WheelAI vs That Old Wheel

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

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.