Demo Mode
Explore YieldDock with a full income-strategy portfolio.
The free demo opens a polished sample portfolio with real strategy scenarios: assigned covered calls, assigned CSPs, open risk, dividends, stocks, and multi-brokerage account views. No signup is required.
Strategy P&L
Covered Calls
Net Realized CC P&L
+$2,519
Stock Impact
+$2,099
Premium Collected
$420
Result
Assigned
The demo ties option premium to the stock sale, so users see true strategy P&L instead of premium alone.
Sample accounts
5
Options positions
25
Demo trades
54+
Lifecycle examples
4
True covered-call P&L
Assigned calls include option premium, matched stock sale impact, strategy return, and covered-share math.
Cash-secured put lifecycle
Assigned puts show cash used, premium per share, effective cost basis, and current stock impact.
Risk that explains itself
Open CCs and CSPs include moneyness, breakeven, cash required, assignment risk, and clean signals.
Full demo library
Options Book, Closed Trades, stocks, dividends, long options, alerts, and income reports all use sample data.
Demo Mode uses pre-populated sample data across income reports, covered calls, CSPs, options book, X-Ray, stocks, dividends, long options, and alerts. No real brokerage connections are made. Choose a paid plan when you are ready to connect real accounts.