Track your portfolio income acrossall brokerages.
Connect your accounts and see options income, stocks, dividends, P&L, and risk in one clear dashboard.
Portfolio preview
Pulse
Total Portfolio Value
$1.04M
↗ $18.4K today
Options
$18.4K
This month
Dividends
$2.6K
YTD
Open P&L
-$53.8K
Risk visible
Stop tracking options income manually.
No more manual tracking
Stop rebuilding spreadsheets for covered calls, CSPs, rolls, assignments, and dividend income.
Connect brokerages securely
Bring multiple accounts into one read-only dashboard after choosing a paid plan.
See income and risk together
Track premium, open P&L, dividends, DTE, assignment risk, and positions that need attention.
Connect securely
Bring your brokerages together without giving YieldDock trading control.
Start with the demo. When ready, choose a paid plan and connect real accounts for read-only visibility across positions, income, dividends, and risk.
Read-only access
Multiple brokerages
No trade execution
Account-level visibility
Demo mode available
Income dashboard
Options + dividends by month
By category
Where income comes from
Security-first
Designed for tracking, not trading.
YieldDock helps you understand income and risk without placing trades. Keep the app focused on visibility, planning, and organization.
Everything you need in one place
Pulse Dashboard
Portfolio value, income, and risk at a glance.
Options Income
Covered calls, CSPs, long options, and closed trades.
Stocks + Dividends
Holdings, covered shares, projected income, and payouts.
Risk Watch
Spot DTE, near-strike, ITM, and positions needing attention.
Brokerage Sync
Account-level visibility without copying data manually.
Pricing
Start with the free demo.
Explore sample brokerage data first. Choose a paid plan only when you are ready to connect your real accounts.
Free
Free demo portfolio included
Pro
$14.99/mo · $165/yr
Elite
$59/mo · $650/yr
Ready when you are
Explore the demo before creating an account.
No signup or brokerage connection required. See the Pulse dashboard first, then choose a paid plan when you are ready to connect real accounts.