Can PinkLion show overlap at the holding level?

Yes. You can review the shared holdings and see how much each position contributes to the total overlap, which helps you decide whether to add, replace, or skip a fund.

Does PinkLion support broker connections and CSV imports?

Yes. You can start with manual entry or CSV import on the free plan. Upgrades add broker connection and more advanced analytics and research limits.

Is PinkLion investment advice?

No. PinkLion provides analysis, comparisons, and decision-support tools. It does not provide personalized investment advice or recommendations to buy or sell any security.

How often is data updated?

Prices update daily from market data sources, and you can refresh your portfolio inputs anytime. Fund holdings data depends on the latest available disclosures.

Check Mutual Fund Overlap Percentage Fast

Understand how much a fund duplicates what you already own, where concentration risk hides, and how allocations change before you invest.

See Overlap Before You Buy
Understand Hidden Concentration
Verify Diversification Changes

Analyze Overlap Free

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Trusted by Investors Worldwide

Overlap %

Fund vs Portfolio View

100,000+

Stocks, ETFs, And Crypto Covered

30 Years

Historical Price Data

"The overlap view helped me spot that two funds were basically the same trade. I adjusted my allocation with more confidence."

Daniel K.

Long-Term Investor

Make Fund Choices With More Clarity

Use overlap and allocation data to decide what to add, keep, or replace

See Overlap Before You Buy

Check shared holdings and weights so you can avoid paying extra fees for the same exposure.

Understand Hidden Concentration

Spot when a few names dominate both your portfolio and the fund, which can raise single-stock risk.

Verify Diversification Changes

Compare sector and region exposure so you can confirm a new fund adds something new, not more of the same.

Compare Two Funds Side By Side

Review holdings, fees, and exposure differences to choose the option that fits your plan.

Stress Test The Combined Portfolio

Run historical crisis scenarios to see how overlap-driven concentration could affect drawdowns.

Keep Overlap Updated Over Time

Track changes as prices move and you add positions, so your diversification decisions stay current.

Go From Import To Decision Fast

Add Your Portfolio

Import via CSV, connect a broker on eligible plans, or enter holdings manually.

Analyze Fund Overlap

Select a mutual fund and your portfolio to view overlap percentage, shared holdings, and weight-by-weight duplication.

Decide And Track The Outcome

Compare alternatives, check concentration and sector exposure, then monitor performance and risk after changes.

Overlap Insights You Can Act On

Holdings-Level Overlap Breakdown

See exactly which positions drive duplication, including each holding's weight in the fund, weight in your portfolio, and the overlap contribution.

Holdings list showing weights in ETF and portfolio and overlap percentage

Vertical bar chart of sector overlap between ETF and portfolio

Sector Duplication And Exposure Checks

Validate whether a fund changes your diversification by reviewing sector overlap and your updated allocation mix.

Stress Tests For Concentration Risk

Compare how your portfolio and a benchmark behaved across past crises to understand drawdowns that overlap and concentration can amplify.

Stress test return line chart comparing portfolio and benchmark over 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

Where your investing journey begins

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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

Common Questions Before You Commit

It is the share of your portfolio that overlaps with a mutual fund based on underlying holdings and weights. A higher overlap can mean you are adding similar exposure rather than new diversification.