Portfolio Dashboard
A single command center for every Wheel position — health, exposure, and P&L surfaced the moment you log in.
NewInstitutional-grade decision support for the Wheel
See every Wheel position, risk, roll decision, and capital constraint — in one place.
Monitor positions, surface risks, allocate capital with intent, and know exactly what deserves your attention — all in one command center built for serious options traders.
- $25k–$500k+
- Portfolios managed
- 8 risk lenses
- Continuously scored
- Real-time
- Roll & exit signals
app.wheelbotpro.com/portfolio
Live
Portfolio Health
87/100
▲ 4 pts this week
87
Capital Deployed
68.4%
$171,000 active$79,000 cash
Premium Collected · 12 mo
+$38,420Open Positions
14 activeAAPLCSP$205 · 12d
92
MSFTCC$430 · 8d
88
NVDACSP$118 · 21d
74
AMDCSP$160 · 4d
61
How It Works
From a scattered options book to a clear next move
Three steps, every time you log in.
01
Scans your positions
Pulls in every cash-secured put and covered call across your book — health, exposure, and P&L in one structured view.
02
Flags risks and roll opportunities
Scores concentration, assignment, and expiry risk, then surfaces the rolls and exits worth a closer look.
03
Ranks what needs your attention
Prioritizes a short, ordered list so you spend your time on the positions that actually move the needle.
Platform
Everything you need to run the Wheel like an institution
Eight tightly integrated systems that turn a scattered options book into a disciplined, measurable portfolio.
Position Scoring
Every CSP and covered call is ranked across multiple factors so you instantly see what's working and what isn't.
Risk Management
Concentration, assignment, and tail-risk monitoring flag the exposures that quietly build up across your book.
Trade Management
Review roll and exit opportunities side-by-side with the data behind each — defend, close, or let it ride.
Capital Allocation Intelligence
Understand how your buying power is deployed and where the next dollar is best put to work.
Alerts & Notifications
Intelligent, prioritized alerts on the events that actually matter — never noise, only signal.
Analytics & Reporting
Track premium capture, win rate, and performance over time with clean, exportable reporting.
AI Decision Support
Context-aware insights translate raw portfolio data into clear, disciplined next steps — not buy/sell signals.
The Terminal
See your entire book at a glance
Realistic widgets pulled from a live Wheel portfolio. Every number is one click from the trade behind it.
Portfolio Health Score
87
Strong · ▲ 4 pts
Weighted across diversification, liquidity, theta, and risk posture.
Capital Deployment
$250,000
Total buying power
Deployed$171,000
Reserved cash$79,000
Sector Allocation
Technology
34%
Semiconductors
22%
Financials
18%
Energy
14%
Healthcare
12%
Open Positions
14
9 CSP · 5 CCAvg. days to expiry11.4
Net theta / day+$642
Annualized yield21.8%
Unrealized P&L+$12,940
Risk Alerts
NVDA exceeds 20% single-name concentration
ConcentrationAMD position within 4 DTE — review roll
ExpiryCash reserve below 25% target threshold
LiquidityAssignment Exposure
AAPL
Low
MSFT
Low
NVDA
Elevated
AMD
High
Why Wheel Bot Pro
Built for traders who treat the Wheel like a business
The difference between a good year and a disciplined process is structure. Wheel Bot Pro gives you the system.
Stay organized
Every position, expiry, and cost basis in one structured view — no more spreadsheets or scattered broker tabs.
Reduce emotional decisions
Data-driven scores replace gut reactions, so you act on evidence instead of fear or FOMO.
Understand portfolio risk
Concentration, assignment, and tail exposure are quantified before they become problems.
Manage positions efficiently
Run dozens of Wheel positions with the same focus you'd give a handful — the system tracks the detail.
Make consistent decisions
A repeatable framework for rolls, exits, and allocation keeps your process disciplined week after week.
Membership
Join as a Founding Member
Access is currently limited to a founding cohort of serious Wheel traders. Pricing is shared during your demo.
Founding MembershipLimited cohort
Invitation only
We onboard members deliberately to keep the community focused and the platform world-class. Book a demo to see if it's a fit.
- Full Platform Access
- Portfolio Analytics
- Risk Management Tools
- Weekly Market Reviews
- Private Community
- Priority Support
No commitment required · 1:1 walkthrough of your portfolio
FAQ
Questions, answered
Everything you need to know before booking a demo.
Wheel Bot Pro is built for serious options traders running the Wheel Strategy — typically with portfolios between $25,000 and $500,000+ — who actively manage multiple cash-secured puts and covered calls and want a disciplined, data-driven system to stay organized and in control.
Trade With More Structure. Manage Risk With More Confidence.
See how a disciplined, data-driven system changes the way you run the Wheel. Book a personal walkthrough today.
Decision support only · Wheel Bot Pro does not execute trades or provide investment advice.