Once you have selected the values you support and the practices you oppose, the tool analyzes and grades your portfolio. The chart on the left shows your overall Portfolio Impact Score. Hold your mouse over slices around the outside to see the weight of companies in the High (Dark Green), Medium (Light Green), and Low (Yellow) alignment levels.
Directly under the doughnut chart, we show you what percent of your portfolio has impact data. The calculation is weighted based on the dollar value of each position that has an Impact score to provide an overall score for the portfolio. For example, if you have a $1000 portfolio with 10 positions, and only two of the 10 have impact data but those two are worth $900, we show that 90% of your holdings have impact data, and the overall Impact score of the portfolio.
To the right of the chart you will see your individual Impact Value grades which you can click to see which positions contributed to the grade. Below these values, you will see practices you find unacceptable with a small number in the corner that shows how many companies in your portfolio were flagged as engaging in the practice. Click a practice for the list of flagged companies.