Options wheel tracker · Broker auto-sync

Run the wheel without the spreadsheet.

WheelDesk keeps your options-wheel numbers in one place — connect your brokers once and your positions, cash and balances sync automatically: how much your cash-secured puts really put at risk, and your true cost basis for picking safe covered-call strikes.

No credit card required. 90-day free trial, then just $4.99/month.
WheelDesk is in beta — still a work in progress, improving every week with user feedback.
The Overview tab on a sample portfolio — open it live, no sign-up →
30+
Brokerages, read-only sync
90 days
Free trial, no card
$4.99
Per month after trial
6
Dashboards in one place
What's inside

Everything in one dashboard

Built for traders selling cash-secured puts and covered calls — the wheel strategy — with tools any options trader can use.

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Broker auto-sync BETA

Connect Schwab, Fidelity, Robinhood, IBKR, E*TRADE, Webull, tastytrade & 30+ more — read-only. Positions, cash, and account balances update automatically every time you open the app. No more CSV exports.

See how sync works →
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Exposure by strategy

Group every open leg by what it is — short puts, covered calls, long options — and read each strategy's notional, contracts and share of the book at a glance, including the cash you'd owe if every short put were assigned.

See your exposure →
Open legs grouped by strategy — a box per strategy with its notional, contracts and underlyings, and live marks on every leg
Cost-Basis tracker — a stock lot with premiums and dividends folded into its adjusted basis
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Cost-Basis tracker

Track adjusted cost basis per account & ticker — premiums, dividends, and buy-to-close all netted in — and use the covered-call strike picker to see which strikes lock in a gain.

Explore cost basis →
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Open trades & performance

Track every open trade with live marks, and benchmark your account balances against SPY, QQQ, or the index you pick — per account and combined.

See open trades →
Open Trades tab — expiration timeline and every open leg with live marks and days to expiry
Congressional trades scoreboard — members of Congress ranked by the forward return of their disclosed buys vs SPY
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Congressional trades

See what members of Congress disclose under the STOCK Act — with performance scoring of their picks. Built from official House Clerk & Senate eFD filings and Yahoo Finance prices.

Open the scoreboard →
🔒 Private & secure

Your data stays yours

Everything lives behind your own login. Broker connections are read-only — WheelDesk can see positions, never trade them — and your data is never shared or shown to anyone else.

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Read-only

We can see positions, never place a trade.

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Behind your login

Every dashboard is gated to your account.

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Never shared

Your numbers aren't shown to anyone else.

Simple pricing

One plan, everything included

Try everything free for 90 days. No card up front — you only decide later.

$4.99 / month
Starts with a 90-day free trial
  • Full access to every dashboard, incl. the congressional trade tracker
  • Broker auto-sync included (read-only, 30+ brokerages)
  • 90 days free — no credit card to start
  • Your data stays private to your account
  • Cancel anytime
Create your free account

See your wheel, clearly.

Connect a broker or explore the sample portfolio — no card, no commitment. Set up takes a couple of minutes.

WheelDesk is a self-tracking tool, not financial advice, and is not a broker. Always verify numbers against your brokerage statements. See our Disclaimer.