Enrich: Portfolio Tracker

Set it. We'll watch it. Enrich checks your investment portfolio daily across every account and alerts you when it slips from the strategy you set. Then it shows you what to buy and sell, account by account. You make every trade. No spreadsheets. No advisor charging 1% of your assets. Just tracking, plus next steps to get back to your strategy. WHAT ENRICH DOES - Shows all your investments in one place, with one combined total across every account - Alerts you when your portfolio slips from your strategy - Gives you a trade list for each account: what to buy and sell, and where - Flags uninvested cash and shows what to buy with it - Looks inside your funds to show what you really own - Maps your investments to goals like retirement, college, or a home, and shows which are on track - Lets you compare what-if plans side by side: retire earlier, save more, or change your strategy (projections are hypothetical) YOUR STRATEGY, YOUR RULES Start from 90+ ready-made strategies (three-fund portfolios, all-weather mixes, factor tilts, and more), or build your own, as simple or as detailed as you like. HOW IT CONNECTS Read-only connections to 11,000+ institutions, including Fidelity, Schwab, Vanguard, Robinhood, and E*TRADE. Prefer not to link? Add holdings by hand. Your money never moves. Enrich can't place trades, and Enrich never sees or stores your login credentials. BUILT FOR - Busy professionals with accounts scattered across old 401(k)s, IRAs, and brokerages - Index investors running a simple 2–4 fund portfolio - Investors with detailed strategies who are done maintaining spreadsheets - Anyone working toward financial independence who wants to see how today's choices change their timeline WHY ENRICH Most net worth and portfolio trackers stop at showing your balances. Enrich provides tracking, alerts, and tells you what to do next, with specific trades for each account, and leaves every decision to you. - One flat subscription. No percentage of your assets. No commissions. No advisor sales pitch. - SEC-registered investment adviser (CRD #337784). Registration does not imply a certain level of skill or training. - SOC 2 audited. - Encrypted connections. Start with a free trial. 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. Projections are hypothetical and not guarantees of future results. Results will vary based on your situation, market conditions, and how you choose to act on guidance. Investing involves risk, including possible loss of principal. Enrich is not affiliated with or endorsed by the institutions named above.