Download a ready-to-use spreadsheet template for tracking covered calls and cash-secured puts — and when the spreadsheet stops scaling, import it directly instead of starting over.
A spreadsheet is where most options sellers start: a row per trade, ticker, strike, expiry, premium collected. It works fine at ten trades a month. It gets painful at fifty, across a dozen tickers, with rolls and assignments to reconcile by hand. Days to Expiry gives you a free options tracker spreadsheet template with the columns you actually need for covered calls and cash-secured puts. Use it as long as it works for you. When you're ready for broker sync and per-ticker breakdowns, the same file imports directly — no re-typing every trade.
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Manual Entry — Every trade means opening the file and typing in ticker, strike, expiry, and premium by hand
Formula Drift — Cost basis and ROI formulas break or drift out of sync as rows get added or edited
No Live Sync — Your spreadsheet is only as current as your last update; it never reflects assignments automatically
Starting Over Feels Wasteful — Trade history built up over months feels locked in the spreadsheet with no easy way out
A ready-made spreadsheet with the exact columns needed to track covered calls and cash-secured puts.
Bring your existing trade history in as-is — the importer auto-detects ticker, strike, expiry, and premium columns.
Once imported, connect IBKR via Flex Query (daily auto-refresh) or another broker via SnapTrade so new trades, assignments, and rolls come in from your broker instead of by hand.
Per-ticker income breakdowns, DTE and OTM performance buckets, and — with IBKR Flex sync — wheel cost basis that carries through assignment.
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Get the free CSV template with columns for ticker, expiry, strike, right, action, quantity, date, net premium, currency, and commission.
Log covered calls and cash-secured puts row by row for as long as a spreadsheet fits your trading volume.
When manual tracking stops scaling, import the same file into Days to Expiry — the column headers are already recognised by the importer, so there's no re-typing your trade history.
Template Cost
Free
Import Path
Same file, direct
Template Columns
10
Manual Re-Entry
Zero
See premium income by week, month, and ticker after you import
Roll-adjusted cost basis across the full wheel cycle
Connect your IBKR account for automatic sync after import
Free to start — no credit card required
Everything you need to know about getting started
