Wheel tracker
Campaigns reconstructed from broker fills — net premium, economic break-even, and realized P&L per cycle. Break-evens are economic, not tax. Parsed in your browser — nothing reaches our servers, nothing is stored. Saved history across visits comes with paid plans.
Open (or drag here) a Fidelity Accounts History or Tradier Account Activity export, or a Quicken investment QIF — parsed in your browser, the file never reaches our servers
See your wheel campaigns the way you actually run them
Drop in your brokerage history and every cash-secured put, roll, assignment, and covered call is reconstructed into campaigns — net premium collected, economic break-even, and realized P&L per cycle, instead of the broker’s per-fill view that forgets your premium the moment you roll.
Your file is parsed right here in your browser — it never reaches our servers, and nothing is stored.
- Fidelity: open Accounts → Activity & Orders → History and click Download to save the Accounts History CSV.
- Tradier: open Account → Activity and export the CSV.
- Quicken: open File → Export → QIF and export the investment transactions.
- Either way, set the date range first — go back as far as it allows; more history means more complete campaigns.
- Choose the file here, or drag it anywhere onto this card — the broker is detected automatically. Several files at once is fine.
- Fidelity Accounts History, Tradier Account Activity, and Quicken investment QIF files, for now.
- Several files merge cleanly — overlapping date ranges replace rather than double-count.
- Everything here is economic, not tax.
- Nothing is saved — refreshing the page starts over.