Features - Professional Wheel Strategy Tracking

Features Built for Wheel Strategy Success

Everything you need to track, analyze, and optimize your options wheel trading

Built for the Wheel Strategy: track cash‑secured puts, covered calls, assignments, rolls, and FIFO lots with precision.

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.

Import your complete Robinhood trading history in seconds. Automatically processes options trades, assignments, and stock transactions.

Prefer to enter trades yourself? Our intuitive forms make manual entry quick and accurate.

Automated imports and continuous syncing with Alpaca to keep your wheel strategy tracking up to date — part of Premium.

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.

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.

Create a free account to log trades, calculate true FIFO-adjusted cost basis, and see weekly premium performance across your portfolios.