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Yieldbuddy
Plan, research, and stress-test your portfolio
Yieldbuddy is a desktop workspace for planning your investments. Build allocation plans, estimate dividend income, compare portfolios, and explore Monte Carlo simulations and market scenarios. Research stocks and build Treasury ladders in one place. Import supported brokerage holdings through SnapTrade and turn them into a plan. Keep your portfolio, research, and what-if analysis together.
Hey Product Hunt! I'm Jess, the maker of Yieldbuddy.
Yieldbuddy brings portfolio planning, investment research, and scenario analysis into one desktop workspace. Start with a plan or import supported brokerage holdings, adjust allocations, and explore projected income and different market outcomes.
The goal is to make it easier to compare options before changing a portfolio. You can compare plans, explore Monte Carlo simulations and stress scenarios, research stocks, and build Treasury ladders.
The screenshots use sandbox accounts and sample data.
I'd love your feedback: what would help you evaluate your next portfolio change?
About Yieldbuddy on Product Hunt
“Plan, research, and stress-test your portfolio”
Yieldbuddy was submitted on Product Hunt and earned 0 upvotes and 1 comments, placing #16 on the daily leaderboard. Yieldbuddy is a desktop workspace for planning your investments. Build allocation plans, estimate dividend income, compare portfolios, and explore Monte Carlo simulations and market scenarios. Research stocks and build Treasury ladders in one place. Import supported brokerage holdings through SnapTrade and turn them into a plan. Keep your portfolio, research, and what-if analysis together.
On the analytics side, Yieldbuddy competes within Investing, Artificial Intelligence, Finance and OpenAI Day — topics that collectively have 512.2k followers on Product Hunt. The dashboard above tracks how Yieldbuddy performed against the three products that launched closest to it on the same day.
Who hunted Yieldbuddy?
Yieldbuddy was hunted by Jess Daniel. A “hunter” on Product Hunt is the community member who submits a product to the platform — uploading the images, the link, and tagging the makers behind it. Hunters typically write the first comment explaining why a product is worth attention, and their followers are notified the moment they post. Around 79% of featured launches on Product Hunt are self-hunted by their makers, but a well-known hunter still acts as a signal of quality to the rest of the community. See the full all-time top hunters leaderboard to discover who is shaping the Product Hunt ecosystem.
For a complete overview of Yieldbuddy including community comment highlights and product details, visit the product overview.