--- title: "What’s New in VADIS: Updates to Make Your Experience Even Better" description: "What’s New in VADIS: Updates to Make Your Experience Even Better" --- [Skip to content](https://help.yourstake.org/knowledge/whats-new-in-vadis-updates-to-make-your-experience-even-better#main-content) English Show submenu for translations [More support](https://help.yourstake.org/knowledge/kb-tickets/new?hsLang=en) ![YourStake Logo White](https://help.yourstake.org/hs-fs/hubfs/YourStake%20Logo%20White.png?width=200&height=51&name=YourStake%20Logo%20White.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://help.yourstake.org/knowledge/kb-tickets/new) - [Back to Platform](https://www.yourstake.org/ui/advisor/home) [Back to Platform](https://www.yourstake.org/ui/advisor/home?hsLang=en) Welcome to the Help Center. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.yourstake.org/knowledge?hsLang=en) 2. [VADIS](https://help.yourstake.org/knowledge/vadis?hsLang=en) # What’s New in VADIS: Updates to Make Your Experience Even Better ## We’ve made a number of updates to the YourStake VADIS platform to make it easier to use, more informative, and more helpful for managing your values-aligned investments.   Here’s a quick look at what’s new: **A New Home for All Your VADIS Materials: The Resources Tab** Looking for guidance, reports, or best practices? The new **Resources** tab is your go-to place for all things VADIS. You’ll find shareholder engagement reports, how-to guides, and other helpful materials—all in one convenient spot. ![image-1](https://help.yourstake.org/hs-fs/hubfs/image-1.png?width=670&height=356&name=image-1.png) **A Cleaner, Easier Setup Page** We’ve updated the setup page to make it more intuitive and easier on the eyes. Whether you’re setting up a new account or adjusting an existing one, the new layout should make the process quicker and smoother. ![image (1)](https://help.yourstake.org/hs-fs/hubfs/image%20(1).png?width=670&height=399&name=image%20(1).png) **Introducing the Funded Accounts Tab** Now you can see all of your VADIS accounts in one place. The **Funded Accounts** tab lets you quickly check account holdings and access related reports, so you always know where things stand. ![image (2)](https://help.yourstake.org/hs-fs/hubfs/image%20(2).png?width=670&height=290&name=image%20(2).png) **New Tax Management Tools for Larger Taxable Accounts** For taxable accounts over $250,000, we’ve added new tax management features. You can now: - Set a capital gains budget - Authorize First Affirmative to harvest losses on your behalf These tools are designed to help you manage taxes more effectively without extra manual work. ![image (3)](https://help.yourstake.org/hs-fs/hubfs/image%20(3).png?width=670&height=641&name=image%20(3).png) **Add Comments Right Where They Matter** A new **comments box** lets you add notes and context related to account optimization and management. This makes it easier to track decisions, share updates with your team, or just keep a record of your thinking. ![image (4)](https://help.yourstake.org/hs-fs/hubfs/image%20(4).png?width=670&height=255&name=image%20(4).png) **Easier Optimization with an Interactive Metric Meter** The new Metric Meter dynamically illustrates how value-based exclusions affect portfolio construction. The bar shifts from left to right and changes color based on the percentage of the investable universe excluded. ![Yellow Metric Meter](https://help.yourstake.org/hs-fs/hubfs/Yellow%20Metric%20Meter.png?width=670&height=309&name=Yellow%20Metric%20Meter.png) **Added a Difficult Metric Category on the Fine-Tune Values Page** Quickly see all the "difficult metrics" that will move the metric meter towards red, and make it more difficult for the portfolio to be optimized. ![Difficult Metric Category](https://help.yourstake.org/hs-fs/hubfs/Difficult%20Metric%20Category.png?width=670&height=309&name=Difficult%20Metric%20Category.png) **Know Which Value Sets Are Up to Date** We’ve added **updated dates** to each value set so you can quickly see which ones are current. No more guessing—you’ll always know which set to use. ![image (6)](https://help.yourstake.org/hs-fs/hubfs/image%20(6).png?width=670&height=446&name=image%20(6).png)   We hope these updates make your experience with VADIS more efficient and user-friendly. As always, if you have questions or feedback, we’d love to hear from you. Thanks for using VADIS to help align investments with what matters most.     - [Portfolio Intelligence](https://help.yourstake.org/knowledge/portfolio-intelligence?hsLang=en) - [Meeting Assistant](https://help.yourstake.org/knowledge/meeting-assistant?hsLang=en) - [Values Core](https://help.yourstake.org/knowledge/values-core?hsLang=en#main-content) - [Value Sets](https://help.yourstake.org/knowledge/values-core?hsLang=en#value-sets) - [Values Questionnaire](https://help.yourstake.org/knowledge/values-core?hsLang=en#values-questionnaire) - [Values Reports](https://help.yourstake.org/knowledge/values-core?hsLang=en#values-reports) - [Portfolios](https://help.yourstake.org/knowledge/portfolios?hsLang=en) - [People/Integrations](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#main-content) - [People](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#people) - [Integrations](https://help.yourstake.org/knowledge/people-integrations?hsLang=en#integrations) - [Document Assistant](https://help.yourstake.org/knowledge/document-assistant?hsLang=en) - [VADIS](https://help.yourstake.org/knowledge/vadis?hsLang=en) - [Investment Screeners](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#main-content) - [Fund Screener](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#fund-screener) - [Company Screener](https://help.yourstake.org/knowledge/investment-screeners?hsLang=en#company-screener) - [Compliance](https://help.yourstake.org/knowledge/compliance?hsLang=en) # YourStake yourstake.org Help Center Copyright © 2026, YourStake