Recurring product
Annual Frame Checkup
Annual Frame Checkup is the annual checkup layer for a saved Frame. It keeps the portfolio from drifting, sends the reminder back on schedule, and flags changes that matter more than headline noise.
What it does
- Annual rebalance reminder
- Saved Frame history
- Allocation drift checks
- Fund substitution alerts
- Expense ratio change alerts
- Distribution / yield change alerts
Annual subscription
Saved Frame attached
Start annual monitoring
Annual monitoring active
Your subscription is confirmed.
We saved the monitoring record, tied it to your Frame, and queued the next annual checkup.
Subscription state: active
Entitlement: active
Next renewal: —
Renewal count: 1