Yieldbuddy

Yieldbuddy is an AI tool described by its creators as “Plan, research, and stress-test your portfolio”.

Yieldbuddy is a desktop workspace for planning your investments. Build allocation plans, estimate dividend income, compare portfolios, and explore Monte Carlo simulations and market scenarios. Research stocks and build Treasury ladders in one place. Import supported brokerage holdings through SnapTrade and turn them into a plan. Keep your portfolio, research, and what-if analysis together.

Source: View Yieldbuddy on Product Hunt