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Thematic Exposure — Your Portfolio
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Drop in a CSV of your holdings or type in tickers manually. We support stocks, ETFs, and mutual funds. Takes 30 seconds.

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Visualize exactly which macro themes are driving your returns — and which ones have hidden risk you didn't know you were taking.

Real analysis. Not generic charts.

Portfolio Analysis — John's Holdings (47 positions)
Generated 12s ago
⚠ Concentration Alert: Your "diversified" portfolio has 73% exposure to the AI Infrastructure theme — driven by NVDA, MSFT, AMD, and GOOGL. A single AI narrative shift could move your entire portfolio.
📍 Rate Sensitivity: 62% of your holdings are in duration-sensitive growth stocks. A 100bps rate rise scenario projects a -18.4% drawdown on current allocation.
🔗 Hidden Correlation: XLK, QQQ, and your individual tech names overlap by 84%. You own the same 30 stocks three times. Your diversification is largely illusory.
Thematic Exposure Breakdown
AI Infrastructure
73%
Consumer Discretionary
41%
Energy Transition
28%
Financials / Rates
19%
Defensive / Macro Hedge
8%

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The Rock Report provides market intelligence and educational tools for informational purposes only. Nothing on this platform constitutes financial advice, investment advice, trading advice, or any other sort of advice. We do not hold, manage, or have custody of any user funds. All investment decisions are made by you, in your own brokerage accounts. Past performance of any analysis or signal is not indicative of future results.