AI-Powered • Institutional-Grade Metrics • Monitoring 24/7

A Smoke Detector for
Your Portfolio

Stop checking your portfolio 10 times a day. Get AI-powered alerts when risk metrics actually matter.

The same risk metrics hedge funds use — now available to individual investors

7-day free trialCancel anytimeRead-only access

Works with Robinhood, Fidelity, Schwab, Interactive Brokers & 20+ brokers

Don't Find Out About Risk After You Lose Money

Our AI monitors your portfolio 24/7 and alerts you before small problems become big losses.

Drawdown Alert

"Your portfolio dropped -12% from peak. This exceeds your -10% threshold."

💡 Early Warning Benefit

Catch drawdowns early → Take action before -20% → Protect your gains

Concentration Risk

"NVDA now represents 38% of your portfolio. Single-stock risk is critical."

💡 Diversification Reminder

Rebalance before earnings → Reduce single-stock exposure → Sleep better

Volatility Spike

"Portfolio volatility reached 32% (annualized). Your risk tolerance is set to 25%."

💡 Risk Management

High volatility detected → Consider hedging → Protect against swings

Why You Need YieldMirror

Your broker helps you trade. Excel takes hours to update. YieldMirror helps you stay safe — automatically.

Feature
Broker App
Excel/Sheets
YieldMirror
Risk Monitoring
❌ None
⚠️ Manual
✓ AI-Powered
Real-time Alerts
❌ Silent
❌ None
✓ Email + Dashboard
Data Sync
✓ Real-time
❌ Manual entry
✓ Auto-sync daily
Professional Metrics
⚠️ Basic only
⚠️ If you know how
✓ Institutional-grade
Time Required
Daily checking
Hours/week
✓ Zero
Goal
Make you trade
Track manually
Protect wealth

How YieldMirror Protects Your Portfolio

Three layers of AI-powered protection working 24/7 to keep your investments safe.

24/7 AI Risk Monitoring

Institutional-grade metrics continuously watch your portfolio: Drawdown, Concentration, Volatility, Alpha, Beta, Sharpe, VaR, and more.

DrawdownSharpeVaRAlphaBeta

Instant Smart Alerts

Get notified immediately when risk thresholds are breached. Customizable alerts for your risk tolerance — no spam, only what matters.

Email notifications
Dashboard alerts
Weekly AI summaries

Zero Manual Work

Connect once, monitor forever. Auto-syncs with your brokerage daily. No spreadsheets, no data entry, no calculations.

Supported Brokers:

Robinhood • Fidelity • Schwab • Interactive Brokers • E*TRADE • TD Ameritrade • and more

Get Protected in 3 Minutes

No complex setup. No manual data entry. Just connect and start monitoring.

1

Connect Your Brokerage

Securely link via SnapTrade (bank-level encryption). Read-only access — we can never trade for you.

🔒 Your credentials never touch our servers
2

Customize Your Alerts

Set thresholds for each risk metric based on your risk tolerance. Conservative investor? Aggressive trader? You decide.

⚙️ Default settings work great for most users
3

Sleep Better

Your AI Risk Monitor is now active 24/7. We'll alert you only when something needs your attention.

✓ Monitoring active • ✓ Alerts configured • ✓ You're protected

Complete Risk Coverage

Professional metrics across 4 critical dimensions, all powered by AI

Portfolio Health

  • Max Drawdown
  • Volatility
  • Sharpe Ratio
  • Sortino Ratio

Concentration Risk

  • Top 1 Holding
  • Top 3 Holdings
  • Sector Concentration
  • Diversification Score

Market Exposure

  • Alpha (vs SPY)
  • Beta
  • Cash Ratio

Tail Risk

  • VaR (95%)
  • Downside Volatility
  • Return Anomaly

Frequently Asked Questions

Is my data safe?

Yes. We use SnapTrade, a regulated financial data aggregator (like Plaid for investments). Your brokerage credentials never touch our servers. All connections are read-only — we cannot make trades or move money on your behalf.

What brokers do you support?

We support 20+ major US brokers including: Robinhood, Fidelity, Charles Schwab, Interactive Brokers, E*TRADE, TD Ameritrade, Webull, Vanguard, and more. Full list available after signup.

How much does it cost?

Monthly Pro: $12/month (basic risk metrics)
Yearly Pro: $120/year (all advanced metrics, save 17%)
7-day free trial included with all plans.

How does the AI work?

Our AI continuously monitors your portfolio using institutional-grade risk metrics. When thresholds are breached, it generates intelligent alerts explaining what happened and why. You can also generate AI-powered portfolio reports with detailed analysis and recommendations.

How often does data sync?

Your portfolio syncs automatically once per day (typically overnight). Risk metrics are recalculated after each sync. You can also trigger a manual sync anytime.

Can I customize alert thresholds?

Yes! Every risk metric has customizable thresholds. Conservative investor? Set tighter limits. Aggressive trader? Loosen them up. Default settings work great for most users.

Stop Worrying. Start Monitoring.

Join investors who sleep better knowing their portfolio is protected by AI 24/7. Get started in 3 minutes.

Start Monitoring My Portfolio
7-day free trialCancel anytimeRead-only access

⚠️ Don't wait for the next market crash.The best time to set up risk monitoring is before you need it.