Free YieldMax Resources
Download spreadsheets, calculators, and guides to maximize your income
YieldMax Portfolio Tracker 2025
Complete Excel spreadsheet to track all your YieldMax ETFs, calculate monthly income, monitor distributions, and analyze performance. Includes automatic yield calculations and tax tracking.
Features:
- ✓ Track unlimited YieldMax ETFs
- ✓ Automatic yield calculations
- ✓ Monthly income projections
- ✓ Distribution calendar
- ✓ Tax reporting worksheets
- ✓ Performance analytics
Income Calculator Spreadsheet
Calculate monthly income from any combination of YieldMax ETFs with real-time yield updates.
Tax Impact Calculator
Estimate tax obligations on YieldMax distributions including ROC, dividends, and capital gains.
Beginner's Guide to YieldMax
28-page PDF guide covering everything you need to know about YieldMax ETFs and covered calls.
Portfolio Allocation Template
Professional template for planning your YieldMax portfolio allocation based on risk tolerance.
Distribution Tracker
Track all your YieldMax distributions with automatic yield calculations and annual summaries.
FIRE Calculator
Calculate how much you need in YieldMax ETFs to achieve financial independence.
Tax Optimization Guide
Comprehensive guide to minimizing taxes on YieldMax distributions and maximizing after-tax income.
Monthly Income Planner
Plan and track your monthly income goals with this comprehensive YieldMax planning template.
Volatility Analyzer
Analyze volatility patterns in YieldMax ETFs to optimize entry and exit points.
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