Yuravest
Portfolio intelligence for self-directed investors
Details
- Categories
- Analytics & MonitoringFintech
- Use Cases
- Data AnalysisTrading
- Target Audience
- Investors
- Pricing
- Freemium
- Platforms
- Web
About Yuravest
Your broker shows prices. Yuravest shows what to do. Connect your Trading 212 account and get a health score (0–100), sector drift alerts, concentration risk flags, and a contribution planner that tells you where your next deposit should go. More brokers coming soon.
Product Insights
Yuravest provides automated portfolio monitoring and strategic rebalancing for individuals by syncing with brokerage accounts through a web platform. It transforms raw price data into actionable risk metrics such as sector drift and concentration analysis for a freemium cost.
- Direct API integration with Trading 212 for real-time portfolio syncing.
- Comprehensive risk assessment using a 0-100 health score and concentration flags.
- Data-driven contribution planner to guide capital allocation for new deposits.
- Freemium accessibility for self-directed investors across the web.
Ideal for: Self-directed investors who need to maintain balanced portfolios and manage sector exposure across their Trading 212 accounts.
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