DocsAPI ReferenceWheelActive Wheels

Active Wheels

Your live wheel portfolio, reconciled exactly like the Wheel Review dashboard: cost basis, premium collected, P&L and full transaction history.

List active wheels

GET/wheels

Live broker positions are grouped into strategies and reconciled with your journal chains - the same pipeline the Wheel Review tab runs. Transaction rows are capped at 12 per wheel in the overview.

curl -H "Authorization: Bearer qw_live_YOUR_KEY" \
  "https://quantwheel.com/api/v1/wheels"

200 OK

{
  "wheels": [
    {
      "ticker": "NVDA",
      "stage": "Covered Call",
      "account": "Robinhood",
      "contracts": 1,
      "shares": 100,
      "costBasis": 111.07,
      "brokerBreakeven": 118.42,
      "underlyingPrice": 124.9,
      "premiumCollected": 735.0,
      "unrealizedPnl": 412.0,
      "realPnl": 735.0,
      "nearestExpiration": "2026-08-15",
      "dte": 16,
      "chainStartDate": "2026-05-12",
      "rollCount": 2,
      "completedStages": ["Cash Secured Put", "Assignment"],
      "transactionsTruncated": true,
      "transactions": [
        { "date": "2026-05-12", "action": "STO", "strategy": "PUT", "strike": 120,
          "expiration": "2026-05-16", "qty": 1, "premium": 315.0, "rollingPnl": 315.0 }
        // up to 12 rows in the overview
      ]
    }
  ],
  "totalWheels": 4,
  "generatedAt": "2026-07-30T14:32:00.000Z"
}

Drill into one wheel

GET/wheels?symbol={ticker}

Parameters

symbolstring

Ticker to drill into. Returns that wheel only, with its complete transaction history (no 12-row cap).

Key fields

Field	Description
stage	Where the wheel is: `Cash Secured Put`, `Covered Call`, `Long Stock`, `PMCC`, ...
costBasis	Wheel breakeven netting the full roll/premium history - the number that matters.
brokerBreakeven	The broker's raw per-share basis, for comparison.
premiumCollected	Lifetime premium across all legs of the matched chain, in dollars.
unrealizedPnl / realPnl	Chain-based open P&L and realized P&L so far.
rollCount	Number of rolls in the chain.
completedStages	Lifecycle stages already completed, in order.

Credits & Plans

Journal