Enrich: DIY Investment Tracker
Investing and Wealth Portfolio
Free · Designed for iPad. Not verified for macOS.
Enrich is more than a portfolio tracker; it's a portfolio intelligence tool.
Enrich helps you see where your money is going and where it could go next.
Connect your accounts, optimize your current goals and asset allocation based on academic-backed approaches, explore “what-if” scenarios, and understand how your financial decisions today may shape your future.
No headache-inducing software. No spreadsheets from 2010. No awkward meetings with expensive advisors.
Just clear insight so you can confidently manage your own money on the go in the palm of your hand.
HIGHLIGHTS
● Connect major brokerage and investment accounts
● Visualize your financial future quickly
● Explore “what-if” financial scenarios
● Understand the impact of financial decisions
● Plan savings, investing, and life goals
● Explore ways to reduce potential tax impact
CONNECT YOUR INVESTMENT ACCOUNTS
Bring your financial picture into one place.
Enrich connects with many major brokerages and financial institutions, including:
● Fidelity
● Charles Schwab
● Vanguard
● Robinhood
● E*TRADE
● Interactive Brokers
● And many other supported institutions
See your investments clearly so you can make smarter decisions about your portfolio.
PERFECT FOR
Enrich is designed for people who want to actively understand and control their financial future:
● Retirement
● Kids’ education
● Major purchases (home, car, etc.)
● Major life experiences (big vacations, weddings, etc.)
● Savings and investing strategies
● Long-term financial goal setting
● Financial independence planning
Whether you're early in your financial journey or optimizing long-term plans, Enrich helps you think through decisions with greater clarity.
SEE YOUR FINANCIAL FUTURE
Most finance apps show what has already happened.
Enrich helps you explore what could happen next.
Understand how decisions today may influence your future financial path, from saving more to adjusting investments or planning major life goals.
EXPLORE “WHAT IF” SCENARIOS
Thinking about a big financial decision? Test it first.
Use Enrich to explore scenarios like:
● Saving more or less
● Planning major purchases
● Adjusting your investments
● Comparing different financial outcomes
Small decisions today can change your financial future. Enrich helps you see those possibilities clearly.
BUILT FOR DIY FINANCE
At Enrich, we believe the best person to manage your money is you.
That’s why the app focuses on:
● Simple, intuitive financial tools
● Keeping you in control of your finances
● Calculating optimization options for you
● Clear visualizations
● Straightforward language
● No learning curve
● Built for mobile, so you can get your questions answered at a whim
IMPORTANT INFORMATION
Enrich provides tools to explore financial scenarios and potential outcomes. The app's tools and scenarios are for educational purposes only and do not guarantee future results or financial outcomes. What-if scenarios are hypothetical and illustrative, and do not reflect actual or guaranteed future performance. Information provided in the app store page is for educational and informational purposes only and should not be considered financial, investment, tax, or legal advice. App store testimonials or endorsements are uncompensated and from actual customers; the app does not verify the accuracy of testimonials. Outcomes shown are illustrative and may not reflect actual results.
Understand your money. Explore your future. Manage your finances with confidence.
Download Enrich today.
- Goal Liquidation guidance
- Bug fixes
- UI polish
The developer, Enrich Finance LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Contact Info
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Usage Data
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Enrich Finance LLC
- Size
- 94.1 MB
- Category
- Finance
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPad
Requires iPadOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Enrich Finance LLC