YieldMirror – Real-time risk monitoring for investment portfolios

Summary: YieldMirror connects read-only to over 25 brokerages and continuously monitors portfolios using hedge fund risk metrics. It provides AI-powered alerts on drawdown, concentration, and volatility breaches, along with performance analytics and Monte Carlo forecasts.

What it does

It syncs daily with your brokerage account to track portfolio health, generating alerts when risk thresholds are exceeded. Features include a Portfolio Health Score, AI insights, alpha and Sharpe ratio analytics, and email notifications.

Who it's for

Individual investors seeking automated, professional-grade risk management without constant manual portfolio checks.

Why it matters

It addresses the lack of continuous risk monitoring available to retail investors by applying hedge fund-level metrics and alerts to personal portfolios.