A portfolio screening tool that reveals the ethical and behavioral profile of companies in an investment portfolio, helping investors avoid owning companies that conflict with their values. It serves individual investors, financial advisors, and executives who want to align their investments with personal ethics. The tool is delivered as a free, ungated web application that processes data locally in the browser, with optional brokerage connection via Plaid for convenience.
Key features
- Company behavior database covering 39 issues
- Portfolio analysis via ticker, CSV, or Plaid
- Customizable issue themes and fine-tuning
- Privacy-focused: no data stored on server
- Free and ungated access
- No social media activity within the last 30 days
GTM channels
- Blog
- Docs
ICP
- Consumers general
- Financial services firms
- Executives founders