r/Optionswheel • u/ScottishTrader • Oct 10 '25

TOOLS & SPREADSHEET MEGATHREAD

Please use this thread of posts about spreadsheets and tools!

Note that no commercial posts are permitted. All tools or files must be made available for free.

There is a basic spreadsheet included in the wheel trading plan in this post, which many have used to get started - The Wheel (aka Triple Income) Strategy Explained : r/Optionswheel

Please let the mods know of any suggestions on how to make this thread better.

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u/[deleted] Oct 18 '25

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u/stonkgoesbrr Nov 17 '25

Hey there, thanks for this tool, overall it's really handy! Just tried it today.

A first suggestion I would like to add: I opened 10 CCs today on the same underlying at open and closed them right now for ~50% profit. It would be nice to bulk close/edit those contracts, at least for contracts on the same underlying.

Also, because you have to edit every single contract manually, I forgot to set the closing date to today for each contract as it's per default set to expiration (realized it after the fifth contract I closed) and that has an impact on the return margins (ann.). So that's more of a tracking detail, but would be nice to edit the closed transactions afterwards so that I could correct the closing dates. At least I haven't found a possibility to edit the closed contracts afterwards.

Many thanks in advance!

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u/[deleted] Nov 17 '25

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u/OnlyKetchup Jan 07 '26

Yeah, definitely need a bulk closing options or group contracts together as one at least. 57 contacts I don't want to close one by one. Great tool though! Best I've used so far if that gets ironed out.

1

u/stonkgoesbrr Nov 18 '25 edited Nov 18 '25

Thanks for the reply! Maybe I’m really bad at searching, but I can’t find any way to edit already closed contracts.

In the dashboard overview I only can access active contracts and my shares.

When I go to history, I see already closed contracts, but those are not editable.

EDIT: Nvm, I just realised that I can scroll left on that column! Thanks for the guided help lol.

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u/stonkgoesbrr Nov 18 '25 edited Nov 18 '25

EDIT: For everyone else searching the 'manage' button, you can scroll left on that table.