InvestorInvestorInvestorTrusted by 500+ ethical investors

The Investment Playground For Everyone

Everything you need to design, optimize, and scale your own ethical investment strategies — all in one intelligent playground.

Portio Agent Builder Interface
Live Demo

Automate your strategy with AI

Design and automate ethical investment strategies with Portio's AI, or build them yourself using ESG, impact, and financial signals—all in one intuitive playground.

Build it yourself
Create your own ethical investing rules and strategies, no code required.
Use AI instead
Let Portio's AI help you discover, optimize, and automate values-driven portfolios.
New Agent
Portio AI Builder
Let's start building your ethical investing agent
When Run
This is the starting point of your agent. Connect this block to the first step in your ethical analysis.
Backtesting Chart

Backtest your values, not just your returns

See how your ethical strategies would have performed—financially and by ESG/impact—using real historical data. No guesswork, just data-driven, values-aligned results.

History on your side
Backtest your strategy up to 5 years back, including ESG and impact metrics
Save time
Track ethical and financial performance from the past, in seconds.

Stay on top of what matters

Portio is the only platform to introduce AI agents for ethical investing—scan, build, and monitor portfolios that align with your values.

Scan for Ethical Opportunities

Scan entire markets for stocks and funds that meet your ESG, impact, and financial criteria. Let Portio's AI surface investments that match your values and goals.

Agent Scanner Interface

Build Custom Ethical Portfolios

Build portfolios and find stocks using unique AI prompts—like "companies with top ESG scores" or "brands making a positive impact." Construct your portfolio with real-world context and your personal values.

Portfolio Builder Interface

Agent Marketplace

A live directory of public ethical investing agents. Analyze how they work, see their ESG/impact performance, and start building with them instantly.

Agent Marketplace Interface

Pricing

One plan. All features. Ethical AI investing for everyone.

Portio Premium

Get access to all ethical AI investing features, automation, and support.

9.99/month
AI Ethical Stock Screener
ESG Score Analysis & Tracking
Real-time Market Data & News
Portfolio Risk & Impact Assessment
Custom ESG Criteria Builder
Automated Rebalancing Alerts
Impact Investing Opportunities
Unlimited AI Chat & Support
5-year Historical Backtesting
3 Investment Portfolios
API Access for Data Export
Mobile App Access
Weekly Market & Impact Reports
Social Impact Tracking
Cancel Anytime
30-day Money-back Guarantee

FAQs

Some questions we get asked the most