---
title: "Ask your agent about investment allocation"
slug: ask-your-agent-about-investment-allocation
url: https://bankbridge.money/guides/ask-your-agent-about-investment-allocation
category: tip
published: 2026-04-23
updated: 2026-04-23
---
# Ask your agent about investment allocation

> Your agent calls list_holdings, sums by ticker, divides each position's value by the total portfolio value, and returns percentages. Useful for concentration-risk checks: if any single position is more than 10-15% of total, that's worth flagging.

Ask Your Agent About Allocation | BankBridge | BankBridge 

[Tip](/guides/tips)

# Ask your agent about investment allocation

Updated Apr 23, 2026·2 min read

Your agent calls list\_holdings, sums by ticker, divides each position's value by the total portfolio value, and returns percentages. Useful for concentration-risk checks: if any single position is more than 10-15% of total, that's worth flagging.

## How the agent answers this

Your agent calls `list_holdings`.

Returns position value + cost basis + gain/loss per position. The agent computes the percentages.

## Variant prompts

-   > “What % of my portfolio is in my top 3 positions?”
    
-   > “Am I overweight in tech?”
    
-   > “Show me every position, sorted by value, with gain/loss.”
    

## Setup

Sign in at [bankbridge.money](/login), connect your bank, paste the pre-filled snippet into your agent of choice (see [setup guide](/guides/how-to-connect-your-bank-to-claude)), then ask one of the prompts above.