FAQ
Answers to common questions about Yieldello.
What is Yieldello?
Yieldello helps income-focused investors understand where their income comes from, when it arrives, and how it relates to portfolio performance. Track holdings and distributions, explore income by risk, sector, and strategy, and use Real Return and Underlying Exposure to look beyond headline yield.
How do I add my portfolio?
Create accounts, then type or paste your holdings and income, use supported CSV imports, or let an AI assistant add them from a screenshot (see below). Review imported records against your brokerage statements, especially if your files do not include the full history. Brokerage connections are being tested in a limited pilot and are not yet available to everyone.
Can I use Claude or ChatGPT with Yieldello?
Yes, both. Once connected, take a screenshot of your broker's activity or holdings page and ask your assistant to add it to Yieldello, or ask questions like “What income did I get last month?” To connect, sign in and open AI Assistants from your account menu; it walks you through each step.
What can the assistant see and do?
Only what you allow, and only your own Yieldello data: your accounts, holdings and income. It can add income or holdings for you to review, and nothing is saved until you check it and press Save in Yieldello. You can disconnect it at any time from AI Assistants.
Does using an AI assistant cost extra?
Not from Yieldello. On Free you can ask questions anytime and have the assistant add income or holdings 20 times; Pro has no limit and adds income projections and checks for distribution cuts. The assistant's own plan applies too; the free plans of Claude and ChatGPT both work.
Which markets and currencies does Yieldello support?
Yieldello focuses on Canadian and U.S. income-producing investments, including dividend-paying stocks and covered call ETFs. You can track multiple accounts in CAD or USD and choose a base currency for combined reporting. Price, distribution, and ETF exposure coverage varies by instrument; not every security or brokerage CSV format is supported.
What is the difference between Free and Pro?
Free is available now for manual portfolio and income tracking, analysis, and Basic Excel exports, subject to the limits shown in your account. Pro subscriptions and connected brokerage accounts are in a limited rollout. Public paid sign-ups are not yet open.
Are connected accounts updated in real time?
No. In the brokerage pilot, updates depend on your brokerage. Initial activity history can take time to arrive, and the available history varies by brokerage. Yieldello checks for waiting history automatically and notifies you when it is imported. Check the data-as-of time and review missing history or unresolved instruments before relying on totals.
Can I export my data?
Yes. The Basic Excel workbook brings together a portfolio summary, positions with cash, monthly income, and income detail. The Pro Income Report adds a distribution tracker that flags cuts, a holdings scorecard with total return, two years of monthly income, and a dashboard. Free accounts can try it.
Is projected income the same as income received?
No. Upcoming payments and projected income use available distribution information and estimates. Distribution amounts, payment dates, holdings, and exchange rates can change. Recorded income reflects the events entered or imported into Yieldello; compare it with your statements to confirm what was actually paid. Analysis also depends on the completeness of your history and available market data.
Is this financial advice?
No. Yieldello provides tools and visualizations to help you understand your own data. It does not offer investment advice or recommendations. Always do your own research or consult a professional before making financial decisions.
How is my data handled?
See our Privacy Policy for information about data handling. For privacy questions, email support@yieldello.com.
Why might book cost differ slightly from my broker?
Small differences can happen because brokers often store cost basis using more internal precision than the rounded average cost shown on screen. Broker book cost may also include fees, adjustments, or rounding rules that are not visible in exported rows. Currency conversion and incomplete transaction history can also affect comparisons. Review differences against your broker records; Yieldello does not guarantee a particular tolerance.
Last updated: October 2026