Dashboard Overview
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Open Positions
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Active wheel trades
Premiums Collected
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All time
Holdings Value
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Live market value
Win Rate
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Closed positions
Open Covered Calls
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Active CC contracts
Realized P&L
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Closed trades
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| Ticker | Phase | Strike | Cts | Expiry | DTE | Live Price / OTM | Eff. Cost/Sh | Total Premiums | Actions |
|---|---|---|---|---|---|---|---|---|---|
| Loading positions… | |||||||||
| Ticker | CC Strike | Cts | Expiry | DTE | Live Price / OTM | Prem/Ct | Net Credit | Status | |
|---|---|---|---|---|---|---|---|---|---|
| Loading covered calls… | |||||||||
Loading holdings…
Wheel Trades
Track CSPs, assignments, and covered calls with running cost basis
| Ticker | Cycle | Phase | CSP Strike | Exp | Contracts | CSP Premium | Assigned? | Eff. Cost/Sh | Total Premium | CC Strike | CC P&L | Status | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading trades… | |||||||||||||
Stock Holdings
Assigned shares from wheel trades plus direct stock positions
Total Holdings Value
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At current cost basis
Total Shares Held
Across all positions
Avg Cost Basis
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Weighted average
| Stock | Shares | Avg Cost/Sh | Current Price | Market Value | Unrealized P&L | |
|---|---|---|---|---|---|---|
| No stock holdings yet. | ||||||
Trade Journal
Document your trade thesis, decisions, and lessons learned
Total Entries
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Bullish Trades
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Bearish Trades
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Tickers Covered
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No journal entries yet.
Click "+ New Entry" to start documenting your trade decisions.
Click "+ New Entry" to start documenting your trade decisions.
Analytics
Portfolio performance, holdings breakdown, P&L trends, and income tracking
Options Income
Total Premiums Collected
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CSP + CC combined
Closed Cycles
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Completed wheel cycles
Win Rate
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Profitable closes
Avg Premium / Cycle
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Per completed cycle
Stock Holdings
Total Holdings Value
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At current prices
Total Cost Basis
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What you paid
Unrealized P&L
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vs cost basis
Positions
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active holdings
Stock Holdings Value History
assigned shares at market price · snapshots daily on visit
Holdings Allocation
Premiums Collected by Month
Unrealized P&L by Holding
| Stock | Shares | Avg Cost/Sh | Current Price | Market Value | Unrealized P&L | Gain % | Weight | Source |
|---|---|---|---|---|---|---|---|---|
| No stock holdings yet. | ||||||||
| Ticker | Status | Cycles | Win % | Premium Collected | Realized P&L |
|---|---|---|---|---|---|
| No closed trades yet. | |||||