The Financial Terminalfor the Modern Retail Investor.
Building the ultimate financial terminal, live. Secure your spot in the Open Beta as we roll out new features regularly.
Data Integrity Powered By
Everything you need,
in one place
Get Portfolio insights at a glance
A unified command center for all your holdings. Monitor total balance, track daily performance, and visualize your portfolio health score instantly. YieldFlow surfaces critical data immediately—so you get deep insights at a glance, not three layers deep.
Institutional-grade stock analysis
Go beyond price action. Access deep financial data and valuation metrics for any ticker. Make investment decisions based on data, not hype.
Watch your passive income grow
Stay ahead of every payout. Monitor ex-dividend dates, track yield-on-cost, and visualize your projected annual income to keep your compounding machine running efficiently.
Forging New Capabilities
We are currently engineering the next generation of professional-grade smart tools. Here is a glimpse of the features actively in development to keep you ahead of the market.
ETF Tools
5 Live- ETF Screener
- ETF Comparison
- ETF Distribution History
- ETF Overlap Analyzer
- ETF Price Tracker
- Power Rankings
- Country Exposure Tool
- Stock Exposure Tool
- Portfolio Analyzer
- ETF X-Ray
- Performance Visualizer
- Realtime Ratings
- Model Portfolios
- MF-to-ETF Converter
- Scenario Analysis
Mutual Fund Tools
14 Live- Fund Screener
- Fund Compare
- Peer Ranking
- Min. Investment Finder
- Distribution History
- After-Tax Return Calculator
- Risk Analyzer
- Holdings Overlap Checker
- NAV Tracker
- Fee & Expense Analyzer
- Breakpoint Calculator
- Share Class Decision Helper
- SIP / DCA Planner
- NAV & Trading Cutoff Explainer
- Capital Gains Heads-Up
- Manager Change Tracker
- SWP / Retirement Drawdown Tool
Dividend Tools
7 Live- Ex-Dividend Date Search
- Payout Changes Tracker
- Dividend Event Calendar
- Dividend Compounding Calculator
- Dividend Distribution History
- After-Tax Return Calculator
- Dividend Overview Dashboard
- Best Dividend Stocks
- Dividend Safety Score
- Income at Risk Stress Test
- Fair Value via Yield Band
- Growth Analytics (DGR)
- Diversification X-Ray
- Total Return Attribution
- Monthly Income Generator
- Dividend Capture Strategy
- Dividend Assistant
- Portfolio Generator
- Research Alerts
- Dividend Calendar
Backtesting Tools
- Backtest ETF Portfolio
- Compare Portfolios
- Backtest Moving Averages
- Portfolio MA Timeline
- Channel Backtest
- Ratio MA Backtest
- Advanced Ratio
- Regime Portfolios
- Core-Regime RS
- Backtest Relative Strength
- Advanced Relative Strength
- Core-Satellite
- Total Return Difference (TRD)
- Allocations Board (Forward Testing)
T-Bill Investing Tools
5 Live- T-Bill Calculator (Yield/Price/Return)
- After-Tax Return Calculator
- Taxable-Equivalent Yield Comparator
- T-Bill vs Cash Alternatives
- Yield Curve View + Rate Monitor
- Quote Translator
- Auction Calendar + Timeline Planner
- Auto-Roll / Reinvestment Planner
- Secondary Market T-Bill Screener
- Ladder Builder
- T-Bill Portfolio Tracker
- Tax Center
Charting & Research
- Advanced chart types
- Full timeframe controls
- Large indicator library
- Multi-symbol overlays
- Custom chart templates
- Multi-chart layouts
- Bar Replay
- Paper trading
- Spreads & custom formulas
- Fundamental overlays
- Real-time & extended-hours
- Market depth / Level 2
- Scripting ecosystem
YieldFlow is in Open Beta. Pro and Power User tiers are coming soon.
All features are subject to change.