Try YourStake Free for 14 Days

Annual contracts, billed monthly, with no-commitment 14 day trials.

Explainer

For advisors who help clients understand model portfolios
$99/seat/month

Champion

For the ultimate advisor experience, suitable to present to family offices and foundations.
$499/seat/month

Analyst Terminal

For SMA Construction and enhanced company research
$999/seat/month
What's included:
  •   Values Questionnaire
  •   Customized Impact Reporting
  •   Click-Through Transparency
  •   Portfolio Comparisons
  •   Shareholder Engagement
Start Trial
Everything in Explainer Plus:
  •   Fund Screener
      Fund Portfolio Builder
      Metaphor Metrics
Start Trial
Everything in Professional Plus:
  •   Institutional Style Reports
Start Trial
Everything in Champion Plus:
  •   Company Screener
Start Trial

Explainer

For advisors who help clients understand model portfolios
Start Trial
$99/seat/month
  •   Values Questionnaire
  •   Customized Impact Reporting
  •   Click-Through Transparency
  •   Portfolio Comparisons
  •   Shareholder Engagement

Champion

For the ultimate advisor experience, suitable to present to family offices and foundations.
Start Trial
$499/seat/month
Everything in Professional Plus:
  •   Institutional Reports

Analyst Terminal

For SMA Construction and enhanced company research
Start Trial
$999/seat/month
Everything in Champion Plus:
  •   Company Screener

Explainer

For advisors who help clients understand model portfolios
Start Trial
$999/seat/year
  •   Values Questionnaire
  •   Customized Impact Reporting
  •   Click-Through Transparency
  •   Portfolio Comparisons
  •   Shareholder Engagement

Champion

For the ultimate advisor experience, suitable to present to family offices and foundations.
Start Trial
$4,999/seat/year
Everything in Professional Plus:
  •   Institutional Reports

Analyst Terminal

For SMA Construction and enhanced company research
Start Trial
$9,999/seat/year
Everything in Champion Plus:
  •   Company Screener

Explainer

For advisors who help clients understand model portfolios
$999/seat/year

Champion

For the ultimate advisor experience, suitable to present to family offices and foundations.
$4,999/seat/year

Analyst Terminal

For SMA Construction and enhanced company research
$9,999/seat/year
What's included:
  •   Values Questionnaire
  •   Customized Impact Reporting
  •   Click-Through Transparency
  •   Portfolio Comparisons
  •   Shareholder Engagement
Start Trial
Everything in Explainer Plus:
  •   Fund Screener
      Fund Portfolio Builder
      Metaphor Metrics
Start Trial
Everything in Professional Plus:
  •   Institutional Style Reports
Start Trial
Everything in Champion Plus:
  •   Company Screener
Start Trial

Frequently Asked Questions

How many other advisors are using this solution?

YourStake.org was founded in 2018, and over $200b of AUM is making use of the YourStake.org tools. YourStake.org was recently rated the top ESG/SRI analysis platform for customer satisfaction by advisors in the 2020 T3/Inside Information survey.

Will my compliance department approve?

YourStake.org has been approved for use at top-10 broker-dealers. We are always happy to talk to your compliance department and fill out their forms. You can read more about compliance here.

What is the data coverage?

All YourStake.org subscriptions contain coverage of public equities, holdings data on all US-listed funds, and top community investment funds. Data on funds includes shareholder engagement activities. Additional coverage areas can be made available on request.

Who are you?

YourStake.org is a Public Benefit Company, with our core mission being to advance sustainable investing. The founders of YourStake.org met as student activists pushing for Yale to go Fossil Free in their endowment (which they have!), and authored shareholder resolutions at major oil companies to compel them to stop funding climate denial. We have been working in the sustainable finance space for 9 years, and sit on the board of the Intentional Endowments Coalition.

Is this Secure?

Yes.
- YourStake.org can be used without any sensitive information, as a research and reporting tool on publicly traded investments.
- YourStake.org is officially integrated with custodians, such as TD Ameritrade and Schwab, for you to be able to securely sync client accounts for reporting convenience, if you so choose.
- A full dossier of security documentation is available on request to be sent to your compliance or IT department for their review

Where do you get your data?

YourStake.org is a data science company at the core. We do not sublicense data from other providers. We process data from over a hundred publicly available sources with a goal to best provide full transparency 'from soup to nuts' on every data point presented within the reports. We call ourselves a No-Score ESG provider, because we empower our customers with the full context instead of asking you to simply trust our own analyst opinions.

What is the benefit of using this tool versus looking up public data on my own?

Here are some of the key benefits:
Made for You. This will fit into your practice workflow of meeting with clients and quickly running portfolio analysis + comparison, saving time.
Benefit from our research. Most of the sources we parse require advanced data science and machine learning techniques to extract the relevant information and keep the database updated at scale. We pull data from over a hundred sources and are always staying on top of the new trends, so that you can have a conversation with any client.
Support. You can ask us questions and give us feedback.