# YieldDock

> YieldDock is a read-only, multi-brokerage portfolio income dashboard for individual investors who sell covered calls, sell cash-secured puts, trade long options, hold stocks, and track dividends.

## What YieldDock is

YieldDock is a fintech SaaS web application that connects to investors' brokerage accounts via read-only API and consolidates their options trades, stock positions, dividend income, and portfolio risk into a single dashboard. It is not a broker, does not place trades, and does not move money.

YieldDock is purpose-built for income-focused investors — specifically those who generate income by selling options premium (covered calls, cash-secured puts) or holding dividend-paying stocks. It is not a crypto, DeFi, or yield-farming platform.

## Core features

- **Covered Call Tracker** — tracks open and closed covered calls, premium collected, strike, expiry, assignment risk, annualized return, and realized P&L per trade
- **Cash-Secured Put Tracker** — tracks open and closed CSPs, collateral locked, put premium, strike, expiry, assignment risk, and realized income
- **Long Options Tracker** — tracks long calls and long puts including LEAPS, debit paid, current value, and unrealized P&L
- **Options Income Dashboard** — aggregate view of total options premium collected across all brokerages and strategies
- **Dividend Tracker** — tracks dividend income per ticker, per account, and by month
- **Multi-Brokerage Portfolio Dashboard** — syncs positions, trades, and balances across multiple brokerage accounts simultaneously
- **Closed Trades History** — full history of every closed option trade with open date, close date, result, P&L, holding days, and annualized return
- **Portfolio Risk View** — shows assignment risk, total exposure, and concentration by ticker
- **AI Coach** — AI-powered insight layer that surfaces patterns, anomalies, and suggested actions across the portfolio
- **Export** — export options income and portfolio data to PDF and Excel

## Supported brokerages

YieldDock connects to brokerage accounts through SnapTrade, a regulated read-only API provider. Supported brokerages include:

- TD Ameritrade / Thinkorswim
- Charles Schwab
- Fidelity
- E*TRADE / Morgan Stanley
- Robinhood
- Interactive Brokers (IBKR)
- Tastytrade
- Webull
- Alpaca
- Questrade (Canada)
- And others supported by SnapTrade

## Pricing

YieldDock offers a free demo plan and paid subscription plans:

- **Free / Demo** — access to a pre-populated demo portfolio with all dashboard features; no brokerage connection
- **Starter** — read-only brokerage sync for one account; options, stocks, dividends, and income views
- **Pro** — multiple brokerage accounts, full trade history, AI Coach, export features, advanced risk views

Current pricing is available at: https://www.theyielddock.com/pricing

## Who YieldDock is for

- Individual investors who sell covered calls against their stock holdings
- Investors who sell cash-secured puts as an income strategy
- Dividend investors who also trade options
- Investors with accounts at multiple brokerages who want one consolidated view
- Anyone replacing an options income spreadsheet with an automated dashboard

## What YieldDock is NOT

- Not a broker-dealer
- Not a financial advisor or RIA
- Not a crypto, DeFi, or yield-farming platform
- Not a trading platform (does not place trades)
- Not a tax preparation tool (though it does show realized P&L and income history)

## Key URLs

- Homepage: https://www.theyielddock.com/
- Pricing: https://www.theyielddock.com/pricing
- Demo: https://www.theyielddock.com/demo
- FAQ: https://www.theyielddock.com/faq
- Covered Call Tracker: https://www.theyielddock.com/covered-call-tracker
- Cash-Secured Put Tracker: https://www.theyielddock.com/cash-secured-put-tracker
- Options Income Tracker: https://www.theyielddock.com/options-income-tracker
- Multi-Brokerage Tracker: https://www.theyielddock.com/track-options-across-multiple-brokerages
- Options P&L Dashboard: https://www.theyielddock.com/options-pnl-dashboard
- Dividend & Options Tracker: https://www.theyielddock.com/dividend-options-income-tracker
- Resources / Articles: https://www.theyielddock.com/resources
- Full LLM context: https://www.theyielddock.com/llms-full.txt

## Contact

- Website: https://www.theyielddock.com
- Email: hello@theyielddock.com

## Legal

YieldDock is for education, tracking, and planning only. It does not provide personalized financial, investment, tax, or legal advice. Options involve significant risk. YieldDock does not place trades, execute orders, or guarantee investment returns.