Portfolio Analysis

Search for securities to add to your portfolio, then set allocation percentages. Total must equal 100%.

%
Total Allocation:
0.00%
Error
Request failed with status code 422
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Analysis Results
Expected Return
Awaiting analysis...

The expected return reflects the average probability of a portfolio achieving a return.

Expected Risk
Awaiting analysis...

Expected risk reflects how much the value of a portfolio can fluctuate.

Beta
Beta shows how sensitive a portfolio is to general market fluctuations. A beta greater than 1 means that the portfolio is likely to experience greater fluctuations than the market.
Awaiting analysis...
Sharpe Ratio
The Sharpe ratio measures how effectively a portfolio converts risk into return. It measures the amount of return earned per unit of risk.
Awaiting analysis...
Alpha
Alpha represents the additional return that a portfolio achieves compared to its benchmark. A positive alpha indicates that the portfolio has outperformed expectations.
Awaiting analysis...
R² (R-Squared)
R² measures the degree to which a portfolio’s performance matches its benchmark. A value closer to 1 indicates a high correlation, meaning the portfolio moves in a similar way to the benchmark.
Awaiting analysis...
Want to see how to optimize this portfolio?
Download App
Company
About UsCRS FormDisclosures
Product
Product OverviewPricingDownload AppSupportMigrating to Enrich
Resources
Principles and InsightsFree Portfolio Analysis Tool
Our mission is to give you, the passive DIY investor, the tools for smart financial control. We don't trade for you - we help you decide. We adhere to applicable regulatory standards of security, accountability, and transparency.
© 2025 Enrich Finance, LLC. All rights reserved
Enrich Finance, LLC is an investment adviser registered with the SEC. Registration with the SEC does not imply any level of skill or training.
Investment advisory services are provided only to users who become clients pursuant to a written agreement. See our Form ADV Part 2A Brochure and Privacy Policy for more information. View our disclosures, terms, and forms here. This website is intended for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment advisory services in any jurisdiction where such offer or solicitation would be unlawful. Services are intended for U.S. residents only.
1 - Tax optimization and rebalancing features do not guarantee improved performance or reduced taxes and may result in higher transaction costs, different tax outcomes, or realized losses depending on your specific situation. Recommendations and trade instructions are based on current laws and data you provide and may be affected by market volatility, changes in tax rules, or how and when you choose to implement them.

2 - This statement reflects our general philosophy and is not a guarantee that our services are safer or superior to other options, nor that they are suitable for every investor or situation. Investors should carefully consider their own goals, risk tolerance, and circumstances, and understand that all investing involves the risk of loss, including loss of principal
1 - Investment recommendations and tax-loss harvesting alerts do not eliminate the risk of investment loss, and outcomes may be impacted by market volatility, execution quality at your brokerage, and changes in tax laws or regulations. Recommendations are generated based on the information and preferences you provide and may not be appropriate for every situation or result in improved performance or reduced taxes
‍
2 - A flat subscription fee for our service does not include costs charged by your brokerage firm (such as trading commissions, fund expenses, or account fees), nor does it consider any tax impact from trading activity in your accounts. You should also consider that subscriptions renew unless canceled, and our tools may recommend actions that increase transaction costs or taxes depending on your personal situation