TradeTracker Resources
Options strategy workflows
Use these pages to standardize how you log wheel trades, covered calls, short puts, and standalone directional options.
Wheel Strategy
Cycle through short puts, assignment, covered calls, and final exits with a consistent audit trail.
- Sell cash-secured puts at defined deltas and earnings rules.
- Track assignment-adjusted basis before the covered-call phase begins.
- Log rolls, partial closes, and called-away exits without rewriting history.
Covered Calls
Systematically monetize stock lots while preserving basis visibility and assignment risk.
- Match calls to eligible share lots.
- Measure call premium separately from stock gains.
- Flag ex-dividend and upside-capping risk in the journal.
Cash-Secured Puts
Capture entry premium while treating cash collateral, assignment probability, and basis as first-class data.
- Separate premium income from eventual stock ownership.
- Track strike selection versus support and implied volatility.
- Roll defensively without obscuring the original thesis.
Standalone Calls and Puts
Journal long and short directional option trades with clear risk, duration, and exit metadata.
- Store debit or credit entry, Greeks notes, and catalyst context.
- Review win rate by strategy and expiration window.
- Analyze partial profit-taking and reopen patterns.