Trade Tracker Course
A complete, screenshot-by-screenshot tutorial for the new Trade Tracker. Learn to log wheel trades, connect a brokerage, monitor open positions, track wheel cycles and equity holdings, and analyze your premium income.
What You'll Learn
Log Every Trade
Add covered calls and cash-secured puts by hand, or connect a brokerage to import them automatically.
Sync Your Broker
Auto-import positions, equity holdings, and transaction history with a secure, read-only connection.
Track Adjusted Basis
See your real cost per share after premiums — the metric that makes the wheel worth it.
Measure Performance
Assignment rates, annualized return on capital, and a month-by-month income calendar.
Tutorials by Topic
Read in order for a full walkthrough, or jump to the section you're using right now.
1. Getting Started
A guided tour of the Trade Tracker and the two ways to get your trades in.
2. Monitoring Your Positions
The day-to-day screens: your dashboard, filters, opportunities, equity holdings, and the weekly email review.
3. Analyzing Your Results
Turn your trade log into insight: cost basis, wheel cycles, performance metrics, income, and shareable summaries.