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MOCHILAB / AI SKILL
Fund Holdings Overlap
Look through fund disclosures to identify overlapping holdings, sector exposure and undisclosed coverage.
What it does
Look through fund disclosures to identify overlapping holdings, sector exposure and undisclosed coverage.
- Value-weighted underlying exposure
- Pairwise disclosed holdings overlap
- Underlying and sector concentration
- Keep undisclosed exposure unknown
Try saying
Use my supplied records to look through fund disclosures to identify overlapping holdings, sector exposure and undisclosed coverage.
Export a reproducible report with the assumptions, key metrics and detailed CSV. Ask me for missing facts first.
Calculation scope
funds use id/value; underlying records use fund/symbol/weight and optional sector. Supply dated, comparable disclosures. Weights are fractions within each fund. Disclosed pairwise overlap is a lower-coverage observation, not proof that undisclosed holdings differ.
Deliverables and runtime
Includes executable Python 3.10+ standard-library calculations, independent numerical tests, fictional examples and an input reference. Supported flat collections accept CSV. No extra market-data key is needed. Files stay in the active assistant workspace, with input and output hashes. Analysis only; no account access or automatic trading.
References