You rolled it twice, then got assigned. What’s your cost basis right now?
If the honest answer is “I’d have to open the sheet and rebuild it,” that’s the problem. This is options tracking software for the Wheel: every cash-secured put, roll, assignment and covered call on a ticker links into one campaign, and the adjusted cost basis recomputes after every fill and every commission. Works with any broker — you enter the fill, we do the math.
7 days free, then $9.99/mo · Card required to start — we say it here, not on the payment page · Cancel any time
Realized P&L
+$3,412
net of fees
Unrealized P&L
+$1,180
open positions
Positions
7
4 stock · 6 opt
Wheel · 5 legs
Adj. basis $187.40
Wheel · 3 legs
Adj. basis $402.50
Covered call
Premium ledger
Works with every broker — IBKR, Schwab, Robinhood, Fidelity, Tastytrade, E*TRADE and the rest. No brokerage login, no API keys, no read-only tokens handed to anyone. You type the fill, we do the math — about 20 seconds a leg.
Built by the VIX&GreeX options desk.
Your broker sees a roll as a loss. You see a strategy in motion.
One assignment. One roll. Suddenly your spreadsheet breaks and your cost basis is wrong — exactly when you need it to decide whether to roll, close, or take assignment.
AAPL Wheel
4 legs · 38 days
Adj. cost basis
$43.18
Premium collected
+$1,040
From messy fills to a clear campaign — in 3 steps.
- Step 1
Log your trades in seconds
Quick manual entry works with any broker — about 20 seconds a leg.
SELL PUTAAPL 45P+$612drop broker.csv - Step 2
We link the whole lifecycle
CSP, rolls, assignment and covered calls connect into one Wheel campaign automatically.
1CSP2Roll3Assign4CCone Wheel campaign - Step 3
See your true numbers
Adjusted cost basis, real P&L, days-in-trade, and the strike that keeps you green.
Adj. cost basis
$43.18
Real P&L
+$1,040
Days in trade
38
The full Wheel lifecycle, in one view.
CSP → roll → assignment → covered call. Premium ledger and adjusted cost basis update automatically. Every commission counted, per leg.
- Contracts
- 1
- Strike
- $46.00
- Premium received
- +$1.65
- Commission
- −$0.03
- Net credit
- +$1.62
- Effective basis
- $44.38
May 02 · 30 DTE- Bought to close
- −$1.34
- Sold to open ($44 P)
- +$1.93
- Net credit on roll
- +$0.58
- Commission (2 legs)
- −$0.06
- Linked to campaign
- ✓ auto
May 28 · +28 DTE- Shares acquired
- 100
- Assignment price
- $44.00
- Premium offset
- −$2.20
- Adjusted cost basis
- $41.80
- Days in trade
- 50 d
Jun 21 · —- Strike
- $47.00
- Premium received
- +$1.41
- Commission
- −$0.03
- Net credit
- +$1.38
- Adjusted cost basis
- $40.42
Jun 24 · 23 DTE
- 1Net credit on roll
- 2Adjusted cost basis
- 3Premium collected
- 4Days in trade
Tap any stage to open its premium ledger. The basis re-computes after every fill — including the part brokers get wrong.
Not just a Wheel tracker — a complete journal.
Most Wheel tools are blank tables. We bring your whole options playbook into one journal.
Open & closed trades
Search by ticker, days-in-trade, full history.
ticker · DTE · P&L- AAPL$185 P12 DTE+$214
- MSFT$410 Cclosed+$96
- NVDA$118 P5 DTE−$41
Multiple portfolios
Investing and scalping, kept separate — unlimited on Elite.
Investing$48.2kScalping$11.7kKept fully separate — no mixed P&LLive P&L
Live marks (~15-min delayed), per leg.
SPY $47 C+$128~15-min delayed · per legNews on every ticker
Headlines + key metrics inline, no tab-hopping — on Elite.
