First -- you guys are just killing it. AlphaSpace plus Yahoo! Scout is so powerful. I used Yahoo! Scout to calculate cross-fund (and cross-portfolio...I have 4 portfolios) concentration for the Top 20 individual holdings. The report was smart, identified outliers, indentified causality and really gave insight. I saved it out to a GDoc and can share it with Umair or Jeff or whoever if you want it.

With that said, I do not think I am an outlier. Given the size of my portfolio and the decades it took to create it, I know I have hidden (and risky) concentration. While YF Gold will show me Sector concentration (helpful) and security concentration (honestly not very useful at all given the breadth of mutual funds/ETFs in the market these days), Alphaspace does not currently have a built-in look-through concentration report that automatically calculates fund-level stock exposure and aggregates it across your top holdings. That kind of X-ray analysis (sometimes called a "portfolio overlap" or "holdings look-through" report) is not a feature available in the current Alphaspace surface. It should be. At minimum, you might consider a pre-loaded prompt -- it was very fast and doing the math for me.

Anyway, I am so so so proud of all of you. Keep up the good work and know that I remain a loyal, heavy user. Anytime anyone needs user feedback, I'm happy to hop on a chat. Love you all! Tracy