Automate investment tracking and goal management for passive investors. Connect brokerage accounts, set financial goals, and receive alerts for rebalancing and tax optimization. Designed for those who want control with less manual work.
1.1.20
July 24, 2026
- Visual polish
Subscription to the Enrich Finance App
Enrich is a smart finance tracker designed for passive DIY investors. It helps you connect brokerage accounts, set financial goals, and manage your investments with less manual work and more automation.
You can instantly connect brokerage accounts from major providers like Fidelity, Schwab, Robinhood, and Vanguard. The app is designed to integrate with popular investment platforms.
Yes, you can set and track various financial goals such as saving for a home, retirement, or college. Investments across brokerages can be linked directly to these goals for easy monitoring.
Enrich provides guidance for rebalancing your portfolio, helping you follow recommendations while maintaining final control. It aims to make rebalancing easy and efficient for investors.
The app offers alerts for tax optimization, including tax loss harvesting, to help you effectively allocate your investments. This feature assists in managing your portfolio's tax efficiency.
Enrich is a mobile-first platform offering access on iPhone, iPad, and iPod. This ensures you can stay informed about your investments on the go.
The latest version of Enrich is 1.1.8, and it was last updated on March 20, 2026. Regular updates ensure the app remains reliable and incorporates new features.
No, Enrich is ad-free. As a free application, it does not contain advertisements, allowing for an uninterrupted user experience focused on managing your finances.
