How-to
Short guides to get more out of QuantWheel
Practical walk-throughs for everyday tasks. Pick a category below or jump to a specific guide.
Getting started
Your first days: the sandbox, the tour, the plans, the trial, and your first broker.
- How to explore the QuantWheel demoExplore QuantWheel's wheel strategy tools using demo data. Free forever, no credit card, no signup. See the screener, journal, and GEX before paying.
- How to get around after your first loginEverything on the QuantWheel dashboard, sidebar, and top bar - what each section does and where to find it after your first login.
- Understanding the wheel strategyThe wheel strategy explained: cash-secured puts, assignment, covered calls, and called away. How the full cycle works and when it breaks down.
- The demo, GEX, Wheel and Quant plans explainedCompare the free QuantWheel demo with the GEX plan, Wheel plan and Quant plan. Check the pricing page for current plan and trial details.
- How to find max pain strikesMax Pain is the strike where the most open contracts expire worthless, often a magnet into expiration. How to look it up and when to trust it.
- How to start your 7-day trialPick your plan and billing period, start your 7-day trial, switch plans anytime during it, and know when the first full charge comes and how to cancel.
- How to connect a broker and see your positionsStep-by-step: connect your first broker to QuantWheel, confirm positions are syncing, and see them in Open Positions and the Options Journal.
- How to restart the onboarding tourHow to replay the QuantWheel product tour from the beginning. Covers the Wheel workflow: Active Wheels, Find Deals, Roll, and Covered Calls.
Broker setup
Connect each supported broker and keep your positions syncing.
- How to choose and connect a brokerHow QuantWheel connects to supported brokers. Sync your positions and, with a broker connection that supports trading, place trades from QuantWheel.
- How to connect Interactive BrokersConnect IBKR to QuantWheel with a Flex Query key. Generate a Query ID and token inside IBKR, paste them into QuantWheel, and your history syncs.
- How to connect FidelityConnect your Fidelity account to QuantWheel with one click. Log in on Fidelity's own website, approve read-only access, and your positions sync automatically.
- How to connect Charles SchwabConnect your Charles Schwab account to QuantWheel with one click. Log in on Schwab's own website, approve read-only access, and your positions sync.
- How to connect RobinhoodConnect your Robinhood account to QuantWheel with one click. Log in on Robinhood's own website, approve read-only access, and your positions sync automatically.
- How to connect E*TradeConnect your E*Trade account to QuantWheel with one click. Log in on E*Trade's own website, approve read-only access, and your positions sync automatically.
- How to connect tastytradeConnect your tastytrade account to QuantWheel with one click. Log in on tastytrade's own website, approve read-only access, and your positions sync.
- How to connect PublicConnect your Public account to QuantWheel with one click. Log in on Public's own website, approve read-only access, and your positions sync automatically.
- How to connect MoomooConnect your Moomoo account to QuantWheel with one click. Log in on Moomoo's own website, approve read-only access, and your positions sync automatically.
- How to connect WealthsimpleConnect your Wealthsimple account to QuantWheel with one click. Log in on Wealthsimple's website, approve read-only access, and your positions sync.
- How to connect TradeStationConnect your TradeStation account to see your positions in QuantWheel and send the orders you approve to TradeStation.
- How to connect WebullConnect your Webull account to QuantWheel with one click. Log in on Webull's own website, approve read-only access, and your positions sync automatically.
- How to connect SoFiConnect your SoFi account to QuantWheel with one click. Log in on SoFi's own website, approve read-only access, and your positions sync automatically.
- How to connect Merrill EdgeConnect your Merrill Edge account to QuantWheel with one click. Log in on Merrill's own website, approve read-only access, and your positions sync.
- How to connect VanguardConnect your Vanguard account to QuantWheel with one click. Log in on Vanguard's own website, approve read-only access, and your positions sync automatically.
Wheel workflow
Screen for deals, read the rating, filter, roll, and sell covered calls.
- How to use the Find Deals screenerFind Deals is the first tab of the Wheel. It scans the market for wheel opportunities with four filter groups, options, technical, company and earnings.
- How to read the opportunity RatingRead the opportunity Rating in Find Deals. Understand the score and review it alongside the contract details and your own trade criteria.
- How to roll a positionThe Roll tab lists open positions that may need rolling and finds replacements that extend them at a favourable net premium. How to pick one.
- How to review your wheel resultsReview your wheel results in QuantWheel. Use your journal and trade history to examine premiums, positions and profit or loss.
