SCREENER +
Dashboard & Screener
The covered CEF and high-income ETF universe, your watchlist, gainers, losers, and heatmap. Filter by type, risk level, yield, frequency, discount, or payment record.
CEF COMPLETE · YOUR CLOSED-END FUND & ETF WORKSPACE
Founding member pricingPatent pending
One-stop shop
for Closed-End Funds and ETFs.
The fund universe, seven-check research, payment records, and corporate events.
Your holdings, trades, working capital, income tracker, risk mix, and projections.
Together in a workspace built around how you invest.
Full Complete access during your trial. Card required at checkout.
Cancel before the trial ends to pay nothing.
Not ready for a card?Look around free Six funds in full, in the app itself. No card, nothing to cancel.
YOUR ONE-STOP SHOP. TAKE A LOOK AROUND.Interactive tour · sample data
01 / DASHBOARD & SCREENER
Your funds, all in one place.
A quick glimpse: five sample funds, a few key figures, and your watchlist. Explore the full dashboard in your workspace.
Simplified product views using CEF Complete’s own layouts and styles. All figures, ratings, dates, and account records in the tour are illustrative. Distribution rate is not total return.
Built around incomePayment records, yields and your monthly income come first.Evidence behind the numbersEvery check shows the data it’s based on.Your brokerage stays yoursRead-only. CEF Complete never places trades or holds your money.
THE TOOLS INSIDE CEF COMPLETE
Research funds.
Follow your income.
Ten tools under one roof, each with one job in your income routine: find the funds, check their record, then follow what your own money pays you.
DashboardScreenerResearchNewsPortfolioRisk mixTrackerTradesProjectionAsk Complete
RESEARCH +
Fund research & comparisons
Lookup, compare, browse, and watchlist. Seven checklist checks with evidence, payment history and changes, NAV and total return, distribution composition, holdings, leverage, and a printable survey.
RESEARCH +
News & special events
Fund-specific news and distribution changes beside mergers, tender offers, rights offerings, liquidations, conversions, and delistings. Follow the whole universe or your saved funds.
COMPLETE
Portfolio & accounts
Holdings, working capital, account value, cash, cost basis, position income, allocation, and your chosen profit-taking targets. Enter positions, import broker files, or use a supported read-only connection.
COMPLETE
Income tracker & returns
Base income, profit taken, working capital, monthly return, cumulative totals, payments received, charts, and tax estimates. Keep dividends separate from realized profits and review what your accounts actually paid.
COMPLETE
Income projection
Starting capital, income yield, profit-taking, distributions and gains withdrawn, monthly contributions, and years. Compare working capital, cash withdrawn, and income taken out year by year.
COMPLETE
Trades & profit taking
Record buys and sells, match purchases to sales, review realized gains, and track your own target by purchase or fund. Target alerts appear in the app’s notifications when a holding reaches your target.
COMPLETE
Risk mix & methodology
See CEF risk levels 1–7 and your portfolio mix against the goal you set. Review allocations and position sizes alongside the methodology. High-income ETFs are kept separate and unrated.
YOUR OWN FUNDS
Your funds beyond the list
Add supported CEFs or ETFs you follow outside the covered universe. They are labeled “Not in the universe” in your research, watchlist, and holdings, and carry no universe risk level or checklist score.
A consistent way to look at risk. CEF research uses a seven-check framework and risk levels 1–7, with supporting evidence. High-income ETFs are a separate, unrated category. The full methodology and portfolio risk mix are included with Complete.
ONE-STOP SHOP MEANS ONE CONNECTED WORKFLOW
One question.
One place to answer it.
Most income investors juggle six websites and a spreadsheet to answer one question about a fund. Here it is one place: the fund’s record, its news and your own income, side by side.
The usual way 6 places
- A fund site for distribution history and discounts
- A finance portal for the price, chart, and NAV
- A dividend site for ex-dates and pay dates
- The sponsor’s filings for holdings and leverage
- A news search for fund changes and corporate actions
- Your spreadsheet for income and realized profits
Here, in CEF Complete 1 place
Research the fund.
Understand the income.
Dashboard→Screener→Research→News & events
Portfolio→Trades→Income tracker→Risk mix→Projection
Payment records, NAV and total return, holdings, distribution composition, corporate events, and your own monthly income. Ask Complete when you need a term or figure explained.
Choose the tools you needA LITTLE HELP, RIGHT WHEN YOU NEED IT
Meet Complete,
your CEF helper.
Your CEF helper explains the figures in plain words. Ask about a fund’s payments, its discount, or what a term means. Choose whether to include your holdings for more context.
Answers from the site’s dataDates alongside figuresIncluded with Complete
What Complete can help with 
CompleteYour CEF helper
EXAMPLEWhat does a fund’s discount to NAV mean?
Think of NAV as the value of the fund’s underlying assets per share. A discount means its shares trade for less than that value.
