SOFI +2.1% SPY +0.4% NCLH +1.8% INTC -0.6% NVDA +2.9% ROKU -1.1% AAPL +0.5% AMD +1.7% CC INCOME THIS MONTH: $2,704 WIN RATE: 87% CREATORS EARN 30% RECURRING → SOFI +2.1% SPY +0.4% NCLH +1.8% INTC -0.6% NVDA +2.9% ROKU -1.1% AAPL +0.5% AMD +1.7% CC INCOME THIS MONTH: $2,704 WIN RATE: 87% CREATORS EARN 30% RECURRING →
AI-Powered Wheel Tracker

Track Your Wheel.
Farm Your Income.

The only wheel strategy tracker with a built-in AI advisor that knows your full portfolio — positions, cost basis, open trades, P&L, and your exact rules. No more spreadsheets.

Start Free — 14 Days → See It Live
JM
SR
KL
AT
★★★★★ Trusted by 500+ wheel traders
patterntrader.ai — Income Farm
LIVE
Portfolio
$131K
MTD Income
$2,704
Win Rate
87%
Wheel Cycles
CSP $16→ Assigned→ CC $17 ✓→ Next CC?
TickerTradePremiumAdj BasisStatus
SOFICC $17+$1,230$14.27Open
NCLHCC $22+$910$15.05Open
INTCCC $50+$564$41.8150% BTC ⚡
May Income Progress$2,704 / $2,000 ✓
🏦
Works with any broker
Schwab · Fidelity · Robinhood · Tastytrade · IBKR · TD Ameritrade · Webull · E*TRADE · Moomoo · Firstrade · and every other broker — Simple AI entry, no connection required
Keep Your Broker Credentials Safe - Enter Trade Data Only · No Private Financial Data Sharing Required
How It Works
The Wheel, Tracked Perfectly

PatternTrader AI follows every phase of your wheel cycle — from the first put to the final call expiry — and an AI advisor monitors it all in real time.

01
Sell Cash-Secured Put
Log your CSP with strike, expiry, premium, and delta. Adjusted cost basis calculated from day one.
→
02
Assignment Tracked
If assigned, your position auto-transitions. Cost basis is net of all premium collected to date.
→
03
Sell Covered Calls
Log your CC above adjusted basis. Multiple call cycles keep reducing your true cost basis.
→
04
Rinse & Repeat
Analyze monthly income charts, win rate by ticker, and let the AI advisor tell you what to do next.
Features
Everything the Wheel Requires

Purpose-built for wheel traders — not a generic options tracker with wheel features bolted on.

🔄
Full Cycle Tracking
Visual wheel chain showing every CSP, assignment, and covered call in sequence with P&L at each node.
  • CSP → Assignment → CC lifecycle
  • Per-cycle premium totals
  • Auto adjusted cost basis
  • Multiple simultaneous wheels
🤖
AI Advisor — Knows Your Portfolio
Ask anything. The AI has your full positions, cost basis, open trades, P&L, and trading rules loaded automatically.
  • "Should I sell a CC on SOFI today?"
  • "Am I on track for $2,000 this month?"
  • Earnings date warnings built in
  • 50% BTC rule enforced automatically
📊
Income Analytics + Win Rate
Monthly income vs your target, strategy breakdown, annualized yield per position, and win rate by ticker.
  • Monthly income progress bar
  • CC vs CSP income split
  • Win rate by ticker table
  • Historical performance export
⚡
50% Profit Tracker + Rule Flags
Live P&L % decay bar on every open trade. Automatic flags for earnings proximity, delta, and sizing violations.
  • Live profit % decay bar per trade
  • ► CLOSE alert at 50% target
  • Δ HIGH, SIZE, EXP violation badges
  • DTE expiration countdown
⚙
Wheel Calculators
Roll analysis, exit analysis (hold vs close), and position sizing — all built in, no spreadsheet needed.
  • Roll analysis — credit or debit?
  • Exit — annualized return if close now
  • Position sizing — max contracts rule-safe
  • 50% BTC target auto-calculated
🏦
Multi-Broker, Multi-Account
Track positions across Schwab, Fidelity, Robinhood, Tastytrade in one consolidated view.
  • Schwab API auto-sync (coming)
  • Manual entry — any broker
  • CSV import / export
  • Taxable + IRA accounts
AI Advisor
An Advisor That Actually Knows Your Numbers
🧠
Full Portfolio Context — Always
Every time you ask a question, the AI already has your positions, cost basis, open trades, unrealized P&L, and monthly income progress loaded. You never have to explain your situation.
📋
Your Rules, Enforced
Close at 50% profit, delta < 30, never sell through earnings, keep dry powder. The AI flags violations before you make a bad trade.
⚡
Specific, Actionable Answers
No generic advice. It tells you exactly which positions need attention, what strike to target, and why — based on your actual portfolio data right now.
✦ AI Advisor
// portfolio context: LIVE
U
Should I sell a CC on SOFI today?
✦
Your SOFI: 1,000 shares @ $16.50, currently $15.51. Adj basis $14.27 after $2,230 premium.

