Portfolio Dashboard
A daily structured report showing new opportunities and position management guidance — delivered every morning before the market opens.
AIAI-powered income system for the options Wheel Strategy
Steady options income — AI-driven, explained for you.
The Wheel Strategy collects option premium in a steady stream. Our AI scans, scores, and manages every position — while you learn exactly how it works, whether you started yesterday or trade full-time.
- $25k–$500k+
- Portfolios managed
- 8 risk lenses
- Continuously scored
- Real-time
- Roll & exit signals
app.wheelbotpro.com/portfolio
Live
Portfolio Health
87/100
▲ 4 pts this week
87
Capital Deployed
68.4%
$171,000 active$79,000 cash
Premium Collected · 12 mo
+$38,420Open Positions
14 activeAAPLCSP$205 · 12d
92
MSFTCC$430 · 8d
88
NVDACSP$118 · 21d
74
AMDCSP$160 · 4d
61
- 500+
- Reports Delivered
- 1,200+
- Opportunities Identified
- 47
- Beta Members
- $2.3M+
- in Premiums Tracked
The Strategy
What the Wheel is — and why the income tends to be steady
The Wheel is a simple, repeatable options cycle built on one idea: get paid premium for patience. Here's the whole loop in three steps.
01
Sell a cash-secured put
You agree to buy a quality stock at a lower price you'd be happy with — and get paid a premium up front for the promise.
02
Keep the premium, or get assigned
If the stock stays above your price, you keep the premium and repeat. If it dips, you buy shares you already wanted — at a discount.
03
Sell covered calls on the shares
Now that you own the stock, you sell calls against it — collecting more premium each cycle until the shares are called away and the wheel turns again.
Why the income tends to be steady
You get paid up front
Premium lands in your account the moment you open the trade. Income doesn't depend on the stock going up.
Time works for you
Options lose value as expiration nears. When you sell premium, that daily decay is on your side — week after week.
You pick quality and price
You only sell puts on stocks you'd want to own, at prices you'd be happy to pay — turning volatility into opportunity.
Learn the full strategy
Educational overview. The Wheel carries real risk — we cover it honestly below.
PDF
The Wheel Strategy — the complete guide, free
Everything on this site as a beautifully designed PDF: the strategy step by step, the numbers, the risks told straight, and where the AI comes in.
No spam. One guide, and only updates that matter.
How It Works
From a scattered options book to a clear next move
Most traders spend more time managing tabs than managing trades. Here's how Wheel Bot Pro changes that.
01
Start With a Daily Opportunity Scan
Every morning before the market opens, your daily report arrives — new opportunities scored and ranked, plus management guidance for your open positions.
02
See All Your Open Positions in One Place
Every put, every covered call, every expiration, and every exposure — organized in one clear view. No more switching between broker tabs.
03
Make Decisions With Better Risk Awareness
The system flags what needs review, where pressure is building, and which positions need your attention right now — so you act on facts, not gut feeling.
The Report
This is what lands in your inbox every morning.
New opportunities scored across four AI agents. Open positions reviewed with clear action guidance — before the market opens.
See a Sample ReportWheel Bot Pro · Daily Report
Monday, July 7 · Delivered 6:30 AM
New Opportunities · 3 Today
TSLACSP$195·Jul 18
87✓Scanner✓Quality✓Technical✓Risk
NVDACSP$108·Jul 18
81✓Scanner✓Quality✓Technical✓Risk
AMDCC$162·Jul 25
76✓Scanner✓Quality✓Technical✓Risk
Open Positions · 1 Needs Attention
AAPLCSP$185·Jul 11·6 DTE
+$342✓CLOSE
Position at 80% profit — recommend closing now
MSFTCC$430·Jul 18·14 DTE
+$180ON TRACK
Hold — theta working in your favor
AMZNCSP$178·Jul 25·21 DTE
+$95HOLD
No action needed
Sample data for illustration only · Not financial advice
Platform
Everything you need to run your strategy like an institution
Everything you need. Nothing you don't.
Position Scoring
Every CSP and covered call is ranked across multiple factors so you instantly see what's working and what isn't.
Risk Management
Concentration, assignment, and tail-risk monitoring flag the exposures that quietly build up across your book.
Trade Management
Review roll and exit opportunities side-by-side with the data behind each — defend, close, or let it ride.
Capital Allocation Intelligence
Understand how your buying power is deployed and where the next dollar is best put to work.
Alerts & Notifications
Intelligent, prioritized alerts on the events that actually matter — never noise, only signal.
