$31,265.99
Across 27 executed trades.
Values Reflection
What your money has done over the last 365 days, framed by the values you chose.
$19,297.55
39 trades the system declined on your behalf.
76
Every signal evaluated, executed or not.
Where Your Capital Flowed
Dollars deployed into companies matching themes you said you wanted to support.
+ water-infrastructure
$3,856.13
4 trades ·
FELE, FLS, PNR
What We Declined To Buy
Every trade auto_gate rejected on your behalf. The "what we didn't do" is as much a values statement as the "what we did."
Risk: wash-sale guard
$12,143.18
34 trades
- WSC BUY — wash-sale guard: WSC had SELL on 2026-08-10 (within 31d) 2026-08-14
- WSC BUY — wash-sale guard: WSC had SELL on 2026-08-10 (within 31d) 2026-08-14
- WSC BUY — wash-sale guard: WSC had SELL on 2026-08-10 (within 31d) 2026-08-14
- WSC BUY — wash-sale guard: WSC had SELL on 2026-08-10 (within 31d) 2026-08-14
- WSC BUY — wash-sale guard: WSC had SELL on 2026-08-10 (within 31d) 2026-08-14
Risk: daily cap
$7,154.38
5 trades
- ATKR BUY — daily $ cap ($8000) would be exceeded (today already $6985) 2026-08-13
- NVT BUY — daily $ cap ($8000) would be exceeded (today already $6985) 2026-08-13
- AAON BUY — daily $ cap ($8000) would be exceeded (today already $6985) 2026-08-13
- AGCO BUY — daily $ cap ($5000) would be exceeded (today already $4228) 2026-05-11
- ATS BUY — daily $ cap ($5000) would be exceeded (today already $4228) 2026-05-11
Largest Values-Aligned Trades
FELE
BUY
+ water-infrastructure
$1,468.80
2026-05-14
FLS
BUY
+ water-infrastructure
$1,204.27
2026-08-13
FLS
BUY
+ water-infrastructure
$1,103.92
2026-05-06
PNR
BUY
+ water-infrastructure
$79.13
2026-05-04
Tensions In Your Current Portfolio
1 holding in your portfolio right now have some conflict with your values. Showing 1 largest by value.
LIFEPATH IDX 2045 A
$304,681.49
Broad-market fund — owns ~the whole market by design, which means it includes companies on your excluded list.