Your alignment score is one of the most important metrics in Mustard. It tells you at a glance how well your portfolio reflects your faith values.
The Calculation
Your alignment score is a percentage from 0% to 100%. It's calculated by comparing each holding in your portfolio against your active faith principles:
- 100% aligned means none of your holdings conflict with any of your active principles
- 0% aligned means every holding has at least one conflict
The score is weighted by position size, so a large position in a misaligned company has more impact than a small one.
What Gets Flagged
When a holding conflicts with one of your active principles, it gets "flagged." For example, if you've enabled "No Fossil Fuels" and you own shares of an oil company, that holding will be flagged with the specific principle it violates.
Improving Your Score
There are several ways to improve your alignment score:
- Review flagged holdings: Visit your Principles page to see which holdings are flagged and why
- Sell misaligned positions: Consider selling holdings that conflict with your values
- Buy aligned alternatives: Replace flagged holdings with companies that pass your screens
- Adjust your principles: Sometimes refining which principles you activate can better reflect your nuanced views
Focus on your largest misaligned positions first. Because the score is weighted by position size, fixing one large holding can improve your score more than fixing several small ones.
Score Ranges
- 90-100%: Excellent alignment — your portfolio strongly reflects your values
- 70-89%: Good alignment — most holdings match, with a few to review
- 50-69%: Moderate alignment — significant room for improvement
- Below 50%: Low alignment — consider reviewing your holdings against your principles
A Living Score
Your alignment score updates automatically as you trade, as companies change their practices, and as you adjust your principles. Think of it as a compass, not a destination.