Spoke vs WheelAI

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.

WheelAI is the only app built specifically for the Wheel Strategy — Sell Cash-Secured Puts, get assigned, sell Covered Calls, collect premium. Repeat. Whether you're generating monthly income from $5k or managing a $100k portfolio, WheelAI gives you a complete AI-powered system to track every position, know your exact next step, and never miss an expiry. TRACK YOUR FULL WHEEL CYCLE • Log Cash-Secured Puts and Covered Calls in seconds • Full Put → Assignment → Covered Call lifecycle tracking • Dashboard shows: deployed capital, available cash, days to expiry • Color-coded status: Open / Expiring Soon / Expired / Assigned • Expiry reminders delivered 3 days before — never miss a decision window AI ADVISOR POWERED BY CLAUDE • AI Screener: "What should I trade this week?" — get 3–5 AI-ranked stock ideas based on your capital and risk tolerance • AI Strike Advisor: Enter a ticker, get the optimal strike price, expiry date, estimated premium, and breakeven in plain English • AI Next Step: Got assigned? Tap one button to get your exact Covered Call recommendation — strike, expiry, reasoning, all included • No Greeks jargon. AI explains everything like a human, not a textbook STATS THAT MATTER • Total premium collected: all-time, this year, this month • Win rate (expired worthless vs. total positions) • Annualized return per cycle • Best performing tickers • Capital utilization % PRIVACY-FIRST. ZERO CLOUD. Your trade data is stored 100% locally on your iPhone using SwiftData. We never see your positions, your strikes, or your P&L. No account required. No login. No sync. FREE & PRO Free tier includes: • Track up to 3 active positions • Basic stats dashboard • Manual price entry Pro ($6.99/month or $49.99/year) includes: • Unlimited positions • AI Screener (5 queries/day) • AI Strike Advisor (unlimited) • AI Next Step (unlimited) • Auto market data fetch (live price + IV) • CSV export for tax reporting • Push notifications for expiry & assignment WHO IS WHEELAI FOR? WheelAI is built for retail investors with $5,000–$100,000 who use the Wheel Strategy to generate consistent monthly income. You know what a put and call are. You don't want to stare at charts all day. You want a clear system with AI guidance. If you sell puts on SOFI, PLTR, or NVDA every month to "collect rent" from your portfolio — WheelAI is your journal, your advisor, and your next-step guide. Questions or feedback? We'd love to hear from you. SUBSCRIPTION DETAILS WheelAI Pro Monthly — $6.99 per month WheelAI Pro Yearly — $49.99 per year Subscriptions automatically renew unless turned off at least 24 hours before the end of the current period. Payment is charged to your Apple ID account. You can manage or cancel anytime in your Apple ID settings. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://wheelai.app/privacy