YieldMirror
AI-powered 24/7 portfolio risk monitoring with real-time alerts on drawdown, concentration, volatility, and other metrics.
YieldMirror is an AI-powered portfolio risk monitoring service that alerts investors to drawdowns, concentration, volatility, and other institutional-grade metrics, solving the problem of constant manual checking and late risk discovery. It targets individual investors and executives who use major brokerages, from retail to high-net-worth, and positions itself as a smoke detector for portfolios, differentiating through automated 24/7 monitoring and smart alerts versus manual spreadsheets or broker tools.
Key features
- AI-powered risk monitoring 24/7
- Real-time alerts via email and dashboard
- Customizable risk thresholds
- Auto-sync with 25+ brokers
- Institutional-grade metrics: drawdown, Sharpe, VaR
- Concentration risk detection
- Volatility spike alerts
- Weekly AI summaries
- Read-only access, bank-level encryption
- No social media activity within the last 30 days
GTM channels
- No GTM activity detected
ICP
- Consumers general
- Executives founders
- Financial services firms