YieldGen

YieldGen is a trading analytics platform purpose-built for options "wheel" investing—systematically selling cash-secured puts and covered calls to optimize yield.

Connect to your supported brokerage (Schwab, TastyTrade, and Moomoo available now, others coming soon) to analyze opportunities against your actual positions, size and place trades, and track the full lifecycle of a trade from open through early-close, expiration, assignment, as well as disciplined recovery of any losses on assigned shares.

KEY FEATURES

* Yield-Centric Option Chains: Compare strikes and expirations by annualized returns, without manually calculating from the broker's dollar quotes.

* Powerful Trade Analytics: See exercise probabilities, implied volatility, prospective exposure, capital efficiency, and other key metrics — always in simple visuals, no dense tables of numbers.

* Capital Velocity Analytics: See which trades have already captured most of their premium ahead of expiration, and compare the economics of closing early versus holding, including how much cash would be freed up for redeployment on better opportunities.

* Assignment & Recovery Tracking: When a put gets assigned, follow the position beyond expiration with automatic tracking of dividends received, covered-call income, and overall recovery economics.

* Full Portfolio & Cash View: See available and pledged cash, capital utilization, upcoming expirations, and concentration or correlation risk across your whole book, all in one place.

* Brokerage Sync: YieldGen is a window into your regular brokerage platform. Trades you execute on one are immediately visible on the other.

* Context-Aware AI Trade Analysis: Get on-demand analysis of a trade you're considering, with full context of your current holdings, exposures, available capital, and other relevant risk factors.

IMPORTANT DISCLOSURES
YieldGen is an analytical and educational software tool and is NOT a broker-dealer or investment adviser. Trades are placed through your own connected brokerage account; YieldGen does not hold custody of funds or securities. YieldGen does not provide individualized investment, legal, or tax advice. Options involve risk and are not suitable for all investors. Analytical model outputs, probability estimates, and AI-generated insights are estimates provided for informational and educational purposes only and should NOT be relied upon as guarantees of future results.