At a $9 share price and a $10 NAV, the discount is 10%. It’s one part of the research picture, alongside the fund’s payment record, holdings, and risks.
At a $9 share price and a $10 NAV, the discount is 10%. It’s one part of the research picture, alongside the fund’s payment record, holdings, and risks.
Illustrative explanation. Verify important information.
Complete explains research; it does not tell you what to buy.
Complete explains research; it does not tell you what to buy.
RETIREMENT MONEY SECRETS · STEVE SELENGUT
Read the book.
Join the conversation.
New to RMS? Start with Steve Selengut’s book and explore the income-investing community. CEF Complete gives you a workspace to organize your fund research and follow your own income.
THE BOOK
Retirement
Money Secrets
Explore Steve’s approach to income investing, working capital, and the role of Closed-End Funds in an income-focused portfolio.
Find the book on Amazon Read the description and choose your format on Amazon.A PLACE TO LEARN
AND ASK QUESTIONS
AND ASK QUESTIONS
THE COMMUNITY
You don’t have to
learn it all alone.
Explore the RMS Income Investing Community, led by Steve Selengut. Bring your questions and learn alongside people exploring the same income-focused ideas.
- Income-investing course and educational resources
- Community Q&A sessions
- Conversations with fellow income investors
RMS GROUP FREE TRIAL2 weeks free on Complete.
Try Complete free for 2 weeks Use the Complete workspace: research, portfolio, income tracker, trades, risk mix, projections, exports, and Ask Complete.
Card required at checkout. Cancel before your trial ends to pay nothing.MAKE YOURSELF AT HOME
Up and running
in three steps.
You don’t need to bring a spreadsheet or connect a brokerage to start exploring.
Make your account.
It takes a minute. Look around free with no card, or pick a plan and start its free trial at checkout.
Find your funds.
Browse the universe, save a watchlist, and explore the tools in your plan.
Bring in your accounts.
With Complete, add holdings manually, upload broker files, or connect a supported account.
FILE IMPORTS INCLUDESchwabFidelityE*TRADEVanguardMerrilland moreSee import options ↗
Broker files are read in your browser. Supported connections are read-only; CEF Complete never places trades or holds your funds.
FOUNDING MEMBER PRICING
Choose the plan that fits you.
Complete is free for two weeks. Screener and Research are free for one.
RMS group · Try Complete free for 2 weeksNOT READY TO CHOOSE?Look around free first.
Look around free Make a free account and see six funds in full, in the app itself. No card, nothing to cancel. Pick a plan whenever you’re ready.
All prices in USD. Card required at checkout. Your chosen plan renews automatically after the trial unless you cancel. Cancel before your trial ends to pay nothing; cancel later to keep access through your paid period. Subscription terms ↗
What can I research here?
CEF Complete brings the Closed-End Funds and high-income ETFs it covers into one workspace. Screener includes the dashboard and watchlist; Research adds fund records, comparisons, news, and corporate events. Complete adds your portfolio, income tools, projections, risk mix, exports, and Ask Complete.
How does the free trial work?
Create an account, choose a plan, and enter your card at checkout. Complete is free for 2 weeks; Screener and Research are free for 1 week. Your card is charged when the trial ends unless you cancel first. The trial begins at checkout.
Can I look around without a card?
Yes. Make a free account and you can see six funds in full, in the app itself, with no card and nothing to cancel. When you want the whole universe and your own tools, choose a plan and start its free trial.
Do I have to connect my brokerage?
No. You can explore research without a connected account. On Complete, you can enter holdings yourself, import supported broker files, or use an available read-only connection. Files are read in your browser. CEF Complete never places trades or holds your investments.
Is this a recommendation service?
CEF Complete provides research and education, not personalized investment advice or buy, sell, or hold recommendations. Risk levels and checklists organize information; they do not guarantee safety or returns. Ask Complete can explain the data and terminology but cannot predict prices or future payments.
Can I change or cancel my plan?
You can move up a plan and manage or cancel your subscription through your account’s billing options. Cancel before your free trial ends to pay nothing. After a paid period begins, cancellation leaves access in place through the end of that period.
What do NAV and distribution composition tell me?
NAV is the value of a fund’s assets minus its liabilities, divided by shares outstanding. CEF shares can trade at a discount or premium to NAV. Distributions move cash from the fund to shareholders, so review NAV alongside total return and the payment record. Distribution composition shows income and realized gains. The research record brings these measures together.
How current is the data?
The member workspace shows data freshness and flags delays. Prices, fund records, filings, and news update on different schedules. Third-party data can be delayed, incomplete, or incorrect, so verify important information with the fund’s filings and your broker. The simplified tool previews on this page use made-up figures, ratings, dates, and example records. They do not show current market information or your accounts.
WELCOME TO A CLEARER PICTURE
Your income deserves
a place of its own.
Come look around. Start with 14 days of Complete.
Try Complete free for 2 weeks Card required. Cancel before the trial ends to pay nothing.Or look around free, no card