Yieldly

Support

Yieldly shows dividend income you already have or expect — past, next, and a simple forecast. It does not buy or sell securities.

Try the demo

Open the app → complete onboarding (or skip to the sample book) → Home, Calendar, Portfolio, Insights, Plan. No keys required.

Connect a real brokerage

Settings → Data sources → Connect brokerage. This opens the SnapTrade Connection Portal (read-only). Interactive Brokers uses SnapTrade’s Flex connection (INTERACTIVE-BROKERS-FLEX) with an IBKR Query ID and Token, not the IBKR password. Interactive Investor is not on SnapTrade — use CSV or add holdings manually. AJ Bell and Hargreaves Lansdown may appear in the portal when SnapTrade has enabled them for Yieldly.

If Connect stays disabled, the hosted API does not have SnapTrade keys yet. The demo still works.

Something broken?

Email steve@evolutionfreedomltd.co.uk with your device, iOS version, and what you tapped.
Say whether you used the sample book or a live SnapTrade connection. Never send a consumer key, Alpaca secret, or broker password.

Legal

Privacy: https://yieldly-api.fly.dev/privacy
Terms: https://yieldly-api.fly.dev/terms
Support: https://yieldly-api.fly.dev/support