video1.0<iframe src="https://www.loom.com/embed/65a5c73ee98e42f19c68ae46169af89c" frameborder="0" width="2557" height="1918" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>19182557Loomhttps://www.loom.com19182557https://cdn.loom.com/sessions/thumbnails/65a5c73ee98e42f19c68ae46169af89c-0fa8fee9b41008e0.gif93.866This Loom explains how to create and manage goal-based portfolios in Enrich Finance. It shows setting up separate portfolios for yourself and your spouse, defining strategies such as 20% in Canada, 3% in the US, and allocating fixed income strategies, along with contribution plans. The platform monitors your portfolio, alerts you when it is time to rebalance, when you have idle cash, and when tax loss harvesting opportunities exist, and indicates how you are performing. When rebalancing is needed, it provides clear instructions on what to buy and sell, either via a full rebalance or a buy-only rebalance using idle cash.