ESG Investment Tracker
Tracking Your ESG Investments
Welcome to the ESG Investment Tracker! This tool helps you manually log, monitor, and analyze your investments based on Environmental, Social, and Governance (ESG) criteria that you define.
Key Features:
- Log Investments: Enter details about your stocks, bonds, ETFs, funds, etc., including purchase price, quantity, and current valuation (which you'll need to update manually).
- Define ESG Attributes: Assign primary ESG themes (e.g., Renewable Energy, Gender Equality), your own ESG ratings/scores, and notes on their impact.
- Track Performance: See calculated gain/loss for each investment and your overall portfolio based on your inputs.
- Analyze Portfolio: View charts on how your portfolio is allocated by asset type and ESG themes, and see top/bottom performers.
- Local Storage: All data is saved in your browser. No data is sent to any server.
- PDF Export: Download a summary of your portfolio.
Important: This tool does not provide financial advice, live market data, or official ESG ratings from providers. All financial and ESG data must be manually entered and updated by you.
Add New ESG Investment
ESG Portfolio Overview
| Name/Ticker | Asset Type | Qty. | Purch. Price | Total Cost | Curr. Price | Curr. Mkt Value | Gain/Loss ($) | Gain/Loss (%) | Primary ESG Theme | Your ESG Rating | Actions |
|---|
Analysis & Insights
Visualize your portfolio's allocation and performance based on the data you've entered. Ensure current prices are up-to-date for accurate insights.