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 beta · No advisor required · Your data stays yours.
Every holding plotted — harm-reduction × mission-active. Bubble size = position weight.
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.
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.
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.
Begin with what you believe.
Independent. We sell no investments. Your data stays yours.