The frictionless wealth cockpit for the next generation. Built on absolute transparency and open methodology models, we streamline institutional analysis, automate target allocations, and iterate directly with our beta community to build steady growth.
Join thousands of Ynvestors building their futures
No spreadsheets, no guesswork. Just clean data, automated analytics, and complete alignment.
Audit fundamental quality with the sector-aware Ynves Vertex Quality Score (Y-VQS). Map assets on a multi-vector radar profile to bypass value traps.
Optimize targets with Modern Portfolio Theory bounds. Access the blended rebalancing planner, project compounding cash, and stress-test holdings.
Forecast passive income over a rolling 12-month calendar. Synchronize upcoming payouts and yield on cost directly into your dashboard cockpit.
Track price action, volume profiles, and trend oscillators. Detect structural momentum shifts and receive alerts on breadth divergences.
Scan Congressional trades, insider activity, and SEC filings. Access the Sentiment Index backed by options put-call hedging ratio overlays.
Monitor institutional capital flow and rotation. Map short-term strength against long-term trends across sectors, themes, and global regions.
Designed for institutional excellence
Simple, transparent plans designed to scale with your wealth.
Portfolio Auditing
Uptime Guarantee
Core Y-Aspects
Trade Calculations
Everything you need to know about Ynves and Y-Actives.
Ynves is a wealth analytics and portfolio tracking platform designed to automate the complexity of investing for next-generation investors. The platform provides institutional-grade analysis, automated target allocations, and systematic rebalancing tools to help users build and manage long-term generational wealth through a clean, data-driven environment.
A Y-Active is a target-allocated portfolio cockpit. Instead of passively tracking your balance or trading individual assets in isolation, you organize your holdings into structured portfolios centered around predefined target allocation weights and specific goals (e.g., "Retirement Portfolio" or "Venture Allocation").
Each Y-Active acts as a dynamic strategy engine: it helps you mathematically optimize and compose target weights, calculates asset weight drift, generates exact trade orders needed for rebalancing, handles multi-currency transactions, and runs diagnostic audits (solvency, momentum, cash flows) across all constituent assets.
No. Ynves is a non-custodial analytics and planning dashboard. We do not hold your capital, connect directly to your bank accounts, or execute trades on your behalf.
All calculations and model targets are generated strictly for strategic planning purposes, helping you make informed decisions and execute trades manually at your own discretion through your chosen broker.
You can select any base currency for your Y-Active portfolio (e.g., USD, EUR, GBP, BRL). If you hold global assets traded in other currencies, our system automatically handles conversions using historical exchange rates to keep your calculations accurate.
Additionally, when recording transactions, you can manually specify custom exchange (FX) rates and broker transaction fees to perfectly match the real-world conversions and costs reported on your brokerage statements.
Traditional rebalancing forces you to sell assets, which triggers transaction fees and taxable capital gains. Y-Nexus Capital Flow solves this by calculating how to rebalance your portfolio using new cash injections (buy-only rebalancing).
When you have new funds available, our algorithm automatically distributes the cash by prioritizing under-allocated, high-quality, and attractively valued assets first. It systematically avoids over-valued assets, ensuring your new money is always deployed where it does the most tactical good.
Our optimizer runs Monte Carlo simulations over historical asset data to plot a risk-return curve. By enabling Y-Nexus Bounds, it automatically restricts weight allocations based on fundamental quality ratings (Y-VQS score) to prevent over-allocating to high-risk, low-quality, or speculative assets. It then suggests the "Safest" allocation (minimizing variance/volatility) and "Most Efficient" allocation (maximizing the Sharpe Ratio).
Our Y-Nexus Stress tool simulates how your current holdings would have behaved during historic market declines, such as the 2008 Financial Meltdown or the 2020 COVID crash.
Yes. We employ industry-standard encryption, strict Content Security Policies, and secure data storage to keep your metrics private.
Because Ynves is a non-custodial analytics dashboard, we do not connect to your bank accounts, hold your capital, or execute any trades on your behalf. We simply help you calculate and plan your allocations so you can execute them manually at your own discretion through your chosen broker.
We don't operate black boxes. To build absolute trust, we lay out every standard deviation lookback, scoring weight, and mathematical formula behind our calculations so you can fully audit how your wealth is analyzed. While we never hide our math, the proprietary engines themselves (like Y-VQS) are licensed intellectual property. You can replicate or utilize our models outside the platform via commercial licensing agreements—just reach out.
Yes. You can manage or cancel your subscription at any time via the billing settings.
Set your parameters, let Y-Actives handle the mathematics of growth.