Wheel Options Strategy · Automated

You know the Wheel works.
Now run it without the guesswork.

Scan opportunities. Enforce your rules. Journal every trade.

Optional hands-off automation closes winners and rolls losers while you sleep.

Native Alpaca integration · Paper-trade first · Go live when you're ready

What is the Wheel Strategy?

A systematic three-step cycle that generates consistent monthly income from quality stocks you'd be happy to own.

1

Sell a Cash-Secured Put

Sell a put on AAPL at the $180 strike. You collect $187 premium instantly. If AAPL stays above $180 at expiry, you keep it all.

Collect premium
2

Get Assigned (Sometimes)

If AAPL drops below $180 at expiry, you buy 100 shares at $180. Your cost basis is $178.13 after premium — below market entry.

Own stock cheaply
3

Sell a Covered Call → Repeat

Now sell a covered call at $185. Collect more premium, set a profitable exit. When it expires or fills — restart the cycle.

Repeat every month

Platform Preview

The full Wheel lifecycle, in one dashboard.

From first scan to final journal entry — every stage of the strategy automated, monitored, and recorded.

Step 1 · Find the Trade

CSP Scanner — your daily opportunity list

Stop scrolling option chains on weekends. Every morning the engine scans your watchlist plus a curated ~200-ticker wheel universe, picks the optimal strike at your delta target on each, and ranks the candidates by a weighted score. Earnings ahead, low quality grade, low liquidity, or ATR-too-close — all flagged before you click. Elite users see the full ranked list with the engine's reasoning chain on each candidate. One glance, ready to execute.

csp scanner · 3 found
AAPL
IV 34% · IVR 68
180P May-30
~$198 Δ-0.20
AMZN
IV 41% · IVR 71
175P May-30
~$312 Δ-0.22
⚠ earnings 9dTSLA
IV 62% · IVR 58

Step 2 · Your Open Book

Positions — your entire portfolio at a glance

Every open CSP, covered call, and assigned share lot in one structured view. Real-time P&L, delta, DTE, percent captured, and the per-cycle progress gauge — colour-coded so you know what's running smoothly, what's a winner ready to lock in, and what needs attention. The live deployable-capital bar shows your strategy budget split into open + pending + reserve + broker margin + free, recomputed every 15 seconds. Phantom-cascade protection auto-reconciles positions Alpaca closed but WheelRunner missed.

wheelrunner — positions · 5 open
TickerTypeContractDeltaP&LProgressStatus
MSFTCC415C May-16+$312DTE 18
KOCSP57P May-16-$94→ sell CC
JPMCSP192P May-16+$89DTE 6 · ⚠ roll
NVDACSP800P Jun-20+$231DTE 34
AAPLCSP185P May-16+$487DTE 4 · close ✓
Example data · not historical performance
open P&L +$1,025ann. yield ~23%win rate 80%

Step 3 · Manage & Act

Roll Monitor — catch every critical moment

Timing is everything in the Wheel. The Roll Monitor watches every open position continuously and flags the moment a profit target hits, a strike comes under pressure, or DTE tightens. The engine pre-calculates the optimal roll candidate with net credit and new DTE. On Elite, three tiers handle the work for you: close-winner closes shorts at the profit target, roll-stop rolls when shorts breach the hard stop, and roll-gamma refreshes shorts in the final 21 DTE before gamma risk spikes.

roll monitor · 2 alerts
⚠ JPM 192P May-16DTE 6
Roll → 195P Jun-20
net credit +$52 · roll for free ✓
✓ AAPL 185P May-1678% profit
Close at $0.46 · lock in profit
4 days left · expiry risk rising

Step 4 · Review & Improve

Trade Journal — the edge serious traders build

Every closed trade auto-populates the journal — entry rationale, emotion flag, lesson learned, realised P&L per leg AND per wheel cycle. Cycle-level Win Rate and Profit Factor compute from the chain root to the terminal close (rolled legs excluded until terminal — the right way to measure a wheel strategy). Reconciled against Alpaca four times: on submit, on poll, on cron, and on every journal load. Phantom rows auto-detected, never auto-deleted.

trade journal · apr closes
MSFT+$284
400P Apr-18won · 22d
IV crush post-earnings — textbook entry
AAPL+$198
178P Apr-18won · 19d
50% close rule executed perfectly
AMZN-$143
170P Apr-11loss · 14d
Stopped out — earnings risk ignored
Example data · not historical performance
+$3392/3 wonann. yield ~19%

Step 5 · Measure the Edge

Performance — measure the strategy, not just the trades

Most option dashboards report leg-level P&L and stop there. Wheel performance has to be measured at the cycle level (chain root to terminal close), and it has to surface concentration, discipline, and capital efficiency together. The Performance lens computes a Wheel Health Score — a 0-100 composite of Win Rate, Profit Factor, annualised yield, discipline, and concentration. The Roll Counterfactual answers a question no other wheel tool answers: did rolling actually help versus letting it ride? Equity curve, drawdown card, monthly trend, per-ticker breakdown — every angle on whether your strategy is working.

performance · last 30 days
Wheel Health Score
Win Rate · PF · Yield · Discipline · Diversification
72/100
Cycles
23
Win Rate
83%
Profit Factor
3.4
Realized
+$2,847
Expectancy
+$124
Ann. Yield
18.2%
Roll Counterfactual12 rolled · +$427 vs hold-to-expiry ✓
Top TickerMSFT +$1,012 · 4 cycles
Example data · not historical performance

Elite Automation

Six tiers that run the Wheel while you sleep.

Top traders do three things differently: exit winners on time, roll losers without panic, and stay out of garbage-hour openings. WheelRunner's six automation tiers do all three — plus three more — without you watching the chart.

