Wheel01
Every trade. The whole cycle.
Connect puts, assignments, shares, and covered calls. Follow your premium, capital, and open positions across every account.
Explore the wheel workspace
Actual app screen · Demo account
Wheel · Invest · BudgetOne free app
Your money.Working together.
Options income, long-term investing, and everyday finances. Three workspaces to see where you stand — and plan what comes next.
- Free forever — no card required
- Optional read-only broker sync
- Bilingual — English & Français
THREE WORKSPACES. ONE BIGGER PICTURE.
yieldcove.com/app/dashboardDemo workspace
Actual YieldCove interfaces. Illustrative account data.See what’s inside
Free
Wheel, Invest & Budget
3 workspaces
Income, investing & everyday money
Auto-sync
Broker imports & live quotes
EN / FR
Fully bilingual
The complete YieldCove workspace
Earn. Invest. Live.Bring it all together.
Your options income, long-term portfolio, and everyday money deserve the same clear view. Meet the three sides of YieldCove.
Three workspaces. One free account.Invest02
Your long game, in focus.
Bring long-term holdings into view with portfolio returns, dividend income, and account allocation. Connect supported brokers with read-only sync.
Explore your portfolio workspace
Actual app screen · Demo account
Budget03
Give your money a plan.
Bring accounts, spending, and monthly budgets together. Keep recurring bills, savings goals, and everyday decisions in the picture.
Start your free budgetThis monthCAD
Left in your plan$1,550of $4,800 planned
68%used
Housing$1,600
Groceries$540
Transport$220
Other spending$890
Illustrative Budget preview · Sample data
Made for the details
Go deeper with tools built around the way you manage money.
04
Follow the full wheel
Group trades into ticker campaigns. See each phase, adjusted cost basis, option premium, and stock performance in one timeline.
05
Understand your exposure
Move from an expiration radar to performance trends and portfolio concentration. See what is working and what needs attention.
06
Model the next move
Compare puts, covered calls, and rolls with payoff diagrams, probabilities, and Greeks. Try the public calculator before signing up.
07
Plan your way out
Compare buy-back prices and annualized returns before closing an open position. Make the exit part of the plan from the start.
08
Keep the context
Watch your tickers, set price alerts, and record the reasoning behind your trades. Turn scattered ideas into a decision history.
09
Make it worth sharing
Turn your portfolio story into polished cards with Share Studio. Choose a layout and theme, then control which details stay private.
Illustrative previews of YieldCove tools.
The intelligence layer
Understand today.See what’s next.
Bring market events, deeper research, and structured trade ideas into the same picture as your portfolio.
yieldcove.com/app/catalysts
Turn a market calendar into your own radar.
See earnings, ex-dividend dates, splits and macro events. Go deeper with sourced ticker roadmaps covering the catalysts beyond the calendar.
- Portfolio-aware events
- Ticker dossiers
- Sourced roadmaps
Official YieldCove integration
Your money. Your context.Your choice of agent.
Connect Hermes, Codex or Claude Code to your finances. Ask about your portfolio and spending—or enable writing so your agent can log trades, income and expenses for you.
HermesCodexClaude CodeMCP
- Choose reading or reading + logging per workspace
- Review your finances and log records by asking your agent
- Disconnect whenever you want, from Settings
Included with your free YieldCove account. Your agent may require a separate subscription.
Your YieldCoveRead-only
You
Help me understand how my portfolio is spread out.
Reading your connected workspace
Your sample holdings are concentrated in two funds. I can compare their recorded cost basis and review dividends, keeping CAD and USD separate.
Recorded allocationCAD
2funds
VFV.TO70%
XEQT.TO30%
Recorded cost basisCAD 4,000.00
Illustrative conversation · sample data, not a live account
New · Invest workspaceFree
Your whole portfolio, on autopilot
The free Invest workspace tracks your long-term accounts alongside the wheel — USD and CAD, options included. Connect your broker for automatic read-only sync, or keep logging manually: either way you see performance, dividends and risk in one calm place.
- Read-only broker sync via SnapTrade — trades, cash & dividends import automatically
- Dividends recorded on pay dates, with a 12-month projection calendar
- Earnings calendar with reminders, performance tracking, allocation & risk
PortfolioDividendsEarnings
Synced from your brokerTotal value
$48,910
+$312 today
- AAPLApple24 sh$5,102+0.8%
- SCHDSchwab Dividend ETF210 sh$5,899+0.3%
- MSFTMicrosoft12 sh$4,981−0.4%
- Cash · USD & CAD$3,140
Next dividend — SCHD · ~$74AAPL earnings soon · reminder set
A closer look
Your money, from every angle
Explore the tools behind your income, investments and everyday finances. Real product screens, with demo data.
yieldcove.com/app/dashboard
01 / 18Your income at a glance
Monthly and yearly premium, win rate, capital deployed, income goals and assignment risk — one calm view, filterable by account and broker.
The strategy
The wheel, in three steps
Sell premium, get paid, repeat — YieldCove tracks every turn.
1
Sell a cash-secured put
Pick a stock you'd happily own, sell a put below the price, and collect the premium up front.
2
Collect premium or get assigned
If it expires worthless you keep the cash. If assigned, you own the shares at a discount.
3
Sell covered calls
Sell calls against your shares for more premium until they're called away — then start again.
Then repeat the cycle
Spreadsheet vs YieldCove
Your spreadsheet was never built for this
The wheel moves assignments, rolls, collateral and premium all at once. A purpose-built tracker beats a general-purpose grid.
