Plan Help

What the Plan page is (and isn't)

The Plan page is a screener — a research tool, not an advisor. It's an objective fact table over thousands of income-paying assets that you sort and filter however you like. It does not rank holdings, score how well something "matches" you, or preselect anything. Nothing on this page is a recommendation to buy or sell anything — every sort and filter is your choice.

The Screener

The screener lists income-paying assets with the facts you need to compare them side by side — sort and filter by category, payment frequency, yield, price, risk, and income quality. The default order is alphabetical; nothing is ranked for you.

Income quality (0–100) measures how steady a fund's payment history has been — higher means more consistent. Individual stocks aren't scored this way and show a dash. Yield reflects recent payments relative to price; very high figures are capped at a sanity limit and shown as "150%+" so a clamped value reads as "this much or more" rather than an exact figure. Payment frequency is inferred from how often a fund has paid (weekly, monthly, quarterly, and so on).

Star (★) any ticker to save it as a favorite, then use the Favorites button to filter to your saved list. Favorites are bookmarks for your own research — they don't affect your portfolio, your holdings, or your Income Calendar.

Important disclaimer

YieldLens is not a financial advisor, and nothing on the Plan page — or anywhere on YieldLens — is, or constitutes, financial, investment, trading, tax, or any other professional advice. The screener is provided for informational and entertainment purposes only. All figures and scores shown are based on past performance — past performance does not guarantee future results, these outputs are not predictions of any outcome, and past dividend payments do not guarantee future payments. All investing involves risk, including the possible loss of principal — there is no guarantee you will not lose money. Before making any financial, investment, or trading decision, conduct your own independent due diligence and consult a licensed financial advisor or other qualified professional. Use of this tool is entirely at your own risk.