AI-Powered Wheel Tracker

Track Your Wheel.
Farm Your Income.

A wheel strategy tracker with built-in AI analysis that reads your full portfolio — positions, cost basis, open trades, P&L, and the rules you set. No more spreadsheets.

Self-directed tracking and analysis tool. Not investment advice.

Start Free — 14 Days → See It Live

★★★★★ Built by wheel traders, for 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?

Ticker	Trade	Premium	Adj Basis	Status
SOFI	CC $17	+$1,230	$14.27	Open
NCLH	CC $22	+$910	$15.05	Open
INTC	CC $50	+$564	$41.81	50% BTC ⚡

May Income Progress$2,704 / $2,000 ✓

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 — with AI analysis reading your recorded data at every stage.

Sell Cash-Secured Put

Log your CSP with strike, expiry, premium, and delta. Adjusted cost basis calculated from day one.

→

Assignment Tracked

If assigned, your position auto-transitions. Cost basis is net of all premium collected to date.

→

Sell Covered Calls

Log your CC above adjusted basis. Multiple call cycles keep reducing your true cost basis.

→

$$$

↻ Rinse & Repeat

Review monthly income charts, win rate by ticker, and adjusted basis across every cycle — then decide your next move.

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 Analysis — Reads Your Portfolio

Ask questions about your own data. Your positions, cost basis, open trades, P&L and configured rules load automatically. Analysis only — it won't tell you what to trade.

"What's my adjusted basis on SOFI?"
"Am I on track for my monthly target?"
Earnings dates surfaced automatically
Your own 50% rule tracked for you

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

Time-decay bar on every open trade, plus flags when a position drifts outside the earnings, delta or sizing limits you configured.

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.

Manual entry — no broker connection
Manual entry — any broker
CSV import / export
Taxable + IRA accounts

AI Analysis

Analysis 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, Tracked

Set your own limits — 50% profit target, delta ceiling, earnings blackout, dry powder reserve. The app flags when a position falls outside them, so nothing slips past you.

Specific to Your Data

No generic filler. Answers reference your actual positions, basis and open trades — so you can weigh a decision with the real numbers in front of you. The decision stays yours.

◉ CARA — Analysis

// portfolio context: LIVE

Where does my SOFI position stand?

◉

Your SOFI: 1,000 shares @ $16.50, currently $15.51. Adjusted basis $14.27 after $2,230 in premium.

No call is currently sold against it. Your delta ceiling of 30 and earnings blackout would both be satisfied at the June expiry — the strike selection is yours.

Am I on track for my monthly target?

◉

135% of target. MTD: $2,704 against $2,000. INTC has crossed your 50% threshold — closing would realise $310 of the $564 collected.

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
✕ CARA analysis
✕ AI Import

Get Started Free

MOST POPULAR

Starter

$9.99/mo

Full wheel tracking + CARA analysis. Everything you need to run your income farm.

✓ Unlimited positions
✓ ◉ CARA analysis — reads 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
✓ 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 · Cancel any time

Affiliate Program

One Rate.
No Tiers. No Games.

One flat rate for everyone — 25% recurring, for as long as your referral stays subscribed. No tiers to climb, no volume targets, no rate that quietly drops after month three. If you write, stream or post about the wheel, your audience is already looking for this.

25%

Recurring commission

Evergreen

Paid every month they stay

Min. audience required

Tier — that's the point

Monthly Recurring Revenue

25% of every subscriber you refer, every month they stay — 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.

It Demos in Thirty Seconds

Show the AI reading a real portfolio once — cost basis, open trades, income target, all already loaded. Your audience won't unsee it.

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 PROGRAM

25% Recurring — Evergreen

Every plan, every month, for the life of the subscription. One rate for everyone, whether you have fifty followers or fifty thousand.

✓ 25% recurring on every referred subscription

✓ Paid monthly for as long as they stay

✓ No minimum audience, no volume targets

✓ Personal referral link and reporting

✓ Free Pro account so you can use what you recommend

Apply — It's Free →

Ready to Earn 25% Recurring?

No minimum audience, no upfront cost, no tiers to climb. Apply in a couple of minutes.

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."

Jason M.

Full-time wheel trader · 4 years

★★★★★

"The 50% profit tracker alone is worth the subscription. The decay bar shows me where every position stands at a glance."

Sandra R.

Retail investor · Schwab account

★★★★★

"The AI analysis blew my mind. It pulled my actual cost basis and earnings dates straight from my own records. No other tool does this."

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 analysis work? +

Powered by Claude (Anthropic). Every question automatically receives your recorded portfolio data — positions, cost basis, open trades, P&L, and the rules you configured. It describes and analyses that data. It is not a financial advisor, does not give investment advice, and will not tell you what to trade.

Do I need to connect my broker? +

No — PatternTrader never connects to your broker. You enter your trade data manually, which means you never share broker credentials or private financial data. Works with every broker.

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 accounts? +

Yes. Starter and Pro plans support unlimited positions across as many accounts as you like — all in one consolidated dashboard with combined P&L and income analytics.

How does the affiliate program work? +

You get a personal referral link and earn 25% recurring commission on every subscriber you refer — every month they stay subscribed. One flat rate, no tiers, no minimum audience. Full details on the Affiliate Program page.

Is PatternTrader financial advice? +

No. PatternTrader is a self-directed tracking and analysis tool. We are not a registered investment advisor, broker-dealer, or financial planner, and nothing in the app or from the AI is investment, financial, tax or legal advice. No output is a recommendation to buy or sell any security. Options trading involves substantial risk of loss and is not suitable for every investor. All decisions and outcomes are your own.

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

Track every spin of the wheel, maximize premium income, and enforce your trading rules automatically.

Start Free — 14 Days → See Live Demo

No credit card required · Cancel any time · Free plan always available

PatternTrader is a self-directed tracking and analysis tool. It is not a registered investment advisor or broker-dealer, and nothing it produces is investment advice or a recommendation to buy or sell any security. Options trading involves substantial risk of loss.

Track Your Wheel.Farm Your Income.

Track Your Wheel.
Farm Your Income.