Yield Clarity tracks your investments, cash, pensions, property and spending, and forecasts when you could reach financial independence.
Connect your Yield Clarity account to ask about your plan in ChatGPT:
- Net worth, holdings and planned spending, in your plan's currency
- Your projected financial independence date, retirement outlook and year-by-year forecast
- What-ifs, such as saving more each month, retiring on a different date, a different return or a one-off cost, compared with your current plan. Nothing is saved.
- Monte Carlo simulations: the chance of reaching financial independence by your target date and of your money lasting through retirement
- Portfolio history and the effect of your saved decisions
The connection is read-only: ChatGPT can't add, change or delete anything in your Yield Clarity account. Figures come from Yield Clarity's own calculations, so they match the app. Forecasts are estimates based on your own assumptions, not financial advice.
Requires a Yield Clarity account with AI assistant access. You can disconnect at any time in Yield Clarity under Settings, AI assistants.