Stop guessing
what your
portfolio earns.
YieldDock syncs every brokerage, tracks every premium, roll, assignment, and dividend — and gives you one clear income number. Finally.
Free account · No credit card · Demo portfolio included
Open P&L
+$79,931
Win Rate
67.3%
Active
31 trades
Options Income
4 accounts liveYTD Realized Income
+$38,240
Open P&L
+$79,931
Win Rate
67.3%
Active
31
Monthly premium + dividends
| Ticker | Strategy | DTE | Signal |
|---|---|---|---|
| AMD | Cash-Secured Put | 13 | 82% captured |
| META | Covered Call | 6 | Near strike |
| AVGO | LEAPS | 223 | +39% open P&L |
Compatible with
The Problem
Serious options traders deserve better tools.
Your brokerage is built for trading, not for income tracking. These gaps cost you clarity — and sometimes money.
01
Multiple accounts, zero clarity
Covered calls at Schwab. Puts at Fidelity. LEAPS at E*Trade. Your brokerage shows each account in isolation — never your total income picture.
02
Spreadsheets that break under complexity
Tracking rolls, assignments, early closes, and dividends manually across brokers is a second job. And the formulas still get it wrong.
03
No real income statement for options
Your broker shows positions and mark-to-market. It doesn't show realized premium, win rate, profit capture, or whether the strategy is actually working.
Solution
One dashboard.
Every position. Total clarity.
Live Brokerage Sync
Read-only connection to 40+ brokerages via SnapTrade. Balances, positions, and trade history update automatically.
Options Income Dashboard
Premium collected, open P&L, realized income, win rate, and profit-capture percentage — all in one view.
Assignment Risk Alerts
Real-time signals when covered calls or cash-secured puts move ITM. Know before expiration forces your hand.
Covered Call Tracker
Which shares are covered, which contracts are near strike, and exactly how much capital is at work.
Cash-Secured Put Tracker
Monitor collateral tied up, buying-power exposure, breakeven prices, and annualized yield per position.
Dividend Forecast
Monthly dividend income, annual estimates, ex-dividend timing, and progress toward your income goal.
Stock Holdings View
Consolidated shares, cost basis, covered-call availability, and concentration across every account.
LEAPS & Long Options
Debit paid, current value, gain/loss, time decay, and days to expiration for every long position.
AI Key Insights
Plain-English performance analysis: what's working, what needs attention, and strategy-level stats.
Demo Preview
See income by ticker, strategy, and month.
YieldDock breaks your brokerage data into dashboards for covered calls, cash-secured puts, long calls, LEAPS, dividends, rolls, and alert rules — across every account at once.
Income by ticker · YTD
40+
Connected brokerages
100%
Read-only — never trades
$0
To start exploring
Live
Real-time account sync
What traders say
Built for how options traders actually work.
“I was managing covered calls across E*Trade and Schwab in two separate spreadsheets. YieldDock pulled everything together in 10 minutes. Now I actually know what my real win rate is.”
Alex M.
Covered call trader · 3 accounts
“The assignment risk alerts are worth the price alone. I caught a near-ITM covered call three days before expiration and rolled it before it cost me shares.”
David R.
Premium income investor · E*Trade
“Finally a tool that separates premium collected from realized income. My broker never showed me that distinction. Now I understand my P&L at a completely different level.”
Jennifer K.
Options trader · Schwab + Fidelity
Pricing
Start free. Upgrade when ready.
Explore the pre-populated demo portfolio at no cost. Connect your real brokerages when you're ready to go live.
Free
Free forever · demo portfolio included
Pro
$39/mo · $430/yr
Elite
$59/mo · $650/yr
YieldDock Live Custom
$5/mo
All plans include a free demo portfolio. No credit card required to start. Cancel anytime.
Get started today
Ready to see what your portfolio is actually earning?
Create a free account and explore the demo. Connect your first real brokerage account in under 5 minutes.
Free account · No credit card · Cancel anytime