Use Case
Your biggest investment may also be your biggest risk.
When one stock becomes a large share of your portfolio, a single earnings report or market move can have an outsized impact on your net worth. Parity helps you understand your exposure before deciding what to do.
Illustrative portfolio
42% of your portfolio depends on one stock.
Why not just sell?
Selling appreciated shares may trigger capital gains taxes and reduces your exposure to a company you may still want to own.
Why options?
Options can change the risk around an existing investment without requiring an upfront stock sale.
Why Parity?
Compare protection, income, and upside tradeoffs in plain English, choose the outcome you want, and take the trade to your own brokerage.
See how concentrated your portfolio is.
After connecting your brokerage we'll automatically identify:
- Concentrated positions
- Cash sitting idle
- Diversification gaps
- Holdings eligible for outcome modeling
Connect your portfolio in under 60 seconds and see how much of your portfolio depends on your largest holdings.
Analysis only. No trades are created or submitted. Illustrative and educational; Parity does not provide investment or tax advice.