$16 CC Jun 5 — ~3% OTM, delta ~27 ✓, est. $900–$1,000 premium. Earnings clear. Sell it today on any green tick.
U
Am I on track for $2,000 this month?
✦
Yes — 135% of target. MTD: $2,704. INTC near 50% BTC — consider closing today to free the capital.
Pricing
Simple, Transparent Pricing

Start free. Upgrade when you're ready. Cancel any time.

Free
$0/mo
Get started. Learn the wheel. No commitment, no card.
  • ✓ Up to 3 positions
  • ✓ Wheel cycle tracking
  • ✓ Adjusted cost basis
  • ✓ Basic income analytics
  • ✕ AI Advisor
  • ✕ AI Import
Get Started Free
MOST POPULAR
Starter
$9.99/mo
Full wheel tracking + AI Advisor. Everything you need to run your income farm.
  • ✓ Unlimited positions
  • ✓ ✦ AI Advisor — knows your portfolio
  • ✓ AI Import — screenshot or CSV
  • ✓ Wheel Calculators (Roll · Exit · Sizing)
  • ✓ 50% profit tracker + rule flags
  • ✓ Win rate by ticker analytics
  • ✓ Multi-broker · CSV export
Start 14-Day Free Trial
Pro
$19.99/mo
Starter + daily scan, trade picks, and morning briefing.
  • ✓ Everything in Starter
  • ✓ ☀ Morning Report — 100 tickers daily
  • ✓ Daily Picks + Trade Scan
  • ✓ ◉ CARA voice advisor
  • ✓ Priority support
  • ✓ Early access to new features
Start 14-Day Free Trial
All paid plans include a 14-day free trial · No credit card required · Use code BLUELINE25 for 25% off
Creator & Affiliate Program
Earn While Your
Audience Grows

Wheel strategy creators are perfectly positioned to recommend PatternTrader — because their audience has been waiting for exactly this tool. No generic screener. No spreadsheet replacement. The operating system for options income traders.

