Portfolio Covered Call Income Optimizer

Upload your holdings, choose a strategy preset, and see the best covered call opportunities across your entire portfolio — ranked by annualized yield, liquidity, and assignment risk. Data handling: the uploaded file is parsed locally in your browser. Ticker symbols, share quantities, and cost-basis values are transmitted temporarily to the scan endpoint to calculate option opportunities. The original file, account names, and notes are not transmitted. Scan inputs are not retained after processing, except for ordinary infrastructure logs as described in the privacy policy.

1. Upload holdings

CSV columns: ticker, shares, cost_basis_per_share, current_short_call_contracts, account_name, notes

Or ·

Ticker	Shares	Cost $	SC

2. Strategy preset

Delta min

Delta max

DTE min

DTE max

3. Filters

Min premium ($)

Min ann. yield %

Min OI

Max spread %

Require strike above cost basis Only OTM strikes (above spot)

Show only best pick per ticker

Ticker	Contracts	Exp	DTE	Strike	Δ	$/Contract	Total Premium	Ann %	If-Called %	Upside %	Cushion %	Liq	Score	Risk
Upload your holdings and click Scan portfolio to find covered call opportunities.

Important reminders: Covered calls cap upside. Shares may be assigned if the stock price is above the strike at expiration. Early assignment risk may increase around ex-dividend dates. Annualized yield is a comparison metric, not a guaranteed return. Verify all option prices with your broker before placing trades. Educational only — not financial advice.

🔒 Privacy: The uploaded file is parsed locally in your browser. Ticker, share count, and cost-basis fields are transmitted temporarily to the /api/portfolio/cc-scan endpoint to calculate option opportunities. Account names, notes, and the original file are not transmitted. Scan inputs are held only in-memory during the request and are not retained after processing (no database write, no log persistence beyond standard Cloudflare edge access logs, which are cycled per Cloudflare policy).