Options Wheel Strategy Tracker | Cash-Secured Put & Covered Call Log (Excel/Google Sheets)

This options wheel tracker spreadsheet logs every cash-secured put and covered call you sell, calculates net credit, realized P/L and annualized return on collateral automatically, and rolls it all into a dashboard - premium collected, win rate, times assigned. For wheel strategy traders and options sellers who want their premium income tracked like a business. Works in Microsoft Excel and Google Sheets - no add-ons, no market-data connections, nothing to break.

It opens teaching you: row 1 arrives filled with a worked example pulled from a real options chain, and the dashboard flags itself until you overwrite the example with your first trade.

SPECS - WHAT YOU GET
- Trades log (200 rows): ticker, type, dates, strike, premium, fees - DTE, net credit, days held, realized P/L and annualized % calculate themselves
- Wheel Dashboard: total premium collected, realized P/L, open positions, win rate, times assigned - updates automatically
- Pre-Trade Calculator: type any stock price, strike, premium and days to compare trades before you sell - return on collateral, annualized %, breakeven
- How To Use sheet + a worked example row from a real chain
- One .xlsx file - opens in Excel; for Google Sheets use File > Import > Upload

PAIRS WITH
The Wheel Pre-Trade Checklist poster in our shop - twelve checks on your wall before any premium gets sold.

IMPORTANT
Educational framework only - not financial advice. Options involve risk, including assignment and loss of principal. Do your own research; consult a licensed professional for advice.

This is a digital download. No physical item will be shipped. All files are delivered through Etsy - no external links, and your downloads stay in your Etsy account.

LICENSE
Licensed for personal use by the purchaser. Redistribution, sharing, resale and commercial republication are prohibited.