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Willow Wealth

Willow Wealth

Free Finance & Trading ✓ Verified

Join more than 500,000+ members diversifying their portfolios with private markets.* Willow Wealth, formerly Yieldstreet, seeks to make it simple to

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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
🔌
Plaid MCP Server
Medium 📱 macos, linux, windows
MCP server exposing Plaid banking and financial-account APIs.
🔓 Sign Up Free to Install
🔌
Brex MCP Server
Medium 📱 macos, linux, windows
MCP for Brex corporate cards and expense data.
🔓 Sign Up Free to Install
🔌
Alpaca MCP Server
Medium 📱 macos, linux, windows
MCP for Alpaca brokerage trading and market data.
🔓 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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Tags

Finance & Trading Free Api iOS

Frequently Asked Questions

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

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

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

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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