Wheel Strategy — Dashboard

Generated 2026-06-01. Premium income and stock P&L are reported separately. Effective basis = strike − premium / shares. MTM = mark-to-market vs. current underlying.

Realised P&L

All-time totals on closed legs. Per-cycle breakdown below.
Premium income
$1,796.45
Stock P&L (realised)
$0.00
Total cycle P&L
$1,796.45

Realised P&L by closed cycle

ANET-01 · ANET
+$323.14
Premium $323.14 · stock $0.00
Closed 2026-05-22 · 15 days
MSTR-01 · MSTR
-$836.22
Premium -$836.22 · stock $0.00
Closed 2026-05-29 · 16 days
ARM-01 · ARM
+$522.89
Premium $522.89 · stock $0.00
Closed 2026-05-20 · 5 days
ORCL-01 · ORCL
+$354.89
Premium $354.89 · stock $0.00
Closed 2026-05-26 · 6 days

Portfolio mark-to-market

Unrealised P&L (MTM)
$66.00
Total P&L (Realised + Unrealised)
$1,862.45
Prices last updated
2026-06-01 14:45
7 symbol(s) · manual, yfinance

Cycle counts & stats

Active cycles
2
CSP phase
2
Holding
0
Closed
4
Win rate
75.0%
Avg cycle P&L
$91.17
Avg days closed
10
MTD premium
$0.00
YTD premium
$1,796.45

Capital & returns

Capital blocked = open-trade exposure sourced from Trade Log col U. Overall ROI = all-time premium / account capital.
Account capital
$25,000.00
Capital blocked
$28,700.00
Deployed %
114.8%
Overall ROI
7.2%
premium / account capital
Ann. ROI on blocked
46.4%
capital-days weighted across cycles
Realised P&L (YTD)
$1,796.45

Capital deployed by cycle

Cycle ROI = Net P&L / Capital. Gross Prem = max premium if all options expired worthless. Booked = actual net after buyback + fees. Hold Period = planned contract life (entry → expiry). Days Held = actual elapsed. Ann. ROI uses Hold Period for open cycles, Days Held for closed.
CycleSymbolPhaseCapitalGross PremBookedNet P&LHold PeriodDays HeldCycle ROIAnnualised ROI
ANET-01ANETClosed$13,000.00 (peak)$470.00$323.14$323.1442152.5%60.5%
MSTR-01MSTRClosed$17,000.00 (peak)$653.00-$836.22-$836.222316-4.9%-112.2%
ARM-01ARMClosed$20,000.00 (peak)$643.00$522.89$522.891452.6%190.9%
COIN-01COINCSP$18,000.00$1,614.00$958.81$958.8125255.3%77.8%
ORCL-01ORCLClosed$18,000.00 (peak)$413.00$354.89$354.89962.0%119.9%
INTC-01INTCCSP$10,700.00$474.00$472.94$472.9427274.4%59.8%

Exposure & risk

Mark-to-market on currently open positions. Open-option unrealised = premium banked minus what it would cost to close now. Held-stock unrealised = price move vs. effective basis on assigned shares.
Open-option unrealised
$66.00
(premium − current option mark) × contracts × 100, summed across open legs
Held-stock unrealised MTM
$0.00
vs. effective basis
Held-stock market value
current price × shares held

MTM by symbol

COIN
+$262.00
Underlying $183.14
option +$262.00
INTC
-$196.00
Underlying $109.63
option -$196.00

Open-leg MTM (per trade)

Live mark from yfinance option chain. Unrealised = (premium − current mark) × contracts × 100. Positive means the option is cheaper to buy back than what we collected. Status = ITM (assignment / called-away risk) or OTM (safely out of the money), with distance from strike in parentheses.
ContractTradeSymbolLegStrikeUnderlyingStatusExpiryPrem $/shMark $/shQtyUnrealised $
INTC 6/18 107PT006INTCPut$107.00$109.63OTM (+2.5%)2026-06-18$4.74$6.701-$196.00
COIN 6/12 180PT007COINPut$180.00$183.14OTM (+1.7%)2026-06-12$9.52$6.901+$262.00

