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by KeenEthics
Yieldello icon

Yieldello

By Breadboard Inc.

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Overview

Yieldello helps income investors, especially Canadians holding covered-call ETFs, keep track of the distributions and dividends their accounts pay. With Yieldello connected, you can ask ChatGPT about your own accounts, holdings and income: what you hold in each account, what you were paid last month, and how your income has changed. You can also project your yearly income and see what it would be if distributions were cut. You can add income or holdings from your broker without typing them in: share a screenshot or statement and ask ChatGPT to add it to Yieldello. Nothing is saved straight away. Each update waits in Yieldello until you review it and choose to save it. Prices and distributions are refreshed nightly, not in real time. Yieldello shows figures from your own records; it doesn't give investment advice and can't buy, sell or move money.

Tools

distribution_changes

ChatGPT
Yieldello Pro. For each fund the user holds or was paid by in the last 12 months: its distribution per unit as a monthly amount, the change vs. 3 and 12 months ago, and a status (Cut, Raised, Steady, No recent payment). Answers 'did any of my funds cut their distribution?'.

get_holdings

ChatGPT
Current holdings for one account or all accounts: quantity, cost, and market value at the last nightly price refresh, plus the total in the user's base currency.

get_import_status

ChatGPT
Whether an import sent for review is still waiting, has been committed, or was cancelled.

get_income_summary

ChatGPT
Income received over a period, converted to the user's base currency: total, by month, by holding, and split into dividends, return of capital and interest.

list_accounts

ChatGPT
Lists the user's investment accounts in Yieldello with their ids, broker and currency, and whether a brokerage connection keeps each one up to date.

project_income

ChatGPT
Yieldello Pro. Projects the user's income for the next 12 months at each fund's current distribution rate and the units held now: yearly total, monthly average, and each fund's share. Optionally a what-if: drops for named funds, or for all of them, e.g. 'what if MSTY cuts 30%?'. An estimate, not advice.

submit_holdings_for_review

ChatGPT
Sends an account's holdings read from a broker page or screenshot to Yieldello as a pending holdings import. Nothing changes until the user reviews and applies it in Yieldello; holdings missing from the submission are kept unless the user removes them there. The result has the review link. Not for accounts with a brokerage connection.

submit_income_for_review

ChatGPT
Sends income payments (distributions, return of capital, interest) read from a broker statement or screenshot to Yieldello as pending imports, one per month. Nothing is recorded until the user reviews and saves them in Yieldello; give the user the result's review_url, one page for every month. Payments already recorded are skipped. Not for accounts with a brokerage connection.

Capabilities

Writes

Example Prompts

Click any prompt to copy it.

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