Your portfolio,
working while you sleep.
The automation layer for investors who want to stay in control. Not a robo-advisor. Not just a tracker. YieldPulse suggests. You decide.
Family Holdings
3 connected accounts
Portfolio value
$847,210
+1.4%
YTD dividends
$9,124
+8.2%
Allocation drift
2.1%
within target
Equity curve
Last 30 days
Allocation
- US equity56%
- Intl equity18%
- Bonds22%
- Cash4%
A day with YieldPulse
Three surfaces that actually run your portfolio.
A dashboard when you want it, a digest when you don't, and an alert the moment something drifts.
Inbox
6:04 AM · TodayYieldPulse Daily
morning@yieldpulse.com
Good morning — here's your portfolio.
Value
$847,210
Δ
+$11,824
Div. today
$214
Reinvestments queued
- VTI · 0.42 shscheduled
- SCHD · 1.85 shscheduled
Full breakdown in your dashboard →
A clean morning summary lands in your inbox every weekday — performance, dividends, and every action YieldPulse took on your behalf.
Slack alert
Real-timeDrift alert · VXUS in Fidelity IRA
Allocation is −1.6% from target. Recommended action: buy $480 of VXUS to rebalance.
The moment your allocation drifts past threshold, a precise alert lands in Slack with the exact dollar amount and ticker — no panic, no guesswork.
Dashboard
3 accounts connectedValue
$847,210
YTD div.
$9,124
Drift
2.1%
Every account, every holding, every dividend — in one calm surface. Drill from a chip on the dashboard into the holding in two clicks.
Treasury rotation
Idle cash earns yield — on autopilot for the suggestion, your call for the trade.
When your cash allocation exceeds a threshold you set (e.g. 8%), and short-term Treasury yields are above your floor (e.g. 4.5%), YieldPulse flags the idle cash and suggests moving it into a short-duration Treasury ETF like SGOV or BIL. You approve it. Your cash earns yield instead of sitting flat. We check this daily.
- 1
Check threshold
Cash sits above the allocation threshold you set.
- 2
Yield floor met
Short-term Treasury yields clear the floor you chose.
- 3
Suggest SGOV / BIL
YieldPulse queues a short-duration Treasury ETF trade.
- 4
You approve
You confirm in your dashboard. YieldPulse never moves money itself.
Take the tour
See the flow in sixty seconds.
Connect a brokerage, lock in a target allocation, and watch the moment a real drift alert triggers. Three steps, fixed mock data, no signup needed.
Step 1 · Connect
Link your brokerage — read-only via Plaid.
Your credentials never touch our servers. Most accounts connect in under a minute.
Connecting to Fidelity…
Verifying read-only OAuth via Plaid
⟶ POST plaid.investments.auth
⟶ exchange_link_token
⟶ fetch holdings … 200 OK
Fidelity — 401(k) Rollover (****4521)
Connected · read-only
Press → ← to step through, or Space to pause.
Step 1 / 3
Connected via Plaid
Every major self-directed brokerage, one link away.
Connect in under a minute through Plaid's read-only investment API. Your credentials never touch our servers.
Don't see yours? Reply to the early access email — we add institutions that real investors actually use.
Trust & security
Built like the products your broker already trusts.
The same plumbing large custodians use to offer read-only portfolio analytics — without surrendering your account to a stranger.
Read-only brokerage access.
We connect via Plaid's investment API. YieldPulse can read positions and balances — it cannot place trades, move money, or change your account in any way.
AES-256 encryption at rest.
Every record — holdings, dividend schedules, account linkage — is encrypted at rest with AES-256. In transit, every request is TLS 1.2+.
Plaid tokens only — never your password.
We never see or store your brokerage login. Plaid issues a scoped, revocable token; rotate it from your brokerage at any time and we're out.
SOC 2 Type II — in progress.
We are actively pursuing SOC 2 Type II. Independent attestation, audited controls, available to enterprise-grade investors under NDA.
Isolated per-user data.
Your holdings, dividends, and rules are scoped to your account and never shared. No aggregate-leak risk: a breach in one row does not bleed into another.
Read our full security overview or email yieldpulse-3@polsia.app with security questions — we'll send our security posture pack directly.
Pricing
Free during beta. Pro when it ships. Cancel any time.
Free stays free for everyone — the early-access cohort included. Pro unlocks family rollups, API access, and priority trade-day support.
Free
No card requiredEverything you need to automate a single self-directed portfolio.
- 1 connected brokerage
- Daily email digest
- Drift alerts + reinvest queue
- CSV holdings import
- Treasury rotation engine
Pro
14-day free trialFor self-directed investors running multiple accounts across brokerages. Choose monthly at $12, annual at $99 (save 31%), or the $79/year Founding Member rate locked for life for the first 100 users while available.
- Unlimited connected accounts
- Slack alerts + fast email and chat support
- Family / multi-account rollups
- Custom rule layers + priority trade-day support
- API access for power users
Advisor Edition
For financial advisors managing multiple client portfolios.
A focused workspace for managing multiple portfolios with clear client views, cross-portfolio reporting, and advisor workflow support.
- Multi-portfolio management
- Per-client portfolio visibility
- Cross-portfolio rollups and reporting
- Advisor workflow support
Prices in USD. Tax excluded where applicable. YieldPulse is software — not an advisor — and never recommends specific trades. The buy/sell button is always yours to press.
From the early-access cohort
Real investors, real portfolios.
Each of these personas signed up during the closed beta. They're shaping the product you'll see.
I run five accounts across three brokerages and rebalancing was eating my Saturday mornings. YieldPulse surfaces drift the moment it crosses my threshold — I confirm in my broker, done.
Marcus W.
Austin, TX
FIRE enthusiast · early access
The dividend reinvestment automation is what sold me. SCHD pays quarterly; my target allocation decides where it lands — every time, after I confirm in the dashboard. No more spreadsheet rabbit holes.
Linda S.
Raleigh, NC
Dividend income investor · beta tester
I'm managing my IRA, my wife's Roth, and a trust — separately. YieldPulse aggregates them in one calm view. I get one morning digest instead of three logins. That's the win.
Robert P.
Boulder, CO
Multi-account retiree · early access
I'd never opened a brokerage before this year. YieldPulse walked me through connecting my first account, set up my target allocation in three sliders, and now my dividend reinvestments just happen.
Sophia K.
Brooklyn, NY
First-time investor · early access
I run three accounts and use the Pro API to pipe my daily digest into a private dashboard. YieldPulse treats the Pro tier like grown-up software, not an upsell — fast, opinionated, and extensible.
James M.
Seattle, WA
Power user · Pro tier
Names shown with consent during the beta program.
FAQ
Questions answered before you connect.
Everything we'd want to know if we were linking our own portfolio to a new tool. Still have a question? Email yieldpulse-3@polsia.app or read our security overview.
Stop checking your portfolio. Start trusting it.
Create an account, link one brokerage through Plaid, and watch your first drift alert land in your inbox.
Read-only via Plaid · AES-256 at rest · SOC 2 in progress