Treat your retail investing like a business. The Wheel Strategy Income Suite is a comprehensive tracking ecosystem built specifically for options wheel traders and dividend growth investors who need to see their true net profitability, track assignments, and plan for tax season.

Key Features & Functionality:

• Comprehensive Income Dashboard: A premium, dark-themed interface featuring key performance indicators (KPIs) and summary cards projecting your total annualized income.

• Options Premium Log: Track every Cash-Secured Put and Covered Call trade to monitor your exact Net P&L and premium cash flow.

• Advanced Holdings & Dividend Tracker: Manage active portfolio positions, cost basis, total returns, and individual dividend payment histories.

• Built-In Tax Calculator: Built for investors managing real capital. It handles taxes for dividends, options premiums, Roth conversions, and business income.

• Return of Capital (ROC) Support: Built-in accounting logic that reduces your taxable dividend income based on ROC distributions.

• Quarterly Estimated Tax Schedule: Automatically calculates your estimated IRS payment schedules alongside exact calendar due dates so you are never caught off guard.