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.
What real task does your product handle with GPT-6 Astra?
Maker
Yieldbuddy has multiple financial planning algorithms that were created using GPT-6 Astra.
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Maker
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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?