Description
Yieldy is a simple, local-first planner for dividend investors. Build a portfolio, set your assumptions, and see how income could grow over time. No accounts. No tracking. Export and import your data anytime.
What you can do:
Add holdings with code, exchange, price, yield%, shares, and DRIP.
Set investment assumptions: tax rate, expected dividend increases, price appreciation, horizon (years), and a start date.
See at-a-glance summaries for projected income and growth.
One-tap Export to create a timestamped backup file.
One-tap Import to restore from a previous backup.
Glossary to make terms easy to understand.
Why Yieldy:
Local-first: your data lives on your device.
Lightweight: quick to set up, quick to use.
Focused: only the essentials for dividend planning.
Note:
Prices and yields are entered manually.
One portfolio at a time. Import replaces current data.
Key Features (bulleted)
Portfolio tracking with DRIP toggle
Investment assumptions and projections
One-tap Export/Import (share sheet + file picker)
Clean, modern UI with chip-based actions
Offline, on-device data (no login, no tracking)
What’s New (First Release)
Initial release: portfolio, assumptions, projections, export/import, and glossary.