Active wheels

COIN · COIN-01
CSP
Gross premium
$1,614.00
Premium booked
$958.81
Premium captured
59%
Hold period
25 days
Days in trade
25
Capital blocked
$18,000.00
Cycle ROI
5.3%
Annualised ROI
77.8%
Underlying $183.14 · option unrealised $262.00 · net if closed now $269.88
Open put: $180.00 strike, expires 2026-06-12 (11 DTE)
INTC · INTC-01
CSP
Gross premium
$474.00
Premium booked
$472.94
Premium captured
100%
Hold period
27 days
Days in trade
27
Capital blocked
$10,700.00
Cycle ROI
4.4%
Annualised ROI
59.8%
Underlying $109.63 · option unrealised -$196.00 · net if closed now -$196.00
Open put: $107.00 strike, expires 2026-06-18 (17 DTE)

Closed wheels

ANET · ANET-01
Closed
Gross premium
$470.00
Premium booked
$323.14
Premium captured
69%
Exit price
— / sh
Stock P&L
$0.00
Total cycle P&L
$323.14
Hold period
42 days
Days held
15
Capital deployed (peak)
$13,000.00
Cycle ROI
2.5%
Annualised ROI
60.5%
Premium $323.14 + stock $0.00 = total $323.14
MSTR · MSTR-01
Closed
Gross premium
$653.00
Premium booked
-$836.22
Exit price
— / sh
Stock P&L
$0.00
Total cycle P&L
-$836.22
Hold period
23 days
Days held
16
Capital deployed (peak)
$17,000.00
Cycle ROI
-4.9%
Annualised ROI
-112.2%
Premium -$836.22 + stock $0.00 = total -$836.22
ARM · ARM-01
Closed
Gross premium
$643.00
Premium booked
$522.89
Premium captured
81%
Exit price
— / sh
Stock P&L
$0.00
Total cycle P&L
$522.89
Hold period
14 days
Days held
5
Capital deployed (peak)
$20,000.00
Cycle ROI
2.6%
Annualised ROI
190.9%
Premium $522.89 + stock $0.00 = total $522.89
ORCL · ORCL-01
Closed
Gross premium
$413.00
Premium booked
$354.89
Premium captured
86%
Exit price
— / sh
Stock P&L
$0.00
Total cycle P&L
$354.89
Hold period
9 days
Days held
6
Capital deployed (peak)
$18,000.00
Cycle ROI
2.0%
Annualised ROI
119.9%
Premium $354.89 + stock $0.00 = total $354.89

Trade Log

Green-tinted rows are realised (Closed / Expired / Called Away / Stock Sale). Gross Prem = max premium if held to expiry (prem × qty × 100). Net Prem = actual booked after buyback + fees. Mark / Unrealised = live option MTM for open legs. Days Held = elapsed days in trade. Hold Period = planned contract life (expiry − open). Ann. ROI uses Hold Period for open trades, Days Held for closed.
ContractCycleTradeSymbolLegStatusOpenExpiryCloseQtyStrike/SalePrem $/shBuyback $/shFeesGross Prem $Net Prem $Mark $/shUnrealised $Days HeldHold PeriodCapital $ROIAnn. ROI
ANET 6/18 130PANET-01T001ANETPutClosed2026-05-072026-06-182026-05-221$130.00$4.70$1.45$1.86$470.00$323.141542$0.002.5%60.5%
MSTR 6/5 170PMSTR-01T002MSTRPutClosed2026-05-132026-06-052026-05-291$170.00$6.53$14.85$4.22$653.00-$836.221623$0.00-4.9%-112.2%
ARM 5/29 200PARM-01T003ARMPutClosed2026-05-152026-05-292026-05-201$200.00$6.43$1.18$2.11$643.00$522.89514$0.002.6%190.9%
COIN 5/29 185PCOIN-01T004COINPutClosed2026-05-182026-05-292026-05-281$185.00$6.62$6.52$2.12$662.00$7.881011$0.000.0%1.6%
ORCL 5/29 180PORCL-01T005ORCLPutClosed2026-05-202026-05-292026-05-261$180.00$4.13$0.56$2.11$413.00$354.8969$0.002.0%119.9%
INTC 6/18 107PINTC-01T006INTCPutOpen2026-05-222026-06-181$107.00$4.74$1.06$474.00$472.94$6.70-$196.001027$10,700.004.4%59.8%
COIN 6/12 180PCOIN-01T007COINPutOpen2026-05-282026-06-121$180.00$9.52$1.07$952.00$950.93$6.90$262.00415$18,000.005.3%128.6%

