QuantWheel

core theory

About Assignment

Explore assignment scenarios, cost basis management, and practical advice for handling exercise situations in your wheel strategy positions.

  1. What Happens When You Get Assigned Options? (Complete 2026 Guide)Last updated: February 17, 2026
  2. Visual step-by-step framework demonstrating options expiration selection techniques for traders learning how to pick DTE on any options chain. This comprehensive guide shows how to pick DTE for maximum profitability, covering days to expiration analysis from short-term weekly contracts to longer-dated positions. Master options expiration selection by understanding theta decay impact on option contract value as you approach the expiration date. The framework illustrates how to pick DTE based on volatility conditions and directional bias, helping you systematically analyze options chain data to optimize your expiration date entry. Whether trading call or put strategies, this options expiration selection methodology teaches you to balance time value against intrinsic value while considering implied volatility effects across different days to expiration ranges. Learn how to pick DTE for income strategies versus directional trades, ensuring your expiration date selection aligns with your risk tolerance and market outlook. This options expiration selection resource provides actionable criteria for identifying the perfect DTE on any options chain you trade.Exercise vs Assignment: Understanding Options SettlementLast updated: February 19, 2026
  3. this is a introduction to how to calculate cost basis after options assignment. So here's the deal: when you get assigned on a cash secured put, your broker's cost basis is wrong because they don't subtract the premium you collected. Your real cost basis is the strike price minus all that premium. This visual shows you cost basis tracking after options assignment, how to use an options cost basis calculator, and your adjusted cost basis options trading. We're covering cost basis for assigned put options, how to find cost basis for exercised options, and the premium adjusted cost basis calculation. You're gonna see the average cost basis calculator stocks method, cost basis tracking spreadsheet options, and the options assignment cost basis formula all laid out. This is your cost basis tracking guide options for the wheel strategy!Options Cost Basis Tracking: The Complete Guide to Calculating True CostLast updated: February 19, 2026