Investment portfolio tracking app for DIY investors

Goal-based portfolios

Assign holdings to specific financial goals

Most portfolio tracker apps stop at a pie chart; Enrich goes further by letting you map every position to concrete goals like “retire at 55,” “kid’s 529,” or “down payment in five years.” Instead of staring at a generic allocation, you see how each account and fund supports the life outcomes you actually care about.

For DIY investors who track investments across multiple brokerages, this goal‑based view turns a scattered set of accounts into a coherent plan.

Custom allocations, per goal

See your real asset allocation with Morningstar fund look-through

With Enrich, each goal gets its own target allocation, so you’re not stuck with a one‑size‑fits‑all “moderate” risk profile across every account. You can model anything from a simple three‑fund mix to more advanced factor or sector tilts, then see how your actual holdings across multiple brokerages line up against those targets.

Enrich was designed for DIY investors who want a flat fee portfolio tracker that respects their preferences.

Tax-loss harvesting alerts and smart rebalancing across accounts

Enrich watches for tax‑loss harvesting opportunities, asset location issues, idle cash, and allocation drift across all your connected accounts, then turns the findings into simple, plain‑English checklists. Instead of giving you a black‑box “score,” the app shows you what it sees and suggests specific actions you can take at your existing brokerages. It’s a portfolio tracker app for DIY investors who want institutional‑grade signals without giving up control or paying percentage‑of‑assets fees.

Rebalance alerts for passive investors

Enrich sends targeted alerts when something in your portfolio deserves attention—like a goal drifting outside its allocation band, a big pile of idle cash, or a fresh tax‑loss harvesting opportunity. You don’t get pinged for every market squiggle; you only hear about changes that matter to your plan. That makes it easier to track investments across multiple brokerages without feeling glued to your phone.

Flat, fair pricing

Enrich runs on a flat fee portfolio tracker model: $5/month or $50/year ($7 and $65 through Apple Pay), with a free trial and no credit card required to start. There are no AUM fees, no trade commissions, and no upsells into managed accounts. Whether you're switching from a robo-advisor to managing your own portfolio or comparing Enrich to working with a financial advisor, you can track investments across multiple brokerages and get ongoing portfolio intelligence without paying more as your assets grow.