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    Changelog

    What's Changed in Option Wheel Logic

    Every user-facing change to Option Wheel Logic. Scoring and methodology changes are always disclosed here — you're making decisions on these numbers, so you deserve to know when they change.

    Categories

    • Newnew capability
    • Improvedexisting feature made better
    • Fixedbug resolved
    • Scoringchange to how scores are calculated
    • Pricingplan or trial change

    • ScoringFixed a bug that could report a wildly overstated implied volatility for a ticker — and with it an IV rank near 100 — pushing names to the top of high-IV screens where they didn't belong. When a stock's quoted option IV sat far below its recent realized volatility, we treated the quote as bad data and substituted the realized figure. That rescue was too aggressive: it also fired when the realized number was the unreliable one, or when a stock had genuinely just made a huge move, and it overwrote perfectly good IV in both cases. McDonald's was the most visible, reading 390% against a real figure near 20% for about three weeks; Moderna's IV swung day to day for the same reason. The substitution now only applies to the near-zero readings it was written for. If you screened on IV rank during August and something odd sat at the top, this is why.
    • FixedDaily price history is now validated before moving averages, 30/90-day changes and volatility figures are calculated from it. A corrupted history feed had left one ticker showing a 200-day average far below any price it actually traded at, and a +293% 30-day move against a real decline. The backup price source is also more resilient — it previously discarded a whole year of history if a single day was incomplete.
    • NewPricing now has its own page at /pricing, with the full plan comparison plus straight answers on trials, refunds, cancellation and switching between monthly and annual billing. It was previously only a section partway down the homepage.
    • ImprovedRefreshed the monthly market read in "Best Stocks for the Wheel Strategy". High IV rank has rotated out of crypto miners and into consumer staples and old-economy large-caps, several of the top-ranked names report earnings in September, and a few carry a high rank on genuinely low absolute volatility — worth checking before you commit capital.
    • ImprovedAdded FAQ sections to five guides — the beginner's guide, when to roll a cash secured put, cash secured put vs covered call, picking wheel stocks, and trade tracking — covering the questions that kept coming up in support.

    • FixedChoosing annual billing on the pricing page now actually checks you out at the annual price — the toggle changed the price on screen but every checkout was going through as monthly regardless. The per-month figure shown for annual plans is now exact too: the annual prices themselves are unchanged at $230/yr for Pro and $327/yr for Elite, but the card had been rounding the monthly equivalent down.
    • ImprovedWhen you have several positions sitting past expiration, My Trades can now reconcile them straight from your connected brokerage instead of you marking each one by hand. It reads what actually happened to every position — bought back, expired worthless, or assigned — so an assignment no longer gets recorded as a worthless expiry, which would have overstated your profit. Worth running if you brought in your trading history before 21 August: back then the import could only see positions you opened, so your account may still be showing trades you closed long ago.

    • NewYou can now rate WheelLogic from My Trades once you've closed a winning position, and optionally share a short review. Nothing you write is published unless you tick the consent box, and you can ask us to pull it at any time. Rate it below four stars and it goes to the team as private feedback instead — we read all of it.

    • NewYour dashboard filters now save. Whatever you set in the filter panel — sector, action, score, IV, price, annualized ROC, earnings blackout, RSI, IV rank, distance to strike, GEX and the DTE window — comes back the next time you open the dashboard, on any device, the same way your strategy settings already do. The search box is deliberately not saved, since it's meant to be a quick lookup. Clear All still wipes everything, and clears what's saved along with it.
    • ImprovedThe dashboard now tells you when your filters have hidden every ticker, instead of just showing an empty table, with a one-click way to clear them.
    • ImprovedSmart Sort on the watchlist now remembers whether you left it on or off, instead of switching itself back on every visit.
    • FixedSearching for a ticker to add to your watchlist no longer breaks the page in demo mode.

