Paid diagnostic

Frame Fit Report

Richiest will compare your current ETF portfolio against the Five Fund Frame and point out what is missing, what overlaps, and where the Dare slot breaks the guardrail.

What it checks

  • Frame match score
  • Missing slot warnings
  • Overlap warnings
  • Dare over-10% warnings
  • Expense ratio drag
  • Concentration risk
  • Suggested Frame comparison

What you send

  • Current tickers
  • Approximate dollar amounts or percentages
  • Account type
  • Optional risk preference

The point is not to sell advice. The point is to show whether the portfolio actually fits the Frame.