Holdings Page Filters for Portfolio Analysis

Analyze your holdings and data with new filters.

Michael T. Smith avatar
Written by Michael T. Smith
Updated over a week ago

YvesBlue released a set of new filters for your portfolios to help you focus on specific holding data quickly and easily without the need to export your data. Control not only what you want to see, but what you want to exclude. Sort your results to narrow down your data.

Get started

  1. Open your dashboard and open a portfolio.

  2. Click the Holdings tab at the top to open your Holdings page.

  3. Filter your holdings.

You can also scroll to the Holdings Table at the bottom of the Summary tab.

Filter Your Data

When data is filtered, only rows that meet the filter criteria will display. Select a filter and parameters for your workflow and sort your results to organize your data.

Asset Type

Select the asset types you want to view. The asset types available match the specific instrument types in your portfolio.


View just the modeled or unmodeled holdings in your portfolio. Modeled means the holding has impact data such as ESG or carbon footprint metrics.


Filter by basic properties of the holding including long and short positions, market cap, revenue, sector, industry group and country of headquarters.


Narrow down your holdings with YvesBlue metrics including positive or negative impact badges and E, S, G, or Total ESG score.

Download Your Filtered Results

You can export your filtered list of holdings at any time by clicking on the Download Holdings button at the top of the page.

Clearing Your Filter

Clear your filters by selecting Clear All next to the filters.

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