At a glance

Total P&L
+$1,862.45
Realised premium
$1,796.45
Open MTM
+$66.00
Win rate
75.0%

Returns & quality

Overall ROI
7.2%
premium / capital
Annualised ROI
46.4%
capital-days weighted
Avg cycle P&L
$91.17
Avg days held
10

Capital & risk

Deployed %
114.8%
of account capital
Cash reserve
-$3,700.00
buying power · negative = on margin
Capital blocked
$28,700.00
account $25,000.00
Largest position
72.0%
COIN · of account
Positions
2
2 symbol(s)

Income momentum

Periods overlap while the book is young (MTD ≈ YTD today).
Premium MTD
$0.00
Last 30 days
$1,796.45
Last 90 days
$1,796.45
Best cycle
+$522.89
Worst cycle
-$836.22

Open positions — what to do

Status = ITM (assignment risk) / OTM (safe), with distance from strike. Prem decayed = share of max premium already earned (close-early candidates ≥50%). Net if closed now = booked premium + current option MTM. Action is a heuristic hint — your call.
SymbolLegStrikeUnderlyingStatusDTEPrem decayedNet if closed nowAction
INTCPut$107.00$109.63OTM (+2.5%)17-41%-$196.00Watch — near strike
COINPut$180.00$183.14OTM (+1.7%)1128%+$269.88Watch — near strike

Closed cycles

SymbolClosedNet P&LCycle ROIAnn. ROIDays
MSTR MSTR-012026-05-29-$836.22-4.9%-112.2%16
ORCL ORCL-012026-05-26+$354.892.0%119.9%6
ANET ANET-012026-05-22+$323.142.5%60.5%15
ARM ARM-012026-05-20+$522.892.6%190.9%5
Full trade log

Trade Log

Green-tinted rows are realised (Closed / Expired / Called Away / Stock Sale). Gross Prem = max premium if held to expiry (prem × qty × 100). Net Prem = actual booked after buyback + fees. Mark / Unrealised = live option MTM for open legs. Days Held = elapsed days in trade. Hold Period = planned contract life (expiry − open). Ann. ROI uses Hold Period for open trades, Days Held for closed.
ContractCycleTradeSymbolLegStatusOpenExpiryCloseQtyStrike/SalePrem $/shBuyback $/shFeesGross Prem $Net Prem $Mark $/shUnrealised $Days HeldHold PeriodCapital $ROIAnn. ROI
ANET 6/18 130PANET-01T001ANETPutClosed2026-05-072026-06-182026-05-221$130.00$4.70$1.45$1.86$470.00$323.141542$0.002.5%60.5%
MSTR 6/5 170PMSTR-01T002MSTRPutClosed2026-05-132026-06-052026-05-291$170.00$6.53$14.85$4.22$653.00-$836.221623$0.00-4.9%-112.2%
ARM 5/29 200PARM-01T003ARMPutClosed2026-05-152026-05-292026-05-201$200.00$6.43$1.18$2.11$643.00$522.89514$0.002.6%190.9%
COIN 5/29 185PCOIN-01T004COINPutClosed2026-05-182026-05-292026-05-281$185.00$6.62$6.52$2.12$662.00$7.881011$0.000.0%1.6%
ORCL 5/29 180PORCL-01T005ORCLPutClosed2026-05-202026-05-292026-05-261$180.00$4.13$0.56$2.11$413.00$354.8969$0.002.0%119.9%
INTC 6/18 107PINTC-01T006INTCPutOpen2026-05-222026-06-181$107.00$4.74$1.06$474.00$472.94$6.70-$196.001027$10,700.004.4%59.8%
COIN 6/12 180PCOIN-01T007COINPutOpen2026-05-282026-06-121$180.00$9.52$1.07$952.00$950.93$6.90$262.00415$18,000.005.3%128.6%