Free Portfolio Analysis Tool
Your Portfolio X-Ray Report
Discover what might be hiding inside your stocks and funds. Our BRI screening reveals potential biblical worldview conflicts you may not be aware of — so you can invest with confidence and conviction.
How It Works
Simple Steps to Clarity
Getting your free BRI Portfolio X-Ray is straightforward. Here’s exactly what the process looks like from start to finish.
Upload Your Holdings
Upload a screenshot, brokerage statement, spreadsheet, or photo of your holdings list using the form below.
Enter Your Contact Info
Share your name, email, and phone so our team knows who to send the report to when it’s ready.
We Screen Your Portfolio
Our advisory team runs every stock and fund through our BRI criteria, checking for biblical worldview conflicts.
Receive Your Report
Within 5–7 business days, you’ll receive a detailed written report and an advisor will follow up to review it with you.
Submit Your Portfolio
BRI Portfolio X-Ray Request
Submit your holdings for a free BRI X-Ray report. Upload a file or simply share your tickers — no cost, no obligation. An advisor will reach out when your report is ready.
What to Expect
Your Report, Explained
We know your investments represent more than just money — they reflect your values. Here’s exactly what happens after you submit your portfolio.
We review every holding
You receive a detailed written report
An advisor may follow up
Typical Follow-Up Timeline
Day 1–2: Submission ConfirmationYou’ll receive an email confirming we have your file and what to expect next.
Day 3–5: Screening & Report PreparationOur team runs your holdings through our BRI analysis framework and prepares your personalized report.
Day 5–7: Report Delivery & Advisor OutreachWe deliver your report and an advisor may reach out to walk through the findings with you — no obligation.
100% Free
This report costs you nothing. There’s no obligation to become a client.
We offer this as a service to help believers become better stewards of the resources God has entrusted to them — whether or not they choose to work with us.
Understanding BRI
What Is Biblically Responsible Investing?
Biblically Responsible Investing (BRI) — also known as Faith-Based Investing — is an approach to portfolio management that integrates biblical values alongside traditional financial analysis. The goal is simple: to avoid profiting from companies whose practices conflict with your Christian faith.
Ownership in a stock or fund often means your money is indirectly funding the activities of hundreds of underlying companies. A mutual fund or ETF you own may hold shares in companies that support abortion, produce pornography, fund gambling operations, or take other stances that conflict with biblical worldview.
At Harvest Investment Services, we believe you can pursue strong financial returns without compromising on your convictions. BRI is not about sacrificing performance — it’s about building a portfolio that honors God with every dollar.
AVOID
Screen out companies involved in activities that conflict with biblical values, such as abortion, gambling, or pornography.
EMBRACE
Actively seek companies that reflect positive values — stewardship, community, integrity, and human dignity.
ENGAGE
As shareholders, use your position to advocate for positive change within companies through proxy voting and engagement.
“
The earth is the Lord’s, and everything in it — including the resources we’ve been entrusted to steward.
— The Heart Behind BRI at Harvest Investment Services
Examples of What We Screen
- ✗ Companies supporting abortion services
- ✗ Gambling and lottery enterprises
- ✗ Pornography producers & distributors
- ✗ Tobacco manufacturers
- ✓ Companies with strong community commitments
- ✓ Businesses that uphold human dignity
Explore Further
Learn More About BRI & Harvest
Our Full BRI Process
BRI Investment Models
About Harvest Investment Services
Ready to See Inside Your Portfolio?
Submit your holdings for a free BRI X-Ray report. No cost, no obligation — just clarity.