📈 The Overall Stocks Impact Score reflects only the stocks you own directly — not the ones inside ETFs or mutual funds.
It’s calculated the same way: by weighting each stock’s Impact Score by how much of it you own.
🔍 Formula:
(Stock A Score × % in Portfolio) + (Stock B Score × % in Portfolio) + …
Example:
$9,000 in Stock A (Score = 20)
$1,000 in Stock B (Score = 80)
➡️ Score = (20 × 0.9) + (80 × 0.1) = 26
So your bigger stock positions have more say in your total stock score!
Questions about your holdings or scores? Reach out — we’re always here to help. 🇺🇸