30%
Recurring commission
40%
On annual plans
$0
Min. audience required
∞
Earning potential
💰
Monthly Recurring Revenue
30% of every subscriber you refer, every month — not a one-time bounce. Commissions compound as your audience grows.
🏗️
You Create. We Build.
No engineering, no maintenance, no support tickets. We handle the entire product. You handle the content. The cleanest split in creator partnerships.
🤖
The AI Advisor Sells Itself
Show it live once — "an AI that already knows your positions, cost basis, and income target." Your audience won't unsee it. They'll want it immediately.
🎯
Tightest Audience Fit in Options
Theta gang, wheel traders, income options investors — the most underserved niche in retail options software. Your subscribers need this tool specifically.
AFFILIATE
Wheel Farmer
Any creator with an engaged wheel or options income audience. No minimum follower count. Start earning from your first referral.
30%
Recurring · Monthly Plans
✓ Affiliate dashboard + tracking link
✓ Monthly payouts via Stripe
✓ Free Pro account — use it yourself
✓ Full creator content toolkit
✓ 30-day referral cookie window
Apply Free →
MOST POPULAR
PARTNER ★
Theta Partner
Active creators who consistently feature PatternTrader. Co-branded page, custom promo codes, monthly strategy calls, and listed on the partner directory.
35%
Recurring + Annual Plan Bonus
✓ Everything in Wheel Farmer
✓ Listed on PatternTrader partner directory
✓ Co-branded landing page for your audience
✓ Custom discount codes (e.g. YOURNAME20)
✓ Monthly strategy + content calls
✓ 90-day referral cookie window
Apply Now →
ELITE
Income Operator
High-reach channels with 10K+ engaged options or income audience. Full co-marketing partnership with revenue share and custom integration.
40%
Recurring + Custom Deals
✓ Everything in Theta Partner
✓ 40% recurring on all referrals
✓ Custom integrations for your brand
✓ Revenue-share on co-created features
✓ Dedicated partner success manager
Let's Talk →
🛠 Creator Tools — Built Into the Platform
PatternTrader generates posts, recaps, and scripts directly from your real portfolio data. Every piece of content becomes distribution. Every share becomes marketing — without you asking for it.
📱
Social Post Generator
X/Twitter, Reddit, LinkedIn posts from real wheel trades
📸
Screenshot Studio
Polished trade summaries and income dashboards for sharing
📝
Weekly Recap Generator
Auto-generate wheel income summaries with AI commentary
🎬
Video Script Generator
"Best CCs This Week" scripts from real scanner + portfolio data
Ready to Earn 30% Monthly Recurring?
No minimum audience. No upfront cost. Join wheel strategy creators already earning with PatternTrader.
View Full Program Details → Apply Now — It's Free
Testimonials
Wheel Traders Love It

Real feedback from real wheel traders.

★★★★★
"Finally a tracker that understands the wheel. PatternTrader AI replaced five different spreadsheets with one clean view."
JM
Jason M.
Full-time wheel trader · 4 years
★★★★★
"The 50% profit tracker alone is worth the subscription. The decay bar shows me exactly when to close. My realized income is up 30%."
SR
Sandra R.
Retail investor · Schwab account
★★★★★
"The AI advisor blew my mind. It answered with my actual cost basis, earnings dates, and a specific strike. No other tool does this."
KL
Kevin L.
Options income trader · 6 years
FAQ
Common Questions
What is the Options Wheel Strategy? +
The wheel is a repeating options income strategy: sell cash-secured puts on a stock you want to own. If assigned, sell covered calls above your cost basis until the shares are called away — then repeat. PatternTrader AI tracks every phase automatically.
How does the AI Advisor work? +
Powered by Claude (Anthropic). Every time you ask a question, it automatically receives your live portfolio data — positions, cost basis, open trades, P&L, and your personal trading rules. Just ask.
Do I need to connect my broker? +
No — manual entry works with every broker. Schwab API auto-sync is coming in the Elite plan. Manual journaling means zero security risk from broker connections.
What is the 50% BTC rule? +
BTC = "Buy to Close." Close your short options at 50% profit rather than holding to expiry. PatternTrader AI shows a live profit % decay bar and alerts you the moment a position hits 50%.
Can I track multiple brokerage accounts? +
Yes. Pro and Elite plans support unlimited positions across multiple brokers — all in one consolidated dashboard with combined P&L and income analytics.
How does the affiliate / creator program work? +
You get a personal affiliate link and earn 30% recurring commission on every subscriber you refer — every month they stay active. No minimum audience required. Partner tiers go up to 40% with co-branded pages, custom promo codes, and a listing in the partner directory. Visit our Partner Program page for full details.
Is there a free trial? +
Yes — all paid plans include a 14-day free trial with full feature access. No credit card required to start. Cancel any time.
Start Tracking Your Wheel Income Today

Join 500+ wheel traders using PatternTrader AI to track every spin, maximize premium income, and enforce their trading rules automatically.

Start Free — 14 Days → See Live Demo
No credit card required · Cancel any time · Free plan always available