Mission-aligned investing, evidenced
You already know what you believe. Your investments should too.
Most portfolios are built on financial metrics alone. Your values get lost between you and your advisor. You deserve to see what your money is actually doing.
Free during betaNo advisor requiredYour data stays yours
Every holding plotted — harm-reduction × mission-active. Bubble size = position weight.
The method
One score hides the story. Two axes tell it.
A single alignment number collapses two different questions into one. We keep them apart: how much a holding reduces harm, and how much it actively advances your mission. Some holdings do both. Some do neither. Most sit between — and that middle is where the next conversation lives.
What a holding avoids doing — the exposures screened out of the portfolio.
What a holding does on purpose — the work that advances what you care about.
A sample view
Rich analysis, not just a number
Two-axis alignment — harm-reduction vs mission-active. Every holding shows where it sits AND how much it weighs.
Sage marks what advances your mission; gold and warm-grey mark what to discuss. The picture is the starting point — the detail sits one click beneath every bubble.
The path
How it works
Three steps. No spreadsheets to wrestle, no jargon to learn.
Choose your role
Foundation or individual. The analysis runs the same; the framing and language shift to match your audience.
Tell us what you value
Upload a mission statement or IPS, or answer a few guided questions about what matters to you.
Submit your portfolio
Paste tickers, upload a statement, or use sample data. Every holding gets researched and scored.
The deliverable
In your report
Every analysis surfaces the same depth — explored interactively in your browser.
Two-axis alignment map
Every holding plotted on harm-reduction and mission-active axes. Bubble size shows weight.
Executive narrative
A grounded, plain-English read of what your portfolio is doing today.
Holding-by-holding detail
Per-holding sources, score reasoning, and confidence tier.
Fund look-through
ETFs and mutual funds decomposed into their underlying holdings.
Sensitivity scenarios
What-if views: swap a holding, change exposure, see how alignment shifts.
Ideas and next steps
Suggested questions to bring to your advisor or investment committee.
Built for a boardroom
Every claim, defensible
An alignment report only helps if it holds up to scrutiny. Ours is built to be read by people who ask hard questions.
Sourced, not asserted
Every holding carries its data source and a confidence tier, so a claim can be traced before it reaches a board packet.
Funds seen through
ETFs and mutual funds decompose to underlying positions — alignment is read on what you actually own, not the label.
Reasoning you can read
Each score comes with the reasoning behind it, in plain language a trustee can follow without a data team.
Independent by design
We sell no investments and take no product fees. The analysis answers to your mission, and nothing else.
Begin with what you believe.
Independent. We sell no investments. Your data stays yours.