Options Trade Journal
A trade journal built for wheel traders.
WealthWheel AI records the full life of an options trade: opening premium, buybacks, rolls, assignment outcomes, closed trades, monthly income, active contract credit, and ticker-level performance.
More than a row in a spreadsheet
Most options journals capture the trade entry and maybe the exit. Active wheel traders need more context: whether a contract was rolled, how much credit remained active, what happened after assignment, and how the ticker performed across multiple cycles.
WealthWheel AI is designed to keep that context together so the journal becomes a working review tool, not just a record archive.
Journal views
Activity Feed
Review chronological events across trades, rolls, executions, assignments, and expirations.
Trade History
Track closed trades, premium collected, option buyback costs, and realized P/L.
Roll Timeline
Record old contracts, new contracts, net roll credits, and active contract credit.
Export
Download or print journal-style records for review.
Trade Journal
The WealthWheel trade journal keeps closed trades, open chains, credits, debits, buybacks, assignments, and expirations in one chronological record. It is designed for reviewing what happened after the trade was opened, not just logging the opening order.
Closed trade record
Track ticker, strategy, strike, expiration, premium collected, buyback cost, closing date, and realized result.
Monthly income view
Review how much premium was produced during the current month and across prior months.
Activity feed
See executions, buybacks, rolls, assignments, expirations, and manual journal events in chronological order.
Exportable history
Use journal records for review, notes, and print-friendly history exports.
Roll Timeline
Rolls can make an options journal difficult to read. WealthWheel AI separates the roll timeline so the original contract, buyback, new contract, net roll credit, and active contract credit stay connected.
Original contract
Record the first strike, expiration, credit received, and opening context.
Bought back
Track the cost to close the old contract and how it affects the trade chain.
New contract
Record the new strike, new expiration, and new credit sold during the roll.
Net roll credit
Keep the running credit visible so the active contract can be reviewed correctly.
Product screenshots
Sold $1.40 · Bought back $0.42
Chronological trade event
Premium, P/L, cycles, and exposure.
What the journal helps answer
- How much premium has this ticker produced?
- Which trades were closed, rolled, assigned, or expired?
- What is the current active contract?
- How much income was produced this month?
- What is the next item that needs review?
Built for review before execution
WealthWheel AI does not place trades. It gives self-directed traders an organized review layer before they open their brokerage platform and make their own decisions.
Pricing
Pricing
Everything included.
- Trade Journal
- Roll Timeline
- Activity Feed
- Ticker Story
- Monthly income tracking
- Exportable history
Journal data depends on user-entered values and connected inputs. Review all values before making decisions.