Portfolio Analytics · Interactive Shell

Exposure Builder

Pick any combination of funds, tell it how much you're putting into each, and choose a month — the tool looks through every fund's disclosed holdings and blends them into one true, per-stock exposure for your combined portfolio.

Dataset mutual_fund_holdings_master.csv Funds 60 Months 36 (Jan 2023 – Dec 2025) Securities tracked 293
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Educational demonstration, not investment advice. Nothing in this tool is a recommendation to buy, sell, or hold any security or fund, and it isn't a substitute for professional financial advice. Every fund, holding, and figure here is drawn from a synthetic dataset built for this project — fund names, AMCs, ISINs, and holdings are fictional and do not represent any real mutual fund, company, or market data.

TrueExposure(s) = Σ over funds f: weight_f(s) × [ amount_f ÷ Σ amount ]

Each fund's disclosed holding weight is scaled by its share of your total allocation, then summed across funds — the same look-through method validated earlier in this project, generalized to any number of funds and any allocation mix.

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