Portfolio value
The price-based subtotal is the sum of recorded equity quantity × usable observed share price. When prices are missing, the subtotal cannot be called a complete portfolio valuation. Fixed-income yields are not share prices, and face value is not a market quote.
Concentration
Largest holding weight = market-observed value of the largest eligible holding / total of all eligible priced holdings. If holdings cannot be priced, the metric is marked unavailable or restricted to the priced subset. Sector concentration uses the same priced-value approach, grouped by the recorded sector.
Health and risk
CapYield does not assign an overall portfolio health score or personal risk grade. Where price coverage is sufficient, it reports observable exposure and concentration rather than implying suitability from an unvalidated score.
AI confidence
Confidence in a verified dated economic statistic differs from confidence in a causal explanation or directional investment implication. Interpretation must carry sources, explicit limitations and uncertainty; it does not constitute personal investment advice.