Help Center
Find answers, tutorials, and guides to help you get the most out of YieldLens.
Features
My View
A quick overview of your portfolio, income, and news.
Portfolio
Overview of your entire investment portfolio.
Actual Income
Track your realized dividend income over time.
Plan
Set your own portfolio rules, explore the model tool, and screen income assets.
Income Calendar
See every projected dividend paycheck for the next 12 months.
Income Forecast
Project future dividend income based on current holdings.
FIRE Calc
Plan your Financial Independence, Retire Early journey.
Profile
Manage your account settings and preferences.
Margin Use and Risk
Monitor your margin usage and avoid margin calls.
Broker Comparison
Compare different brokers to optimize your investment strategy.
Supported Brokers
See which brokerages work with YieldLens for auto-sync and CSV import.
Data & Imports
Manage broker accounts, connect via SnapTrade, and import holdings from CSV.
Terms of Service
Review the terms governing your use of YieldLens.
Privacy Policy
Learn how we collect, use, and protect your data.
Cancellation & Refund Policy
Understand how cancellations, refunds, and billing work.
Contact Us
Get in touch with the YieldLens team.
Still need help?
If you couldn't find what you were looking for, our support team is here to assist you.