Read-only connection model
YieldDock is built for tracking and planning. Brokerage sync is intended for visibility into portfolio data, not trade execution.
Brokerage sync dashboard
Brokerage Sync Dashboard for Read-Only Portfolio Tracking
YieldDock helps investors connect supported brokerages through read-only sync to track options income, stocks, dividends, balances, and account-level risk.
YieldDock dashboard
Options income
$18.4K
Stocks
$1.04M
Dividends
$2.6K
Connect supported brokerages after choosing a paid plan.
Track positions, account values, cash, buying power, income, and risk where data is available.
Control which connected accounts appear in dashboard calculations.
Account management
Users can review connected accounts, nicknames, groups, and included/excluded account choices where brokerage data is available.
Data context
Synced brokerage values may be delayed or incomplete depending on provider availability, so YieldDock shows data for tracking and review rather than real-time trading decisions.
Connect supported brokerages after choosing a paid plan.
Track positions, account values, cash, buying power, income, and risk where data is available.
Control which connected accounts appear in dashboard calculations.
Built for tracking, planning, and review
Read-only account aggregation.
Brokerage-level portfolio review.
Account inclusion/exclusion control.
Portfolio risk and income sync.