Monitor the Portfolio You Own. See What's Actually Inside It.
Import your holdings and Awalyt tracks them live: prices, gains, true time-weighted return. Then it looks inside your ETFs and shows the exposure, overlap, and concentration your brokerage never does.
Built for investors who want to know what they really own.
Your Brokerage Tells You What You Hold. Not What You Own.
Open your brokerage app and you see a clean list. Five ETFs, a couple of stocks, a total value, a number for what you gained today. It looks diversified. Five different tickers, after all.
But a ticker isn't a bet. An ETF is a basket, and two baskets can hold mostly the same things.
Hold VOO, QQQ, and a direct position in Apple, and you don't have three independent bets. You have Apple at roughly 14% of your portfolio, large-cap US tech at well over 30%, and a concentration you never deliberately chose. Your brokerage won't tell you this. It shows holdings, the tickers you bought. It doesn't show exposure, what those tickers actually contain. Portfolio Monitoring shows both.
What You See with Awalyt Portfolio Monitoring
The overlap your brokerage never shows you
Awalyt looks inside every ETF you hold and adds up where the same companies appear. Hold VOO and QQQ alongside a direct Apple position, and the analysis shows Apple is not a 9% holding. It is closer to 14% once you count the Apple already sitting inside both funds. It does the same for every overlapping company, then tells you which single name your portfolio is most exposed to, and by how much.
Your real sector exposure, summed across every fund
A portfolio of "diversified" ETFs can still be a concentrated sector bet. Awalyt looks through all your funds and direct holdings and sums up the true sector weights. Many portfolios that feel balanced turn out to be 30% or more in technology once VOO, QQQ, and a few individual names are combined. The same view maps your geographic exposure, so an "international" label does not hide a portfolio that is still overwhelmingly US.
A concentration score, not a vague feeling
"Am I diversified enough" usually gets answered by gut feeling. Awalyt answers it with a number. The concentration index measures how much of your portfolio sits in its largest positions, flags when your top holdings dominate the whole, and breaks down your split across asset types. A portfolio where the top three holdings are 86% of the total gets labeled for what it is, not left to interpretation.
From Holdings to Real Picture in 3 Steps
Import Your Holdings
Add your positions manually, or upload your broker's export file. Awalyt builds a live view of the portfolio you actually own.
Track It Live
Prices, daily change, market value, and gain or loss per position update as the market moves. Time-weighted return shows the real performance of your strategy, separate from the noise of deposits and withdrawals.
See What's Inside
Run the AI analysis: overlap, sector and geographic exposure, concentration. The numbers that tell you what your portfolio really is, not just what it is worth today.
Why Investors Use Awalyt to Monitor Their Portfolio
| What Matters | Brokerage / Other Tools | Awalyt |
|---|---|---|
| Holdings view | A list of tickers and a total value | Holdings plus the exposure inside them |
| ETF overlap | Not shown | True exposure to every overlapping holding |
| Sector & geographic exposure | Per-fund at best | Summed across the entire portfolio |
| Performance metric | Simple return | True time-weighted return (TWR) |
| Concentration risk | Left to guesswork | Measured, scored, and flagged |
| Beyond monitoring | Separate tools for backtesting and research | Backtesting, fundamentals, asset analysis — all included |
| Price | Free trackers with no analysis, or $100+/year analytics tools | Free, or $119/year all-in |
Look-Through
True exposure inside every fund
Live
Prices, value, and P&L always current
$0
Free to start
“A portfolio tracker that only shows you tickers is showing you half the picture. Awalyt looks inside every fund you hold — so the diversification you see is the diversification you actually have.”
Frequently Asked Questions
Yes — Awalyt has a Free plan, free forever, no credit card. Premium is $119/year with everything included.
Backtesting tests hypothetical portfolios on historical data: what would have happened if you had held this. Portfolio Monitoring tracks the real portfolio you own right now: what you actually hold, and what is inside it. One is a simulation, the other is your live account.
You import them manually or upload your broker's export file. Awalyt is an analysis tool, not a brokerage. It never connects to your accounts and never moves money.
Time-weighted return (TWR) measures the performance of your investment strategy itself, stripping out the effect of when you added or withdrew money. It is the metric that lets you fairly compare your portfolio against a benchmark.
Awalyt looks at the underlying holdings of each ETF in your portfolio and sums up where the same companies appear across funds and direct positions. The result is your true exposure to each company, not just the headline ticker weights.
No. Portfolio Monitoring shows you what your portfolio contains and where its risks sit. What you do with that is your decision. Awalyt presents data, not advice.
Stop guessing what you own. Start seeing it.
Create a free account and analyze your real portfolio today.
Get Started Free