One place for cash-secured puts, covered calls, and wheel campaigns. Screen by static return on the capital at risk, see what each open short still earns against your hurdle, 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 launching 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, next to your hurdle: the monthly return you've decided is worth tying capital up for. When it slips below, you'll see it: roll, close and redeploy, or hold to expiry. If you're comparing rolls, one table puts every candidate's strikes and expirations side by side, each showing what it earns per month against your hurdle, with the net credit next to it.
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 matters when you sell premium: is this capital still earning?
A short put that's captured 90% of its premium with three weeks left looks like a winner. But what's left in it may now pay less per month than your hurdle. Every open position shows what its remaining premium pays per month against that hurdle, so the ones that have slowed down are easy to spot.
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 prices is worse than none.
the Track step, free
Drop in your Fidelity or Tradier activity CSV, or a Quicken investment QIF, 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 wheel tracker and the Research Lab 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.