Managing your portfolio
Using Enrich to perform contributions, rebalancing, tax loss harvesting and more
By Sameer1 author6 articles
Performing a one-time contribution or withdrawalA walkthrough on how to easily keep track of these one-time contributions or withdrawals for any of your goals
Performing a rebalanceRebalancing keeps your investments aligned with your goals by adjusting your portfolio when market movements shift your asset allocation
Performing a tax loss harvestTax loss harvesting helps you turn temporary market drops into potential tax savings by selling losing investments, reinvesting in similar ones, and using those realized losses to reduce your taxable…
Performing a buy-only rebalanceBuy-only rebalancing uses only your new contributions to nudge each goal’s portfolio back toward its target mix—no selling, fewer taxes, and a calmer, slower path to staying on track.
Performing a buy-only rebalanceBuy-only rebalancing uses only your new contributions to nudge each goal’s portfolio back toward its target mix—no selling, fewer taxes, and a calmer, slower path to staying on track.
Setting up and handling idle cash alertsIdle cash alerts help you spot money that’s sitting on the sidelines so you can decide whether to keep it in cash or put it to work toward your goals.