Pricing

Two monthly plans, no contract, cancel in one click from Account Settings. Promo code REDDIT30 gives a 30-day trial.

Casual

$9.95/month

Essential portfolio and options tracking for individual traders.

  • Up to 100 holdings and options
  • Statement uploads (CSV read directly; PDF by AI)
  • Trade Suggestions: close, roll or hold
  • Live price sync and option buy-back values
  • Wheel Tracker, Trade History, Income, news digest
  • Daily AI usage cap

Pro

$24.95/month

Everything in Casual, with 3x the daily AI usage.

  • Up to 500 holdings and options
  • 3x the daily AI usage of Casual
  • Tax Harvesting
  • Everything in Casual

Trials and promo codes

Enter REDDIT30 at checkout for a 30-day trial. A trial that starts with a card turns into a paid subscription when it ends unless you cancel before the end date shown in Account Settings. One trial per person.

Billing

  • Payments are processed by Stripe. Plans renew monthly until you cancel; you keep access to the end of the period you paid for.
  • Payments are non-refundable except where the law requires it. See the Terms of Service.
  • Deleting your account (Account Settings → Danger Zone) cancels the subscription and removes your data and uploaded files.

Free demo

The sign-in page has Explore Demo: the app with sample data, no account needed.

Frequently asked questions

Does WheelCopilot connect to my brokerage account?

No. It never asks for a brokerage login and never places trades. Data enters only from files you upload or figures you type in. You can delete your account and every uploaded file from Account Settings at any time.

How much does it cost?

Casual is $9.95 a month (up to 100 holdings and options, Trade Suggestions, live prices). Pro is $24.95 a month (up to 500 positions, 3x the daily AI usage, Tax Harvesting). Promo code REDDIT30 gives a 30-day trial. Plans are monthly and cancel in one click; payments are non-refundable.

Is there a free demo?

Yes. The sign-in page has an Explore Demo option that opens the app with sample data and no account.

Try WheelCopilot See pricing

Disclaimer. WheelCopilot is portfolio-tracking software with calculations and AI-generated commentary, for informational and entertainment purposes only. Much of its research is done by AI, which makes mistakes. Nothing on this site is investment, tax or legal advice, a recommendation to buy or sell any security, or the only source of information you should use. We are a software company, not a registered investment adviser or broker-dealer. Options trading involves substantial risk. Verify anything you act on against your broker and, where appropriate, a licensed professional. Terms of Service · Privacy Policy