AMDBeats on Q2 data-center revenueTSLADeliveries guidance raisedP/E 28.4IV 41%β 1.32Per-leg commissions
Counted into your real cost basis.
Premium+$1.65Commission−$0.03Net basis$44.38Multi-leg strategies
Spreads, covered calls, collars.
Vertical spreadSell $44 PBuy $42 PCovered callOwn 100 shSell $47 CCollarSell $47 CBuy $42 P
One journal for every position you trade.
Not just the Wheel — log and track any options or stock strategy, end to end. If you can trade it, you can journal it here.
Stock
- Buy stock
- Sell stock
- Dividends
Single-leg options
- Buy Call
- Sell Call
- Buy Put
- Sell Put
- Cash-Secured Put
- Covered Call
Multi-leg strategies
- Vertical spreads (call & put)
- Iron Condor
- Collar
- Custom multi-leg
Lifecycle & events
- Rolls
- Assignments & exercise
- Dividend adjustments
Everything we support — from a single share to a four-leg spread.
How we compare.
One tool that merges a real Wheel engine, a full journal and live data — where general journals and single-purpose trackers each fall short.
Simple pricing. The Wheel engine is where the magic is.
Pro
The complete journal
- Full Wheel / roll / cost-basis engine
- Live P&L (~15-min delayed)
- Multi-leg strategies (spreads, covered calls, collars)
- Open & closed trades, ticker search, days-in-trade
- 1 portfolio
- Manual trade entry
- Standard support
Elite
Power & automation
- Everything in Pro, plus:
- Live market news & key metrics on every ticker
- Unlimited portfolios
- Broker auto-import / CSV (coming)
- Priority support
7-day free trial · Card required to start · Cancel anytime.
By starting your trial you authorize the price of your chosen plan to be charged after the 7-day free trial, renewing automatically until you cancel. Cancel during the trial and you won't be charged.
| Pro | Elite | |
|---|---|---|
| Wheel / roll / cost-basis engine | ||
| Live P&L (~15-min) | ||
| Multi-leg strategies | ||
| Manual trade entry | ||
| Portfolios | 1 | Unlimited |
| Live market news & key metrics | ||
| Broker auto-import / CSV | coming | |
| Support | standard | priority |
Frequently asked questions.
Yes. There is no broker auto-import and we don't pretend otherwise. A leg takes about 20 seconds, and nobody ever gets access to your brokerage account — no login, no API key, no read-only token.
All of them. The journal never connects to your broker, so there's nothing to “support” — IBKR, Schwab, Robinhood, Fidelity, Tastytrade, E*TRADE and the rest all work the same way: you enter the fill, we do the math.
In your own account on our servers. We never see your brokerage credentials because we never ask for them.
Your sheet is fine until you roll. Then you rebuild the basis by hand, and you do it again after the assignment, and again after the covered call. This does that part for you and stays correct.
That's our core. We link CSP → roll → assignment → covered call and recompute your adjusted cost basis after every premium and commission — the part brokers and generic journals get wrong.
Yes. Every plan starts with a 7-day free trial — you add a card up front and aren't charged until day 7, and you can cancel anytime before then. Pro covers the full Wheel engine and live P&L; Elite adds live market news & key metrics, unlimited portfolios and priority support.
Yes, anytime. Cancel during the 7-day trial and you're not charged at all; after that, cancel before any renewal and you keep access until the period ends.
Subscribe during the launch window (the first 50 subscriptions) and you keep the launch price for as long as your subscription stays active. If you cancel and re-subscribe later, the regular price applies.
No. The Journal is included with an active Club membership. If your Club membership ends, Journal access ends with it — you can then subscribe directly anytime.
Yes — verticals, covered calls, collars and multi-leg strategies, not just the Wheel.
The web app is mobile-friendly; a native app is planned.
Stop fighting spreadsheets. Start your journal.
7-day free trial · Cancel anytime · Your data stays yours