Can I see how a company aligns with my values before I invest?

You can add the Impact Effect column to your Watchlist and any tools that allow adding/removing columns. Note that the column relies on your impact preferences. If you have not set preferences you will see the pencil ("edit preferences") icon instead of a field value…

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…

The Portfolio Impact Score is based on the Impact Values you tagged as Important or Very Important and provides an overall view of how closely the values of the companies in which you are invested align with your own. We calculate this grade using individual scores on all of the assets in your portfolio that have impact data available…

The Impact Flags column displays a yellow flag next to a company that participates in a business practice you tagged as unacceptable. 

The Impact Effect column helps you gauge how strongly a company's values align with your Impact values using leaf icons of different colors:…