WHEEL STRATEGY TRACKER

The Complete Wheel Strategy Tracker

Track every phase from selling cash-secured puts to covered call assignment. Premium income charts, cost basis adjustment, and candidate detection.

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The Wheel Lifecycle

AllInvestView tracks every phase of the wheel, from initiation to completion and back again.

Sell CSP

Collect premium

CSP Expires

Keep premium, repeat

Assigned

Now own shares

Sell CC

Earn more premium

Called Away

Shares sold, restart

Built for Wheel Traders

Every tool you need to run the wheel strategy with confidence and precision.

Lifecycle Stepper

Visual progress indicator showing exactly where each wheel cycle stands — from CSP open through assignment to covered call and close.

Premium Income Charts

See monthly and cumulative premium income collected across all your wheel cycles with interactive bar and line charts.

Cost Basis Adjustment

Automatic cost basis calculation on assignment: strike price minus premium received. Track your effective entry price accurately.

Candidate Detection

Identify wheel-worthy stocks in your portfolio based on position size, liquidity, and premium yield potential.

Roll Chain Tracking

Track when you roll positions to a different strike or expiry. Full chain history from original trade to final close.

Win Rate & Stats

Per-ticker and aggregate performance analytics including win rate, total premium collected, and annualized return on capital.

How It Works

Start tracking your wheel strategy in three simple steps.

Start a Wheel

Sell a cash-secured put on a stock you want to own, or begin from an existing stock position with a covered call.

Track Assignment & Sell Calls

When assigned, AllInvestView adjusts your cost basis and prepares you to sell covered calls against your shares.

Monitor Premium & Returns

View premium income charts, per-ticker win rates, and annualized returns to optimize your wheel strategy over time.

5

Wheel Phases Tracked

Auto

Cost Basis Adjustment

Full

Roll Chain History

Free

Wheel Tracking

Frequently Asked Questions

The wheel strategy is a systematic options income approach: you sell a cash-secured put (CSP) on a stock you want to own. If the put expires worthless, you keep the premium and sell another. If assigned, you now own shares and sell covered calls against them. If the stock is called away, you restart the cycle. The goal is consistent premium income while building positions in quality stocks.

When a cash-secured put is assigned, AllInvestView automatically transitions the wheel cycle to the next phase. The cost basis of your shares is adjusted by the premium received from the put. You can then sell a covered call, and AllInvestView tracks the entire chain of legs in a single wheel cycle view.

Yes. If you already own shares, you can start a wheel cycle directly by selling a covered call. AllInvestView lets you link existing stock positions to a new wheel and begin tracking from the covered call phase.

Absolutely. AllInvestView provides monthly and cumulative premium income charts for your wheel strategies. You can see total premium collected, per-ticker performance, and annualized returns across all your wheel cycles.

When a CSP is assigned, your effective cost basis is the strike price minus the premium received per share. For example, if you sold a $50 strike put for $2.00 premium, your adjusted cost basis when assigned is $48.00 per share. AllInvestView calculates this automatically.