# WheelCopilot

> WheelCopilot (wheelcopilot.com) is a web app for options traders who run the Wheel strategy (selling cash-secured puts, taking assignment, selling covered calls). You upload your brokerage CSV exports (Fidelity tested; other brokers in beta) and it tracks every short put, covered call, assignment and premium, computes realized P/L, win rate, true cost basis after premiums and dividend income, and adds AI-generated trade suggestions (close, roll or hold), trade grades, a stock screener and a grounded news digest. Plans: Casual $9.95/month, Pro $24.95/month; promo code REDDIT30 gives a 30-day trial. No brokerage login is ever requested. All content is for informational and entertainment purposes only and is not investment advice; much of the research is AI-generated and can contain errors.

## Product
- [Options Wheel Strategy Tracker: track puts, calls, assignments and premium](https://wheelcopilot.com/options-wheel-tracker/): WheelCopilot tracks your options Wheel from Fidelity CSV exports: cash-secured puts, covered calls, assignments, premium, realized P/L and true cost basis, with AI trade suggestions. $9.95/month.

## Guides
- [Learn the options Wheel strategy](https://wheelcopilot.com/learn/): Plain-English guides to running the options Wheel: cash-secured puts, covered calls, assignment, what to track, common mistakes, and how to export your trades from Fidelity.
- [The Wheel Strategy Explained: running the wheel with puts and covered calls](https://wheelcopilot.com/learn/wheel-strategy/): What the options Wheel strategy is, how a wheel campaign runs from cash-secured put to assignment to covered call, what it earns, what can go wrong, and what to track.
- [Cash-Secured Puts: how to sell puts for income and track them](https://wheelcopilot.com/learn/cash-secured-puts/): How a cash-secured put works, what the premium pays you for, how assignment changes your cost basis, when to roll or take profit, and what to record for each put you sell.
- [Covered Calls: selling calls on shares you own, and tracking the income](https://wheelcopilot.com/learn/covered-calls/): How covered calls work, why the strike should sit at or above your cost basis after assignment, what happens when shares are called away, and how to track premium across a whole wheel campaign.
- [Wheel Strategy Spreadsheet vs. a tracker app: what to track and why it breaks](https://wheelcopilot.com/learn/wheel-strategy-spreadsheet/): The columns a wheel strategy spreadsheet needs, the three places spreadsheets break down (cost basis across premiums, assignments, stale positions), and what an options wheel tracker app does instead.
- [Nine Wheel Strategy Mistakes That Cost Premium (and how to spot them in your records)](https://wheelcopilot.com/learn/wheel-strategy-mistakes/): Common options Wheel mistakes: wheeling stocks you don't want, chasing premium, selling calls below cost basis, rolling for a debit, ignoring ex-dividend dates, and losing track of cost basis.
- [Options Trading Tools for Wheel Traders: screeners, trackers, journals and broker tools compared](https://wheelcopilot.com/learn/best-options-trading-tools/): The four kinds of tool a wheel trader uses (broker platform, screener, tracker, journal), what each is good for, what to look for, and where WheelCopilot fits. An honest guide, not a top-ten list.
- [How to Export and Track Your Options Wheel Trades from Fidelity](https://wheelcopilot.com/learn/track-wheel-trades-fidelity/): Step by step: download your positions and activity CSV files from Fidelity, what each file contains, how option symbols like -VZ261120C46 are read, and how to keep your tracker current.

## Company and policies
- [WheelCopilot Pricing: Casual $9.95/month, Pro $24.95/month](https://wheelcopilot.com/pricing/): WheelCopilot plans: Casual at $9.95 a month (100 positions, Trade Suggestions, live prices) and Pro at $24.95 a month (500 positions, 3x AI usage, Tax Harvesting). 30-day trial with code REDDIT30. Cancel any time.
- [WheelCopilot FAQ: brokers, uploads, pricing, AI and privacy](https://wheelcopilot.com/faq/): Answers about WheelCopilot: which brokers work, what files to upload, how assignments and long options are handled, pricing, the AI behind it, privacy, and how to report a wrong number.
- [About WheelCopilot](https://wheelcopilot.com/about/): WheelCopilot is built by Top Social Brands LLC for options traders who run the Wheel. What it is, how it treats your data, what the AI does and doesn't do, and how to reach us.
- [Terms of Service](https://wheelcopilot.com/terms): informational and entertainment purposes only; not investment advice; AI-generated content may contain errors.
- [Privacy Policy](https://wheelcopilot.com/privacy): what is stored, Google Gemini processing, how to delete an account.

## Optional
- [Full text of every page](https://wheelcopilot.com/llms-full.txt)