Features by asset class
What Yieldly supports for stock, options, futures, crypto, and forex — area by area.
✓ Full / native~ Partial or limited— Not offered
AI Agents & Trade Architect
| Feature | Stock | Options | Futures | Crypto | Forex | CFD |
|---|---|---|---|---|---|---|
| 21 specialized AI agents, propose → approve → auto-trade Let AI suggest trades that you approve | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| AI Trade Architect (multi-source confluence → executable proposal) (Beta) Fuse many signals into one ready-to-trade idea Combines chart patterns, your rules and technical indicators into one proposal on stock, crypto, USD-quote forex majors and index futures (/ES·/MES·/NQ·/MNQ). Options are proposal-only, no auto-execution. Hands-free execution is off by default. | ✓ | ~ | ~ | ✓ | ~ | — |
| Trade Architect signal sources (patterns · your rules · 26 technical indicators) (Beta) Know exactly which signals backed a proposal Scores multi-timeframe chart patterns, your standing rules and 26 technical indicators. Options-flow, dealer-gamma and volume-spike signals are also tracked and will factor in soon. | ✓ | ✓ | ~ | ✓ | ~ | — |
| Trade Architect on Live Charts (one-click scan + confidence threshold) (Beta) Scan the chart you're viewing for a trade One-click "Find trade" on the charts sidebar with your own confidence threshold and Fast / Normal / Deep depth. Works on stock, crypto and forex charts. | ✓ | ✓ | ~ | ✓ | ~ | — |
| Trade Architect position manager (re-scores an open position, can close it early) (Beta) Let AI keep watching a trade after entry, not just at open Paper accounts only. Re-runs its scoring against a held position and can close it early — it doesn't move stops or scale out. | ✓ | — | ✓ | ✓ | ✓ | — |
Live Charts
| Feature | Stock | Options | Futures | Crypto | Forex | CFD |
|---|---|---|---|---|---|---|
| Multi-pane candlestick charts (1-8 panes) Watch up to 8 markets side by side Chart any stock, future, crypto or forex pair; a single option contract charts on the Options tab. | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| Order book (L2 depth + tape) See the live buy/sell depth behind the price Full depth-of-market on crypto; other markets show top-of-book only. | ~ | — | ~ | ✓ | ~ | — |
| Options-derived overlay (max pain, GEX/DEX walls, gamma flip, IV rank) Mark key options levels on the price chart Drawn on the underlying stock's chart from its options chain. | ✓ | ✓ | — | — | — | — |
| Multi-timeframe confluence table (9-row trend table) One glance at trend agreement across timeframes | ✓ | — | ✓ | ✓ | ✓ | — |
Chart Pattern Detection
| Feature | Stock | Options | Futures | Crypto | Forex | CFD |
|---|---|---|---|---|---|---|
| Candlestick + chart-geometric + harmonic + divergence detection Auto-spot classic chart setups as they form Runs on stocks, futures, crypto and forex — and on a single option contract's own chart. | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| Auto S/R zones, Fib levels, FVG/gap zones, pivots See support, resistance and key levels drawn for you | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| Pattern → priced options structure Turn a detected setup into a ready options trade A detection builds a priced options structure (using delayed data) shown as a preview card. Live auto-execution is off by default and gated behind several safety confirmations. | — | ~ | — | — | — | — |
| Pattern → auto-trade rule ("Add rule" on a live detection) Auto-trade a pattern the moment it triggers Take-profit / stop-loss brackets run on stock, forex, crypto and futures (paper on all; live on supported brokers, gated). Options are entry-only with a manual exit. | ✓ | ~ | ✓ | ✓ | ✓ | — |
| Standing pattern rule builder (any future match, universe scope) One rule that fires across a whole watchlist Author a rule for stock, crypto, futures or forex with a fixed ladder or a trailing / time-based exit. Options standing rules are coming. | ✓ | — | ✓ | ✓ | ✓ | — |
Screener & Watchlist
| Feature | Stock | Options | Futures | Crypto | Forex | CFD |
|---|---|---|---|---|---|---|
| Filterable, ranked screener (P/E, volume ratio, RSI, composite score) Find stocks that match your criteria S&P 500 + Nifty 500 universe. | ✓ | — | — | — | — | — |
| Watchlist pattern-scan columns (confidence/direction) See detected setups right in your watchlist | ✓ | — | ~ | ✓ | ~ | — |
| Float / shares-outstanding + days-since-IPO filters Screen out illiquid or newly-listed names | ✓ | — | — | — | — | — |
Manual Trading
| Feature | Stock | Options | Futures | Crypto | Forex | CFD |
|---|---|---|---|---|---|---|
| Manual order ticket (paper + live) Place your own buy and sell orders Futures and live forex trading supported via connected brokers. | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| Multi-leg options combo builder Build spreads and multi-leg option trades | — | ✓ | — | — | — | — |
| Order-type parity: stop / stop-limit / OCO-bracket Use advanced order types on every market Available on every asset class wherever the broker supports it; single-leg options only. | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| Draggable Entry / Stop-loss / Take-profit lines on the chart Drag a price line to open a prefilled order ticket Single-leg orders only — not available on multi-leg option combos. | ✓ | — | ✓ | ✓ | ✓ | — |
