Dashboard Overview
See open positions, premium totals, and account-level metrics in one place so you always know where the wheel stands.
Find Candidates Faster With the Options Screener
Use the Options Screener to filter candidates by wheel-friendly criteria, then move from discovery to execution without jumping across tools.
Log a Trade in Seconds
Quick trade entry gets you in fast. Manage a trade from one workflow: edit, roll, close, expire, and assign. Partial close and partial roll are fully supported, and calculations plus portfolio updates are handled automatically for you.
Handle Assignments Cleanly
Assignment updates flow into holdings and basis tracking so you do not have to recalculate everything by hand.
Roll With Full Context
Support both partial and full rolls with full visibility into the linked trade chain. Review complete chain-level P and L so you can evaluate every adjustment with context.
Review Performance Over Time
Use built-in reports to evaluate performance by ticker, account, and date range. In addition to the core performance view, you also get Trade Calendar, Premium Income, Assignment, and Trade Lifecycle reports.
Use Trade Insights to Spot What Is Working
The Trade Insights report helps you break down wins, losses, and setup quality so you can quickly identify what to keep doing and what to adjust.
Track True Basis With Adjusted Cost Basis Reporting
Adjusted Cost Basis reporting keeps assignment and premium effects visible so your basis and net outcomes stay accurate as positions evolve.