YIELDEARN.COM — YIELD COMPARISON WORKSHEET
Educational planning aid. Not a product recommendation or personal advice.
Complete locally; do not send financial details to YieldEarn.com.

PURPOSE AND TIMELINE
Purpose of the money: ______________________________________________
Earliest possible need date: _______________________________________
Planned holding period: ____________________________________________
What changes if funds are needed early? ____________________________

PRODUCT A / PRODUCT B (use a separate copy for each)
Product and issuing institution: ___________________________________
Deposit or security: _______________________________________________
Current disclosure URL and date saved: _____________________________
Yield value AND definition (APY/current yield/YTM/etc.): ______________
Quote date / funding deadline: _____________________________________
Amount / minimum opening balance: __________________________________
Rate type and conditions: __________________________________________
Start date / maturity / actual day count: __________________________
Interest or distribution schedule: _________________________________
Interest retained or paid out: _____________________________________
Fees and what the quoted measure already includes: _________________
Coverage or issuer/security-specific risks: ________________________
Access route / timing / limits: ____________________________________
Early-exit rule and illustrative consequence: ______________________
Renewal / grace period / call conditions: ___________________________
Facts still needing provider confirmation: _________________________

COMPARE ON THE SAME BASIS
Same amount and timeline? __________________________________________
Same yield convention? If not, explain: _____________________________
Base-case cash flows and explicit assumptions: ______________________
Changed-condition case: ____________________________________________
Costs omitted or already included: _________________________________
Professional advice needed for personal circumstances: _____________
Next review date: __________________________________________________

Sources and guides: https://yieldearn.com/resources/
No live rate feed. Hypothetical calculations are not forecasts.