Pick any combination of our 45 impact areas to create your own custom 'impact formula'. We use this formula to create custom ratings of companies, stocks, funds and your portfolio (including your accounts and holdings).
Our proprietary algorithms use the composition of your accounts (how much you have invested in stocks and funds) and the impact areas you selected to calculate custom ratings for your portfolio, accounts, holdings, and held companies (i.e., companies you hold through stocks or funds).
Note that in order to be rated, an account must have at least one investment in a stock or fund, since our algorithms are based on our stock and fund ratings.
See best- and worst-performing companies in your portfolio (and not in your portfolio) on the issues you care about. Get recommendations for how to improve the impact of your portfolio.