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Troubleshooting articles
Self-serve fixes for sign-in, billing, broker sync, and placing trades at your brokerage.
Sign-In, Email Verification, Billing & Cancellation
Fix login issues, verify your email, update your card, cancel Pro, and find invoices — plus when to contact support for refunds.
Broker Sync: Connect, Refresh & Missing Trades
Connect a supported broker with read-only access, re-sync stale data, fix missing positions, and use manual portfolios for unsupported brokers.
How to Place Trades (We're a Screener & Tracker, Not a Broker)
Wheel Strategy Options helps you find and track wheel trades — you execute orders at your own brokerage. Here's the full screener → broker workflow.
Product guides
Step-by-step walkthroughs for the screener and Trade Tracker — the most common how-to questions.
Options Screener Tutorial: A 5-Minute Beginner Overview
Tour the CSP and covered call screener, key filters, and how to run your first scan.
Moneyness Filter (Cushion): Stay Out of Trouble on the Wheel
Use cushion to balance premium vs assignment risk — including ITM covered call scans.
Trade Tracker Tutorial: A Complete Beginner Tour
Navigate portfolios, open positions, and every section in the Trade Tracker.
Connecting a Brokerage to Auto-Import Trades
Link a supported broker with read-only access and keep trades synced automatically.
The Income Calendar: Premium by Month
Find net premium by month in Performance & Analytics — a common support question.
Adjusted Stock Basis: Your Real Cost Per Share
Understand cost basis after wheel premiums and why it matters for assignment decisions.
Strategy FAQ
Short answers about the wheel, screeners, and platform features.
Can't find what you need?
Our team can help with billing, broker sync, and product questions.
Chat with us
Get instant answers about the screener, Trade Tracker, billing, and broker sync. Refunds and billing disputes are escalated to a person.
Email support
Prefer email? Send a message and include the address on your account for faster help with billing or access issues.
Looking for strategy education instead of support? Browse the Wheel Strategy Academy or read the Wheel Strategy FAQ.