YieldGen
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Portfolio Summary

YieldGen is an app that helps you generate income by selling stock options.

Most of the time, we're talking about put options: you promise to buy a stock if it goes down (pledging your cash as collateral), and someone pays you a fee for the promise. And then you do this over and over again.

YieldGen Portfolio Summary screen showing idle cash and portfolio overview.

Watchlist

The first step is to select the stock. Tap any ticker to open its option "chain", or price sheet.

YieldGen Watchlist screen with underlyings ready to open an option chain.

Option Chain

Now choose the expiration and strike price — the price where you agree to buy the stock. Each cell shows annualized yield in the top half, dollar premium in the bottom half. Remember you’re receiving the yield or dollars here. Markings on the sheet highlight noteworthy dates coming up. Tap any cell to select.

YieldGen option chain with yield and premium in each cell.

Option Detail

That opens a deep dive on that one contract: views on strike price vs. history, probability of exercise, and much more. Or tap to get the AI perspective on the trade, with full context of your portfolio fed to the agent.

YieldGen Option Detail screen with contract metrics and charts.

Trade Execution

Size the trade, and execute. You’ve now taken cash that was idle, and deployed it at high yield.

YieldGen is designed to help you do this easily and well, over and over again.

YieldGen Option Detail trading card with size and execute controls.

Viewing and Managing Exposures

Come here to view and manage the whole portfolio. See performance and risk, as well as capital optimization opportunities — all visually.

YieldGen Exposures screen showing portfolio positions and risk views.

Recovering Losses

Sometimes the stock goes down, and you're required to buy it, as you promised -- and this can be at a loss. But this can also be a great profit opportunity. You can hold the stock, or sell calls against it for income. YieldGen tracks recovery across potentially multiple rounds of received dividends and sold calls. This supports disciplined recovery of losses.

YieldGen recovery view for assigned stock and covered calls.

Getting Help

For most things you see on the screen, press and hold for quick help.

Revisit this walk-through anytime in App Settings.

Email support@yieldgen.com for other issues or questions.

YieldGen app icon

Options involve risk and are not suitable for every investor. FAQ · Privacy · Support · Legal

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