Abstract: The concept involves systems and methods for a user to see how they can manage their particular investment based on a Persona. The Persona is based on a survey taken by the user and provides ratings of companies, funds, and portfolios that align with the unique persona. Each Persona has an ever-growing set of information that distinguishes it from other Personas, including the specific mix of causes, descriptive information about the Persona, top-rated companies and investments, and other organizations supporting the Persona's causes. Personas can be used to present details on the specific causes the user supports. Personas generate ratings of companies, funds, and portfolios particular to each Persona, provide visual reporting about the impact of the user's portfolio on their Persona, and create a community with other users with the same or similar Persona(s).

Abstract: The concept involves systems and methods for a user to see how they can manage their particular investment based on a Persona. The Persona is based on a survey taken by the user and provides ratings of companies, funds, and portfolios that align with the unique persona. Each Persona has an ever-growing set of information that distinguishes it from other Personas, including the specific mix of causes, descriptive information about the Persona, top-rated companies and investments, and other organizations supporting the Persona's causes. Personas can be used to present details on the specific causes the user supports. Personas generate ratings of companies, funds, and portfolios particular to each Persona, provide visual reporting about the impact of the user's portfolio on their Persona, and create a community with other users with the same or similar Persona(s).