The Concentration tab of RightCapital's Investment module will highlight any concentrated positions within a client's investment portfolio. This includes both investment accounts as well as stock plans. You can access this module within the Investment > Concentration tab of each client plan:
By default in RightCapital, a concentrated position is defined as any position which is equal to or greater than 5% of the total portfolio value. You can adjust the concentration threshold slider in the Action Items to customize the percentage used in the analysis:
The slider ranges from a minimum of 1% to a maximum of 20%. Beneath this slider, RightCapital will display the steps needed to eliminate the concentrated positions:
Important Note:
The Concentration module pulls in holding information from the client's investments in the Net Worth section of the Profile. In order to utilize this module, a client's investments must be entered one of the following ways:
Linked using account aggregation
Linked using an advisor-level integration
Manually entered using the 'Enter Holdings / Asset Class' entry method
