After logging in to Ethos, you'll see "My portfolio" in the top navigation bar. Under "My portfolio" are links to find information about your accounts, holdings and held companies (representing data from all of the accounts you've linked to Ethos).
Within the views for your accounts, holdings and held companies, you'll find information about Net worth, Impact, and Returns.
The Net worth view provides one place to view your net worth and balances.
The net worth view includes two elements:
Net worth chart
This chart shows balances for your accounts, holdings or held companies over time. It also shows, by default, net worth for your overall portfolio for comparison.
You can add/remove net worth data from the chart in two ways:
You can adjust the date range on the chart by selecting date options at bottom-right of the chart.
Net worth table
Below the chart you'll see a table with a list of your accounts, holdings or held companies. As noted above, you can add/remove these from the chart by checking/unchecking the box at the left of each row.
Each row contains:
If you hover over a row for a holding or held company, you'll also see a link to take you to the impact profile for that company or fund.