Understand the true performance of all your investment accounts.
Upload CSVs from your brokers (401k, IRA, taxable) and see time‑weighted returns, benchmark comparisons, position contribution, and an investment health report—all in one place.
Product launching early January 2026. Join now to get early access and exclusive pricing.
Client Portfolio Overview
Auto-rotating every 8 seconds
Total Assets
$487,500
YTD Return
+14.2%
CAGR
+16.1%
Sharpe Ratio
1.30
Performance vs Benchmark
Benchmark:
Total Return
+16.1%
Alpha
+2.7%
Max Drawdown
-33.3%
Sharpe
1.30
Accounts
401(k)
+14.2%$245,000
50.2%
IRA
+11.8%$142,300
29.2%
Taxable
+9.5%$100,200
20.6%
Asset Allocation
US Stocks
40%
International
20%
Bonds
25%
Real Estate
10%
Cash
5%
Stop guessing. Start knowing.
Most investors struggle with the same problems when trying to track their real performance.
Scattered data across multiple apps
Each brokerage shows different numbers with inconsistent calculations. You're left wondering which one is actually correct.
YieldMirror unifies all your accounts with a single, consistent methodology.
Excel spreadsheets are tedious
Manually tracking trades, dividends, and splits takes hours. One mistake throws everything off, and it's hard to stay motivated.
Simply upload your transaction history and let YieldMirror do the heavy lifting.
You can't see the full picture
With investments spread across 401k, IRA, and taxable accounts, it's nearly impossible to understand your true long-term performance.
Get a consolidated view of all your accounts with accurate time-weighted returns and benchmark comparisons.
Everything you need to understand your investments
YieldMirror gives you the tools and insights that professional investors use, without the complexity.
Unify all accounts via CSV (401k, IRA, taxable)
Import transactions from major brokerages with native templates, or map a few columns once using our generic CSV importer.
Time‑weighted returns you can trust
Measure performance with industry‑standard TWR that properly accounts for contributions and withdrawals.
Portfolio vs. benchmark comparisons
See how you stack up against broad indices like the S&P 500 to understand whether active decisions added value.
Position contribution and concentration risk
Identify which holdings drive gains or losses and spot unhealthy concentration before it hurts your returns.
Drawdown and risk metrics
Track max drawdown and other risk indicators to keep your portfolio within your tolerance.
Readable investment health report
Turn complex data into clear charts and actionable suggestions you can actually use.
Our Team
Combining top-tier investment banking engineering with Sequoia-backed SaaS go-to-market expertise to deliver institution-grade analytics for individual investors.
Noah
CEO & CTO
Former Senior Data Engineer at a Top-10 Global Investment Bank
Hands-on expert in building financial data pipelines and resilient system architecture. Focused on delivering accurate and reliable analytics for individual investors.
Rachel
COO
Former Marketing Director at a Sequoia-backed Series A SaaS company
Deep understanding of investor needs and go-to-market execution. Dedicated to building a user-first investment management experience.
Our Commitments
Data Security
Bank-grade security standards to protect your investment data.
Technical Excellence
Continuously improving our models to deliver accurate analytics.
User First
We build around real investor needs and clarity of insights.
How it works
Get started in minutes. No direct brokerage connections required.
Export CSVs from your brokers
Download transactions as CSV files from each brokerage (401k, IRA, taxable). Most brokers provide a simple export button.
Import once, map once
Use native templates or our generic CSV importer. For other brokers, map a few columns one time and reuse that mapping for future files.
See the full picture
View time‑weighted returns, benchmark comparisons, position contribution, drawdowns, and a readable investment health report.
Who is YieldMirror for?
YieldMirror is built for individual investors who take their portfolio seriously but don't want to spend hours on spreadsheets.
Long-term ETF investors with multiple accounts
You're building wealth steadily across different accounts but want to see your overall progress and ensure you're on track with your goals.
DIY stock pickers who trade regularly
You make a few trades per month and want to know if your stock picks are actually beating the market after accounting for all your transactions.
Professionals with 401k + taxable accounts
You have retirement accounts through work plus personal brokerage accounts, and you need a unified view to make informed allocation decisions.
Simple, Transparent Pricing
Choose the plan that works best for you
Free Trial
Experience all features
- Full feature access
- All account types supported
- 7-day trial period
Pro Monthly
Flexible monthly subscription
- All Pro features
- Unlimited account consolidation
- Advanced portfolio analytics
- Priority customer support
Pro Yearly
Save $60 per year
- All Pro features
- Unlimited account consolidation
- Advanced portfolio analytics
- Priority customer support
Waitlist Exclusive Offer
Join our waitlist and unlock special benefits
No payment required for the first quarter
Half price on all subscriptions
Frequently Asked Questions
Do you connect directly to my brokerage accounts?
No, we do not. YieldMirror is designed with privacy as a core principle. You simply export your transaction history as a CSV file from your broker and upload it to our platform. We never ask for your brokerage login credentials.
How do you handle my data and privacy?
Your data is yours. The transaction files you upload are processed to calculate your performance and are stored securely. We do not sell or share your personal or financial data with third parties. All sensitive data is encrypted at rest and in transit.
Which brokerages are supported?
At launch we support Fidelity, Charles Schwab, and Robinhood natively. For almost any other brokerage that can export a CSV transaction history, you can use our generic CSV importer to bring those accounts into YieldMirror by mapping a few columns once.
When will YieldMirror be available?
We are targeting a launch in early January 2026. By joining the waitlist, you'll be the first to know when it's ready and will get priority access to the platform.