Close winners

Buys back shorts the moment your profit target hits. Locks in every gain automatically.

Auto-CC

After assignment, writes a covered call at your configured delta. Restarts the cycle without delay.

Roll-stop

Rolls shorts for credit when they breach the hard stop. Defends time and basis.

Auto-open

Picks new CSPs from the scanner, respecting your rules and reserve. Optional, off by default.

Roll-gamma

Refreshes shorts in the final 21 DTE — before gamma risk spikes.

Stock-defense

Watches assigned share lots for stop or take-profit. Alerts or exits per your config.

Plus the safety layer

Three guardrails that make the automation safe to trust.

Seven safety halts

Kill switch · VIX-extreme · daily loss limit · weekly loss limit · max-trades-per-day · time window · paused state. Trip any one and every tier stops. The engine refuses to trade when something is structurally off.

30-day dry-run + audit log

Every new tier starts in dry-run for 30 days. The engine logs every decision (placed / blocked / skipped) with the rule that fired it. Filter, search, export to CSV. Nothing happens silently.

Notifications & digests

Five per-event toggles (auto-open / auto-close / roll / walker-floor / engine-halt) plus daily and weekly digest emails. The limit walker keeps pending orders fresh; you only get pinged when something material happens.

Available on the Elite tier.

Security Model

Your brokerage.
Your money.
Your control.

WheelRunner never sees your Alpaca password. Brokerage credentials are held server-side and encrypted with AES-256-GCM authenticated encryption; OAuth is our submitted integration target. You can revoke access in one click from Settings or directly from your Alpaca dashboard.

  • Server-side credentials only — Alpaca password never stored or transmitted
  • AES-256-GCM encryption at rest with per-row keys
  • Trade-only access — no withdrawal or transfer permissions ever requested
  • Credentials never sent to your browser
  • Revoke access instantly from Settings or Alpaca

Your tokens are useless if we're ever breached

AES-256 encryption at rest — decrypted only in server memory, never stored in plain text

We can never touch your funds — not even accidentally

Trade-only API access — zero withdrawal or transfer permissions ever requested

Your credentials never reach your browser

Tokens stay server-side only — never in localStorage, cookies, or API responses

All data in transit is fully encrypted

TLS 1.3 enforced everywhere — tokens never appear in URLs or referrer headers

Your account data is isolated from every other user

Supabase Row Level Security — queries are scoped to your user ID at the database layer

Three presets. One click to start.

Choose a pre-screened portfolio preset or build your own watchlist. Every ticker is filtered for IV, liquidity, and conviction score.

Conservative

Low risk

High-quality dividend payers, low IV, steady premium.

KOABTVZPGJNJ

Balanced

Moderate risk

Moderate IV with strong fundamentals and decent liquidity.

XOMJPMMDTHDABBV

Growth

Higher risk

Higher IV yields bigger premiums — with more assignment risk.

AMZNNVDACEGMELIPANW

Paper-first

Practice the full strategy risk-free before committing a dollar. Every account starts in paper mode.

Brokerage-isolated

Your funds never leave your Alpaca account. WheelRunner connects via secure server-side credentials and never holds money.

Open audit trail

Every automated decision is logged with the rule that triggered it. Override, disable, or review anytime.

Four plans. Pick your level of involvement.

Every plan starts with the same wheel-strategy infrastructure. The ladder is about how much you want to do yourself versus letting the engine handle.

Free

Try it

Paper-trade the full strategy. Watchlist, scanner preview, journal — all read-only on simulated trades.

Starter

Disciplined manual

Live trading on Alpaca. Real-time scanner, full journal, configurable risk rules. You execute every trade.

Pro

Serious manual

Higher position caps, 1-tap rolls, tax export, full Performance lens with Wheel Health Score. Still you-in-the-loop.

Elite

Hands-off

Everything in Pro + six automation tiers run the cycle for you. Engine logs every decision; you stay in control.

Common questions

Is this safe? What happens to my money?
Your brokerage account stays in your name at Alpaca — WheelRunner never holds, moves, or touches your funds. Today we connect via Alpaca-issued API keys held server-side and encrypted with AES-256-GCM; OAuth is our submitted integration target. Disconnecting takes one click and immediately revokes our access.
Do I need options experience to start?
No. WheelRunner uses a paper trading mode by default so you can practice risk-free. An in-app knowledge base explains every concept and rule, and the engine's audit log shows the reasoning behind every action it takes.
What brokers are supported?
Alpaca is the only supported broker in the current version. Alpaca offers commission-free options trading and a robust OAuth API. Additional brokers are on the roadmap.
Can I lose money?
Yes. The Wheel Strategy involves real options positions. Selling puts creates an obligation to buy stock if assigned, and selling calls caps upside. Risk rules help, but no system eliminates market risk entirely.
How is this different from a robo-advisor?
WheelRunner executes rules that you set and approve. It is not a discretionary manager — it never makes independent investment decisions. You configure every rule. The platform is the executor.
Is WheelRunner an investment adviser?
No. WheelRunner is a technology tool, not a registered investment adviser. Nothing on the platform is investment advice. You are responsible for all trading decisions. See our Terms for details.
How does annual billing work?
Annual plans are billed upfront at 10× the monthly rate — equivalent to 2 months free. You save $78–$198 per year depending on your plan. A prorated refund is available within 14 days of renewal.
What happens when I upgrade from Free to Starter?
You get immediate access to live trading, real-time data (with Alpaca Algo Trader Plus), 10 daily scans, and the full P&L dashboard. Stripe handles proration automatically so you're only charged for the remainder of your billing period.

Ready to run the Wheel with discipline?

WheelRunner is designed to help disciplined traders generate income from options through systematic execution. Paper-trade first. Go live when you're confident. Cancel anytime.

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