Allocation & concentration
See where capital is concentrated across holdings, sectors, asset classes and geographic markets.
MPC Markets Portfolio Intelligence
See what your portfolio is really telling you.
Prism brings your holdings into one clear review—showing concentration risks, portfolio gaps, thematic exposure and practical opportunities to discuss with an adviser.
Personalised analysis
Adviser-reviewed insights
Clear next steps
More than a holdings list
A clearer view of how your portfolio fits together
Prism turns disconnected investments into a structured portfolio conversation, supported by visual analysis and MPC Markets' investment framework.
Income visibility
Understand projected portfolio income and where yield is being generated across the portfolio.
Risk flags
Identify oversized positions, portfolio gaps, duplication and exposures that warrant closer attention.
Theme alignment
Map holdings against key MPC investment themes and see where the portfolio is aligned or underweight.
Plain-English findings
Move beyond raw data with concise observations that explain what matters and why it matters.
Practical next steps
Receive a prioritised discussion list to help guide your next portfolio review with an adviser.
See what you get
Explore an example Prism review
Move through each section of the report to see how Prism turns portfolio data into clear, actionable insights.
Illustrative portfolio snapshot
Portfolio value$1.24m
Across equities, fixed income, alternatives and cash.
Number of holdings18
A focused portfolio with diversified market exposure.
Projected income$51.6k
Estimated annual income before tax and fees.
Asset allocation
Australian shares28%Global shares21%Fixed income16%Cash & alternatives35%
Portfolio observations
| Largest position | QUAL ETF | 11.2% |
| Top five holdings | Combined exposure | 39.8% |
| Income yield | Estimated | 4.2% |
| Cash allocation | Available liquidity | 12.0% |
Holdings & concentration
Largest portfolio positions
| Code | Holding | Asset class | Value | Weight |
|---|---|---|---|---|
| QUAL | International Quality ETF | Global equities | $138,880 | 11.2% |
| BHP | BHP Group | Australian equities | $116,560 | 9.4% |
| CSL | CSL Limited | Australian equities | $94,240 | 7.6% |
| MQG | Macquarie Group | Australian equities | $80,600 | 6.5% |
| WTC | WiseTech Global | Australian equities | $63,240 | 5.1% |
| GOLD | Physical Gold ETF | Alternatives | $55,800 | 4.5% |
Top holding11.2%
Position size within the portfolio.
Top five39.8%
Combined concentration to monitor.
Direct equities9
Alongside diversified funds and ETFs.
Portfolio themes
Global quality equities
20.8%Meaningful international diversification through quality-focused exposure.
AI infrastructure
8.4%Exposure through semiconductors, software and enabling infrastructure.
Precious metals
4.5%Provides a portfolio hedge, but remains below the illustrative target range.
Healthcare
9.1%Quality healthcare exposure anchored by a large-cap industry leader.
Financials
12.6%Review sensitivity to domestic rates and the credit cycle.
Cash & liquidity
12.0%Provides flexibility for portfolio needs and future deployment.
House view — portfolio implications
Review top-five concentration
The largest positions represent 39.8% of the portfolio. Confirm that each weight still reflects conviction, risk tolerance and investment objectives.
Maintain global diversification
International quality exposure broadens the portfolio beyond Australian market and sector concentration.
Assess defensive allocations
Review whether precious metals, fixed income and cash provide the intended balance through different market conditions.
Consider rebalancing opportunities
Use the review to identify which positions should be retained, reduced or gradually increased.
Summary & next steps
The illustrative portfolio is broadly diversified with useful liquidity and global quality exposure. The priorities are to review position concentration, confirm the defensive allocation and ensure the balance between domestic and international assets remains suitable.
Illustrative portfolio only. Tabs rotate automatically; select any section to explore.
Simple process
Three steps to a clearer portfolio
Start with your details and holdings. We take it from there.
1
Request a review
Complete the form and tell us a little about your current portfolio.
2
We analyse your holdings
Prism reviews allocation, concentration, themes, income and key risks.
3
Discuss the findings
Receive a structured review with clear observations and next steps.
Request your portfolio review
Get a clearer view of your investments.
Complete the form and a member of the MPC Markets team will contact you to discuss your portfolio and the information needed for your review.
Your information is used to respond to your enquiry and prepare your portfolio review.
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The sample portfolio and findings shown above are illustrative only and do not relate to any client. They are not personal financial advice or a recommendation to buy or sell any financial product. Any review should be considered in light of your objectives, financial situation and needs.