Guides

We have built these easy to follow guides to assist you with integrating with YourStake.

First Steps

• How to request API access

Proposals

• How to generate a personalized proposal

Reports

• Learn how to generate reports that compare portfolios

• Learn how to integrate impact reports to showcase a portfolio’s social impact

Portfolios

• Learn how to create portfolios

• Learn how to retrieve a portfolio

Questionnaires

• Learn how to integrate questionnaires to define a client’s ESG profile