Wheel Strategy Tracker vs Spoke

Wheel Strategy Tracker is the dedicated journal for options traders running the wheel strategy. Stop juggling spreadsheets, and manage every Cash-Secured Put and Covered Call in one place, with the metrics that actually matter. TRACK YOUR FULL CHAIN Every position tells a complete story. WheelTracker links your rolls, closes, and assignments into a single chain, so you always see how much premium you've collected from first open to last close, across every leg. POSITIONS TAB - View your active CSP and CC positions at a glance - Days-to-expiry countdown ring color-codes urgency: green (21+ days), orange (8–21), red (7 or fewer) - Filter by strategy, status, or ticker SHARES TAB - Automatically tracks shares received from CSP assignments - Clears positions when shares are called away by a CC assignment - Adjusted cost basis updates as you collect covered call premium SUMMARY TAB - Portfolio-level metrics: total premium collected, annualized ROI, capital at risk, and more - Realized P&L for closed and called-away positions - Capital locked in active puts vs. shares held POWERFUL WORKFLOWS - Roll a position forward with one tap. Preserves your full chain history - Close early and capture partial premium - Assign shares from a CSP and immediately sell a CC against them - Edit any leg in a chain without breaking chain integrity IMPORT & EXPORT - Export your full trade history as CSV or XLSX for analysis in Excel or Numbers - Import from CSV or XLSX to restore or migrate data - Replace or append modes for flexible data management BUILT FOR PRIVACY - 100% on-device. No accounts, no cloud sync. - Your trade data never leaves your device. Wheel Strategy Tracker is purpose-built for the wheel strategy. If you sell puts for income and manage assignments with covered calls, this is the tool designed around your workflow. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

Spoke is a wheel strategy tracker for options traders. Log every cash-secured put, assignment, covered call, and called-away exit, and Spoke links them into one continuous cycle with the share lot in the middle, so you always know your real cost basis, your breakeven, and how much premium each cycle has actually paid you. Nothing to configure and no broker login. Your positions stay on your device. TRACK THE WHEEL FOR FREE • Up to 5 open wheel positions (cash-secured puts and covered calls) • Share lots with automatic cost-basis math, including premium collected • Realized P&L calendar that shows which days actually paid you • Position detail with breakeven, max gain, max loss, and cycle totals • Options chain browser with DTE, delta, and premium at a glance • Rolls, assignments, and expirations update the cycle automatically • Full backup and restore • 3 AI Trade Reviews per month SPOKE PRO Pro removes the position cap and adds the analytical layer: • Unlimited positions, plus naked shorts, long calls, and long puts • AI Trade Review: enter a proposed strike, DTE, and credit and get Greek exposure (delta, theta, vega, gamma), effective breakeven including fees and cost basis, a stress-tested P&L heatmap across price and time, a Find Best Fit scan of nearby strikes and expiries, and a written analysis • 50 AI Trade Reviews per month on the advanced model, and then unlimited on the standard model • Wheelhouse Brief: a daily read on every open position, with a Detailed Mode covering capture velocity, concentration, risk hotspots, and roll candidates • Brokerage CSV import with AI column mapping, saved as presets for one-tap re-import • Full Charts tab with Profit Factor, Capital Concentration, and four deep performance visualizations • 15-minute-delayed quotes on positions and chains • Greeks and IV surfaced across the app • Smart and custom alerts (Greek thresholds, price triggers, custom rules) • Priority support and early access to new features BUILT AROUND THE WHEEL Spoke treats the four legs of the strategy (cash-secured put, assignment, covered call, called away) as one cycle rather than four disconnected trades. Realized P&L is attributed to the close date, matching how brokerages report it. PRIVACY Your positions, share lots, and settings stay on your device. Market data is fetched from Polygon.io. AI Trade Reviews send only the fields required to run the analysis (ticker, strike, expiry, quantity, credit) to OpenAI on your behalf. No account numbers, no personal information. SUBSCRIPTION Spoke Pro is available as: • Monthly: $9.99 per month • Yearly: $79 per year • 7-day free trial Payment is charged to your Apple ID at confirmation of purchase. Your subscription renews automatically unless auto-renew is turned off at least 24 hours before the end of the current period. You can manage or cancel any time in your Apple ID account settings. Terms of Use (EULA): https://www.spokeoptions.com/terms Privacy Policy: https://www.spokeoptions.com/privacy IMPORTANT Spoke is a tracker and analysis tool. It does not place trades, provide investment advice, or execute orders. Options trading involves substantial risk and is not suitable for every investor. Market data may be delayed. Consult a licensed financial advisor before making trading decisions. We'd love your feedback. Tell us what's missing at contact@sixdot.ai.