Wheel Folio icon
Wheel Folio icon

Wheel Folio

Wheel Folio tracks the options wheel strategy end to end — cash-secured puts, assignment, covered calls and rolls — carrying cost basis and cumulative premium forward automatically as a position moves through the cycle.

Overview: open positions, premium collected, capital deployed, per-strategy breakdown (CSPs / covered calls / LEAPS), and the monthly income chart with premium, realized P&L and running total.

Cost / License

  • Freemium (Subscription)
  • Proprietary

Platforms

  • Online
Cash-secured puts. Shows the two things that sell the app: company names against tickers, and the live price with the OTM (green) / ITM (amber) assignment-risk badge. Greeks, breakeven, capital required and basis-if-assigned are all on the card, plus the "Take profit?" / "Roll?" shortcuts into the calculators.
The roll calculator's results, including the payoff chart that puts rolling against closing against doing nothing across the range of stock prices. The crossover is the decision. This is the most distinctive screen in the product — nothing else in the category shows this.
+2
CSV screener. Any watchlist export gets every ticker scored as a wheel candidate, with Strong / Caution badges and per-column filters.
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Wheel Folio information

  • Developed by

    US flagJonathan S

  • Licensing

    Proprietary and Freemium product.

  • Pricing

    Subscription ranging between $5 and $13 per month + free version with limited functionality.

  • Alternatives

    7 alternatives listed

  • Badge

    Get an embeddable badge for Wheel Folio

  • Supported Languages

    • English
Wheel Folio was added to AlternativeTo by Wheelfolio on and this page was last updated .
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Official Links

What is Wheel Folio?

Most portfolio trackers record trades. Wheel Folio records cycles. Sell a put, get assigned, sell a call against the shares, get called away — your broker files that as four unrelated rows. Wheel Folio knows it's one cycle, folds the premium into the share cost basis, and shows premium collected against realised P&L per ticker.

It also answers the decisions, not just the entry: whether closing early beats holding and the last day that's true, and what a roll actually nets after the buyback — charted against closing and against doing nothing, so you can see which choice wins at which stock price.

No brokerage credentials, ever. You enter positions yourself or upload a CSV you exported.