"Sustainable" labels hide a lot. Tap a holding you probably own — see its real ESG score in one second. Then score your whole portfolio.
Tap a holding you (probably) own
Evidence
—Nothing found
— No signal
Risk quality
Commitment
Clean record
Coverage
Illustrative sample values in Exnet's live evidence format — the band is what the registers recorded; the bars below show how much evidence sits behind it. The full check tests your actual holdings against your own mandate and returns a finding, or nothing found, per holding — with the register and the date. No score. Not investment advice.
⏱ Takes 30 seconds·🔒 No personal data stored·🧮 Built by quants
Step 1 — Import
Import your holdings
Upload CSV, paste from Excel, or drag and drop
📁
Drop file here or click to browse
Accepts .csv, .tsv — a Ticker column; Shares, Weight or Value optional
Tip: Include the header row. Tab-separated and comma-separated both work.
Step 2 — Mandate
What standard should this portfolio be held to?
Everything on the next screen is measured against the rules you set here — never against a view of ours. That is what keeps this a screening tool and not advice.
Resolving your holdings…
Pick the rules that apply. The output is a written, dated mandate for the client file.
Paste the ESG section of the IPS, the client's email, or the fund's exclusion policy. Rules are extracted, never inferred — where your wording states no figure, the rule is recorded as written and reported as not testable rather than completed from a default.
The mandate, as it will be recorded
The mandate is written to the client record before the evidence pass runs, so the record shows what was asked for as well as what was found.
Screening holdings…
Matching against ticker database
Exnet AI · Step 3 — Evidence
What the evidence says
Band mix — where your weight sits
Holdings — tested against your mandate
🌱
What to do about it
Diagnostics first, ranked cheapest and highest-impact — then swaps, filtered to your mandate and ranked by the band ladder.
🔎 Confirm identity
🎯 Concentration
🔁 Mandate-satisfying swaps
⚠ Where no swap exists
Screening tool only · Not a trading recommendation
ESG evidence check · Exnet AI · A finding, or nothing found — and you can tell which
What to look at, in order
cheapest and highest-impact first
Portfolio · what-if
Interactive What-If Swap
How the swap works
Click a holding, then pick a replacement from its peers — the same industry where the holding
carries an industry classification, else the same sector. Candidates are filtered to your mandate, so a
replacement that would itself breach is never offered, and ranked by band, never by a score. Replacing a
holding moves its weight to the replacement’s band, and that movement is what is reported.
Holdings, breaches first
Replace with
Select a holding on the left to see replacements.
Cumulative result
Band mix
Before
After
Happy with this?
Send the evidence record, the mandate it was tested against, and your proposed changes to your adviser.
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.
Adverse exposure
After the proposed changes
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.