts (AI)
Improve Portfolio (AI)
Scenario Simulations (AI)
Backtesting

Answers Before You Commit

It is the amount of shared exposure between a mutual fund and an ETF (often shared underlying holdings, plus similar sector or region weights). High overlap can mean you are paying for duplication and taking more concentrated risk than you expect.