Income calendar
See upcoming expirations, premium events, and position dates in one clean view. Less digging through broker screens. Less “wait, when did I open that?”
Built for the Wheel
Automated options trading journal
Auto-sync your trades from 15+ brokers and track cost basis across puts, rolls, assignments, shares, and covered calls. QuantWheel keeps the full position story in one place, so your journal matches how the trade actually unfolded.
$1 for 7 days • Cancel anytime • 14-day money-back guarantee
Capabilities
What Options Journal does
Transaction intelligence
QuantWheel reads the difference between a new trade, a roll, an assignment, and a stock event. Your journal stays organized without you tagging every line manually.
True cost basis
Track what you actually have in the position after puts, rolls, assignments, shares, and covered calls. Not because the number predicts the next trade. Because your records should be clean.
How it works
Three steps
Connect your broker
Start the trial and connect your account. The connection is read-only. QuantWheel never sees your password and never places trades.
QuantWheel imports your history
Your trades and position events flow into the journal. No spreadsheet rebuild. No copy-paste ritual after market close.
Positions get grouped the way you manage them
Puts, rolls, assignments, shares, and covered calls stay connected to the same position journey instead of scattered across separate rows.
Know the limit
Your broker connection is read-only. QuantWheel never sees your password and never places trades.
Continue your workflow
FAQ
Options Journal questions
Options Journal
When you sell a put, roll it twice, get assigned, then sell covered calls, is that one trade or five? Most journals treat every leg as a separate event, so the story breaks. The put sits in one row, the roll sits somewhere else, the assignment looks disconnected, and the covered calls become another loose entry. So you end up keeping the real journal in a spreadsheet anyway. QuantWheel is built around the full position lifecycle. It connects each step, tracks cost basis as it changes, and gives you a journal that matches how options sellers actually manage positions. Then you review the full picture: use the journal, income calendar, and cost basis history to see what happened, what is open, and what needs attention next.
Your journal starts filling in as soon as your broker is connected. Automatic sync: connect your broker once, and QuantWheel imports the trades and position events that usually turn into manual cleanup. Unified positions: see the full chain in one place; short puts, rolls, assignments, shares, and covered calls stay tied to the same position. Real cost basis tracking: cost basis changes after premium, rolls, assignments, and covered calls, and QuantWheel keeps that history visible without forcing you to rebuild it by hand.
Trades, rolls, assignments, splits, notes, and real cost basis for your wheel positions.
QuantWheel connects supported brokers read-only. Open the broker setup guides to see the current list and the steps for yours.
Yes. Your broker connection is read-only. QuantWheel never sees your password and never places trades.
Yes. You can export your journal so your records are not trapped inside QuantWheel.
Treat the wheel like one position, not a pile of trades
Your broker shows transactions. Your spreadsheet shows what you remembered to update. QuantWheel gives you the full position history in one journal. Connect your broker, let the journal sync, and check your cost basis, rolls, assignments, and covered calls without rebuilding the story by hand.
$1 for 7 days • Cancel anytime • 14-day money-back guarantee
Options trading involves substantial risk and is not suitable for all investors. QuantWheel provides software for research, analysis, screening, tracking, and workflow support. It does not provide personalized investment advice or guarantee trading outcomes.