Your Money Should Reflect What You Believe
AI-powered tools for values-aligned investing. Build an Investment Policy Statement that encodes your values, or analyze your existing portfolio for mission alignment.
Your Portfolio Deserves a Constitution
Most investors have never written an Investment Policy Statement — and the ones who have usually got a boilerplate document that says nothing about what they actually care about. This tool changes that.
What Matters to You?
Through a guided conversation, we surface your core values — not through abstract visioning, but through concrete reactions, forced rankings, and trade-off scenarios that reveal what really drives you.
What Will You Fund — and What Won't You?
Translate your values into concrete investment criteria. Sort categories into Hard No, Uncomfortable, Open To, and Actively Seeking — from fossil fuels to cooperatives to community lenders.
The Money Conversation
What does your money need to do? Sustain you, grow, or be fully deployed for impact? We explore returns, risk, and time horizon through a wellbeing lens — not the conventional finance playbook.
Your Rights as an Investor
The fiduciary truth: what your advisor can and can't refuse, how the legal landscape has shifted, and how to find someone who will actually implement your values.
Your Investment Policy Statement
Everything assembled into a professional IPS document — both a personal version in your voice and a formal version you can hand to any advisor or use as a self-directed decision-making framework.
See Where Your Portfolio Really Stands
Upload your mission statement and holdings report. Every holding is scored, researched, and explained — so you know exactly where your investments align with your values and where they don't.
Upload Your Documents
Upload your mission statement, IPS, and portfolio holdings report. We accept CSV, Excel, PDF, and Word formats. AI extracts key themes, exclusion categories, and holdings automatically.
AI Classifies Every Holding
Each holding is classified by type — public equity, ETF, private equity, hedge fund, and more — so the right research method is applied. ETFs get SEC N-PORT look-through analysis.
Deep Research & Scoring
Every holding is scored from +100% (fully aligned) to -100% (directly misaligned). Known companies are matched against curated risk data. Unknown holdings are researched via AI web search.
Executive Narrative & Results
Get a comprehensive analysis with an AI-written executive summary, interactive charts, sortable holdings tables, and a detailed concern-by-concern breakdown. Export as PDF or CSV.
Ask Follow-Up Questions
Use built-in chat to dive deeper. Ask about specific holdings, explore what-if divestment scenarios, or get recommendations for mission-aligned alternatives.
Ready to Invest with Intention?
Whether you're building your investment policy from scratch or checking how your current portfolio measures up — start here.