The spreadsheet
- Formulas you maintain by hand
- Assignments and rolls break your rows
- Hand-typed prices, stale by lunchtime
- Dividends you forget to record
- No idea what your capital is really earning
- One typo — silently wrong numbers
- Sunday-night data entry
YieldCove
- Annualized ROI computed on every trade
- Assignment, rolls & called-away lots handled
- Live quotes and price alerts
- Trades, cash & dividends sync from your broker
- Win rate, capital deployed & income goals
- Every cash event reconciled to a running balance
- Log a trade in about ten seconds
Premium · Wheel AcademyPRO
From your first put to a full income system
A structured course with 52 lessons across 8 modules. Build from options fundamentals to entry signals, assignment, risk management and advanced rolls, with interactive tools and real-dollar examples. Earn a certificate when you finish.
- 52 lessons, 8 modules — foundations to advanced strategy
- Interactive payoff, Greeks & probability widgets
- Fully bilingual EN/FR with a completion certificate
PremiumPRO
Structured trade ideas, tracked live
Our desk publishes wheel setups — strike, premium, annualized ROI and a clear risk note — then tracks every one to a realized win rate you can actually see. Informational, never advice.
- Entry, premium & annualized ROI on every card
- Live feed plus a closed track record in one place
- Mobile alerts the moment a new signal posts
From the founder
“I ran my wheel in spreadsheets for years. They told me what I'd sold — never what my capital was actually earning, or when to take profits. So I built the tool I wanted as an engineer and needed as a trader. My own money runs through YieldCove every single day.”
Eddie
Founder — engineer, a decade in the markets, five years running the wheel
Closed Signals trades show their realized P/L on the feed — wins and losses alike.
Read Eddie's storyPremiumPRO
Trade signals with a track record you can check
Our desk publishes real cash-secured put and covered-call signals — strike, premium, projected ROI, the lot — then tracks every single one to a realized result. Here's exactly what a subscriber sees, and the live scoreboard behind it.
0%
Win rate
$0
Realized P/L
0
Closed trades
0%
Avg annualized
Example signal
Example signal
6 live signals open right now·members only
Wins and losses included — nothing cherry-picked. Educational only, not financial advice.
Pricing
Simple, honest pricing
Start free. Add Signals when you want an edge — founding members keep today's price for life.
YieldCove Free
Freeforever
Three complete workspaces. One free account.
- Unlimited positions, journal & CSV import
- Invest portfolio — broker sync, automatic dividends & earnings calendar
- Budget — spending, bills, savings goals & net worth
- Catalysts — portfolio events & sourced ticker roadmaps
- Options calculator with payoff chart & Greeks
- Live watchlist & price alerts
- Wheel campaigns, analytics, exit planner & cash ledger
- Branded share cards for X & Instagram
Most popular
SignalsPRO
$4.99/month
or $49.99/year · everything in Tracker, plus:
Founding price — yours for life. Pricing rises for new members as YieldCove grows. Join today and your rate never goes up.
- Premium signals feed with instant alerts
- Wheel Academy — 52 lessons & certificate
- Members-only community chat
- Living ticker research reports with verdicts & wheel-fit scores
- Cancel anytime
Prices in USD. Your rate stays locked for as long as your subscription is active — and your tracker data is never locked behind the paywall.
FAQ
Frequently asked questions
Everything you need to know before you start.
Is YieldCove really free?
Yes. Wheel, Invest and Budget are free, including the calculator, analytics, Catalyst Intelligence and optional read-only broker sync. No card required. The optional Signals subscription adds premium content, Research, Academy and community.
What are Signals?
Structured buy/sell option ideas from our desk, delivered in a live feed with instant alerts. They're informational only, not financial advice.
What exactly does the paid plan include?
Everything in the free tracker, plus the premium Signals feed with instant alerts, the full 52-lesson Wheel Academy with certificate, the members-only community chat, and living ticker research reports. Cancel anytime.
Will the price go up?
For new members, yes — as Signals, the Academy and the community keep growing, the subscription price will rise. Existing members keep the rate they joined at for as long as their subscription stays active. That's the founding-member promise.
Which strategies are supported?
Cash-secured puts, covered calls and LEAPS — with assignment and rolling handled, plus a dedicated shares view and a full Invest workspace for long-term buy-and-hold positions.
Can I track my long-term portfolio too, not just the wheel?
Yes — the free Invest workspace tracks your buy-and-hold accounts alongside the wheel, in USD and CAD. With broker sync, dividends are recorded automatically and projected over the next 12 months, an earnings calendar highlights your tickers with reminders, and performance and allocation views show what your capital is really doing.
Can I manage my everyday finances too?
Yes. Budget brings your accounts, spending, monthly budgets, bills and subscriptions, savings goals and reports into one free workspace. Add transactions manually or import CSV and Excel files. Your investing and everyday finances live in the same app.
Do I need to connect my broker account?
Only if you want to. Optional read-only sync (powered by SnapTrade) imports your trades, cash and dividends automatically — YieldCove never sees your login and can never place trades or move money. Prefer manual? Logging a trade takes seconds and CSV import works just as well.
Can I cancel anytime?
Yes. Manage or cancel your subscription anytime from the billing portal; access continues to the end of the period.
Is this financial advice?
No. YieldCove is for informational and educational purposes only. Options trading involves substantial risk of loss.
Free forever
A clearer picture starts here.
Track your wheel. Build your portfolio. Give every dollar a place. Start with three free workspaces.
Create your free account