Investments

Investment tracking with real depth

Per-position cost basis and profit your brokerage statement hides, including a real options-wheel tracker built for cash-secured puts and covered calls.

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Investments in Telemetry
Per-cycle
wheel P&L, not guesswork
Rolling
adjusted cost basis
2 bases
economic + tax-correct

Cost basis and P&L that make sense

Telemetry replays your trades to derive real cost basis and per-position profit and loss, so you know what you actually made, not just today's market value.

AMAT

100 shares

$5,720

+$840 (17.2%)

Cost basis

$48.80

Market

$57.20

A real options-wheel tracker

Every put and call leg of a cash-secured-put / covered-call cycle is tracked. Collected premium folds into a rolling adjusted cost basis, and per-cycle P&L shows what the wheel is really earning, the numbers a brokerage statement never gives you.

Nov
Dec
Jan
Feb
Mar
Apr
May
Jun

Tax-aware when you need it

Cost basis is tracked both for economic break-even and for tax treatment, so year-end is clearer and there are no surprises.

Economic basis

$44.20

premiums folded in

Tax basis

$48.80

IRS treatment

What you get

Common questions

What is the options wheel tracker?

It records every put and call leg of a cash-secured-put / covered-call cycle and computes rolling adjusted cost basis, per-cycle P&L, and collateral allocation, things a standard brokerage statement doesn't show.

Which brokerages work?

Schwab via direct import, plus read-only sync for many brokerages. CSV and manual entry cover anything else.

See what your investments are really doing

Free while we're in early access, with no credit card and no time limit.

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Explore more

Net worth

Every account and asset on one timeline, trended over time.

Budgeting

Automatic categorization, burn-rate tracking, and a clear cash-flow view.

Options wheel tracker

Rolling adjusted cost basis and per-cycle P&L for the wheel strategy.

Savings goals

Sinking funds with pace tracking, earmarks, and recurring goals.

Avi, your AI assistant

Ask plain-English questions and get answers from your own data.

Receipt itemization

Split a charge into line items to see what you bought, not just where.

Connect & import

Sync accounts read-only, or bring your history from another app.

Security & privacy

Read-only access, per-household isolation, no data selling.