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Yieldbuddy.

A CLEARER VIEW OF YOUR CAPITAL

Think beyond
the ticker.

Turn a collection of investments into a considered plan. Explore income, understand risk, and see how your decisions fit together.

Download desktop appBuy for $49

macOS · Windows · Linux All downloads ↘

01 / THE BIGGER PICTURE

A little more perspective.
A more intentional portfolio.

ONE WORKSPACE. EVERY ANGLE.

Illustrative data. Scenarios are estimates, not promises of future returns.

BUILT FOR THE WAY YOU THINK

From the first idea
to the whole picture.

Move between the details and the long view without moving between tools.

01

Give every dollar a purpose.

Build and compare portfolios. Set allocations, model dividend income, and track actual holdings with a transaction ledger.

PORTFOLIOS / INCOME / ALLOCATION
02

Look closer. Think further.

Bring company fundamentals, SEC filings, analyst targets, and an editable DCF into one research view. Save the ideas worth following.

RESEARCH / VALUATION / WATCHLISTS
03

Make space for what if.

Explore historical performance, forward scenarios, and Monte Carlo simulations. Build Treasury ladders and understand their cash flows and rate risk.

ANALYTICS / SCENARIOS / BOND LADDERS
Your portfolio has a home.

The desktop app keeps a local copy of your plans and syncs across your computers. Connect to the internet for fresh market data, company filings, and optional AI research. Connect your local AI tools with the bundled MCP server. Read the docs ↗

LOCAL BY DESIGN

YOUR WORKSPACE. YOUR MACHINE.

Make room for
the bigger picture.

Bring your plans, research, and what-ifs together in a dedicated desktop app. A $49 license covers three computers, twelve months of updates, and continuing cloud sync.

DESKTOP / PREVIEW RELEASE

Choose Apple silicon for M-series Macs, or Intel for older Macs.

Looking for the latest desktop build.

Open the disk image and drag Yieldbuddy to Applications. Open it from Applications, then eject the disk image.