Six trackers. One account.

Each one built for a single strategy, all feeding the same hub.

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A spreadsheet does not know what a wheel is.

It records what you paid. Every premium moves what you actually need, and the sheet never hears about it.

$50 $48 $46 Sold the put Premium 2.90 Assigned Sheet says 50.00 Wrote the call Premium 0.75 Rolled out Credit 0.42 $50.00 on the sheet $45.93 break even MISSED BY THE SHEET $4.07 $50 $48 $46 Sold put Assigned Wrote call Rolled $50.00 on the sheet $45.93 break even MISSED BY THE SHEET $4.07
  • Strike 50.00. The spreadsheet holds 50.00 for the whole cycle.
  • Sold the put, premium 2.90. Break even 47.10.
  • Assigned. The spreadsheet books basis at 50.00. Break even still 47.10.
  • Wrote the call, premium 0.75. Break even 46.35.
  • Rolled out, credit 0.42. Break even 45.93.
  • Missed by the sheet: 4.07.
One wheel on a $50 strike, a worked example. The vertical scale starts at $45.00, not at zero.

Everyone shows the trade. We show the position.

What did it cost?
Broker or spreadsheetCost basis, fixed at entry.
Trade Stock AppsBreak even, recalculated on every premium and roll.
Am I actually ahead?
Broker or spreadsheetProfit and loss, in dollars.
Trade Stock AppsReturn on capital you actually tied up.
What happens at expiry?
Broker or spreadsheetYou find out on Friday.
Trade Stock AppsAssignment risk and days to expiry on every open leg.
Is the wheel paying?
Broker or spreadsheetA number you typed in yourself.
Trade Stock AppsDaily theta and yield on collateral, per ticker.

A tracker that knows your strategy.

Wheel Tracker

CSP, assignment and every covered call as one position.

Learn more about the Wheel Tracker
Wheel Tracker
  • Break even after every premium
  • Below basis warning on covered calls
  • Assignment risk and DTE per leg
  • Lifetime ROC and win rate per ticker
See the Wheel Tracker

CSP Tracker

Daily theta, buying power and roll scenarios.

Learn more about the CSP Tracker
CSP Tracker
  • Daily theta and income projection
  • Buying power gauge, idle cash alerts
  • Live buffer and assignment odds
  • Roll scenarios at 14, 30 and 45 days
See the CSP Tracker

Covered Call Tracker

Coverage map, idle shares and yield on cost.

Learn more about the Covered Call Tracker
Covered Call Tracker
  • Coverage map for every position
  • Idle shares alert on uncovered blocks
  • True yield on what you paid
  • In the money warning, one click roll
See the Covered Call Tracker

Iron Condor Tracker

Both legs with position greeks and max loss.

Learn more about the Iron Condor Tracker
Iron Condor Tracker
  • Call and put spreads on one screen
  • Max profit, max loss, break even
  • Greeks for the whole position
  • Expiration alerts, adjustment tracking
See the Iron Condor Tracker

Dividend Tracker

Payment calendar with projected income.

Learn more about the Dividend Tracker
Dividend Tracker
  • Dividends tracked from your positions
  • Monthly and annual projections
  • Yield by stock and by portfolio
  • Payment calendar with DRIP planning
See the Dividend Tracker

Cash Flow Planner

Premiums, dividends and assignments on one timeline.

Learn more about the Cash Flow Planner
Cash Flow Planner
  • Premiums, dividends and assignments
  • Month by month cash calendar
  • Rolling 30, 60 and 90 day view
  • Realized against projected, to date
See the Cash Flow Planner

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