Wheel Strategy Tracker

Wheel Strategy Tracker is the dedicated journal for options traders running the wheel strategy. Stop juggling spreadsheets, and manage every Cash-Secured Put and Covered Call in one place, with the metrics that actually matter.

TRACK YOUR FULL CHAIN
Every position tells a complete story. WheelTracker links your rolls, closes, and assignments into a single chain, so you always see how much premium you've collected from first open to last close, across every leg.

POSITIONS TAB
- View your active CSP and CC positions at a glance
- Days-to-expiry countdown ring color-codes urgency: green (21+ days), orange (8–21), red (7 or fewer)
- Filter by strategy, status, or ticker

SHARES TAB
- Automatically tracks shares received from CSP assignments
- Clears positions when shares are called away by a CC assignment
- Adjusted cost basis updates as you collect covered call premium

SUMMARY TAB
- Portfolio-level metrics: total premium collected, annualized ROI, capital at risk, and more
- Realized P&L for closed and called-away positions
- Capital locked in active puts vs. shares held

POWERFUL WORKFLOWS
- Roll a position forward with one tap. Preserves your full chain history
- Close early and capture partial premium
- Assign shares from a CSP and immediately sell a CC against them
- Edit any leg in a chain without breaking chain integrity

IMPORT & EXPORT
- Export your full trade history as CSV or XLSX for analysis in Excel or Numbers
- Import from CSV or XLSX to restore or migrate data
- Replace or append modes for flexible data management

BUILT FOR PRIVACY
- 100% on-device. No accounts, no cloud sync.
- Your trade data never leaves your device.

Wheel Strategy Tracker is purpose-built for the wheel strategy. If you sell puts for income and manage assignments with covered calls, this is the tool designed around your workflow.

Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/