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

Edit Portfolios
Improve client and model portfolios by replacing fund that better align with values and see how impact is altered.
Are you looking for a mandate aligned fund, or maybe a certain level of shareholder engagement in a fund? Use our helpful filters to find exactly what your client needs.
Fine Tuning
Full control of each search function and the ability to select your own approved funds list.
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Apply screens to a benchmark, custom universe, or existing fund
Set slides and toggles to a values-based threshold that fits your client's needs
Export resulting universe for portfolio research or send to optimization engines via APIs

Integration Partners

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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
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Enter keywords and click search.