- How to sell covered calls on your sharesReview covered calls for shares you hold in QuantWheel. Compare available strikes with your cost basis and the contract details.
- How to run your first screenA walkthrough of Find Deals from picking a strategy to applying filters and reading results, for when you have explored the demo and want a real screen.
- How to filter by options metricsOptions filters in Find Deals include Delta, Strike, Days, Yield, IV, Open Interest, Bid, Ask and the earnings toggle. Learn how to use each one.
- How to filter by technical indicatorsThe 11 technical filters in Find Deals, RV/IV Ratio, Sentiment, RSI, Expected Move, Momentum, SMA trends and Skew, add price context to a screen.
- How to filter by company fundamentalsThe 7 fundamental filters in Find Deals (Market Cap, Z-Score, F-Score, P/E, ROIC, PEG, EPS Growth) screen for companies you would own if assigned.
- How to save and reuse filter combinationsSave the filter combinations you trust and load them in one click. Your Searches and Popular in Find Deals start each screen from saved sets.
Journal
Cost basis, open positions, profit views, transactions, and per-ticker results.
- How to read your Options JournalRead your Options Journal in QuantWheel. Review performance, portfolio holdings and trades to understand your account history.
- How to view your open positionsView your open positions in QuantWheel. Review the stocks and options in your connected accounts and check the account filter.
- Understanding Real Cost and adjusted cost basisReal Cost is your cost basis after every premium collected on a ticker, the number that shows whether your wheel works. How it is calculated and used.
- How to read the Profit View chartsRead the performance charts in your QuantWheel journal. Review profit and loss over your selected time range.
- How to use the Calendar P&L viewCalendar view shows daily P&L as a monthly grid with weekly totals. Toggles separate roll P&L from new premiums, so income and rolls read apart.
- How to review your transactionsReview your transactions in QuantWheel. Check trade details against your records to investigate missing or unexpected entries.
- How to view per-ticker performanceReview your trading history by ticker in QuantWheel. Use your records to compare stock and option trades for the same underlying.
- Tracking open chains and multi-leg positionsReview open chains, multi-leg positions and rolls in your trading records. Follow related trades through a wheel cycle.
- How to review the raw trade feedReview your raw trade feed in QuantWheel. Check individual transactions against your broker records and investigate missing trades.
GEX
Read the levels, the heatmap, Vanna and Charm, replay sessions, and build workspaces.
- Understanding GEX and what it tells youGamma Exposure (GEX) measures how option dealer hedging moves price. What it is, why it matters short term and how QuantWheel's GEX suite shows it.
- Call walls, put walls and the gamma flipCall walls, put walls and the gamma flip are the three price levels GEX surfaces. Learn what each says about dealer hedging and how to read them together.
- How to use GEX AI for a tickerGEX AI pairs the full GEX snapshot for a ticker with AI commentary. Enter a ticker, pick expirations, and get the key levels, the chart and a narrative.
- How to read the GEX HeatmapThe GEX Heatmap shows gamma exposure by strike and expiration as a colour map, with the key levels drawn on a candlestick chart below.
- How to replay historical GEXGEX Replay scrubs through past intraday sessions minute by minute, with GEX metrics beside price, to study past flips and wall breaks.
- How to track gamma flip events and set alertsA gamma flip is the price crossing the Gamma Flip level, which changes the dealer hedging regime. The tab logs past flips and sets alerts for new ones.
- How to read Vanna and Charm exposuresVanna shows how dealer delta hedges change when implied volatility moves; charm shows how they change as time passes. What each means, when each matters, how to read both in QuantWheel, and where to see them for any ticker for free.
- How to build a custom GEX WorkspaceThe GEX Workspace pins widgets from any GEX tool into one dashboard, up to 20 widgets refreshing every 30 seconds to 5 minutes, for many tickers at once.
QW Intelligence
Ask about opportunities and your portfolio, and know the limits.
- How to use QW IntelligenceQW Intelligence is QuantWheel's AI chat. Ask about opportunities, your portfolio or the wheel in plain English, answered from market data and your account.
- Ask QW Intelligence about options opportunitiesAsk QW Intelligence for cash-secured put, covered call and screener ideas in plain language, with prompts by strategy, filters in conversation and follow-ups.
- How to ask QW Intelligence about your portfolioAsk QW Intelligence about your positions, history and performance and get summaries, risk checks and comparisons from your journal. Wheel and Quant plans.
- What QW Intelligence can and can't doQW Intelligence is a research tool, not an execution tool. It places no trades, promises no returns and reads nothing outside your account.
