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 in real-time.
Tap to view full size
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
ROI per Wheel cycle, annualized returns
Track assignment rates by ticker
Tap to view full size
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
Avg Wheel Cycle Return
4.2%
Assignment Rate
23%
Monthly Premium Income
$1,850
Active Wheel Positions
12
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
Everything you need to know about getting started
