Problem
Using more than one brokerage can split your options, stocks, dividends, balances, and activity into disconnected views.
Multi-brokerage options tracking
Track Options Across Multiple Brokerage Accounts
YieldDock helps investors consolidate options activity across brokerage accounts so they can see open trades, closed trades, income, stocks, and dividends in one place.
YieldDock dashboard
Options income
$18.4K
Stocks
$1.04M
Dividends
$2.6K
Consolidated brokerage dashboard
Options strategy tracking
Stocks and dividends view
Covered call tracking
Cash-secured put tracking
Closed trade history
Account-level visibility
Portfolio income reporting
How YieldDock helps
YieldDock is built to consolidate supported accounts into a single portfolio income dashboard for options, stocks, dividends, closed trades, and account-level context.
Example workflow
Review Pulse, filter positions by account, inspect income by strategy, and see which brokerage accounts are contributing to open risk or realized income.
Consolidated brokerage dashboard
Options strategy tracking
Stocks and dividends view
Covered call tracking
Cash-secured put tracking
Closed trade history
Account-level visibility
Portfolio income reporting
Built for tracking, planning, and review
Track options across more than one brokerage.
Review account-level exposure.
Understand total income and risk.
Connect supported brokerages after choosing a paid plan.
Frequently asked questions
Can I track options from multiple brokerages?
YieldDock is designed to help investors consolidate options and portfolio activity across multiple brokerage accounts.
Why is multi-brokerage tracking important?
Multi-brokerage tracking helps investors understand total exposure, income, open positions, and portfolio performance across accounts.
Does YieldDock place trades?
No. YieldDock is focused on tracking, reporting, and portfolio visibility.