Blog
Practical notes on the wheel strategy, execution, and trade analytics.

How to Pick a Strike Price for a Cash-Secured Put
October 12, 2026
The four checks I run before selling a cash-secured put, with a real BAC example that compares three strikes on price, yield, and odds of assignment.

What Delta Should You Sell Covered Calls At?
October 8, 2026
The delta bands I use for covered calls, what each band costs me in upside, and how I pick the strike I am actually willing to sell at.

Import Trades Using AI and Ask Contextual Questions
September 25, 2026
How OptionsWheelTrader uses AI to extract trades from broker screenshots and answer contextual questions on Dashboard, Trades, and Portfolio.

A Fresh Look for Options Wheel Trader: Site and App
July 31, 2026
What’s new in the Options Wheel Trader website and app refresh: why we changed the look, how to explore the new pages, and how to pick your appearance theme.

How Roll Finder Helps You Manage Wheel Positions
July 29, 2026
A full walkthrough of Roll Finder in OptionsWheelTrader: net-credit ranking, pricing modes, strike and delta filters, cost-basis impact, and how Use this roll feeds the existing roll workflow.

Understanding the Entry Quality Report
June 11, 2026
How Options Wheel Trader’s Entry Quality Report groups outcomes by entry delta, DTE, distance, premium, and more—with scatter, heatmap, per-leg vs roll-chain modes, and open-chain handling.

Understanding the Capital Efficiency Report
June 10, 2026
How Options Wheel Trader’s Capital Efficiency report ranks trades by return on capital, dollars per day, annualized return, premium yield, and ticker-level efficiency.

Understanding the Open Risk Radar Report
June 9, 2026
How Options Wheel Trader’s Open Risk Radar ranks open trades by assignment risk, time pressure, liquidity, and events.

Investing at All-Time Highs: A Practical Playbook for Long-Term Investors
May 7, 2026
A practical framework for handling market highs without panic, with clear guidance on positioning, risk, and the role options can play.

Understanding the Trade Insights Report
April 22, 2026
A practical walkthrough of the Trade Insights report in OptionsWheelTrader: filters, win/loss metrics, and trade-level drilldowns.

How the Options Scanner Works (and Why It Can Improve Your Wheel Process)
April 21, 2026
A complete walkthrough of the Options Scanner in OptionsWheelTrader: filters, ranking, and the key benefits for wheel traders.

Some of the Research Behind the Options Scanner Weighted-Ranking Presets
April 21, 2026
Some of the research underlying the weight-ranking presets in the Options Scanner in OptionsWheelTrader

Understanding the Adjusted Cost Basis Report
April 13, 2026
How Options Wheel Trader’s Adjusted Cost Basis report models wheel-style stock basis, what each column means, and how to read the trade-level breakdown.

Install OptionsWheelTrader as a PWA on Desktop and Mobile
April 13, 2026
Step-by-step instructions to install the OptionsWheelTrader progressive web app on Windows, macOS, iOS, and Android, and tips for using it day to day.

Case Study: Saving Time and Managing Risk with OptionsWheelTrader
April 9, 2026
How one trader moved beyond spreadsheets, saved time, and improved discipline with OptionsWheelTrader.

Covered Calls vs. Cash-Secured Puts: Which Comes First?
April 9, 2026
A detailed comparison of covered calls and cash-secured puts, and how they fit together in the wheel strategy.

Earnings, Dividends, and the Wheel Strategy
April 9, 2026
How earnings reports and ex-dividend dates affect wheel trading, and strategies to manage event risk.

Monthly Expirations and Delta Targets: Why They Matter
April 9, 2026
A deep dive into why monthly expirations, DTE sweet spots, and delta targeting are critical in wheel trading.

Options Wheel Strategy for Beginners: A Step-by-Step Guide
April 9, 2026
New to the wheel? Learn the options wheel strategy step by step: cash-secured puts, assignment, and covered calls, plus the risk management that keeps it safe.

Wheel Strategy Mistakes: 5 Errors That Cost Traders Money
April 9, 2026
The 5 most common wheel strategy mistakes — chasing premium, ignoring earnings, over-concentration, margin, and poor tracking — and how to avoid each one.

My Personal Rules for Running the Wheel
April 9, 2026
Discover the rules I follow when trading the options wheel strategy.

How to Track Wheel Trades Without Spreadsheets
April 9, 2026
Why spreadsheets fail for wheel trading, and how dedicated tools can simplify tracking and analytics.

What Is the Options Wheel Strategy? A Practical Guide
April 9, 2026
The options wheel strategy explained: sell cash-secured puts, get assigned or keep the premium, sell covered calls, then repeat. See how the cycle works in practice.