Allfolio vs That Old Wheel

Allfolio is a private portfolio and bookkeeping tracker for people managing multiple brokers, accounts, assets and currencies. Link every trade to a cash account so holdings, cost basis, realized and unrealized P&L, cash flow and net worth always add up. Use Allfolio to build a clear picture of your finances: - See stocks, ETFs, funds, crypto, cash, property and custom assets across accounts and currencies - Link buys and sells to cash accounts so balances update with each trade - Record dividends, edit or delete individual transactions, and recalculate holdings and returns - Review net worth, allocation, cost basis, realized and unrealized P&L, and returns against index benchmarks - Manage income, expenses, transfers and recurring plans in the same ledger - Import trades from screenshots with optional AI recognition - Keep records on your device by default, with optional sync through your own private iCloud account Allfolio does not require a developer-operated account. Core records stay on your device unless you choose iCloud sync, and AI features are optional. Usage statistics help us understand onboarding and subscription problems without including portfolio or transaction contents. Sharing stays off until you explicitly choose to share at first launch. You can change this choice on the subscription screen or in Settings without affecting features or prices. Subscription Starting with version 1.1.2, all users, including users who installed earlier versions, need an active Allfolio Pro subscription (yearly or monthly) or trial to continue using the app. Eligible Apple Accounts can start a 14-day free trial. Your existing portfolio and transaction records are retained when you update or a subscription expires. Payment is charged to your Apple Account when the trial ends. The subscription renews automatically at the price shown in the app unless auto-renew is turned off at least 24 hours before the end of the current period. You can manage or cancel anytime in your App Store account settings. Allfolio was previously called Astrolabe. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://ogerhsou.github.io/astrolabe-portfolio-support/privacy.html

Sell the put. Take the shares. Sell the call. Collect the premium — and actually understand every number along the way. That Old Wheel is a tracker built for one strategy: the options wheel. Every ticker becomes a wheel that follows your real trades from cash-secured put, through assignment, through covered calls, to called away — with the math spelled out in plain English at every step. BEFORE YOU TRADE • Pre-trade checkup: type a candidate trade, instantly see premium in your pocket, cash secured, breakeven, max risk, and annualized return • Cushion to your strike, so you know how much room the stock has • A cash guardrail that warns before a put over-commits your account WHILE THE WHEEL TURNS • Snap a photo of your broker's order screen and the trade autofills • One-tap rolls that keep the whole chain in a single timeline • Assignment converts the wheel automatically and tracks your true adjusted cost basis — premiums included • Reminders on expiration morning, and a decision-day board for everything expiring this week KNOW WHAT YOU'VE MADE • Cash collected vs. locked-in profit — honestly separated • Weekly premium chart, per-ticker report card, win rate • A by-year summary for tax season, and CSV export for your accountant PRIVATE BY DESIGN Your trades never leave your device. No account, no cloud, no market-data feeds, no tracking — the app makes zero network connections. That Old Wheel is a tracking and educational tool, not investment advice.