HOLDINGS
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YuRavest connects to your broker, scores your portfolio across diversification, sector balance, concentration and drift, and ties every move to a real-world event. A calm, mathematical read on your money — built for DIY investors who've outgrown a spreadsheet.
The always-on diagnostic. Drag the slider. Watch the colour shift. Behind it, a pure-function scoring engine maps your portfolio's composition onto four sub-scores. Free, forever during beta. The story behind every move lives below.
No spreadsheet rebuilds. No CSV-wrangling unless you want to. We talk to your broker over a read-only API key — we never have the keys to move money.
Trading 212 with a read-only API key. More brokers on the way.
Positions, trades, dividends, fees. Enriched with sector, industry and geographic metadata so the score has something to work with.
One score, four sub-scores, plus the news, earnings and drift events behind every move. The Position Paper (Premium · Q3) extends this into a weekly written briefing.
Most portfolio trackers stop at "here are your holdings." YuRavest reads them, scores them, and watches for the things you'd otherwise notice three days too late. The score is live now. The briefing and the planner are next.
"Why did NVDA drop 3.2% today? Q2 data-centre guidance came in below the whisper. It is 8% of your portfolio."
"A weekly written briefing about the stocks you own. Five things that mattered. One move worth considering."
"Technology has drifted to 35.9% against your 20% target. A £600 contribution to JNJ would close most of the gap."
Beta users keep Core free forever, and get a launch discount on Premium when The Position Paper and Counterweight ship later this year.
Everything in YuRavest is free while we're in beta. As we add the weekly briefing and the contribution planner, some features will move to a paid plan — beta users will keep the core free and get the launch discount. No card needed to start.
We're launching with Trading 212 first via a read-only API key, then expanding to the brokers you use most.
Use a different broker? Let us know — we'll prioritise based on demand.
Calm and mathematical, not financial advice. If something isn't here, support is a click away.
Yes — everything is free while we're in beta, with no card required. As we add the weekly briefing and contribution planner, some features will move to a paid plan. Beta users keep the core free and get the launch discount.
No. The health score is a mathematical metric based on your portfolio's composition. It tells you how well-structured your portfolio is — the buying and selling stays entirely with you. YuRavest never moves money or places trades.
Over a read-only API key — currently Trading 212, with more brokers on the way. We can see your holdings, trades and dividends; we can never move money or place orders. You can revoke access from your broker at any time.
Four sub-scores: diversification (holdings count and sector/geographic spread), sector balance (a Herfindahl–Hirschman index across 11 GICS sectors), concentration risk (top-1 / top-3 / top-5 weight thresholds), and rebalancing drift (deviation from the targets you set).
Yes. YuRavest is built in the UK and private by default. Read-only broker access only, and we don't sell your data. Your portfolio is yours.
Trading 212 today, via a read-only API key. Freetrade, Interactive Brokers, Hargreaves Lansdown and DEGIRO are on the roadmap — and you can request yours.
Connect a broker, get your health score, and read the story behind every move. Free while we're in beta.