YieldDesk
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Institutional-level research for individual investors

The Research Desk for High-Yield Income Portfolios

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

Free to reserve, no card. The same address receives the Sunday newsletter. Addresses are never shared.

See founding prices
Opens November 1Founding prices for the first 200 annual membersOne newsletter a week on Sundays
The Desk: the market, a book of income securities across two portfolios, and the year's income month by month
Founding members

The first 200 annual members keep the founding price for as long as they stay subscribed.

YieldDesk opens on November 1. The first 200 annual members pay $120 a year for Plus or $200 a year for Elite, and keep that price at every renewal for as long as the subscription stays active. A cancelled or lapsed subscription returns at the standard price. Moving between Plus and Elite keeps the founding price. Moving to Starter or to monthly billing ends it. The price covers everything YieldDesk ships, including full BDC and covered-call ETF coverage. After 200, founding pricing closes and does not reopen.

Plus$120 a year · $10 a month equivalent · standard $149
Elite$200 a year · $16.67 a month equivalent · standard $249
200 founding memberships · opens November 1Reserve a spot

YieldDesk 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 required
Ex-dates in the next 31 days184 distributions
preferreds, funds and BDCs
Why YieldDesk

Income investments get very little research. We cover three types in depth.

Retirees and other income investors depend on preferred stocks, business development companies and covered-call funds. Wall Street studies common stocks closely. It gives these investments far less attention. YieldDesk fills that gap.

Full coverage of all three

We follow more than 950 securities, each at the depth most platforms reserve for large companies.

Filed today, reported before the market opens

YieldDesk reads SEC filings every day. Call notices, fund distribution notices and dividend declarations filed one day appear before the market opens the next.

Every number has a source

Prices, filings and rates come from SEC EDGAR, EOD Historical Data and the Federal Reserve’s FRED database. Our scoring method is public.

Coverage

Asset class 01Preview open

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
Preview the Preferreds page
Asset class 02Preview open

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
Preview the CC ETFs page
Asset class 03Preview open

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
  • Ten readings over four quarters, from coverage to asset cover
  • An initiation report and a quarterly update on every BDC
Preview the BDCs page
On-time alerts

Alerts the morning after a filing.

A called preferred is bought back at par, usually $25. A $50,000 position bought at $26 a share loses $1,923 at the call. YieldDesk reads SEC filings every day and emails you the next morning when one affects a holding.

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.

The call date and price, from the notice
New issue · 424B / 8-A · SEC

A new preferred or baby bond comes to market

The alert arrives within 24 hours of the filing.

The prospectus filing, linked
Insider trading · Form 4 · SEC

An officer or director buys or sells the security

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

Buys and sells, with shares and price
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 before the market opens the day after it is filed.

On the calendar before the next open
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.

19 calculatorsAfter-tax at the saved bracketCopies to the clipboard
RITM-E · 8.75% couponPrice $23.55
Yield to call
10.46%
Current yield
9.29%
Call date
Nov 15, 2030
As of Sep 30, 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 28 to Oct 25 · 14 sample issuesOct 12 · ABR-F call opens
28293012345678910111213141516171819202122232425
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 30Y4.58% to 5.59%
SOFR 3.90%2-year to 10-year +37 bps10-year 5.26%
As of Sep 29, 2026 · FRED

4 calculators and 3 alerts come with Starter; the rest with Plus. See founding prices

From the library

From the library.

All articles
Strategy

The Basics of Business Development Companies (BDCs)

BDCs, occupy a unique niche in the investment landscape. They give ordinary investors a way to participate in private credit and middle-market lending — strategies that were once the exclusive province of institutions and the ultra-wealthy.

YieldDesk · 6 minStrategy

Building an income portfolio with preferreds and baby bonds

Spreading holdings across issuers and sectors, across call dates and across security types separates a built income portfolio from a stack of high yields.

YieldDesk · 4 minAsset class

Cumulative vs. non-cumulative preferred stocks

One clause in the prospectus decides whether a missed dividend must eventually be paid or is lost for good. It costs little in normal times and matters a great deal when an issuer runs into trouble.

YieldDesk · 3 min
Founding pricing

Founding prices, kept for as long as you subscribe.

Starter
$0
Free, no card required
  • The Sunday newsletter
  • 1 watchlist · up to 20 issues
  • 15-minute delayed quotes and 4 calculators
Sign up
Plus
$120/yr
Founding price · standard $149 a year
  • Screeners for all four classes
  • 25 alerts: price, call windows, declarations
  • All 19 calculators, the Tax Center and the Forward Rate Monitor
Reserve a spot
All access
Elite
$200/yr
Founding price · standard $249 a year
  • Unlimited portfolios, watchlists and alerts
  • iOS and Android app
  • Push alerts · 24-hour support
Reserve a spot

YieldDesk opens on November 1. The first 200 annual members pay $120 a year for Plus or $200 for Elite, and keep that price for as long as the subscription stays active. Moving between Plus and Elite keeps the founding price. Moving to Starter or to monthly billing ends it. Monthly plans are $14.95 and $24.95 at standard prices. Paid plans begin with a 7-day free trial. A card is required and is not charged until the trial ends.