YieldGen simplifies workflows and analytics on options-income investing — sometimes called "options wheel" trading, because the key steps keep repeating. YieldGen covers trade evaluation all the way through execution.
Most of the time, we're talking about put options: you collect a fee for promising to buy some stock if it goes down. Then you do this over and over again, collecting a fee each time.
The first step is to select the stock. Tap any ticker to open its option "chain", or price sheet.
Now choose strike price — the price where you agree to buy the stock — and the expiration date on the trade. 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.
That opens a deep dive on one contract: strike vs. history, probability of exercise, charts, and more. Optional AI analyst summarizes pros and cons for the action you're considering, always primed with rich context about your portfolio and preferences.
Set quantity and other details on the ticket, then submit to your supported broker.
Come here to view and manage the whole portfolio. See performance and risk, as well as capital optimization opportunities — all visually.
Sometimes the stock goes down, and you're required to buy it, just as you promised — and this can be at a loss. At this point, you can hold the shares on their own, or sell covered calls while you hold. YieldGen tracks your recovery across any number of sold calls, received dividends, or other income events.
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