Values-Based Portfolio Builder

Help investors align their stock portfolio with their personal values and ethics. Most portfolio tools ignore company values, mission, and operations. This AI-powered tool lets users filter and build portfolios based on what they actually care about.

ESG investing has faced real backlash lately — politically and from performance skeptics — but demand for values-aligned portfolios among individual retail investors hasn't actually collapsed; it's just fragmented across niche tools and robo-advisors like Betterment and Earthfolio that bolt on ethics as a feature rather than a foundation. The $2k–$10k/mo revenue band is realistic for a solo founder targeting a specific values niche (say, Catholic investing or anti-defense) through subscription, but hitting the top end requires either scale or a higher-priced advisory tier, neither of which is trivial. The biggest risk is that most users say they want values alignment but won't pay a premium for it when index funds are cheaper and perform comparably — revealed preference is brutal in fintech.