The Impact Dashboard helps you evaluate your portfolio so that you can make adjustments and invest in companies whose responsible world view coincides with your own. Choose the Impact Values and ESG principles - like Racial Equality and No Animal Testing - that are important to you. Then let the Impact Dashboard analyze and grade your portfolio based on how your positions align with your principles.
Specifically, you can see:
- How well each individual investment aligns with your goal of responsible investing.
- How each Impact Value you tagged as being important to you fared in your portfolio and how companies contributed to that value grade.
- How many and which companies were flagged for engaging in business practices to which you are opposed.
- What percentage of your portfolio has Impact data used to calculate your Portfolio Impact grade.
By viewing companies through an "Impact Lens" of your own design, you can clearly see whether their values align with yours. You can modify your goals and preferences at any time.
Impact Dashboard is available across all of our trading platforms.
Additional Information
- Can I change my Impact preferences?
- How can a red flag company be helping my portfolio?
- How do short positions affect my score in the Impact Dashboard?
- What does my Portfolio Score mean?
- What do the letters and numbers mean next to my impact choices?
- Why does it say that only some of my investments have impact data?