Spoke vs YieldGen

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.

YieldGen is a trading analytics platform purpose-built for options "wheel" investing—systematically selling cash-secured puts and covered calls to optimize yield. Connect to your supported brokerage (currently: E*Trade, Fidelity, Interactive Brokers, Robinhood, Schwab, Moomoo, Public, TastyTrade, and Webull) to analyze opportunities against your actual positions, size and place trades, and track the full lifecycle of a trade from open through early-close, expiration, assignment, as well as disciplined recovery of any losses on assigned shares. KEY FEATURES * Yield-Centric Option Chains: Compare strikes and expirations by annualized returns, without manually calculating from the broker's dollar quotes. * Powerful Trade Analytics: See exercise probabilities, implied volatility, prospective exposure, capital efficiency, and other key metrics — always in simple visuals, no dense tables of numbers. * Capital Velocity Analytics: See which trades have already captured most of their premium ahead of expiration, and compare the economics of closing early versus holding, including how much cash would be freed up for redeployment on better opportunities. * Assignment & Recovery Tracking: When a put gets assigned, follow the position beyond expiration with automatic tracking of dividends received, covered-call income, and overall recovery economics. * Full Portfolio & Cash View: See available and pledged cash, capital utilization, upcoming expirations, and concentration or correlation risk across your whole book, all in one place. * Brokerage Sync: YieldGen is a window into your regular brokerage platform. Trades you execute on one are immediately visible on the other. * Context-Aware AI Trade Analysis: Get on-demand analysis of a trade you're considering, with full context of your current holdings, exposures, available capital, and other relevant risk factors. IMPORTANT DISCLOSURES YieldGen is an analytical and educational software tool and is NOT a broker-dealer or investment adviser. Trades are placed through your own connected brokerage account; YieldGen does not hold custody of funds or securities. YieldGen does not provide individualized investment, legal, or tax advice. Options involve risk and are not suitable for all investors. Analytical model outputs, probability estimates, and AI-generated insights are estimates provided for informational and educational purposes only and should NOT be relied upon as guarantees of future results.