Stock Trade Planning
Stock positions can be part of the wheel too.
Use WealthWheel AI to monitor stock trades, track key price levels, and see when shares may fit the next step in your wheel plan.
For shares you already own
Many wheel traders already own equities. WealthWheel AI helps organize the stock side of the plan: shares owned, average cost, current price, unrealized gain or loss, target buy, trim level, and risk alert.
If a position grows toward 100-share intervals, it can become easier to review whether covered calls belong in the plan.
Track the position
Review shares, cost basis, current value, and gain or loss in one place.
Set the levels
Keep target buy, trim, and risk alert prices visible before the next decision.
Build toward the wheel
Monitor progress toward 100-share lots that may support covered-call planning.
Keep control
WealthWheel AI organizes the plan. You decide what to do and confirm trades in your brokerage account.
Two common paths into the wheel
Start with shares
If you already own stock, WealthWheel AI can help track the position and show whether the share count, cost basis, and price levels support the next review step.
Start with cash-secured puts
Some traders start with cash-secured puts on equities they want to own. If assigned, the shares can become part of the covered-call side of the wheel.
What WealthWheel can show
- Shares owned, average cost, current price, and current value.
- Unrealized gain or loss and planned action: buy more, hold, trim, or exit.
- Target buy, target trim, and risk alert levels.
- Whether the position is moving toward a covered-call workflow.
Stock trade FAQs
Can WealthWheel AI monitor stock trades?
Yes. WealthWheel AI can help track shares owned, average cost, current price, gain or loss, target buy levels, trim levels, and risk alerts.
How do stock trades fit the wheel?
Stock positions can be part of the wheel when shares are accumulated toward 100-share lots for covered calls, or when assigned shares from a cash-secured put become a covered-call candidate.
Can I start with cash-secured puts?
Yes. Some traders start with cash-secured puts on equities they want to own. If assigned, those shares can become part of the covered-call side of the wheel.
Does WealthWheel AI place stock trades?
No. WealthWheel AI helps organize and review stock plans. You still make decisions and place or confirm orders inside your brokerage account.
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 (coming soon)
WealthWheel AI is software for tracking, analytics, organizing, and review. You make all trading decisions and confirm trades in your brokerage account.