# Enrich: Portfolio Tracker — Retirement & investing planner

> Automated investment tracking and goal management for passive DIY investors. (iPhone/iPad app by Enrich Finance LLC.)

- Source: https://appshunter.io/ios/app/enrich-portfolio-tracker/id6749650655 (this page in markdown: same URL + `.md`)
- Developer: [Enrich Finance LLC](https://appshunter.io/developer/1831603248)
- Category: Finance, Productivity
- Price: Free with in-app purchases
- Rating: 5.00/5 from 7 App Store ratings · 4 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.1 · 234 MB
- Languages: American English
- Released: 2025-10-29
- Data updated: 2026-08-11
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/enrich-portfolio-tracker/id6749650655/reviews.md

## What is Enrich?

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.

## Key features

- Connect brokerage accounts
- Set financial goals
- Link investments to goals
- Customize allocations
- Rebalancing alerts
- Tax loss harvesting alerts

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Monthly Subscription | $6.99 | per month |


## Recent user reviews (4 of 4)

All indexed reviews: https://appshunter.io/ios/app/enrich-portfolio-tracker/id6749650655/reviews.md

### 5/5 — Great portfolio management app

*2026-08-01*

This app pulls all accounts into one macro-view of your investments. It shows where you’re over-invested and recommends steps to  rebalance based on your preferences/strategy, (it’s the tool I wish my brokerage/IRA accounts had). It makes it easy to set up financial life-goals and see if they’re really on track, (and helps you to stay on track!). It’s great by itself, or to couple with a portfolio advisor, (though I’m seriously considering losing the advisor). One thing I wish it had: what-if scenarios, so I can simulate different scenarios, (like planing for retirement in different cities/countries). Great tool overall though.

### 5/5 — Easy to use

*2026-06-29*

Enrich is a breath of fresh air. It makes it easy to manage my portfolio across accounts see where I’m off track and tells me exactly what I need to do to fix my portfolio. I really enjoy the rebalance and idle cash alerts.

### 5/5 — Intuitive and user-friendly finance tool

*2026-06-27*

Their guided interface breaks down your financial planning in a very simple and easy to follow way.

### 5/5 — Great Way To Track Goals

*2026-01-05*

Nice app to track goals

## Frequently asked questions about Enrich

### What is Enrich?

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.

### Which brokerage accounts can I connect to Enrich?

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.

### Can I set financial goals in Enrich?

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.

### Does Enrich offer rebalancing guidance?

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.

### How does Enrich help with tax optimization?

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.

### Is Enrich available on multiple devices?

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.

### How often is Enrich updated?

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.

### Does Enrich have ads?

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.

## Version history (last 5 releases)

### 1.1.21 — 2026-08-06

- New onboarding experience
- Lots of app polish

### 1.1.20 — 2026-07-24

- Visual polish

### 1.1.19 — 2026-07-08

- Fix for Plaid integration
- New look for one goal
- Small polish and bug fixes

### 1.1.18 — 2026-06-29

- New UI for asset allocations
- Bug fixes
- Polish

### 1.1.17 — 2026-06-16

- New copy
- New goal overview screen

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-11.*