Product
A connected path to financial independence
Yield Clarity brings together your investments, spending and planning assumptions into one clear forecast. Here's how it works.
Capture your financial position
Add investments, property, cash and other assets. Each asset records its native currency, current value and whether it counts toward your FI target.
Decide what counts toward FI
Your primary residence, illiquid assets or assets earmarked for other purposes can be excluded from the FI calculation while remaining visible in your total net worth.
Model contributions and expenses
Define contribution phases — amounts and date ranges. Add planned expenses that affect the forecast. Both feed directly into the projection.
Project the expected path
A deterministic forecast shows when your FI-eligible portfolio is projected to reach your target, based on the assumptions you choose and can see.
Understand the range of outcomes
Probabilistic planning runs thousands of simulated market paths to show you how likely different outcomes are — not just one line on a chart.
Test decisions through scenarios
Change a contribution, adjust your target income, or shift your FI date by two years. Compare the current plan and the alternative side by side.
Review progress over timeComing soon
As market values update and you record new contributions, your forecast reflects the current position — not the assumptions you entered months ago.