Portfolio Wheel Manager
Log every position (CSP, covered call, stock) and the manager auto-groups them into wheel cycles. Get a real-time view of monthly income, tax exposure (short-term vs long-term gains), and performance. All data stays on your device — nothing sent to any server.
Add a position
For Stock positions: Strike = your cost basis per share, leave premium blank. For options: Strike + premium required, Expiration recommended.
Open positions
Closed positions
Save to cloud / Restore from cloud (optional)
Email-keyed cloud backup. No password, no account. We hash your email and store only the JSON payload (max 256 KB, 90-day TTL). Useful for device transfer.
Wheel cycles
Positions are auto-grouped into cycles by ticker. A cycle: sell CSP → (optional assignment) → sell CC on shares → (optional called away). Each cycle shows total premium + final P&L.
Monthly income chart
Hover a cell to see the exact amount. Green = above your monthly average, gray = below.
Tax notes
Option premium (CSPs + CCs) is generally treated as short-term capital gain regardless of holding period — taxed at your marginal income rate. Long-term capital gains rates (0% / 15% / 20%) apply only when shares are held more than 1 year.
This is a rough estimator only. Consult a CPA before filing. The 22%/24% buckets are common federal marginal-rate examples; state taxes are not modeled.