Ethos can help you refine your existing portfolio models or create new models from scratch.

Heads up and disclaimer: Ethos is focused on impact and helping you align client portfolios with client values. We are not a fiduciary and do not currently incorporate financial return or risk into our modeling. Ethos is intended only as a tool to help you in your work as a financial advisor. You can read our full terms of use and disclosures here.

There are two main approaches to using Ethos to build or refine your models.

Research

The first is to use Ethos as a research tool to find assets that align with your desired impact and other criteria. To do this, navigate to Research > Companies or Research > Funds in your account.

Then select from the filters on the left-hand side to sort companies (stocks) or funds by your desired criteria.

Modeling

The other option for building or refining a model on Ethos is to use our portfolio modeling tool. See the article, "How do I add a portfolio model to my account?".