An overview of a starting exercise to understand what the tool can do
Once you get set up with a YourStake account we recommend doing the following to get a taste of what you can do.
1. Create two portfolios. One values-aligned model portfolio, and one for a sample client/prospect.
2. Take a YourStake questionnaire as a sample prospect.
3. Run a report comparing your values-aligned model portfolio to your sample client/prospect's portfolio on the specific issues that resulted from the questionnaire.
On the "Prospects" Tab of the "Prospects & Portfolios" page, click the green "select a model portfolio" button next to the prospect you created, and choose your ESG model portfolio ("My Uploaded ESG Portfolio").
You will then be taken to the "Reports" page, where you can search for the prospect portfolio you created in the comparison search box.