Topic

Spreadsheets

3 entries filed under this topic

Oct 7, 202621 min read

A wheel tracker workbook filtered to one cycle ID, showing a sell to open put, a two row roll sharing one leg ID, an assignment that moves shares after event to 100, a covered call sold against those shares, and a called away row that returns the count to zero, with the cycle marked closed and the shares net to zero check passing.

How to build a wheel strategy spreadsheet that shows your real P/L

Build a wheel strategy spreadsheet that ties every put, roll, assignment and covered call into one cycle, with honest cost basis and return on capital.

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Sep 11, 202617 min read

Board comparing six wheel strategy tracking tools side by side, each row showing its entry price and how trade data gets into it.

6 best wheel strategy tracker tools for 2026

Compare the 6 best wheel strategy tracker tools for 2026. Learn about broker sync, cost basis, and screening. Find the right software for your trading style.

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Jul 14, 202611 min read

Excel workbook view of an AAPL-Lot1 covered call campaign: the formula bar computes NetBasis as StockCost minus NetOption, the trades ledger logs the roll as two highlighted rows, and a selected cell shows the 18,410.00 running net basis, 184.10 per share.

7 covered call Excel formulas that won't break when you roll

Most covered call spreadsheets break the moment you roll. Seven Excel formulas that keep your cost basis, break-even, and monthly income honest through rolls, assignment, and partial lots.

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