YieldDesk
For the income investor

The Research Desk for High-Yield Income Portfolios

YieldDesk screens, scores and watches 950+ preferred stocks, covered-call ETFs and BDCs, every trading day. Most platforms cover these securities in passing. This one covers nothing else.

See pricing
Free Starter plan, no card7-day trial on paid plans15-minute delayed quotes
A preferred record page: RITM-E with price versus par, current yield, next ex-date, and yield to call
A live record page from the product
By the numbers
750+
Preferred issues, scored every trading day
150+
Covered-call ETFs tracked
40+
BDCs with full credit data
Free
Starter plan, no card needed
Ex-dates in the next 31 days227 distributions
preferreds, funds and BDCs
Coverage
Asset class 01Live now

Preferred Stocks & baby bonds · 15+ preferred ETFs

A preferred share trades like a stock and pays a fixed amount like a bond. About 750 are listed. Few platforms cover them well.

750+issues tracked, scored every trading day
  • A screen for issues trading below par value
  • Alerts for distributions and call windows
  • Yield-to-call calculators and an ex-dividend calendar
  • Which dividends get the lower tax rate, and the holding period
  • Fixed-to-floating coupons priced at today's SOFR benchmark rate
Open the Preferreds page
Asset class 02Live now

Covered-Call ETFs option-income funds

JEPI, JEPQ, QYLD, XYLD, SVOL, DIVO and similar funds hold more than $100 billion. Few research tools cover them in any depth.

150+funds, including every major covered-call ETF
  • Yield, payment history, and the share paid as return of capital
  • Premium or discount to net asset value, updated daily
  • Expense ratio, fund size, and how often the fund pays
  • Every fund on the Income Calendar
  • Where each distribution came from, with the filing named
Open the CC ETFs page
Asset class 03Live now

Business Development Companies (BDCs)

A BDC lends to mid-sized private businesses and pays out most of the interest it earns. Dividend coverage, debt and bad loans matter most.

40+BDCs with full credit data
  • Dividend coverage, bad loans, debt and non-cash income
  • Special and supplemental dividends, tracked
  • The loan book by sector
  • New lending and the non-accrual rate, quarter by quarter
  • Management and incentive fees, fund by fund
Open the BDCs page
On-time alerts

Alerts the morning after a filing.

A missed call notice on a $50,000 position can cost more than $1,000. YieldDesk checks SEC filings every day. The filings that change what an income holding is worth reach the inbox the next morning.

Where the data comes from
Filings and eventsSEC EDGAR
Pricing dataEOD Historical Data
Rates and macroFRED (St. Louis Fed)
Call announcement · 8-K · SEC

An issuer files a redemption notice

The issuer buys the shares back at par, so any price paid above par is lost.

Often more than $1,000 at common position sizes
New issue · 424B / 8-A · SEC

A new preferred or baby bond comes to market

The alert arrives within a day, while the yield is still above older issues.

The first two days matter most
Insider buying · Form 4 · SEC

An officer or director buys the security

The alert comes the morning after the Form 4 and covers preferred shares.

Management buying with its own money
Base dividend · 8-K / press

A BDC raises or cuts its base dividend

A cut usually follows weak coverage. The alert arrives the next morning.

Coverage figures attached
Dividend announcement · 8-K · SEC

Declaration, ex-date, and pay date

Every distribution on a held position is recorded the day it is filed.

On the calendar the day it is declared
Tools

The tools an income investor uses every day.

Yield calculators

Yield to call and yield to worst from one ticker

Enter the ticker and the price, coupon and every call date fill in.

21 calculatorsAfter-tax at the saved bracketCopies to the clipboard
RITM-E · 8.75% pfdPx $24.25
Yield to call
9.62%
Current yield
9.02%
Call date
Nov 15, 2030
As of Sep 18, 2026 · from the record
Income calendar

Every ex-date, pay date and call window on one screen

Holdings and watchlists together, month by month, with the income each month pays.

Ex and pay datesCall windowsIncome by month
Sep 21 to Oct 18 · 13 sample issuesSep 30 · TRINI call opens
21222324252627282930123456789101112131415161718
Ex-date Pay date Call window
Dates from the records · some projected
Custom alerts

An alert on one ticker, a watchlist or all holdings

Each alert names the price move or the filing behind it. None fires on a score.

Price, call window, declarationInsider filing, crosses parPush, email, in-app
New alertExample
Holdings · 6 positions
PriceCall window opensDistribution declaredInsider tradingPrice crosses par
When a call window opens on any position: push and email
Example rule
Forward Rate Monitor

Where the market expects rates to go

The SOFR strip, the Treasury curve and the Fed dot plot, updated every trading day.

SOFR 1-year forward2-year to 10-year spreadFed dot plot
Treasury curve · 1Y to 30Y4.40% to 5.29%
SOFR 3.85%2s/10s +27 bps10-year 4.94%
As of Sep 17, 2026 · FRED
Why YieldDesk

Three asset classes, studied in depth.

Millions of investors, many of them retired, rely on income from preferreds and option-income funds. Common stocks get deep research coverage. This income does not. YieldDesk closes that gap.

Full coverage of three classes

950+ securities, each covered at the depth most platforms give only to large companies.

Filed today, on the desk tomorrow

YieldDesk checks SEC filings every day. Call notices, fund distribution notices and dividend declarations appear the next morning.

Every input can be checked

Prices, filings and rates come from named sources: SEC EDGAR, EOD Historical Data and the Federal Reserve’s FRED database. The scoring method is published.

The long-running preferred directories are useful references, and many readers keep one open. YieldDesk does a different job. It watches, scores and alerts on the whole income portfolio, every day.

From the library

New from the library.

All articles
Strategy

Building an Income Portfolio with Preferreds and Baby Bonds

Three simple habits — spreading your holdings across different companies and industries, different call dates, and different types of securities — are what separate a well-built income portfolio from a lucky stack of high yields.

Editorial · 5 minStrategy

Cumulative vs. Non-Cumulative Preferred Stocks

One clause in the prospectus decides whether a missed dividend must eventually be paid back to you or is simply lost for good — a detail that costs almost nothing in normal times but matters enormously when a company runs into trouble.

Editorial · 5 minMarkets

Credit Ratings for Preferred Stocks: Agency Methodologies

One to three notches below the issuer's own senior debt is where rating agencies deliberately place preferred stock, and a substantial share of the exchange-traded market carries no rating at all.

Editorial · 5 min
Pricing

Plans start free.

Compare all features
Starter
$0
Free, no card required
  • The Sunday digest
  • 1 watchlist · up to 20 issues
  • 15-minute delayed quotes and 4 calculators
Plus
$14.95/mo
or $149 a year
  • Screeners for all four classes
  • 25 alerts: price, call windows, declarations
  • All 21 calculators, the Tax Center and the Forward Rate Monitor
All access
Elite
$24.95/mo
or $249 a year
  • Unlimited portfolios, watchlists and alerts
  • iOS and Android app
  • Push alerts · 24-hour support

Plus and Elite start with a 7-day free trial. A card is required at sign-up. It is not charged until the trial ends. Cancelling stops billing at the end of the current period. A move down to Starter keeps the first watchlist and deletes the rest.