Willow Wealth

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Finance & Trading AI

About this Tool

Willow Wealth

Join more than 500,000+ members diversifying their portfolios with private markets.*

Willow Wealth, formerly Yieldstreet, seeks to make it simple to

Join more than 500,000+ members diversifying their portfolios with private markets.*

Willow Wealth, formerly Yieldstreet, seeks to make it simple to diversify your portfolio with real estate, private equity, private credit, and more — all in one place.

INVEST YOUR WAY
+ Build your own portfolio: Select from a wide range of individual investments and diversified funds across private markets asset classes.
+ Let us manage it for you: Willow 360, our automated investing solution, builds and ma

Pros & Cons

✓ Pros

✓Access to alternative asset classes
✓Low investment minimums
✓Vetted investment opportunities

✗ Cons

✗Limited liquidity on investments
✗Pricing not publicly disclosed
✗Primarily targets accredited investors

Key Features

📊

Curated alternative investment offerings across real estate, private credit, art, and legal finance

🔧

Portfolio tracking and performance monitoring dashboard

🔧

Low minimum investment thresholds compared to traditional private markets

🔧

Vetted and structured investment opportunities with detailed offering materials

📱

Mobile and web access for account management and investing

🔧

Distribution tracking and document management

👥

Community of 500,000+ members

🔧

Diversification tools beyond stocks and bonds

📋 Scripts & Prompts for Willow Wealth +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template

Fine Tuning

Intermediate ⏱ 10 min

Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…

🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for Willow Wealth +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌

osaurus

Intermediate ⭐ 4,448 📱 Claude Desktop, Cursor, Continue.dev

Own your AI. The native macOS harness for AI agents -- any model, persistent memory, autonomous execution, cryptographic identity. Built in Swift. Fully offline. Open source.

GitHub

🔌

QuickBooks Online MCP Server

Medium 📱 macos, linux, windows

MCP for QuickBooks Online accounting workflows.

🔓 Sign Up Free to Install

🔌

sonirico/mcp-stockfish

Intermediate 📱 Claude Desktop, Cursor, Continue.dev

🏎️ 🏠 🍎 🪟 🐧️ MCP server connecting AI systems to Stockfish chess engine.

🔓 Sign Up Free to Install

🔌

Xero MCP Server

Medium 📱 macos, linux, windows

MCP for Xero small-business accounting.

🔓 Sign Up Free to Install

🔌 Browse All MCP Servers →

🤖 AI Agents for Willow Wealth +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CREWAI

CrewAI Portfolio Rebalancer Crew

⏰ Scheduled

CrewAI workflow with three agents collaborating to scan a brokerage account, identify rebalancing opportunities respecting wash-sale rules, and produce an execution-ready trade list.

https://github.com/crewAIInc/crewAI-examples

⬇ Import Agent Docs

🔗 LANGCHAIN

LangChain Earnings-Call Analyzer

⚡ Event

LangChain pipeline using Whisper transcription plus a structured-output LLM step to compare current-quarter management tone against prior quarters and emit a diff report.

https://github.com/langchain-ai/langchain

🔓 Sign Up Free to Import

🤖 CLAUDE CODE

Claude Skill: Personal CFO

⏰ Scheduled

Claude Code skill that uses the Plaid MCP server to fetch transactions, categorize spending, project month-end balances, and surface anomalies via push or email.

https://github.com/anthropics/claude-cookbook

🔓 Sign Up Free to Import

🤖 CLAUDE CODE

Claude Sub-agent: Tax-Loss Harvester

▶ On-demand

Claude Code sub-agent that takes a brokerage CSV, applies wash-sale rules across linked accounts, and outputs a ranked harvest list with substitute-security suggestions.

https://github.com/anthropics/claude-code

🔓 Sign Up Free to Import

🤖 Browse All AI Agents →

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Frequently Asked Questions

How much does Willow Wealth cost? +

Willow Wealth is available as free. Visit the tool's website for the latest pricing details and plan options.

Is there a free version of Willow Wealth? +

Willow Wealth offers a free plan. Check the website for feature limitations and upgrade options.

What platforms is Willow Wealth available on? +

Willow Wealth is available on Api, iOS. Check the official website for the latest platform support.

Does Willow Wealth offer a free trial? +

Many tools offer free trials to let you test before subscribing. Check the Willow Wealth website for current trial availability and duration.

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