Pricing

What YieldDesk costs.

Plans start free. Yearly billing saves 17%. Starter needs no card. Plus and Elite take a card at sign-up and start with a 7-day free trial.

One subscription covers 750+ preferreds, 150+ covered-call ETFs, 40+ BDCs and 15+ preferred ETFs.

Starter

For new members. The Sunday digest, one watchlist and the Income Quality Score.

$0
Free · no card required
  • The Sunday digest
  • 1 watchlist · up to 20 issues
  • 3 alerts · price targets and declarations
  • 15-minute delayed quotes
  • Screeners · the first 20 rows in each class
  • 4 calculators · yield to call, yield to maturity, current yield, tax-equivalent yield
  • Full screener filters and saved screens
  • Forward Rate Monitor and New Issue Tracker
  • All 21 calculators and the Tax Center
  • Holdings and portfolio tracking

Plus

For the income investor. Every screener, alert and calculator, plus the Forward Rate Monitor and the Tax Center.

$14.95/month
Billed monthly · cancel at any time
  • Everything in Starter, plus
  • Screeners for all four classes · saved screens
  • 25 alerts · all 5 kinds, including call windows and insider filings
  • All 21 calculators · position sizing, rate shocks, DRIP, BDC credit
  • Forward Rate Monitor and New Issue Tracker
  • Tax Center · brackets and after-tax yield
  • 10 watchlists · 1 portfolio with cost basis
  • CSV import and export
  • More than one portfolio

Every feature, by plan

PlanStarterPlusElite
Research
Sunday email digest
Security record pagesUnlimitedUnlimitedUnlimited
Screeners for all four classes20 rows
Score and risk filters in the screeners
Saved screens1025
Issuer pages
New Issue Tracker
Trends and sector heatmaps
Floating-rate desk · 84 issues
Rate scenarios
Income Quality Score · all four classes, scored every trading day Beta
Alerts
Active alerts325Unlimited
Alert kindsPrice + declarationAll 5All 5
Call-window alerts
Redemption notices · sent to every holder and watcher
Calculators and tools
Calculators4 + Head-to-HeadAll 21All 21
Forward Rate Monitor
Tax Center · brackets and after-tax yield
Portfolio
Watchlists1 · 20 issues10 · 50 eachUnlimited
Watchlist notes
Holdings tracking1 portfolioUnlimited
Income Calendar · ex-dates and pay dates
DRIP mode · reinvested dividends tracked
CSV import
Brokerage account sync (Coming soon)
Data
Quote feed15-minute delay15-minute delay15-minute delay
Data exports · CSV
Mobile
iOS and Android app
Push alerts on mobile
Support
Help center
Email support · reply time72 hours48 hours24 hours

Common questions

How is YieldDesk different from the free preferred-stock sites?

The free sites are databases kept by volunteers, and they are useful references. They do not publish research, score income quality, alert on call windows or work out after-tax yield from a saved tax bracket. YieldDesk does those things, and the price on this page pays for them.

Can I cancel at any time?

Yes. A monthly plan ends at the next billing date. A yearly plan is not refunded, and access runs to the end of the paid year. A move down to Starter takes effect at the end of the current period and keeps only the first watchlist.

What does Elite add to Plus?

Plus is the full research desk. It includes all four screeners with every filter, saved screens, all 21 calculators, every alert kind, the floating-rate desk, the Tax Center, CSV export and one portfolio. Elite removes the limits. It adds unlimited portfolios, watchlists and alerts, the iOS and Android app with push alerts, and support replies within 24 hours. One account is well served by Plus. Several accounts, or advising other people, calls for Elite.

Is there a free trial?

Yes. Plus and Elite both start with a 7-day free trial. A card is required to start, and it is not charged until the trial ends. Cancelling during the trial returns the account to Starter. Starter keeps the first watchlist and deletes the others.

Does YieldDesk cover markets outside the U.S.?

Not yet. Coverage is U.S.-listed: 750+ preferred issues, 150+ covered-call ETFs, 40+ BDCs and 15+ preferred ETFs on the NYSE and Nasdaq. Preferreds listed in the U.K., Canada and Singapore are on the roadmap. They need a different data supply, and YieldDesk will announce that coverage when it is ready.

Where does the data come from?

Filings and corporate events come from SEC EDGAR. Prices come from EOD Historical Data. Rates and economic series come from FRED, the St. Louis Fed's database. The scoring method is published on the Methodology page, so every input can be checked.