Features Built for Wheel Strategy Success
Everything you need to track, analyze, and optimize your options wheel trading
Core Tracking Features
Multi-Portfolio Management
Create unlimited portfolios to separate different strategies, accounts, or time periods. Track each independently with dedicated analytics.
Detailed Position Tracking
Monitor every aspect of your positions: current share count, average cost basis, unrealized P/L, total premium collected, and position status.
All Wheel Strategy Trade Types
Log sell puts, buy puts (roll), assignments, covered calls, call assignments, and stock sales. Complete wheel cycle tracking.
FIFO Lot Accounting
Accurate cost basis tracking using First-In-First-Out lot matching. Know exactly which shares you're selling and your true gains.
Data Import & Integration
Manual Trade Entry
Prefer to enter trades yourself? Our intuitive forms make manual entry quick and accurate.
Analytics & Insights
Real-Time P/L Tracking
See realized and unrealized profit/loss for each position and your entire portfolio. Update stock prices with one click.
Premium Income Reports
Track total premium collected, weekly income, and annualized returns. See your cash flow over time.
Strategy Performance Metrics
Analyze win rates, average returns per trade, best performing tickers, and overall strategy effectiveness.
Coming Soon
Price Alerts & Notifications
Tax Reporting & Export
Direct Broker API Integration
Mobile App (iOS & Android)