Welcome to the new YourStake.org!

Portfolio Research Tools

Leverage YourStake's deep data library to find the best investments for your clients
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Over $ 2 Trillion
in AUM has been through through our tools to explore new investments that better align with clients values
screencapture of our Fund and ETF screener showcasing investment alignment with client values

Funds and ETFs

1
Edit Portfolios
Improve client and model portfolios by replacing fund that better align with values and see how impact is altered.
2
Filters
Are you looking for a regulated ESG fund, or maybe a certain level of shareholder engagement in a fund? Use our helpful filters to find exactly what your client needs.
3
Fune Tuning
Full control of each search function and the ability to select your own approved funds list.
screenshot of our stock and company screener

Stocks

1
Universe
Apply screens to a benchmark, custom universe, or existing fund
2
Customization
Set slides and toggles to a values-based threshold that fits your client's needs
3
Execution
Export resulting universe for portfolio research or send to optimization engines via APIs

Integration Partners

addepar logoorion advisor tech logoCircle black logoFolio investing logocharles schwab logoiRebal logoBettermint for advisors logoblack diamond by SS&C wealth platform logoRaymond James logo
Financial Advisor, Massachusetts

“We typically spent months trying to do due diligence on fund managers. Now we can do it in weeks, and are able to customize portfolios for each client.”

Try it for free
image of our portfolio screener and editor

Search

Enter keywords and click search.