See what drives your portfolio risk.
A long holdings list can still depend on a few positions. Bring the available accounts together, then ask what dominates the portfolio and what is still missing.
Vivi is in early access. Join the waitlist for an invitation as places open.
Look across accounts, not just within one
An imported brokerage statement, a read-only exchange account and a watched wallet each show part of the picture. Vivi can analyze the holdings available in your portfolio and aggregate the same asset symbol across accounts.
Start with position weights and concentration. Then ask for relevant comparisons or scenarios, with the available history, currency treatment and assumptions made explicit.
From holdings to a risk review
Input
Import readable statements or CSV files, or connect supported exchange accounts and wallets. Review quantities, currencies and statement dates before confirming a file import.
Analysis
Ask Vivi to calculate the largest positions and symbol-level concentration, show the account breakdown and identify holdings without usable prices.
Output
Review the priced portfolio, the unpriced positions and the coverage notes together. You can ask for a table or chart to make the concentration easier to inspect.
Two accounts can still be one exposure
Invented numbers for arithmetic only. These weights are not live prices or a suggested allocation.
Example requestCombine the same asset across my accounts. Show the largest weights, list anything without a price and explain what the calculation excludes.
| Available position value | Share of priced holdings |
|---|---|
| Asset A: $3,000 + $2,000 across two accounts | 50% |
| Asset B: $3,000 | 30% |
| Asset C: $2,000 | 20% |
| A holding with no usable price | Listed separately; excluded from this $10,000 total |
A partial picture should stay visibly partial
Concentration weights cover positive, priced positions. Short or unpriced positions are reported separately, and missing accounts can materially change the result. Non-USD statement values are preserved and are not silently treated as dollars.
Imported statements are dated snapshots, not live broker connections. Portfolio calculations depend on the latest data available to Vivi; verify the account and price dates before acting.
Symbol-level aggregation does not automatically look through every ETF or fund to its underlying companies. Correlation and scenario analysis depend on available history and are not forecasts or investment advice.
A clearer starting point for your research.
Vivi is in early access. Join the waitlist for an invitation as places open.
Join the early-access waitlistFor research and education, not investment advice. Verify important data before acting.