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Portfolio Overlap Tool

Compare two plain stock-name lists and see how many names appear in both. This portfolio overlap tool helps review diversification without storing your lists.

No login required
No data stored
Mobile friendly

Enter portfolio names

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Explanation

The portfolio overlap checker compares two plain-text lists of stock or fund names and identifies common holdings. It is useful when checking whether two portfolios are truly diversified or whether multiple funds contain similar securities. Indian investors can paste holdings from two portfolios, mutual fund factsheets, or watchlists and quickly see the common names. The result shows counts, overlap percentage, and matching entries. This tool compares names only and does not analyze allocation, weight, market value, sector exposure, price movement, or portfolio risk. Use it as a quick screening utility before doing deeper research.

Formula

Overlap % = Common unique names / Total unique names x 100

Names are normalized for comparison, but holdings and weights are not considered.

FAQ

Common Questions

The tool divides common unique names by the total unique names across both lists.

No. This basic version compares names only and does not use prices, quantities, or weights.

Yes, if you paste plain holding names. The tool checks name overlap only, not fund allocation or risk.

No. Lists are processed for the request and are not stored in a database.

Different spelling, abbreviations, merged company names, or ticker-style entries can affect matching.