All accounts in one view
YieldDock is built for investors who split strategies across brokerages and need one dashboard for income, P&L, positions, and account-level performance.
Multi-brokerage dashboard
Multi-Brokerage Portfolio Tracker for Options, Stocks, and Dividends
Bring multiple brokerage accounts into one read-only dashboard to track portfolio value, options income, stocks, dividends, P&L, and risk.
YieldDock dashboard
Options income
$18.4K
Stocks
$1.04M
Dividends
$2.6K
View options, stocks, dividends, portfolio value, and risk across accounts.
Include or exclude accounts from dashboards and calculations.
Use the demo first, then connect real accounts after choosing a paid plan.
Read-only brokerage sync
Brokerage connections are designed for visibility and planning. YieldDock does not trade, transfer money, or move funds.
Account-level control
Connected accounts can be reviewed by brokerage and account context so users can understand where income, exposure, and risk are concentrated.
View options, stocks, dividends, portfolio value, and risk across accounts.
Include or exclude accounts from dashboards and calculations.
Use the demo first, then connect real accounts after choosing a paid plan.
Built for tracking, planning, and review
Combine portfolio income across multiple brokerages.
Review account-level option positions and stock exposure.
Track dividends and premium income in one dashboard.
Find risk signals across accounts before expiration.