Analytics & Reporting
Track premium capture, win rate, and performance over time with clean, exportable reporting.
AI Decision Support
Context-aware insights translate raw portfolio data into clear, disciplined next steps — not buy/sell signals.
The Terminal
See your entire book at a glance
Realistic widgets pulled from a live options portfolio. Every number is one click from the trade behind it.
Portfolio Health Score
87
Strong · ▲ 4 pts
Weighted across diversification, liquidity, theta, and risk posture.
Capital Deployment
$250,000
Total buying power
Deployed$171,000
Reserved cash$79,000
Sector Allocation
Technology
34%
Semiconductors
22%
Financials
18%
Energy
14%
Healthcare
12%
Open Positions
14
9 CSP · 5 CCAvg. days to expiry11.4
Net theta / day+$642
Annualized yield21.8%
Unrealized P&L+$12,940
Risk Alerts
NVDA exceeds 20% single-name concentration
ConcentrationAMD position within 4 DTE — review roll
ExpiryCash reserve below 25% target threshold
LiquidityAssignment Exposure
AAPL
Low
MSFT
Low
NVDA
Elevated
AMD
High
Illustrative
What steady premium income can look like
An illustrative view of monthly premium income from disciplined Wheel management. Sample data — not a track record or a promise.
3.2%Jan
4.8%Feb
2.9%Mar
5.3%Apr
4.1%May
5.7%Jun
3.6%Jul
6.2%Aug
3.9%Sep
7.1%Oct
5.4%Nov
4.6%Dec
Illustrative sample data only — not actual results. Past performance is not indicative of future results. Figures represent premium income, not total portfolio return.
Honest by design
Steady doesn't mean risk-free — and we won't pretend it does
Most trading tools sell a fantasy. We'd rather earn your trust. Here's the straight truth about the Wheel.
Stocks can fall hard
If a stock drops well below your strike, you own it at a loss. The premium softens the blow — it doesn't erase it.
Your upside is capped
Covered calls limit how much you make if a stock rockets. The Wheel trades explosive gains for steadier income.
It takes capital and discipline
The Wheel works best on quality names with real cash behind each put. It rewards patience, not gambling.
Options trading involves substantial risk and is not suitable for all investors. Wheel Bot Pro is decision support and education only — all analyses are AI-generated, are not investment advice, and are not a guarantee of any outcome.
Why Wheel Bot Pro
Built for traders who are tired of doing this manually.
The difference between a good year and a disciplined process is structure. Wheel Bot Pro gives you the system.
Stay organized
Every position, expiry, and cost basis in one structured view — no more spreadsheets or scattered broker tabs.
Reduce emotional decisions
Data-driven scores replace gut reactions, so you act on evidence instead of fear or FOMO.
Understand portfolio risk
Concentration, assignment, and tail exposure are quantified before they become problems.
Manage positions efficiently
Run dozens of options positions with the same focus you'd give a handful — the system tracks the detail.
Make consistent decisions
A repeatable framework for rolls, exits, and allocation keeps your process disciplined week after week.
Members
What Our Members Say
“I used to spend 2 hours every morning reviewing my positions. Now I get a report that tells me exactly what needs attention.”
Michael R.
Portfolio: $180,000
“The daily report changed how I trade. I stopped reacting emotionally and started following a system.”
David K.
Portfolio: $340,000
“Finally — a tool built for serious options traders, not beginners.”
Sarah T.
Portfolio: $95,000
Membership
Join as a Founding Member
Access is currently limited to a founding cohort of serious options traders. Pricing is shared during your demo.
Founding MembershipLimited cohort
Invitation only
We onboard members deliberately to keep the community focused and the platform world-class. Book a demo to see if it's a fit.
- Full Platform Access
- Portfolio Analytics
- Risk Management Tools
- Weekly Market Reviews
- Private Community
- Priority Support
No pressure. No commitment. Just a 30-minute walkthrough of your actual portfolio.
FAQ
Questions, answered
Everything you need to know before booking a demo.
We get asked these a lot. Here are honest answers.
Simple. Every morning before the market opens, you receive a detailed report with new trade opportunities that fit your strategy, plus ongoing management guidance for positions you're already holding. You review it, decide what to act on, and place the trades yourself through your own broker.
Trade With More Structure. Manage Risk With More Confidence.
See how a disciplined, data-driven system changes the way you run the Wheel. Book a personal walkthrough today.
Decision support only · Wheel Bot Pro does not execute trades or provide investment advice.