FAQs
WealthWheel AI FAQs
Clear answers for active traders using WealthWheel AI to track, organize, and review wheel trades, stock trades, and portfolio activity.
About WealthWheel AI
WealthWheel AI is software for self-directed traders who want a clearer way to track covered calls, cash-secured puts, stock trades, rolls, buybacks, premium income, assignment impact, active contract credit, and ticker-level performance.
The platform is built around review and organization. It does not manage assets, place orders, recommend securities, or tell users what to buy or sell.
Product screenshots
Does WealthWheel AI give financial advice?
No. WealthWheel AI is software for trade tracking, analytics, organizing, and reviewing options and stock trades. It analyzes setups based on the rules and inputs you provide, but it does not recommend securities, manage assets, place trades, or tell you what to buy or sell.
How does WealthWheel AI decide if a setup qualifies?
WealthWheel AI compares each setup against your own trading framework. It reviews factors like strategy type, expiration window, delta range, strike selection, capital awareness, premium, assignment impact, and buyback rules.
Can WealthWheel AI show how my portfolio is doing?
Yes. WealthWheel AI summarizes open premium, realized income, current exposure, ticker-level performance, and positions that may need attention before you open your brokerage platform.
Does WealthWheel AI place trades for me?
No. WealthWheel AI helps you plan, review, and track trades. You remain in control and place or confirm any orders directly inside your brokerage account.
Can WealthWheel AI track stock trades?
Yes. WealthWheel AI can help monitor stock trades, including shares owned, average cost, current price, unrealized gain or loss, target buy, trim, and risk alert levels.
Does WealthWheel AI support credit spreads?
Credit spread planning is coming soon. WealthWheel AI currently supports wheel income and stock trade planning, with credit spreads planned for a future build.
What is Today's Command Center?
Today's Command Center uses WealthWheel Intelligence, the AI-powered layer inside WealthWheel AI, to turn your positions into a short daily priority list. It shows what to review first, what to watch closely, what may be ready for redeployment, and how long your review may take.
Pricing
Pricing
Everything included.
- Trade Lab™
- WealthWheel Verdict™
- Open Positions
- Activity & Results
- Portfolio Analytics
- Stock Trade Planning
- Daily priorities
- Credit Spreads (coming soon)
- Automatic Portfolio Sync (Schwab, read-only)
WealthWheel AI is software for tracking, analytics, organizing, and review. It does not provide personalized investment advice, recommend securities, manage assets, place trades, or guarantee outcomes.