The Complete Wheel Workflow
Screen, execute, track, and optimize -- everything you need to run the Wheel, not just record it
Built for the Wheel Strategy: screen for trades, log every execution, get correct cost basis through rolls and assignments, and measure your 1% per week goal.
Core Workflow Features
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Multi-Portfolio Management
- Separate strategies, accounts, or time periods into distinct portfolios. Each gets its own analytics, premium reports, and 1% per week tracking.
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Position Command Center
- Shares held, adjusted cost basis, open contracts, expiring trades, and assignment risk -- everything you need to decide what to do next.
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Every Wheel Trade Type
- Sell puts, buy puts, assignments, covered calls, call assignments, rolls, and share sales. The full Wheel lifecycle, logged and calculated.
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FIFO Lot Accounting
- Correct cost basis using First-In-First-Out lot matching. Know exactly which shares you're selling and your true gains -- something spreadsheets get wrong.
Import and Sync
Robinhood CSV Import
Import your complete Robinhood trading history in seconds. Automatically processes options trades, assignments, and stock transactions.
Manual Trade Entry
Prefer to enter trades yourself? The intuitive forms make manual entry quick and accurate.
Alpaca Integration (Premium)
Automated imports and continuous syncing with Alpaca to keep your Wheel workflow current -- part of Premium.
Analytics and Optimization
- Real-Time P/L
- Realized and unrealized profit/loss for each position and your entire portfolio. Updated on every trade and price refresh.
- Weekly Premium Reports
- Premium collected vs. capital at risk, week by week. See your cash flow, compound returns, and progress toward your 1% goal.
- Strategy Optimization Metrics
- Win rates, roll quality scoring, best performing tickers, streak analysis, and compound return tracking. Find your edge and sharpen it.
Performance, Price Data, and Reliability
- Accurate basis with BasisCalculator. All cost basis updates, pending premium rules, and lot closures are handled by a PORO and applied to denormalized fields for speed.
- Price caching with Yahoo Finance. Quotes are fetched and cached for 15 minutes to keep the app fast while avoiding rate limits.
- Solid Queue + Solid Cache. Background jobs and caching use SQLite-backed adapters for simple, reliable operations.
- Privacy by default. No trackers. Your data stays private and is never sold.
Run your Wheel strategy from one place.
Create a free account to log trades, get FIFO-correct cost basis, and measure weekly premium performance toward your 1% goal.