    • NewYou can now filter on how far the strike sits from the current price. The dashboard filter panel has a Dist % to Strike range — set a floor when you want more cushion before assignment, or a ceiling when you'd rather stay closer to the money for the premium. Most strikes land 5–15% out. There's a matching Distance to Strike setting in Strategy Settings if you'd rather save it and have it apply to your Top CSP and Top Covered Call lists too, where each board measures its own leg: the put strike below the price, the call strike above it. The saved setting starts off, so none of your lists change until you set one.
    • NewThe Wheel Cycles tab can now find cycles in trades you imported or logged one at a time. It looks for positions you rolled, and for puts that were assigned and then had calls written against the shares, and shows you what it found before grouping anything. Cycles you've already built are never regrouped or split. If your trades came from a brokerage import, sync first — the scan needs to know how each position ended before it can tell a roll from an unrelated new trade.
    • NewBrokerage sync now shows you what it found before changing anything. Positions you'd already logged appear as a plain before/after list, and nothing is written until you apply it. Anything it can't work out for certain is set aside for you to judge rather than guessed at, and each row has an edit button so you can fix it on the spot.
    • ImprovedSync now records how each position actually ended, not just when you opened it. Buybacks, expirations and assignments all come across, so a position you bought back is no longer indistinguishable from one that expired worthless. That means premium, cost basis and realised P&L on rolled positions are right where they were previously overstated — a rolled leg used to report the full credit as profit and flatter your returns.
    • FixedPositions you'd already imported were offered again on every sync, and could be added a second time. Sync now recognises a position you already have even when your recorded open date differs from the brokerage's fill date.
    • NewYou can now change the DTE window straight from the dashboard filter panel. Drag it anywhere between 7 and 90 days and the whole board re-prices against that expiry — strike, premium, delta, ROC and probability all update, not just which rows are shown. It's a temporary override, so it doesn't touch your saved strategy; "Reset to strategy" puts you back on your own range at any time.
    • FixedThe sliders in Strategy Settings now apply when you let go of the handle instead of at every step of the drag. Dragging the delta or DTE sliders used to kick off a fresh round of pricing on every single step, which made the page stutter and left the board churning for a while after you stopped. Same settings, same result — it just lands once now.
    • ImprovedThe Watchlist Alert Digest is now available on Pro, not just Elite. The daily 9:30am email when a watchlist ticker hits your price, IV or RSI target was already going out to Pro accounts, but the switch to control it was hidden on Pro — so you could receive it with no way to turn it off. The switch is now on the Pro plan in Account Settings. Elite still gets the unlimited watchlist.
    • ImprovedThe pricing page now lists what Elite actually includes. The full options chain browser, the AI Pick strike scoring that runs across every strike in the chain, the dealer positioning strike levels, and Discord/webhook alert routing were all live on Elite but missing from the plan comparison. Two lines that were listed as paid features have also been corrected: the Daily Brief email is free to anyone who subscribes, and the Weekly Performance Summary goes to every account with a logged trade.
    • ImprovedThe options chain in the deep dive now labels its two halves. PUTS and CALLS headers sit above the columns and stay pinned while you scroll the strikes, so it's clear at a glance which side of the chain you're reading.
    • ScoringScore colours have been recalibrated. The scoring rebalance on August 18th compressed the scale — fewer setups reach the high numbers than before — but the colour thresholds were left where they were, so green had quietly become almost unreachable and most of the board sat amber. Green now starts at 65 for cash-secured puts and 58 for covered calls, and red begins below 38 and 34 respectively. Nothing about the scores themselves has changed: a 64 is the same setup today as it was yesterday, it simply reads amber instead of being lost in a sea of amber. Green once again marks roughly the top one in eight candidates, which is what it meant before the rebalance.
    • ScoringCovered call scores get their own colour scale. Call scores run about seven points below put scores for the same stock because the two are built from different factors, so sharing one threshold meant a covered call almost never showed green — only about one in fifty did, and that was true long before the recent rebalance. The call badge is now scored against what is actually achievable for a covered call. Expect to see noticeably more green on the covered call board.
    • ImprovedThe HOT and READY flags on your watchlist, the verbal ratings on the free score lookup, and the score colours in the deep dive, search and first-run setup now all use the same thresholds. Several of them had drifted to different cutoffs over time, so the same score could be coloured one way on the dashboard and another in the deep dive.

    • NewPosition Briefing (Elite): AI research on your open positions, in My Trades → Briefing and by email. For each contract it shows where the stock sits against your strike, whether assignment is live, how much of the premium you've actually captured, any earnings falling inside the option's life, what moved the stock and where that came from — then a suggested next move: hold, roll, close, or let it expire. You get one when something actually changes — a position crosses your strike, enters expiry week, has earnings coming, or news breaks on the stock — and at least once a week regardless, rather than a daily email that mostly repeats yesterday. It's off by default; turn it on in Account Settings or from the Briefing tab. Each briefing uses one of your monthly AI queries, typically 8–12 a month.
    • NewThe Briefing checks earnings dates against current reporting rather than trusting the date on file. When the two disagree it flags a calendar correction on that position instead of quietly swapping the date, so you can see that a report moved before it catches you inside an open contract.

