Professional Investment Tools
Advanced calculators and analysis tools for serious YieldMax investors
Quick Monthly Income Calculator
Get instant calculations right here
$1,166
Estimated Monthly Income
Annual income: $13,992
Popular
Advanced Income Calculator
Comprehensive income projections with multiple ETFs, reinvestment options, and tax considerations
- Multi-ETF portfolio analysis
- Compound vs. cash-out options
- Tax impact calculations
- Historical yield tracking
AI Portfolio Optimizer
Machine learning algorithms to optimize your YieldMax portfolio for maximum risk-adjusted returns
- Risk tolerance assessment
- Optimal allocation suggestions
- Correlation analysis
- Rebalancing recommendations
Tax Impact Calculator
Estimate your tax liability from YieldMax distributions and plan your tax strategy
- Federal & state tax calculations
- Ordinary vs. qualified dividends
- Tax-loss harvesting opportunities
- Year-end tax planning
Compound Growth Calculator
Visualize long-term wealth building through dividend reinvestment
- DRIP simulation
- Growth projections
- Interactive charts
- Scenario comparison
Distribution Tracker
Track all your distributions, payment history, and upcoming dividends in one place
- Payment calendar
- Historical distributions
- Yield trend analysis
- Export to spreadsheet
Risk Assessment Tool
Advanced risk analytics including volatility, drawdown analysis, and stress testing
- Volatility measurements
- Maximum drawdown analysis
- Correlation matrices
- Stress test scenarios
Tool Feature Comparison
| Tool | Best For | Key Features | Access |
|---|---|---|---|
| Income Calculator | Quick income estimates | Multi-ETF, tax options | Free |
| Portfolio Optimizer | Allocation strategy | AI-powered recommendations | Free |
| Tax Calculator | Tax planning | Federal/state calculations | Free |
| Compound Calculator | Long-term projections | DRIP simulations | Free |
| Distribution Tracker | Payment monitoring | Historical tracking | Free |
| Risk Assessment | Advanced risk analysis | Professional metrics | Premium |