Change your impact formula

When you sign up for an account on Ethos, one of the first things you do is create an "Impact Formula."

An Impact Formula is a weighted list of the causes you care about. We use it to create personalized ratings of companies, funds, and your portfolio, so you see what investments most closely align with what you care about. 

Find out more about how we create impact formulas here, or explore causes you can use in your formula here.

After you create your initial impact formula (when you sign up), you can change your impact formula at any time. To do so:

  1. Log in to your Ethos account
  2. Select the gear icon at the top right
  3. Select "Impact Formula"
  4. Click the "Update my formula" button
  5. Follow the on-screen instructions to change your formula

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