Systematic Wheel Strategy Execution & Performance Tracking
Running the Wheel strategy across multiple positions? Tired of spreadsheets that don\'t sync with your actual trades? Our tracker connects directly to Interactive Brokers to monitor your CSPs, covered calls, assignments, and income—all updated with a daily sync.
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CSPs and Covered Calls in Different Places — Can't see the full Wheel cycle in one view
Assignment Tracking is Manual — You're updating spreadsheets when puts get assigned
Income Calculation is Scattered — Premium from puts and calls not consolidated
No Visibility Into Wheel Progress — Can't track which positions are in put phase vs call phase
Track CSP to Assignment to Covered Call in one place
IB sync detects when puts get assigned
Combined premium from puts and calls
Instantly see which stage each position is in
Cycle P&L split into premium and stock gains, with days held per cycle
Assignment and close/expire rates across your trade history
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Secure Flex Query connection imports your options trades automatically
See all your CSPs, assignments, and covered calls in a unified Wheel view
Track income per Wheel cycle from initial put to final call assignment
Total Premium Collected
$545
Days in Wheel
45 days
Current Position Value
$17,650
Unrealized Gain
+$650
Example (AAPL): Premium Collected
$545
Example (AAPL): Put Assigned At
$170
Example (AAPL): Days in Wheel
45
Example (AAPL): Unrealized Gain
+$650
Calculate returns for complete Wheel cycles
Analyze CSP entry points for Wheel initiation
Optimize covered call strikes during Wheel Phase 2
Complete trade logging with IB sync
Compare the two main Wheel strategy components
Roll-adjusted cost basis across the full wheel cycle
Everything you need to know about getting started
