Frequently Asked Questions

No — EcoVest is a simulated, paper-trading experience only. There is no real brokerage connection, no real bank linking, and no real order routing anywhere in the app. Every account starts with $10,000 in mock cash, and every balance you see is illustrative.

No. Signing up only needs an email and password — there is no payment method, bank account, or card involved at any point.

After a one-time profile step (your name and clean-energy interests), you land on your Account page. From there you can load a pre-built sample portfolio, or head to Browse to buy and sell any of the 19 stocks and ETFs yourself.

Every holding in the dataset carries a 1–10 clean-energy/ESG score, grounded in a short mock sustainability report excerpt for that company or fund. Higher scores mean stronger clean-energy alignment.

It ranks your current holdings by clean-energy score, trims weight from the bottom-quartile scorers, and redistributes that freed-up capital into top-scoring clean-energy equities, ETFs, and a green bond proxy — capping any single sector at 35% of the portfolio to keep things diversified. If two candidates score similarly, the one matching your stated clean-energy interests gets a slightly larger share.

The suggested move is translated directly into a batch of sell-then-buy orders, executed through the exact same trade engine as any manual trade — so your cash balance, positions, and transaction history all stay consistent.

Buying shares of a holding that scores 8+/10 on clean energy instantly credits a small simulated cash bonus (2% of the trade) — a lightweight, Robinhood-style incentive shown to you before you confirm the trade, not a hidden surprise.

Anything about the 19 stocks/ETFs in the dataset — including hypothetical questions about holdings you don't currently own — as well as general questions about how EcoVest itself works, like the reallocation logic or the clean-energy bonus.

It's instructed to ground every answer strictly in EcoVest's actual holdings data and features, and to say it doesn't have an answer rather than guess. It never gives personalized investment advice or tells you to buy or sell.

Two other places: plain-English ESG summaries for your lowest-scoring holdings, and a one-paragraph rationale explaining why a given reallocation was suggested — both generated live from your real numbers, never hardcoded.

Yes — head to your profile page anytime to update your name or interest categories. Your Recommended For You picks and the reallocation tiebreaker update accordingly.

Use the search icon in the header (or press Cmd/Ctrl+K) on any signed-in page. It searches tickers, company names, sectors, and app features/pages all at once.

Loading the sample portfolio liquidates your current holdings and replaces them with the pre-built set, which is the quickest way to reset to a known state. There isn't a separate "wipe everything" button beyond that today.