Wheel Strategy Tracker: Cost Basis, Premium and Return by Ticker
The wheel is simple to describe and surprisingly easy to lose track of: a few weeks of puts, an assignment, a few months of calls, a call-away, and then it starts over. After two or three turns most people cannot say what their real cost basis is. This tracker keeps a running ledger and does that arithmetic for you. Click Load example to see a finished wheel and a wheel in progress, then clear it and log your own trades. Your entries are stored in this browser only; nothing is uploaded, and you can export them as a CSV at any time. ...