Connect your Interactive Brokers account and get a prioritised list of exactly which cash-secured puts and covered calls to sell — strikes, expiries, and position sizes — generated from your synced portfolio, refreshed daily or on demand.
Running the wheel across 10+ positions means hours every Sunday: pulling up each ticker, checking deltas, comparing strikes, deciding what to roll, what to open, what to leave. Most wheel traders end up with a messy spreadsheet, missed rolls, and inconsistent strike selection. Days to Expiry connects directly to your IBKR portfolio and does the analysis for you. It surfaces positions that need action — new CSPs to open, covered calls to initiate after assignment, contracts nearing expiry that should be rolled — with a concrete suggestion for each.
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Ticker-by-Ticker Screening — Pulling up each underlying in TWS to check deltas and compare strikes every week
Missed Roll Windows — No automated alert when a contract hits your 21-DTE or 50% max-profit exit rule
Inconsistent Strike Selection — Strike choices drift week to week without a systematic process
Assignment Delays — Getting assigned and not noticing fast enough to open the covered call leg
Open positions, assignments, and expired contracts reflected in your dashboard after each daily sync.
Prioritised action list: new CSPs, covered call initiations, and roll candidates.
Set your goal, risk posture, DTE preference for calls and puts, and liquidity filters; recommendations follow your settings.
Monitors open contracts against your take-profit rules and flags positions needing action before it's urgent.
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Link your Interactive Brokers account via Flex Query. Open positions, assignments, and expired contracts sync automatically every day — no CSV exports, no manual data entry.
Days to Expiry generates a prioritised action list from your synced portfolio (refreshed daily, or whenever you run a scan): which underlyings to open new CSPs on, which assigned stocks are ready for covered calls, and which contracts are approaching your roll threshold — each with strike, expiry, and expected premium.
Set your goal, risk posture, DTE preference for covered calls and cash-secured puts, and liquidity filters. The scanner uses these settings to build every recommendation.
Days to Expiry monitors open contracts against your take-profit rules and surfaces roll candidates automatically. Covered-call opportunities after assignment appear after the next sync so you re-enter the wheel without delay.
Plan Refresh
Daily or on demand
Setup
Flex token + Query ID
Manual Entry Required
Zero
Built For
Wheel traders
Screen for wheel entry points across your watchlist
Find covered calls on assigned positions
How the IBKR portfolio sync works
Live broker sync, true cost basis after rolls. No card.
Roll-adjusted cost basis across the full wheel cycle
Everything you need to know about getting started
