Fintech · Options Trading

Track every dollar
your wheel earns.

The only app built for wheel strategy traders. Separate CSP and CC income streams, daily goal pacing, AI-powered roll decisions, and a full trade timeline — all in one place.

Free Starter — no card needed Pro from $19/mo · founding price 15+ brokerages No credit card for Starter
9:41●●●
Income Dashboard
● Day 13 of 30 · your daily briefing
$13,256 of $18,800 goal Ahead of pace 🚀
Cash-Secured Puts
$0
0% of $3,760 target
Covered Calls
$13,256
88% of $15,040 target
6
Open options
$84.5k
Premium
17d
Left
🔔 ENPH CC at 82% — close now? Close
🏠
Home
📊Positions
📈Income
📉Stocks
Activity
Win Rate 51% + Monthly Yield 1.81% · 21.7% annualized + Consistency 11/11 months profitable + Effective cost basis auto-calculated per stock + 15+ brokerages via SnapTrade OAuth + AI Roll Assistant Hold · Roll · Close + Trade Timeline Gantt chart per ticker + Smart Alerts 50% profit · 21 DTE · earnings + Win Rate 51% + Monthly Yield 1.81% · 21.7% annualized + Consistency 11/11 months profitable + Effective cost basis auto-calculated per stock + 15+ brokerages via SnapTrade OAuth + AI Roll Assistant Hold · Roll · Close + Trade Timeline Gantt chart per ticker + Smart Alerts 50% profit · 21 DTE · earnings +
Cash-Secured Puts · CSP

Every put you sell,
tracked in teal.

Track premium collected, expiry, DTE, and profit captured on every cash-secured put. CSP income gets its own goal ring, its own monthly target, and its own trend line — separate from everything else.

CSP INCOME GOAL Active
$3,760
monthly target · tracked separately from CC
Covered Calls · CC

Every call you sell,
tracked in amber.

Track every covered call against your stock holdings. Each premium chips away at your cost basis — Opt² shows you the running effective cost basis automatically. CC income stays separate, always.

CC INCOME — JUNE 2026 88% of goal
$13,256
of $15,040 monthly target
Real screens · Real data

Every metric a wheel trader needs.

Built from the ground up for the wheel strategy — not adapted from generic options tools.

Income History
Income History
YTD Income
$55,189
Annual Run-Rate
$122,831
Win Rate
51%
55/108 trades
Consistency
11/11
months profitable
This Month Yield
1.81%
21.7% annualized
Dividends
+$3,724
all-time

Win rate, consistency, monthly yield, and run rate — the four numbers that tell you if the wheel is actually working.

Open Positions
Open Positions
$84.5k
Open premium
+$14.6k
Unrealized P&L
27
Contracts
ENPH
Covered Call · $75 · Jul 17
+$1.2k
unrealized
Profit captured82%
If called away at $75−$13.3k net
SPY
Covered Call · $689 · Jul 31
+$1.7k
Profit captured7%

"If called away" shows your net result if assigned — so you always know exactly where you stand before expiry.

Trade Timeline · PLTR
NEW FEATURE
PLTR · Trade Timeline
10 matched trades · 23 raw activities
Realized
+$16,537
Open prem
+$8,751
Win rate
5/9
Monthly Income+$21,404
02/26
+$4k
03/26
+$8k
05/26
+$4k
06/26
+$8k
4/4 months profitable · avg $5,351/mo
Each bar = one contract · Width = hold period
PUT OPTIONS
CSP $140
COVERED CALLS
CC $140
CC $160
CC $150
CC $155
Closed ✓ Rolled ↺ Open ⏳

Trade Timeline: Every option contract shown as a Gantt bar — open date to close date, colored by outcome. See how CC income has compounded month over month at a glance.

📘
Free with Pro · PDF Guide
The Wheel Strategy
Income Guide
How to Generate Monthly Income Selling Cash-Secured Puts and Covered Calls
CSP Covered Calls Income Wheel Strategy
8 chapters · 35+ key definitions · Quick reference card
4 visual diagrams · 30-day getting-started plan
Buy on Amazon
Included with Pro

Stop googling wheel strategy basics. Start here.

"Tired of the spreadsheet?" The Wheel Strategy Income Guide teaches you how to generate consistent monthly income selling cash-secured puts and covered calls — without predicting the market.

📖
The Wheel System explained
CSP + CC income in plain English — no jargon, no fluff
🎯
Realistic goal setting
Yield benchmarks anchored to real market conditions (0.8–3.5% monthly)
🔢
The 3 numbers — Delta · DTE · IV Rank
Evaluate any contract in 60 seconds using just three metrics
🔄
Position management framework
Hold · Roll · Close — the decision framework every wheel trader needs
"I used to track my wheel trades in a spreadsheet with 14 tabs. Opt² replaced all of it on day one."
— Wheel strategy trader, r/thetagang
Get it free → Join Pro Buy on Amazon

PDF free with Pro · or buy the print/Kindle edition on Amazon

Getting started

Up and running in 3 minutes.

