Invest Simply
and Transparently

Data-driven portfolios with long-term clarity; values optional.ALIGN helps first-time investors get started with guided onboarding and clear portfolio previews.

Values-Driven Investing
Data-Optimized Returns
Complete Transparency

Why is investing so frustrating?

Three core pain points facing young investors

Investing is Too Complex

Traditional investment platforms are filled with jargon, making it intimidating for new investors to get started.

Values Hard to Match

It's difficult to find investment options that truly align with your environmental and social responsibility values.

Returns vs Impact Dilemma

Worried that choosing ESG investments will sacrifice financial returns, making it hard to balance economic gains with social impact.

Our Solution

Understand You

Deep Personalization

We aim to understand your goals, budget, risk tolerance, and values preferences through guided questionnaires (in beta).

  • Values Matching Assessment
  • Risk Preference Analysis
  • Personalized Recommendation
🎯

Understand You Interface Preview

Build a Draft Portfolio

Data-Driven Optimization

We're exploring data-driven mix of ETFs/indices with optional exclusions to help balance values and returns (prototype).

  • ESG Data Analysis
  • Risk-Return Balance
  • Portfolio Preview
📊

Build a Draft Portfolio Interface Preview

See Long-term Outcomes

Transparent Tracking

We're designing simple projections to help you compare choices and understand potential long-term outcomes (researching with users).

  • Sample Impact Metrics
  • Progress Visualization
  • Scenario Comparison
🌱

See Long-term Outcomes Interface Preview

Ready to get started?

Product Roadmap

From algorithm preview to complete product

🚀 Now Shipping

Algorithm Preview

Hesitation-driven intelligent persona matching

In Progress

Persona Page (HIG)

5 detailed investor persona pages

Planned

Configurable Rules

JSON-based rules engine

Planned
Week 0–1In Progress

Algorithm Preview POC

  • ✓Implement hesitation tracking and thresholds
  • ✓Single-screen Algorithm Preview (pie chart + Persona tags)
  • ✓One-click Rebalance with mock data
  • ✓Basic interaction tracking
Phase 1
Week 2–3Planned

Persona Page Polish

  • ✓Polish pages following HIG guidelines
  • ✓Visible explanation blocks
  • ✓Copy and interaction optimization
  • ✓5 detailed persona pages
Phase 2
Week 4–6Planned

Data & Rules Externalization

  • ✓JSON-ize Persona rules
  • ✓Configurable Rebalance rules
  • ✓Frontend visual adjustments
  • ✓Real-time algorithm parameter updates
Phase 3
Week 7–10Planned

Web Alignment & Public Demo

  • ✓Add Roadmap section to website
  • ✓Demo video script
  • ✓A/B copy hook testing
  • ✓Multi-platform demo preparation
Phase 4

Our product roadmap is divided into four phases, starting from algorithm preview proof-of-concept to complete web and mobile demos. Currently working on Phase 1 development.

Why Choose ALIGN?

Features
ALIGNALIGN
RobinhoodRobinhood
FidelityFidelity
VanguardVanguard
EarthfolioEarthfolio
Customizability
SRI Baseline
Affordable
UX/Modern
Portfolio Designer

Ready to Start?

Values-driven investing made simple. Join early users for exclusive access.

We promise not to send spam, and you can unsubscribe at any time.

Contact: cndy1390@gmail.com

Early user program in progress