General skillFinance, legal and compliance
forced-holding-screen
Checks index-fund exposure to a stock you want to avoid.
Checks index-fund exposure to a stock you want to avoid.
Forced-Holding Screen uses de-identified tickers and descriptions to map where index funds may force exposure to a stock, classify the risk, and show category-level alternatives that keep similar market exposure. It checks current IPO status and fund holdings at run time, so the result can change. The project is informational, not investment, tax, or legal advice, and should be checked against primary sources.
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Public GitHub facts last synced Jul 10, 2026.
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