1

Connect your broker

Authenticate via SnapTrade — read-only OAuth, zero credentials stored in Opt². Fidelity, Schwab, Tastytrade, IBKR, and 12+ more brokers in one flow.

2

Trades import automatically

Opt² reads your activity, classifies every trade as CC or CSP, and calculates net income per stream. No manual entry. No spreadsheet formulas. No data entry.

3

See your wheel, clearly

Income rings show your pace. Positions show profit captured. The AI Roll Assistant tells you what to do with each position. The Trade Timeline shows your history at a glance.

Full feature set

Everything your wheel needs.

Built for the wheel strategy — not adapted from a generic options tracker.

🔄
Broker sync · 15+ brokers
Fidelity, Schwab, Tastytrade, IBKR, and more. Read-only OAuth via SnapTrade. Auto-imports all option activity — no CSV, no manual entry.
🎯
Income goal rings
Separate rings for CSP (teal), CC (amber), and Dividends. Daily goal-pacing tells you if you're ahead or behind — every single day.
★ New
📊
Trade Timeline
Gantt chart per ticker — every option contract shown as a bar from open to close. Monthly income bars, outcome color-coding, matched trade pairs from raw broker data.
★ New
💰
Effective cost basis
Automatically calculates your true per-share cost basis after all premiums collected. The wheel's core proof of concept — shown clearly, per stock.
★ New
📈
Monthly yield · consistency
Net premium ÷ deployed capital = your monthly yield. Consistency score, win rate, and goal hit rate — the four metrics that prove the wheel is working.
🤖
AI Roll Assistant
Claude Sonnet analyzes every open position and returns a Hold / Close / Roll recommendation with plain-English reasoning — powered by stored marks, no live feed required.
🔔
Smart alerts
50%+ profit capture, 21 DTE gamma risk, earnings on open positions, assignment candidates. The four alerts every wheel trader needs to see.
📋
Position sizing calculator
Capital deployment panel, concentration limits per ticker, sizing for your next CSP. How much is idle? How much is deployed? How much is earning?
📤
Social income card
Share a branded income card from Income History — CC, CSP, and dividend income at a glance. No watermark on Pro. CSV export always free on all plans.
Early users

What wheel traders say

"
I used to track my wheel trades in a spreadsheet with 14 tabs. Opt² replaced all of it on day one. The income rings actually make me more consistent.
— Wheel strategy trader, r/thetagang
"
The Trade Timeline showed me that 80% of my PLTR income came from just 3 contracts. I had no idea. Now I size positions differently.
— Options income investor, Fidelity
"
Seeing my effective cost basis drop from $689 to $660 on SPY after premiums — that's the wheel working in one number. No spreadsheet ever showed me that clearly.
— Systematic income trader, Tastytrade
15+
Brokerages supported
via SnapTrade OAuth
2
Income streams tracked
CSP and CC separately
$0
Starter tier · free forever
No credit card needed
$19
Pro · founding price
Locks in for 60 days only
Early access

Join the Opt² waitlist

We're onboarding traders one cohort at a time. Join the waitlist for early access to Pro at the founding price of $19/mo — and receive the free Wheel Strategy Guide PDF.

No spam. Just your access invite + the free PDF guide.

Pricing

Simple, honest pricing.

Start free forever on Starter — no card needed. Upgrade to Pro at the founding price of $19/mo, locked in for life when you subscribe in the first 60 days.

Starter
$0/mo
Free forever · no credit card
1 broker connection
60-day income history
5 open positions
Income rings + goal pacing
Earnings awareness badge
Social income card (watermarked)
One-time AI Roll preview
All-time history
AI Roll Assistant
Smart alerts
Screener / Trade Timeline
Start free — no card →
Pro Annual
$149/yr
$12.42/mo · save $79 vs monthly
Everything in Pro Monthly
Priority support
Early access to new features
Save $79/year vs monthly founding price
Save $109/year vs $24/mo standard price
At $149/year, Opt² pays for itself if it helps you find one better trade — or avoid one bad one.
Join Waitlist — $149/yr →

Annual price rises to $179/yr after the founding period

Start today

Your wheel has been spinning.
Start tracking what it earns.

Starter is free forever — no card, no clock. Or go straight to Pro at the founding price of $19/mo, locked in for life.

Join the Waitlist → Start free on Starter ↗

Starter free forever · Pro founding price $19/mo locks in for life · rises to $24 after 60 days

A product by PenuLak →

Opt² is an options income tracking tool developed by PenuLak LLC. It is not financial advice. Nothing in this website or app constitutes a recommendation to buy or sell any security. Options trading involves substantial risk of loss and is not appropriate for all investors. You may lose the entire value of your investment. All outputs are mathematical calculations based on imported brokerage data — they are not investment recommendations. You make all trading decisions. Opt² is not a registered investment adviser. Always consult a qualified financial adviser before making investment decisions.