Portfolio
Everything you own, clearly connected
Yield Clarity brings together investments, property, cash and other assets — across currencies — into one view. You decide what counts toward financial independence.
Investment holdings
Track funds, stocks, ETFs and crypto. Each holding records units, cost basis, current value, currency, and whether it counts toward your FI target. Connect a broker for automatic updates or manage holdings manually.
Property and other assets
Record property equity, business interests or other illiquid assets. Choose to include or exclude each from the FI calculation. Your total net worth and FI-eligible wealth are calculated separately.
Cash accounts
Track cash balances across accounts and currencies. Cash can be included in FI-eligible wealth or kept separate as an emergency fund or spending reserve.
Multi-currency reporting
Each asset stays in its native currency. Yield Clarity converts values to your chosen base currency using market exchange rates, so your consolidated view is always current.
Market data
Investment prices update automatically from market data providers. You can see when each holding was last priced, add instruments to a watchlist, and review historical performance.
Broker integrations
Connect supported brokers to import positions automatically. Integrations use read-only access — Yield Clarity never has the ability to place trades or move money.
Total net worth vs FI-eligible wealth
Not all wealth generates passive income. Your primary residence, business equity or earmarked savings can be tracked alongside your FI portfolio without distorting the forecast.
Total net worth
£618,400
All assets and liabilities
FI-eligible wealth
£391,400
Invested assets that fund independence