Welcome to the new YourStake.org!

Try free for 14 days

Personalized, explainable, and transparent data helps build client trust that they are aligning their investments with their values.
Waving flag logo of YourStake
Billing cycle: Annual contracts with no-commitment 14 day trials. Pricing for internal use only. Please contact sales@yourstake.org to inquire about using YourStake output in tear sheets, newsletters, public-facing websites, and other external distribution.

Explainer

For advisors who help clients understand model portfolios
From
$
999
/seat/year
Includes access to:
- Values Questionnaire
YourStake Behavioral Values Questionnaire
- Impact Reporting
A screenshot of our Impact report pdf with report highlights
- Portfolio Comparisons
YourStake comparison report
- Shareholder Engagement
YourStake Shareholder engagement report
Get Started
Need more? Book a demo

Professional

For advisors who want to build ESG model portfolios with funds
From
$
2,999
/seat/year
Everything included in Explainer, plus access to:
  • - Fund Screener
    - Fund Portfolio Builder
    YourStake fund analysis
    - Metaphor Metrics
    Yourstake metaphor analysis
      Fund Screener
Get Started
Need more? Book a demo

Champion

For enhanced reporting for high net-worth clients
From
$
4,999
/seat/year
Everything included in Professional, plus access to:
- Institutional Style Reports
table of contents for the institutional report
Get Started
Need more? Book a demo

Analyst Terminal

For SMA Construction and enhanced company research
From
$
9,999
/seat/year
Everything included in Champion, plus access to: 
- Company Screener
YourStake company screener
Get Started
Need more? Book a demo

Explainer

For advisors who help clients understand model portfolios
From
$
99
/seat/month
Includes access to:
- Values Questionnaire
YourStake Behavioral Values Questionnaire
- Impact Reporting
A screenshot of our Impact report pdf with report highlights
- Portfolio Comparisons
YourStake comparison report
- Shareholder Engagement
YourStake Shareholder engagement report
Get Started
Need more? Book a demo

Professional

For advisors who want to build ESG model portfolios with funds
From
$
299
/seat/month
Everything included in Explainer, plus access to:
  • - Fund Screener
    - Fund Portfolio Builder
    YourStake fund analysis
    - Metaphor Metrics
    Yourstake metaphor analysis
      Fund Screener
Get Started
Need more? Book a demo

Champion

For enhanced reporting for high net-worth clients
From
$
499
/seat/month
Everything included in Professional, plus access to:
- Institutional Style Reports
table of contents for the institutional report
table of contents for the institutional report
Get Started
Need more? Book a demo

Analyst Terminal

For SMA Construction and enhanced company research
From
$
999
/seat/month
Everything included in Champion, plus access to: 
- Company Screener
YourStake company screener
Get Started
Need more? Book a demo

Common questions you might have about YourStake.

If you have any further questions, or want to inquire about pricing options, reach out using the link below
Get in touch
How many other advisors are using YourStake?
YourStake.org was founded in 2018, and over $2 Trillion of AUM is making use of the YourStake tools. YourStake.org was recently rated the top ESG/SRI analysis platform for customer satisfaction by advisors in the 2022 T3/Inside Information survey.
Will my compliance depart 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 include shareholder engagement activities. Additional coverage areas can be made available on request.
Who is YourStake?
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.

Learn more about the team here
Is YourStake secure?
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
How many other advisors are using YourStake?
YourStake.org was founded in 2018, and over $2 Trillion of AUM is making use of the YourStake tools. YourStake.org was recently rated the top ESG/SRI analysis platform for customer satisfaction by advisors in the 2022 T3/Inside Information survey.
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.
Why don't I look the data up on my own?
YourStake helps advisors find the truth in ESG, we do this for you by:

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.
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