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Compass Score

8.2/10

↑ +0.3 (30 Days)

Carbon Intensity (T/M)

105

↓ -5% (Goal: <80)

Social Alignment

7.9

↑ +0.1 (Goal: 8.5)

Total Portfolio Value

$450K

As of Today

Annualized Volatility

11.2%

↓ -0.8% (Target: 12%)

💡 Actionable Optimization Recommendation

Swap 15% ($22.5K) of Utility Holding A for Renewable Fund B.

**Resulting Impact:** Reduces portfolio Carbon Intensity by **25%** and Volatility by **1.1%** while maintaining projected **annual yield of 4.5%**.

1-Year Portfolio Performance vs. Benchmark

ESG Pillar Balance

Sector Alignment Score (E+S+G)

Detailed Holdings

Holding (Ticker) Weight Value E-Score S-Score G-Score Carnelian Score