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Overview
Enrich is a portfolio tracking app for DIY investors. Connect your brokerages read-only, or add holdings by hand, then see your true allocation by goal and get alerts for drift, idle cash, and tax-loss harvesting. Flat fee, no AUM.
how it works?
How does Enrich work?
Enrich’s portfolio tracking app is simple enough for a 10-minute check-in and powerful enough to replace a spreadsheet.
Connect your accounts, read-only (11,000+ institutions supported), or add each investment manually.
Get alerted only when something matters, with a read-only checklist of the exact trades to make in your own accounts.
Map your money to goals and set a target allocation for each.
Features
What can Enrich do?
Track each account as one portfolio. Connect 11,000+ brokerages read-only, or add holdings by hand.
Track Accounts
Fund your goals and know when you’ll get there.
Financial Planning
See your true asset allocation. Set a target per goal and look through your funds to real exposure
Custom Asset Allocations
Know your risk and return. Check your portfolio's metrics against benchmarks.
Portfolio Analytics
Rebalance and harvest losses on time. Alerts for drift, idle cash, and tax-loss harvesting — with a read-only trade checklist.
Rebalancing & Alerts
Keep more of your return. See which assets belong in which accounts.
Tax Optimization
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Why track your whole portfolio in one place?
We think your real allocation should be tracked across accounts, not on a per-account basis. If you copy the same mix into each account, you’re often not diversified the way you think, and you may be holding assets in tax-inefficient places. Enrich combines all your accounts into one portfolio, traces your funds to their actual holdings, and shows the allocation that actually matters.
Product overview
Why Enrich
Why not just use a spreadsheet or ask AI?
A spreadsheet and a chatbot can each show you a number. Neither one watches your accounts nor tells you when to act.
On a spreadsheet
Spreadsheets need constant upkeep, often lack live data, and a single broken formula can quietly throw everything off. It won’t flag when your mix drifts or a tax-loss-harvesting window opens; you find out months later, if at all. And most personal-finance math has hidden edges (wash sales, contribution limits, asset location, fund look-through) that a homegrown sheet might not get right.
On AI
A chatbot is great for learning concepts, but it isn’t connected to your accounts, doesn’t monitor them, and can be confidently wrong about your specific numbers.
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The point
We believe the software you rely on for real money should be built, tested, and maintained, not improvised each time you need an answer.
Need Answers?
Frequently asked questions
What is Enrich?
Enrich is a portfolio tracking app for DIY investors who manage multiple accounts and goals. It connects to your brokerages read-only, tracks your allocation by goal, and flags rebalancing, idle cash, and tax-loss harvesting opportunities with plain-English checklists you can act on yourself.
Do I have to move my money or give Enrich access to trade?
No. Enrich is read-only and cannot move money or place trades. You review every suggestion and execute trades yourself at your own brokerage.
How is Enrich different from a free net-worth tracker?
Many free net-worth apps stop at showing your balance. They are intended to keep you with your existing broker or upsell you to an AUM-fee-based advisor. Enrich is built around your target asset allocation and goals: it looks through your funds, tracks drift across accounts, and tells you what to do about it. We aim to be the best portfolio tracker you can build yourself or use. To do so, we charge a small fee that covers our expenses
Can’t I just use a spreadsheet or ask AI?
You can, but a spreadsheet needs constant upkeep, has no live data or alerts, and won’t catch drift or tax-loss opportunities on its own. AI chatbots can explain concepts, but don’t connect to or monitor your accounts. Enrich is designed specifically for portfolio tracking and analysis, providing tools to help you manage your investments effectively.
How much does Enrich cost?
Enrich is $5 a month, with a free trial and no credit card to start. No AUM fees, no commissions, no upsells. Pricing is $7 a month through Apple Pay to cover Apple’s App Store fee.
Most advice is priced as a percentage of what you’ve saved (AUM), which quietly scales with your success (often pitched as “we do better when you do better”). But we see that as an incentive that leads advisors to view personalizing your strategy as a cost center, rather than a way to help you build your strategy to meet your financial plan. Research estimates that investors give up well over half a percent per year to fees and costs compared with a purely passive approach (French, 2008); on a seven-figure portfolio, a 1% AUM fee can compound to six figures over 20 years. Enrich charges one flat price for unlimited accounts and never takes custody or a cut.
Most advice is priced as a percentage of what you’ve saved (AUM), which quietly scales with your success (often pitched as “we do better when you do better”). But we see that as an incentive that leads advisors to view personalizing your strategy as a cost center, rather than a way to help you build your strategy to meet your financial plan. Research estimates that investors give up well over half a percent per year to fees and costs compared with a purely passive approach (French, 2008); on a seven-figure portfolio, a 1% AUM fee can compound to six figures over 20 years. Enrich charges one flat price for unlimited accounts and never takes custody or a cut.
Who is Enrich for?
DIY investors who want or have a passive investment strategy but are tired of coordinating it by hand.
Whether you run a simple low-cost index portfolio, tilt toward factors, are pushing hard toward financial independence, or have no idea what your investment strategy should be, Enrich fits the way you already invest or want to invest. It’s built for people who want an advisor’s oversight (allocation discipline, tax awareness, goal tracking) without handing over control or paying AUM.
Whether you run a simple low-cost index portfolio, tilt toward factors, are pushing hard toward financial independence, or have no idea what your investment strategy should be, Enrich fits the way you already invest or want to invest. It’s built for people who want an advisor’s oversight (allocation discipline, tax awareness, goal tracking) without handing over control or paying AUM.
Is my money safe?
Yes, Enrich is read-only and can never move your money or trade on your behalf. Connections are encrypted and read-only; Enrich is SOC 2-certified and an SEC-registered investment adviser; and we never sell your data.
Is Enrich available on Android?
Enrich is iOS-only for now. You can join the Android waitlist to be notified when it’s available.
Invest with Confidence. Anywhere. Anytime.
Join investors already using Enrich Finance to optimize their rebalancing strategy.
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Enrich is purpose-built for this one job and kept current with live data. You stay in control of the decisions; Enrich helps you catch what might otherwise slip.