Rules & Auto-Execution
| Feature | Stock | Options | Futures | Crypto | Forex | CFD |
|---|---|---|---|---|---|---|
| Account-level auto-trade arming (cap, cooldown, emergency stop) Arm hands-free trading with hard limits | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| TradingView webhook → governed order path Trigger trades from your TradingView alerts | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| Trade copier (leader → follower accounts) (Beta) Mirror one account's orders to your other accounts, sized per follower Copies orders from one of your broker accounts to your other accounts, with per-follower sizing and limits. Beta, invite-only; futures and multi-leg combos aren't copied yet. | ✓ | ✓ | — | ✓ | ✓ | — |
Backtesting
| Feature | Stock | Options | Futures | Crypto | Forex | CFD |
|---|---|---|---|---|---|---|
| Single-instrument strategy backtest Test a strategy on one symbol's history | ✓ | ✓ | ✓ | ~ | ~ | — |
| Multi-leg options combo backtest Backtest a spread over time | — | ✓ | — | — | — | — |
| Portfolio simulation ("Combine", shared capital pool) Run many strategies on one shared account | ✓ | ✓ | ~ | ~ | ~ | — |
| Earnings-anchored option-strategy backtest See how an options play did over past earnings | — | ✓ | — | — | — | — |
Options-Specific Tools
| Feature | Stock | Options | Futures | Crypto | Forex | CFD |
|---|---|---|---|---|---|---|
| Options chain, strategy builder, payoff/greeks Build and price an options position | — | ✓ | — | — | — | — |
| Dealer Greeks dashboard (GEX/DEX/VEX/Charm/Volma, walls) See where dealers are positioned | — | ✓ | — | — | — | — |
| Strategy screener (covered call, CSP, spreads, straddle/strangle, butterfly, iron condor) Find the best contracts for a strategy | — | ✓ | — | — | — | — |
| EOD free-tier chain data (paid tier: live real-time feed) Get options data free, live feed on paid | — | ✓ | — | — | — | — |
| Spread matrix (vertical/ratio/butterfly premium grid) See live net premium across a strike ladder | — | ✓ | — | — | — | — |
| Open-interest day-over-day + unified strike sheet + raw trade tape See OI change, per-strike Greeks/OI/IV, and unaggregated prints | — | ~ | — | — | — | — |
| Theta-by-DTE + term structure + implied forward price Read time decay, the vol curve and forward pricing | — | ~ | — | — | — | — |
| Earnings-calendar IV/crush view + liquidity score See IV crush risk around earnings and how liquid a contract is | — | ~ | — | — | — | — |
| Volatility dashboards (IV rank scanner, IV-vs-realized vol, 3D vol surface, term structure, 0DTE view) Read volatility conditions and 0DTE positioning at a glance | — | ✓ | — | — | — | — |
| Combo-aware exits (take-profit / stop-loss / max-hold / end-of-day flatten on a whole spread) Manage a multi-leg position's exit as one net position, not leg by leg | — | ✓ | — | — | — | — |
Trade Journal
| Feature | Stock | Options | Futures | Crypto | Forex | CFD |
|---|---|---|---|---|---|---|
| Auto-synced fills, pairing, R-multiple, MAE/MFE Log every trade automatically with key stats | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| Strategy attribution + playbook adherence See which strategies and rules you followed | ✓ | ✓ | ✓ | ✓ | ✓ | — |
| Multi-leg / combo-aware analytics Analyze spreads as one position | — | ✓ | — | — | — | — |
| Multi-currency reporting See your whole book in one currency Conversion turns on when your account needs it; otherwise totals show in native currency. | ~ | ~ | ~ | ~ | ~ | — |
| CSV import + fill ingest (cTrader, Pepperstone, IC Markets, FxPro, etc.) Import trades from other platforms Import and journal display for CFDs today — charts, analytics and AI coaching are coming. | — | — | — | — | — | ~ |
| Social layer (playbooks, follow, discipline leaderboards) Learn from other traders' journals Opt-in — off by default. | ~ | ~ | ~ | ~ | ~ | — |
Smart Money (Public Filings)
| Feature | Stock | Options | Futures | Crypto | Forex | CFD |
|---|---|---|---|---|---|---|
| 13F institutions, 13D activists, congress trades, insider Form-4 Track what big money and insiders buy From public SEC filings — US equities only. | ✓ | — | — | — | — | — |
Native Paper Broker
| Feature | Stock | Options | Futures | Crypto | Forex | CFD |
|---|---|---|---|---|---|---|
| Market/limit/stop/OCO open orders Practice real order types with no broker Native paper broker is still in build; forex (long and short) is complete. | ~ | ~ | ~ | ~ | ✓ | — |
| Multi-leg combo fills (defined-risk) Paper-trade spreads with defined risk | — | ✓ | — | — | — | — |
| Per-contract margin + variation margin + liquidation Experience realistic futures margin | — | — | ✓ | — | — | — |
| Shorts / margin / PDT rules Practice shorting and margin rules | ~ | — | — | ~ | — | — |
Coverage reflects what has shipped as of this page's last update and may change as features roll out — some rows mark capabilities as in-build or gated behind admin/entitlement flags.