Comparison
WealthWheel AI replaces scattered wheel-trade spreadsheets.
Spreadsheets can store rows. WealthWheel AI is built around the daily workflow of planning, tracking, managing, closing, rolling, and reviewing wheel trades.
Why spreadsheets get harder over time
A simple trade log can work at first. But wheel strategies create linked events: cash-secured puts can become shares, shares can become covered calls, calls can be bought back or rolled, and each ticker can produce income across multiple months.
When those events are tracked manually, the trader has to rebuild context every time they review the portfolio. WealthWheel AI keeps the context connected by ticker, strategy, status, and result.
Why traders outgrow spreadsheets
Context gets scattered
Brokerage screens, option chains, calculators, journals, and notes often live in separate places.
Roll history is hard
Tracking active contract credit, old strikes, new strikes, and net roll credits can become messy.
Daily priorities are manual
Spreadsheets rarely tell users which positions need attention today.
Ticker-level stories matter
WealthWheel AI summarizes what happened, what exists today, what it produced, and where it may go next.
What WealthWheel AI adds
- The Verdict for setup review against user-defined rules.
- Ticker Story for connected trade history and performance.
- Today's Command Center for daily review priorities.
- Activity & Results for closed trades, rolls, and monthly income.
- Portfolio Analytics for a clearer view of open premium and current exposure.
Product screenshots
Rules, alignment, and next step in one view.
Spreadsheet replacement, not brokerage replacement
WealthWheel AI is an organization and review tool. It does not replace your brokerage platform and does not place trades. It helps you understand your own data before you decide what to do.
Pricing
Pricing
Everything included.
- Trade Lab™
- The Verdict
- Ticker Story
- Activity & Results
- Portfolio Analytics
- Daily priorities
WealthWheel AI is not a replacement for brokerage execution, tax records, or professional financial advice.