See your portfolio’s real risk and return, not just its balance

Enrich rolls up every account and shows the numbers that actually describe your portfolio, each in plain terms:

• Historical return: how much your portfolio has gained or lost over a period.
• Risk (volatility): how much the value bounces around. Higher means a bumpier ride.
• Sharpe ratio: the return you earned for the risk you took. Higher means more reward per unit of risk.
• Beta: how much your portfolio moves with the overall market. A beta of 1.0 moves in line with it.
• Alpha: the return above or below what your risk level alone would predict.
• R-squared: how closely your portfolio tracks its benchmark.
• Maximum drawdown: the worst peak-to-trough drop, so you know the deepest dip you would have had to sit through.

A number on its own does not mean much. A 9% return looks great until you see the market returned more for less risk. Comparing against a benchmark tells you whether you are actually being rewarded for the risk you are taking, or just along for the ride.

Two funds that rise and fall together are not giving you much diversification, even if they have different names. Enrich’s correlation view highlights holdings that overlap and areas you may be missing, which pairs with Enrich’s fund look-through.

Try it with our free portfolio analyzer: enter what you hold and see your risk, return, and benchmark comparison right away. When you are ready, connect your accounts in the app so the analysis stays up-to-date as your holdings change.

Once you can see your real risk and return, you can set a target allocation, get alerts when it drifts (Rebalancing & Alerts), and tie it to your goals (Financial Planning).