Import your holdings and get an instant ESG compliance assessment — composite score, contribution analysis, SFDR gap, and what-if improvement modelling.
Ticker ESG lookup
Contribution waterfall
SFDR Article 8 / 9 gap
What-if substitutions
Send to advisor
Takes 30 seconds · No personal data stored
Step 1 — Import
Import your holdings
Upload CSV, paste from Excel, or drag and drop
📁
Drop file here or click to browse
Accepts .csv, .xlsx, .xls — Ticker, Shares, CostBasis format
Tip: Include the header row. Tab-separated and comma-separated both work.
Screening holdings…
Matching against ticker database
Exnet AI · ESG Health Check
Portfolio Analysis
Contribution Waterfall
← DragsLifts →
Holdings — Contribution Analysis
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Improve your Portfolio ESG
Model what-if substitutions — swap ESG-dragging holdings for higher-scoring alternatives in the same sector and see the impact on your composite.
📈 What-if swaps
🎯 Composite impact
📊 SFDR gap closure
📤 Send to advisor
Screening tool only · Not a trading recommendation
ESG Portfolio Health Check · Exnet AI · Sector-relative scoring
Interactive What-If Swap
Select a holding to replace
Click a portfolio holding below, then pick a replacement. Shows same-sector candidates by default. Use the search box to find any company by name, ticker or sector.
Remove (click to select)
→
Current
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Select replacement →
Replace with (click to select)
← Select a holding first
Accumulated Swaps (0)
Current Portfolio
Composite
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Gap to Article 8
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Gap to Article 9
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After All Swaps
Select holdings and substitutes above
Composite
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Gap to Article 8
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Gap to Article 9
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Happy with this improved portfolio?
Send the original analysis plus your improvement selections to your advisor.
SHARE ESG HEALTH
Where should we send your ESG check?
Share your ESG health check and improvement plan with your own advisor/provider or let us route it to a suitable advisor.
Current Composite
After Swaps
Advisor / provider details
Advisor / provider name *
Advisor email address *
Your details
Your name *
Email address *
Confirm email *
Phone number
Message (optional)
Your ESG check is always saved to Exnet Core automatically.