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YieldMirror

YieldMirror

Connects read‑only to your brokerage, monitors your portfolio 24/7 with institutional risk metrics, provides health score and performance analytics, and sends alerts when risk thresholds are exceeded.

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Stop checking your portfolio 10 times a day. YieldMirror connects to your brokerage (read-only) and monitors your portfolio 24/7 with the same risk metrics hedge funds use. Get AI-powered alerts when drawdown, concentration, or volatility exceeds your thresholds. Features: Portfolio Health Score, AI Insights, performance analytics (alpha, Sharpe, max drawdown), Monte Carlo forecasts, and email alerts. Works with 25+ brokers including Fidelity, Schwab, Robinhood, and Interactive Brokers.

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YieldMirror - Desktop App - Mac, Windows - WebCatalog