Packages
Preview the demo. Choose a plan when your portfolio is ready.
Explore YieldDock with a pre-populated demo first. When you are ready, choose a paid plan to connect real brokerage accounts and replace manual options-income tracking.
No manual tracking
Replace options spreadsheets with synced portfolio income views.
Read-only connections
Connect brokerages securely. YieldDock does not place trades.
Multi-brokerage clarity
Options, stocks, dividends, P&L, and risk in one dashboard.
Demo preview
Free
Demo mode and calculators.
$0/mo
View all features
Recommended
Pro
Brokerage sync and income dashboards.
$14.99/mo
or $165/yr · save $14.88
View all features
Elite
Alerts, AI review, and advanced analytics.
$59/mo
or $650/yr · save $58
View all features
Start with the demo. Connect real accounts only after choosing a plan.
The demo uses sample brokerage data. Paid packages unlock live account dashboards, brokerage connections, and advanced risk review.
Read-only by design
YieldDock is for tracking and planning. It does not place trades, transfer money, or move funds.
Secure brokerage flow
Connect through a secure authorization flow instead of manually uploading spreadsheets.
Built for income investors
Premiums, dividends, stock positions, assignment risk, and portfolio income together.