Broker connections

Brokers differ as to whether they support trade execution from 3rd part apps such as YieldGen, whether YieldGen sees live position updates or is limited to daily refreshes, and also whether full transaction history is provided.

Trade execution

When supported, you can submit orders directly from the YieldGen trade ticket screen.

When not supported, YieldGen will take you through all steps of trade selection and sizing, and then will display the concise details of the trade you must execute in the broker's own app or web site. YieldGen will see these trades immediately for brokers with intraday sync, or will pick them up the following day for brokers lacking intraday sync.

Intraday sync

When supported, open positions and top level balances can refresh throughout the day as markets move and as you trade.

When not supported, YieldGen operates on a snapshot of the most recent day's closing positions. Trades done after that snapshot will be picked up the following day.

Full history

When supported, the connection supplies full transaction history as is needed for certain annualized yield calculations, as well as aspects of recovery tracking, and performance reporting. See "Limited transaction history" notes below for details.

Supported brokerages

Broker capability matrix
Brokerage	Trade execution	Intraday sync	Full history
E*TRADE	Yes	Yes	Yes
Fidelity	No	No	Yes
IBKR	No	No	Yes
Moomoo	Yes	Yes	Limited
Public	Yes	Yes	Limited
Robinhood	No	Yes	Yes
Robinhood with trading	Yes	Yes	Yes
Schwab	Yes	Yes	Yes
Tastytrade	Yes	Yes	Yes
Webull	Yes	Yes	Limited

Limited transaction history

Where full transaction history is marked as "Limited", some or all of the following values may be unavailable.

Rates of return (yields) since trade inception — these depend on trade date, which may be unknown.
Target and achieved recoveries on shares of stock — YieldGen maintains a recovery target and current achieved recovery level for all ordinary stock positions. These support disciplined recovery of any losses incurred on the shares. YieldGen tracks income events, such as cash received from covered calls and dividends, toward the overall recovery. Where transaction history is limited from the broker, this calculation is unaware of past transactions that are now closed. However YieldGen will keep track of new activity conducted through YieldGen's own trade screens, and will reflect those in recovery calculations.
Performance reporting — performance reporting may be limited in terms of lookback period, or unavailable entirely, for broker accounts lacking full transaction history.

← Home