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% 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%
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?
TickerActive TradePremiumAdj BasisStatus
SOFI CC $17 +$1,230 $14.27 Open
NCLH CC $22 +$910 $15.05 Open
INTC CC $50 +$564 $41.81 50% BTC ⚡
April Income Progress $2,704 / $2,000 ✓
Works with your broker: Schwab Fidelity Robinhood Tastytrade TD Ameritrade IBKR Manual entry — works with any broker
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 is 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, per-position ROI, 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 your 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
Monthly income vs your target, strategy breakdown (CC vs CSP), and annualized yield per position.
  • Monthly income progress bar
  • CC vs CSP income split
  • All-time premium collected
  • Historical performance export
⚡
50% BTC Alerts
The most important wheel rule — enforced automatically. Get alerted the moment a position hits 50% profit.
  • Auto-calculated BTC targets
  • DTE expiration warnings
  • Earnings blackout checks
  • Delta < 30 guidance
🏦
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 Scanner — Find Your Next Trade
Scan the S&P 100 or Nasdaq 100 for the best CC or CSP setups using dual AI analysis (Claude + GPT-4).
  • IV rank scoring
  • Best strike + expiry suggestions
  • Earnings proximity check
  • One-click add to farm
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
The AI knows your trading rules — close at 50% profit, delta < 30, never sell calls through earnings, keep dry powder. It 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 position: 1,000 shares @ $16.50 avg, currently $16.70. Adjusted basis is $14.27 after $2,230 premium collected.

At $16.70, a $17 CC for Apr 17 gives you ~4% OTM (delta ~28 ✓) for ~$0.90–$1.10. Est. premium ~$950–$1,100.

⚠ SOFI earnings Apr 27–28 — Apr 17 expiry is safe. I'd sell it today on any green tick.
U
Am I on track for $2,000 this month?
✦
Yes — you hit target. MTD income: $2,704 (135% of your $2,000 goal). 3 open CCs: SOFI +$1,230, INTC +$564, NCLH +$910. INTC is near 50% BTC — consider closing it today.
Pricing
Simple, Transparent Pricing

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

Free
$ 0 /mo
Manual tracking for getting started. No credit card needed.
  • ✓ Up to 3 positions
  • ✓ Wheel cycle tracking
  • ✓ Adjusted cost basis
  • ✓ Basic income analytics
  • ✗ AI Advisor
  • ✗ AI Scanner
Get Started Free
MOST POPULAR
Pro
$ 29 /mo
Full wheel tracking + AI Advisor with live portfolio context.
  • ✓ Unlimited positions
  • ✓ Full wheel cycle tracking
  • ✓ ✦ AI Advisor — knows your portfolio
  • ✓ AI Scanner (S&P 100 + Nasdaq 100)
  • ✓ 50% BTC alerts + expiration alerts
  • ✓ Multi-broker, multi-account
  • ✓ CSV export + income analytics
Start 14-Day Free Trial
Elite
$ 79 /mo
Pro + PINA voice advisor + Schwab API live sync.
  • ✓ Everything in Pro
  • ✓ ◉ PINA — voice AI advisor
  • ✓ Schwab API auto-sync
  • ✓ Live options chain analysis
  • ✓ Earnings blackout scanner
  • ✓ 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 to start.
Testimonials
Wheel Traders Love It

Real feedback from real wheel traders.

★★★★★
"Finally a tracker that understands the wheel. I used to manage everything in spreadsheets — PatternTrader AI replaced five different sheets with one clean view."
JM
Jason M.
Full-time wheel trader · 4 years
★★★★★
"The 50% BTC alert alone is worth the subscription. I used to forget to close winners — now the app reminds me every time. My realized income is up 30%."
SR
Sandra R.
Retail investor · Schwab account
★★★★★
"The AI advisor blew my mind. I asked 'should I sell a CC on NCLH today?' and 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 of this cycle automatically.
How does the AI Advisor work? +
The AI Advisor is 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. You never need to explain your situation. Just ask.
Do I need to connect my broker? +
No — manual entry works with every broker because you simply type your fills. Schwab API auto-sync is coming in the Elite plan. Manual journaling also means zero security risk from broker connections.
What is the 50% BTC rule? +
BTC = "Buy to Close." The most important wheel rule: close your short options at 50% profit rather than holding to expiry. This dramatically improves annualized return and reduces gamma risk. PatternTrader AI alerts you the moment a position hits 50% profit.
Can I track multiple brokerage accounts? +
Yes. Pro and Elite plans support unlimited positions across multiple brokers — Schwab, Fidelity, Robinhood, Tastytrade — all in one consolidated dashboard with combined P&L and income analytics.
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 who use 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