    • NewSell targets on the dividend dashboard. Set an exit price on any holding and a new Exit Plan panel tracks how close the market is to it, showing how far the position has travelled from your cost basis toward the target and how much further it has to go. Targets that have been reached are flagged at the top. The idea is to make the decision to sell once, calmly, in advance — rather than in the moment.
    • ImprovedThe holdings table is much easier to work in. The ticker column now stays put while you scroll sideways, and a new View Options menu lets you pick exactly which columns you want. Every column is shown by default, with one-click preset views to narrow it down to Essentials, Tax, Income or Exit work. Your choice is remembered. Every column heading now explains what it means on hover, as do the summary figures at the top of the page.
    • ImprovedThe dividend dashboard works properly on a phone. Holdings now appear as a tidy list showing ticker, price, yield and weight, with a tap to expand the full detail for any position instead of scrolling a wide table sideways.
    • ImprovedThe concentration warning is now clickable — if one holding is over 25% of your portfolio, clicking the alert jumps you straight to that position in the holdings table. The AI Dividend Advisor also moved to a button in the top bar, so it's reachable without hunting for it, and the summary cards no longer leave a stray tile stranded on its own row.
    • ImprovedSyncing your brokerage is far faster — a large dividend history that used to take over a minute, and sometimes appeared to hang and finish quietly in the background, now completes in a few seconds. Accounts with long histories benefit most.
    • FixedYour dividend portfolio now keeps itself up to date. Holdings, cash and dividend payments refresh automatically once a day after the close, and again in the background when you open the dashboard if they've gone stale. This also fixes the portfolio value chart: it only ever recorded a point on days you pressed Sync All, so for most people it was one or two dots rather than a line. From now on it records your portfolio value every trading day whether you sign in or not. Past gaps can't be filled in retroactively, but the chart builds properly from here. Sync All still works if you want an immediate refresh.
    • ScoringMost Wheel Scores are now roughly 6 points lower, and the minimum score filters have moved down with them — conservative 75 to 69, moderate 65 to 59, aggressive 60 to 54. Nothing got worse: several parts of the score could earn more points than they were allowed to count, so the surplus was being thrown away and a lot of tickers sat bunched at the same ceiling. Half the tracked list was hitting one of those ceilings; now it's about one in twenty, which means the score separates similar setups far better than it did. Your own saved minimum score has been adjusted by the same amount, whether you were on a preset or had tuned it yourself, so your screener shows about as many candidates as it did before. Nothing else about your settings was touched.
    • ScoringIV Rank now counts directly toward the score instead of nudging it up or down at the end, and IV percentile has been added alongside it. Previously the single loudest input in the whole score was a yes/no check on whether a company was worth more than $10bn — it moved the score nine times more than IV Rank did, on a score whose entire purpose is finding rich premium. Market cap is now graded across five tiers instead of a single cutoff, and carries less weight. Very high IV Rank readings above 90 now count for slightly less than the 70–90 band, because that territory usually means something is wrong rather than something is generous.
    • ScoringThe gamma exposure (GEX) regime has been turned down from a swing of about 10 points to about 4. It was moving the score more than any other single input, and with three quarters of the market usually sitting in the same regime it was mostly drowning out the oversold and pullback signals it shares a category with. It's still there, still directional, just no longer the loudest voice. The covered call side also had an unexplained imbalance here — a favourable regime helped more than an unfavourable one hurt — which is now symmetric.
    • ScoringThe earnings penalty now always shows up in the score. It could previously be cancelled out entirely by a full timing score, so a ticker reporting the next morning could still look perfectly timed. Timing points were also rebalanced: the oversold RSI bands are graded more finely, and the 30-day return bonus has been dropped because it moved the average score by less than two tenths of a point and the signal it was chasing is already covered by RSI and distance from the moving averages.
    • ScoringThe small bonus for a stock trading close to its 50-day moving average has been removed. We tested it against roughly 64,000 historical cash-secured put outcomes across 283 tickers and five years, and it was pointing the wrong way — once you compare like-for-like on volatility, sitting near the 50-day went with slightly worse put outcomes, not better. It was worth one point, so the effect on any given score is small, but a factor that scores the opposite of what it intends shouldn't be in there at all. The same testing confirmed IV Rank is the strongest genuine signal in the score, which supports the change above giving it more weight.
    • ImprovedScore tooltips now spell out every band they land in, including which figures were unavailable and what neutral credit was given instead, so you can see exactly how a number was reached.
    • ScoringETFs and funds were being scored as though they were low-quality companies. Market cap, P/E and beta simply aren't published for funds — every ETF we track has no beta figure — and the Quality component was treating that absence as if the numbers had come back bad. Those tickers now receive neutral credit for anything genuinely unavailable, and the score tooltip says which figures were unavailable so you can see exactly where the assumption was made. Roughly a third of the universe was affected, most of it funds, and their Wheel Scores rise by around 9 points on average — XBI, for example, goes from 64 to 74. Nothing about how ordinary stocks are scored has changed. Note that a blank dividend yield still scores zero, because there it genuinely means the ticker pays no dividend.
    • ScoringThe Wheel Score and IV Rank are now withheld as unreliable when a ticker has no 200-day moving average, not just when RSI or the 50-day is missing. Recently listed tickers don't have that history yet, and without it most of the Trend component can't be calculated at all — so the score that was being shown wasn't comparable to the rest of the board.
    • FixedThe earnings blackout filter was letting through the one day it mattered most: a ticker reporting earnings that same day slipped past a blackout of any length. It's now excluded like the rest of the window.
    • FixedThe IV Rank filter was doing the opposite of what it should for tickers whose IV Rank we don't yet have enough history to trust — those were the ones exempt from your minimum. They're now excluded when you set a minimum, and only shown when you haven't.
    • FixedCovered call candidates were being hidden by an unrelated rule. Each ticker gets one headline signal, and the cash-secured put side claimed anything with an RSI under 60, which quietly removed 46 legitimate covered call candidates from consideration. The covered call board now judges eligibility on its own terms, and every row shows its own covered call signal along with the call strike, delta, premium and return — previously a row could display put figures, and a "sell puts" badge, under a covered call heading.
    • FixedWheel Scores shown beside your open positions in My Trades ignored your own strategy weights and delta targets, so the same ticker could read up to 10 points different there than on the dashboard. Both now use your settings. The deep dive had a similar mismatch on IV Rank and now agrees with the dashboard row you opened it from.
    • FixedLogging a trade straight from the Top CSP or Top CC list now pre-fills the premium, and the estimated delta no longer displays a negative value on far out-of-the-money strikes when live volatility data is unavailable.

