5 posts
Every expired call and every lot called away is a taxable event, and none of it is long-term. What that does to a weekly wheel, and the two dates I watch now.
I ran AMD monthly and SOFI weekly with the same strategy in the same account. One took a minute to record. The other quietly ate my Sundays.
How the options wheel works, from cash-secured puts to assignment to covered calls, and why a brokerage statement can't tell you what it's really earning.
The part of me that wants to VTI and chill, the part that wants to do something, and how the options wheel satisfied both until tracking it by hand fell apart.
I was tired of piecing my family's financial picture together across spreadsheets, brokerage statements, and a dozen browser tabs. So I built one tool.
