One place for cash-secured puts, covered calls, and wheel campaigns. Screen by static return on the capital at risk, harvest when a short stops earning, compare every roll in one table, and track campaigns with premium, economic break-even, and P&L that survive rolls and assignment.
Free today: the wheel tracker — no account needed. The live screener, roll, write, and positions tools are coming soon.
Selling premium is a cycle, not a series of one-off trades. The tools are built around that loop.
Locate cash-secured puts and buy-writes ranked by static return: premium (and dividends) divided by the capital actually at risk, assuming the stock goes nowhere — no hopeful appreciation baked in.
Sell the option: the cash-secured put you just screened, or a covered call on shares you already own — priced against your campaign basis, so you know before you sell whether being called away would actually hurt.
Every open short shows what its remaining premium still pays per month. When that falls below your hurdle, the capital is done earning — close it and redeploy. When you'd rather stay in, one table compares every roll candidate: strikes, expirations, credit per extra month, side by side.
Campaigns, not fills. Assignments, rolls, and closes fold into one ledger per ticker: net premium collected, economic break-even, realized P&L per cycle — the numbers your broker forgets the moment you roll.
Most platforms tell you what a position is worth. Almost none answer the question that actually drives an income book: is this capital still earning?
A short put that's captured 90% of its premium with three weeks left isn't a winner — it's dead capital wearing a green P&L. Every open position is scored against your hurdle rate so the ones worth closing stand out.
Roll a put twice and get assigned, and your broker's cost basis says you're down. Your campaign — every credit along the way — often says otherwise. ShinyPortfolio keeps the whole story.
What the shares actually need to reach for the campaign to be whole, counting every premium collected. (Economic, not tax — we don't do tax.)
Midpoint prices are marked as midpoint, wide markets are flagged, and model-derived values carry a visible mark. A screener that quotes you fantasy fills is worse than none.
the Track step, free
Drop in your Fidelity or Tradier activity CSV and every put, roll, assignment, and covered call is reconstructed into campaigns. The file is parsed right in your browser — it never reaches our servers, and nothing is stored. There's sample data if you just want to look around.
Try the wheel tracker freeThe screener, roll table, write tool, and positions dashboard run daily on live market data and are launching soon.
The free tools above don't need an account.
Leave your email and we'll send one note at launch — no newsletter, no spam.
The Research Lab is where the experiments live, separate from the income tools: a diversification analyzer (how many independent bets your portfolio really contains, and what it's actually exposed to), ETF mean-reversion screeners built on regime-switching cointegration, multi-ETF scans, and whatever we're testing next. Interesting, occasionally useful, explicitly experimental — statistical indicators, not trade recommendations.