Build a retirement portfolio
that hits your exact targets.

Define your return targets, get real ETF and stock suggestions, track actual vs target performance — and link it directly to your retirement plan.

Start building for free See how it works

3 steps

to a suggested portfolio

Real ETFs

via Yahoo Finance data

Live tracking

actual vs target return

How it works

Three steps to a portfolio that works

Define your buckets

Create retirement buckets — each with a target annual return (e.g. 7%, 11%, 20%) and a lifespan in years. Think of each bucket as a pool of money with a job to do.

Get portfolio suggestions

YieldNest fetches live return data for curated ETFs and stocks, then runs a weighted optimizer to suggest 3 portfolio mixes that hit your target. You approve or adjust.

Track & rebalance

Watch actual return vs target in real time. Get rebalance suggestions when drift exceeds 5%. Optionally link buckets to your 360Retirement scenario.

Everything in one place

Target-return optimizer

Greedy algorithm finds the weighted mix of ETFs/stocks closest to your return goal.

Live market data

Row-level security

Your portfolio data is private. Supabase RLS ensures only you see your data.

Multi-bucket strategy

Model the classic conservative/moderate/aggressive bucket strategy in one portfolio.

Performance dashboard

Actual vs target return per bucket, current value, burn-down timeline.

360Retirement link

Connect bucket returns to your 360Retirement scenario so projections use real portfolio data.

Ready to build a portfolio with a purpose?

Free to use. No credit card. Your data stays yours.

Create your first portfolio