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Know exactly how much you can safely withdraw

PremiumGuardHQ tracks your option premium income, monitors your equity position, and tells you the exact amount that's safe to take out.

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Dashboard

Last 30 Days
Recommended Withdrawal
$1,620
3.0% below target
$97,000 / $100,000
Capital at Risk
$62,400
Open cycle equity$54,600.00
Unresolved sold options$5,800.00
Open standalone options$2,000.00
Total Capital Deployed
$84,200
Premium P&L
$5,820
Equity P&L
-$1,480
Net P&L
$4,340
Premium Yield
5.8%
Premium / contributions
Capital Efficiency
6.9%
Premium / capital deployed
Win Rate
78.6%
11W / 3L
Avg Win
$482
Closed Cycles
14
Avg Days in Cycle
18
Equity Drag
$0.25
Lost per $1 premium
Max Drawdown
-$2,840
Peak-to-trough

The Problem

Selling premiums is the easy part. Knowing what's safe to take out is hard.

You're collecting premium every week. Cash is piling up. But your equity is below target, you've got positions underwater, and you have no idea how much of that cash is actually yours to spend. Most wheel traders either withdraw too much and erode their capital, or leave money sitting because they're afraid to touch it.

Core Feature

Safe Withdrawal Recommendations

PremiumGuardHQ calculates exactly how much you can take out based on your closed cycle profits, equity gap, and personal withdrawal preferences. See the full math breakdown behind every recommendation — then withdraw with confidence.

Recommended Withdrawal
$1,620
3.0% below target
$97,000 / $100,000
Closed cycle profits$5,820
Previous withdrawals-$1,200
Gross available$4,620
Equity gap to target$3,000
ScenarioBelow target
Withdrawal rate applied50%
Recommended amount$1,620

This is a recommendation — you may withdraw any amount you choose.

Automatic Tracking

Every Cycle Detected and Tracked

Connect your Schwab account and every wheel cycle, covered call, and cash-secured put is automatically detected and organized. See open positions with live quotes and closed cycles with full P&L breakdowns — zero manual logging.

SymbolSharesAvg CostCurrentUnrealized
AAPL100$274.50$278.12+$362
PLTR200$135.20$137.55+$470
TSLA50$418.40$411.11-$365
RIVN300$14.10$14.49+$117
SOFI200$18.05$17.48-$114

Analytics

Stock Scorecard — Know Your Winners

See which tickers are making you money and which are dragging you down. Ranked by net P&L with win rates, premium collected, and equity impact for every symbol you've traded.

#SymbolCyclesWin %Prem P&LEq P&LNet P&L
1AAPL683%+$2,180+$660+$2,840
2PLTR580%+$1,420-$180+$1,240
3RIVN475%+$940+$120+$1,060
4SOFI450%+$680-$420+$260
5TSLA333%+$820-$1,340-$520

Risk Management

Capital at Risk — Account-Wide Exposure

Know exactly how much capital you have tied up and where it's concentrated. See total account exposure plus allocation percentage per stock — so you always know if you're overweight in a single position.

Total Capital at Risk
$62,400
62.4% of account
Open cycle equity$54,600
Unresolved sold options$5,800
Open standalone options$2,000
Allocation by Position
AAPL
$27,45027.5%
TSLA
$20,92020.9%
PLTR
$13,52013.5%
RIVN
$4,2304.2%
SOFI
$3,5103.5%

Monthly Tracking

Monthly Summary at a Glance

Contributions, premiums collected, distributions taken, and yield — all in one table. See the full picture of your account month over month and track your progress toward your income goals.

MonthContributionsPremiumsDistributionsDist %
Mar 2026$4,000$5,820$1,62040.5%
Feb 2026$4,000$5,240$1,40035.0%
Jan 2026$4,000$4,680$1,20030.0%
Dec 2025$4,000$5,560$1,80045.0%
Nov 2025$4,000$4,920$1,00025.0%

Integration

Schwab Integration — Set It and Forget It

Direct connection to Charles Schwab for automatic transaction syncing and live stock quotes on your open positions. Upload your historical CSV once for full analytics on your entire trading history — the API handles everything going forward.

S
Charles Schwab
Connected · Syncing automatically
Last Sync
2 min ago
Transactions
342
Account
****4821
Optional: Upload historical CSV for full trading history
Schwab API handles all new transactions automatically

How It Works

Connect Schwab and see insights immediately

01

Connect Schwab

Link your Charles Schwab account in one click. PremiumGuardHQ starts syncing your transactions and you see insights immediately.

02

See Instant Insights

Your dashboard populates automatically with open positions, cycle analytics, win rates, and P&L breakdowns. No configuration needed.

03

Backfill Your History

Optionally upload your Schwab CSV once to get analytics on your entire trading history. The API keeps everything automated from here.

04

Track & Optimize

Monitor open cycles with live quotes, review your stock scorecard, and when you're ready — enable withdrawal recommendations to know your safe-to-withdraw number.

Built By a Wheel Trader

“I built PremiumGuardHQ because I was running the wheel across 12 positions and had no idea how much I could actually take out as income. Spreadsheets couldn't keep up. Now I check one number on my dashboard and I know.”

M

Mike

Founder, PremiumGuardHQ

Stop guessing.
Start withdrawing with confidence.

Full Pro access for 35 days. No credit card required. Your premium income has a number — PremiumGuardHQ finds it.

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