Enrich: Portfolio Tracker

Enrich is built for DIY investors who already know their strategy (for example, a 3-fund portfolio, a factor tilt, a FIRE plan) and need a better way to keep it on track across multiple accounts. No spreadsheets. No advisor taking 1% of everything you've saved. Just clear, plain-English guidance on what to do next, and you make every decision. WHAT ENRICH DOES Enrich connects read-only to your existing brokerages, or you can enter holdings manually. Nothing moves. Your login is never stored. Once connected, Enrich: ● Maps your holdings to specific goals (retirement, college, home purchase, financial independence) ● Shows your allocation across your accounts, with Morningstar-powered look-through into what your funds actually hold ● Monitors each goal for drift, idle cash, and tax-loss harvesting opportunities ● Delivers a plain-English trade checklist; what to buy or sell, in which account, at which broker ● You review it, you decide, you execute. Enrich doesn't place a trade on your behalf. BUILT FOR ● Boglehead-style 2-4 fund investors managing across a 401k, IRA, and taxable account ● Factor tilters running 8-15 asset sleeves who are done with spreadsheet maintenance ● FIRE accumulators tracking whether today's decisions move their FI date ● High-income DIY investors who've outgrown basic trackers but don't want to pay an advisor 1% AUM WHY ENRICH IS DIFFERENT Many portfolio apps stop at showing you the picture. Other portfolio trackers show your balances. Budgeting apps track your spending. Enrich tells you the specific trades, per account, per brokerage, to get back on plan. ● Flat $50/year. No AUM fee. No commissions. No upsells. ● SEC-registered investment adviser (CRD #337784) ● SOC 2 certified. End-to-end encrypted. ● 11,000+ supported institutions via read-only Plaid integration ● Manual entry also supported — no brokerage link required THE MATH IS SIMPLE A 1% AUM fee on a $500,000 portfolio is $5,000/year, every year, regardless of performance. Enrich is $5/month flat. IMPORTANT Enrich provides portfolio monitoring, alerts, and trade guidance. All investment decisions and trade execution remain with you. Enrich does not manage your assets or place trades on your behalf. Results will vary based on your individual situation, market conditions, and how you choose to implement guidance. Investing involves risk, including possible loss of principal. Flat $5/month via card ($6.99/month via Apple Pay). Free trial, no credit card required.