The specialized desktop journal for Wheel Strategy traders. Track Cost Basis, Visualize Income, and Generate Tax Reports effortlessly.
Download NowWindows 10/11 • Desktop • v5.0 Update
New in v5: A visual calendar that tracks your realized P/L daily and forecasts unrealized income from open positions. See exactly what your portfolio is earning every single day.
Trade US Options from the UK, Europe, or Australia? We track the FX rate at the exact moment of every trade, giving you accurate P/L in your home currency automatically.
Stop fighting with spreadsheets. One click generates a CSV report ready for your accountant or tax return, separating Realized Gains from Basis Adjustments (HMRC/IRS friendly).
When you get assigned, the tracker automatically moves the trade to Inventory, calculating your new Net Cost Basis so you know exactly where to sell your Covered Calls.
New in v5: Instantly calculate Annualized Return (ROC), Profit Per Day, and Break-Even buffers before you place a trade.
Your data stays on your machine. No cloud, no subscriptions, no monthly fees. Your trading history is stored in simple CSV/JSON files on your hard drive.
Track Liquidity, Capital Utilization and Active Risk at a glance.
A Note from the Developer:
We believe that good financial health and trading discipline should be accessible to everyone, regardless of their means.
That is why Options Wheel Tracker is now available as "Pay What You Want."
You are welcome to download the full version for free. If the tool brings you value, you can support the project, but it is not required.
System Requirements: Windows 10 or 11.
Note: Your antivirus may flag the application as "unknown reputation." This is normal for new independent software. Simply click "Run Anyway" to launch.