Introducing Yieldr™ — Built by Long Term Investors, for Long Term Investors

A Robust Yet Simple Platform for Dividend Investors Focused on Quality, Valuation, and Long Term Compounding

For the last several months, my partners and I have been quietly building something behind the scenes that we believe has the potential to completely transform the way long term investors research, track, and manage their portfolios.

Today, we’re finally excited to share it with you.

Introducing Yieldr™.

A platform built specifically for investors focused on:

• Dividend growth

• Business quality

• Financial stability

• Valuation

• Long term wealth creation

After countless hours of development, testing, refining, late nights, problem solving, and rebuilding… we’re getting very close to launch.

And honestly, we could not be more excited.

You can check out the app and sign up for the waitlist here.

Why We Built Yieldr™

Over the years, we found ourselves constantly jumping between spreadsheets, brokerage apps, stock screeners, dividend trackers, financial websites, valuation models, and research tools.

Everything felt fragmented.

One platform handled portfolios.
Another handled dividends.
Another handled valuation.
Another handled financial data.

But none of them truly combined everything long term investors actually care about into one clean, focused platform.

So we decided to build it ourselves.

Yieldr™ was designed from the ground up for investors who care less about daily hype and more about:

• High quality businesses

• Sustainable dividend growth

• Strong financials

• Attractive valuations

• Long term compounding

But equally important, we wanted the platform to feel simple.

Our goal was to build something powerful and robust beneath the surface while remaining intuitive and easy to use on the front end.

Too many investing platforms overwhelm users with clutter, endless tabs, and disconnected data points.

Yieldr™ was built differently.

We wanted investors to be able to quickly understand:

• The quality of a business

• Its financial strength

• Its valuation

• Its dividend profile

• And its long term potential

Without needing to spend hours digging through multiple websites or spreadsheets.

Portfolio Dashboard & Income Tracking

At the center of Yieldr™ is a powerful Portfolio Dashboard that allows users to:

• Securely link brokerages

• Create unlimited manual portfolios

• Track positions individually or combined

• Monitor profit and loss

• View projected annual dividend income

• Analyze diversification

• Track portfolio performance over time

For dividend investors, one of our favorite features is the Income Tracker.

Users will be able to:

• Track projected monthly and annual dividend income

• View upcoming dividend payments

• Analyze income by stock and portfolio

• Set dividend income goals

• Monitor long term income growth

The goal was simple:
Make long term investing and income tracking significantly more intuitive and enjoyable.

Stock & ETF Analysis

Yieldr™ also includes detailed Stock and ETF Analyzers built specifically around long term investing fundamentals.

For stocks, users will be able to review:

• Historical performance

• Dividend metrics

• Profitability

• Margins

• Financial stability

• Valuation metrics

• Historical financial charts

• News coverage

• Business overviews

• Yieldr™ Quality Scores

The platform focuses heavily on the metrics we personally use most when evaluating businesses:

• Free cash flow

• ROIC

• Revenue growth

• Interest coverage

• Debt management

• Dividend growth

• Payout ratios

For ETFs, Yieldr™ provides:

• Historical performance

• Dividend analysis

• Sector diversification

• Country diversification

• Top holdings breakdowns

• Yieldr™ Quality Scores for top holdings

• ETF strategy overviews

The Yieldr™ Quality Score

One of the most powerful features inside the platform is the custom Yieldr™ Quality Score.

The score evaluates businesses across three major categories:

• Dividends

• Growth

• Financial Stability

Rather than focusing on just one metric, Yieldr™ attempts to evaluate businesses more holistically using combinations of:

• Dividend yield

• Dividend growth

• Payout ratios

• ROIC

• Revenue growth

• Free cash flow growth

• Margins

• Debt metrics

• Interest coverage

• Financial leverage

• And more

Importantly, the scoring system adjusts by sector and industry.

A utility company should not be evaluated the same way as a software company.
A REIT should not be scored like an industrial manufacturer.

Yieldr™ attempts to account for those differences.

The goal is not to replace deep research.

The goal is to help investors quickly identify potentially attractive businesses worth researching further.

Custom Valuation Models

Yieldr™ also includes custom valuation tools built around a principle we strongly believe in:

High quality businesses often trade within long term historical valuation ranges.

The platform includes valuation models based on:

• Earnings

• Free cash flow

• Dividend yield theory

These models compare current valuation multiples against historical averages to estimate whether a stock may be trading at a discount or premium relative to its historical norms.

These are not crystal balls or price targets.

They are tools designed to complement a broader research process and provide additional valuation context for long term investors.

Watchlists & Curated Playlists

Yieldr™ also makes it easy to organize and monitor ideas.

Users can create unlimited watchlists simply by adding ticker symbols.

Watchlists include:

• Daily stock performance

• Dividend yield

• Dividend growth rates

• Sector classifications

• Yieldr™ Quality Scores

Beyond personal watchlists, Yieldr™ also includes curated “Yieldr™ Playlists” built directly by our team.

These playlists focus on:

• Reliable dividend stocks

• High quality businesses

• Long term compounders

• ETFs

• And the Quality Investable Universe

Global Coverage

One thing I’m especially excited about is that Yieldr™ is being built with global stock coverage in mind.

Whether you’re researching U.S. dividend stocks, Canadian banks, European industrials, international ETFs, or global compounders, Yieldr™ is designed to help investors analyze businesses across multiple markets within one unified platform.

Too many investing tools focus almost exclusively on U.S. equities.

We wanted Yieldr™ to reflect how modern investors actually build portfolios, globally.

That means bringing the same research experience, valuation tools, portfolio tracking, dividend analysis, and Quality Score framework across a much broader investment universe.

The goal is to make researching high quality businesses around the world feel just as simple and intuitive as researching domestic stocks.

Special Pricing for Paid Members

As a thank you for supporting my content, all paid members will receive access to exclusive pricing once Yieldr™ officially launches.

The first 200 subscribers will also lock in special Founding member pricing. To save your spot you can sign up for the waitlist right now.

More details on pricing, launch timing, and early access will be shared very soon.

Final Thoughts

This project has consumed an enormous amount of our time, energy, and focus over the last several months.

But we genuinely believe Yieldr™ can become an incredibly valuable tool for long term investors.

Our goal was never to build another flashy trading app.

We wanted to build something that actually helps investors:

• Stay focused

• Research better businesses

• Track long term progress

• Make more informed investing decisions

• And simplify the investing process without sacrificing depth or quality

Most importantly, none of this would have been possible without the incredible work from everyone involved in building Yieldr™ together.

I’m extremely grateful for my partners and what we’ve been able to create as a team. I cannot wait to properly introduce everyone and share more behind the scenes soon.

We’re getting very close now.

And we genuinely cannot wait to finally put Yieldr™ into your hands.