About

Our mission

We are building YieldPulse to give every self-directed investor the same automated wealth-building power once reserved for billion-dollar endowments.

Why we built it

For decades, institutional desks ran the playbook that actually compounds wealth: read the portfolio on a schedule, reinvest dividends into the target allocation, and rotate idle cash into treasuries before it loses its buying power. That playbook was walled off behind Bloomberg terminals, prime-broker relationships, and per-seat licenses — out of reach for the investor managing their own six-figure retirement account.

YieldPulse runs that same playbook on your portfolio, read-only, the moment you link a brokerage. Three steps — connect, monitor, auto-reinvest — and the system does the boring, deterministic work that compounds over years. The full walkthrough lives on the home page; the controls that keep your data yours are documented on the security page.

How it works

Three steps, then the system runs.

  1. Connect

    Link your brokerage in a minute.

  2. Monitor & alert

    Drift, dividend paying dates, and rule breaches — surfaced before they cost you.

  3. Auto-reinvest & rotate to treasuries

    Idle cash and dividend payments route where they're working hardest.

Ready?

See what automation looks like for your portfolio.

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