Invest workspace · free · USD and CAD
Your long game, in one observatory.
Holdings, dividends and earnings across every account, synced read-only from your broker or logged by hand. It sits right beside your wheel, and it is free.
Example: dividends, next 12 months
$1,288
Projected from recorded holdings and pay dates
Price
$0
Free for good, no card needed
Currencies
USD · CAD
Kept separate, never blended
Broker sync
Read-only
Via SnapTrade, never places orders
Views
6
Portfolio to projections
01
The Observatory: the whole portfolio
Every account in one view, with your wheel next door.
Portfolio
Holdings, cost basis and day change for every account, with options valued per ticker. The largest positions orbit the centre so concentration is obvious at a glance.
- USD and CAD accounts, cash included
- Recorded cost basis, day change and allocation
- Performance and risk analytics built in
02
Dividends: income on a calendar
What paid, what is coming and what it adds up to.
Dividends
Trailing income, portfolio yield and yield on cost, with a 12-month projection calendar. With broker sync on, payouts are recorded automatically on their pay dates.
- Payouts recorded automatically with broker sync
- A 12-month projection by month and by holding
- Yield on cost next to current yield
Example figures, not a real account
03
Earnings: no report sneaks up
The market's calendar with your tickers first.
Earnings
Session timing, estimates and beat or miss results for the companies you hold, with reminders and calendar export, so an earnings gap never lands on an open position unannounced.
- Your holdings and watchlist highlighted
- Before-open or after-close timing, estimates and results
- Reminders and calendar export
Example · next reports
- $NVDAin 6 daysAfter close
- $COSTin 11 daysAfter close
- $JPMin 17 daysBefore open
Example figures, not a real account
04
Broker sync: read-only, on autopilot
Connect once; trades, cash and dividends follow.
Your brokerage
USD and CAD accounts
SnapTrade
Read-only connection
Your ledger
Matched, never duplicated
- Imports on its ownTrades, cash movements and dividends arrive automatically after you link each account.
- Matched, never duplicatedExisting entries are matched and updated; drift from the broker's share count can be adjusted with an audit trail.
- Read-only by designYieldCove can see your accounts but can never place an order or move money.
- Or keep it manualLog buys and sells by hand or import a file. Sync is optional, never required.