Copy trading
Follow featured traders, manage subscriptions, start a virtual hedge fund.
- How copy trading works on QuantWheelCopy Trading on QuantWheel is educational. Follow featured traders to see their signals or run a Virtual Hedge Fund yourself. Nothing executes on its own.
- How to follow a featured traderBrowse the Featured Traders grid, read a trader's profile and performance, subscribe to their signal feed, and weigh the signals in your own account.
- How to manage your copy trading subscriptionsCopy Trading subscription management is currently handled from each trader's subscription dialog while the dedicated Subscriptions page is being built.
- How to start your Virtual Hedge FundA Virtual Hedge Fund makes your trading activity visible to other QuantWheel users. Set up the profile, tracked accounts, pricing and visibility.
Alerts
Smart alerts, Discord delivery, and managing what is active.
- How alerts work on QuantWheelQuantWheel has Smart Alerts, rules you write in plain words, and Gamma Flip Alerts for directional traders. Which fits your case and how they reach you.
- How to create a Smart AlertSmart Alerts watch a condition you describe in plain words, such as TSLA IV crossing 40. The input format, supported terms, the preview and delivery.
- How to set up Discord alertsDiscord delivery takes two steps, authorize the integration, then add the QuantWheel bot to your server with channel permissions. About five minutes.
- How to manage your active alertsThe Alerts page lists every Smart Alert you've created, with edit, delivery, and delete controls. Learn how to keep your alert library under control.
Settings
Trading preferences, watchlists, CSV imports, subscription, and profile.
- How to configure your trading preferencesSet your yearly yield target, risk profile, collateral per trade and primary strategy in your QuantWheel trading preferences.
- How to create and manage your watchlistsWatchlists group the tickers you screen, track or alert on. Add tickers by search and use them as the scope in Find Deals.
- How to import trades via CSVCSV import loads past trades from a broker statement or spreadsheet into your journal, for unsupported brokers or older history.
- How to manage your QuantWheel subscriptionOn the Billing page you review plan and billing options, update your card or cancel. Check when a change takes effect before confirming it.
- How to update your account profileYour account profile holds your display name and Discord connection. Learn how to update them in account settings.
Free tools
The free calculators, the heatmap, the scanner, and the explorer.
- Free GEX CalculatorCalculate gamma exposure for any liquid US ticker, no signup. Enter a ticker and expiration for net GEX, Call Wall, Put Wall and the Gamma Flip level.
- Free GEX HeatmapSee gamma exposure across strikes and expirations as a heatmap and spot where dealer positioning concentrates on any liquid US ticker. Free, no signup.
- Free Max Pain CalculatorFind the max pain strike for any ticker and expiration, the price where the most open options expire worthless, useful in expiration week. Free, no signup.
- Free Earnings ScannerScan upcoming earnings for stocks where the options market may have mispriced the expected move, against past post-earnings moves. Free, no signup.
- Free Optimal Roll finderEvaluate rolls for any short option position. Enter it and the tool ranks candidate rolls by net credit, remaining duration and risk. Free, no signup.
- Free Options CalculatorCalculate P&L, Greeks and probability of profit for any options position, with the theoretical price, the Greeks and a P&L chart. Free, no signup.
- Free Strategy ExplorerBuild multi-leg options strategies, iron condors, strangles, spreads and butterflies, and see the P&L chart, Greeks and breakevens. Free, no signup.
Troubleshooting
Delayed data, sync and authentication problems, missing transactions.
- Why is my data delayed?Data delays usually come from broker sync windows, the demo's built-in delays or a sync that has not refreshed. How to tell which and what to do.
- Broker sync failed or stopped workingWhen broker sync stops, the cause is usually an expired OAuth token, an invalid IBKR Flex Query token, a broker outage or an exhausted sync count.
- Missing transactions or incorrect P&LMissing transactions or wrong P&L usually trace to an unfinished sync, an unhandled stock split, a roll counted as two trades or a missed assignment.
- Assignment not detected in my journalWhen an assigned put or short call does not show as a stock position, the cause is usually a broker reporting gap. How to spot it and reconcile.
- Discord alerts not arrivingWhen Discord alerts stop arriving, the cause is usually an unfinished setup (QuantWheel authorized, bot not added), a Discord permission or an outage.
- Sync count exhaustedUnderstand the sync count exhausted message in QuantWheel and what to check when you reach a sync limit.
- Broker authentication errorsBroker authentication errors usually mean an expired token, a failed 2FA step, a changed password or a security event at the broker. How to reconnect.