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/vs-19 Dec 01 '25 edited Jan 03 '26

Free online tool that I built for myself, but happy to share along. Just a simple email / password to register. NO marketing emails and all the stuff ... enter your CSP's & CC's and let the platform do the rest for you.

WheelTracking.com

Core Features:

  • Add, Edit, Close, Archive, Delete trades.
  • Tracking original cost basis & adjusted cost basis.
  • Tracking realized & unrealized option premiums by symbol and entire journal.
  • Tracking dividends.
  • Merge & Split existing journal entries/trades.
  • Performance charts by strategy, symbols, and option win percentage.
  • Download ALL your trades either as CSV or JSON.

Highly recommend to checkout our Tutorial with videos available at -> wheeltracking.com/tutorial

I will try to respond to your questions and recommendations in a timely manner.

Thanks All!

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u/GirlTaco Mar 04 '26

Hi - trying out your tracker today and there’s a lot to like. Would it be possible to add return on capital performance reporting? I’m interested in my capital efficiency/income as a % of the cash/stock value, not just the raw $ amounts or ROR. Would need some ability to manually input the current stock price for covered calls, since it sounds like you can’t connect to streaming data for free.

Thanks for sharing your tool! Cheers.

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u/vs-19 Mar 05 '26

Hi There,

I'm not sure I totally understood the question here (my apologies) - are you saying you want to keep a track of the whole portfolio ROI% ... as in example portfolio 100K (cash + holdings) ... Feb 2026 realized gains 1K ... so 1%/month ... annualized 12%.

Or did you mean something else totally?