YieldDock resources
Guides for investors who want to understand how to track covered calls, cash-secured puts, options P&L, dividends, income strategies, and multiple brokerage accounts.
Start with educational guides, explore the demo portfolio, then choose a paid plan when you are ready for read-only brokerage sync.
Covered Calls
Covered call income, assignment risk, strikes, expirations, and stock-leg tracking.
Covered Calls
covered call income tracker
Learn how to track covered call income across multiple brokerage accounts, including premiums, strikes, expirations, assignments, and realized P&L.
Read guideCovered Calls
covered call assignment risk
Learn how covered call assignment risk works, including ITM calls, ex-dividend dates, expiration, strike vs stock price, and dashboard risk tracking.
Read guideCovered Calls
covered call tracker spreadsheet
Compare manual covered call tracking spreadsheets with automated options income dashboards.
Read guideCash-Secured Puts
Cash-secured put premium, collateral, assignment exposure, breakeven, and income tracking.
Cash-Secured Puts
cash-secured put tracking
Learn what to monitor when tracking cash-secured puts, including premium, reserved cash, assignment risk, strikes, and expirations.
Read guideOptions Income
Premium income, open positions, closed trades, assignments, and strategy-level reporting.
Options Income
covered call vs cash secured put
Compare covered calls and cash-secured puts by income, risk, assignment, capital required, and portfolio use case.
Read guideOptions Income
track assigned options
Learn how to track assigned covered calls and cash-secured puts, including the connection between option premium and stock positions.
Read guideOptions Income
monthly options income report
Learn what to include in a monthly options income report, including premium, realized income, open trades, closed trades, and assignments.
Read guideOptions P&L
Realized P&L, open P&L, buybacks, rolls, closed trades, and options performance.
Options P&L
options realized P&L calculator
Learn why premiums alone are not enough when calculating realized options P&L, including fees, buybacks, rolls, assignments, and closed trades.
Read guideOptions P&L
track options P&L without spreadsheet
Learn how to track options P&L without relying only on manual spreadsheets.
Read guideDividends
Dividend income, options income, stocks, and portfolio-income tracking in one view.
Dividends
dividend and options tracker
Learn how to track dividend income and options income together in one dashboard, including covered calls, stock positions, realized premium, and portfolio income.
Read guideMulti-Brokerage Tracking
Brokerage reporting gaps, multiple accounts, and consolidated portfolio visibility.
Multi-Brokerage Tracking
track options income
Learn why brokerage accounts and statements can make it hard to track options income, premium, closed trades, and strategy-level performance.
Read guideOpen the YieldDock demo to see options income, stocks, dividends, and brokerage-style views before creating an account.