    • ImprovedMistyped a URL and you now get a real "page not found" screen with links straight to the screeners, calculators and the Daily Brief, instead of a bare 404 with nothing to click.
    • ImprovedPage titles and descriptions across the screeners, calculators, trackers and blog have been rewritten so they no longer get cut off mid-sentence in search results and when you share a link.

    • ImprovedThe AI behind the Daily Brief, the weekly newsletter and the co-pilot's chat and roll analysis has been upgraded to a newer, stronger model. You should notice better reasoning on multi-step questions — roll economics, cycle P&L and annualised returns in particular — and answers that hold their ground rather than reversing when you push back. Nothing about how you use it changes.
    • PricingMonthly AI query allowances have changed: Pro is now 100/month (was 150) and Elite 200/month (was 300); the free trial matches Elite at 200. Free stays at 20. Alongside this, a full co-pilot chat now counts as 3 queries rather than 1 — it costs us far more to run than the one-shot analyses, and charging it as a single query meant the allowance didn't reflect what you were actually using. Everything else still counts as 1, except deep-dive analysis, the screener and the dividend advisor at 2. For context, the heaviest user on the platform used 16 queries last month, so this shouldn't affect normal use.
    • PricingTop-up query packs have been repriced and resized: 100 queries for $5.99, or 200 for $9.99. Previously they were 100 for $3.99 and 300 for $9.99, which no longer covered what the queries cost to run. Packs still never expire and are still only drawn down after your monthly allowance is used up.
    • FixedSeveral AI analyses were being cut off mid-sentence, losing their closing recommendations. Portfolio risk analysis and trade journal analysis were truncated on every run; the dividend advisor and the backtester's parameter suggestions on most. All of them now finish, and the dividend advisor has more room to cover tax-aware moves and account-level advice properly.

    • FixedThe End-of-Day email was going out 15 minutes before the closing bell, so the "market close" prices, sector moves, position P&L, deltas and alert triggers in it were all based on an unfinished session. It now sends at 4:15pm ET — after the close — using final prices, and it stays at 4:15pm ET through daylight saving changes instead of shifting an hour in the winter.
    • ImprovedEvery scheduled email — the Daily Brief, watchlist alerts, trial reminders and the Sunday performance recap — now arrives at the same Eastern time all year round. Previously they all shifted an hour earlier once daylight saving ended, so a 10:30am brief started landing at 9:30am each winter.
    • NewYou can now delete trade proposals in My Trades → Proposals. Each card has a delete button, and a CLEAR button on the Recent list removes every proposal you've already approved, rejected or let expire.
    • FixedStocks outside our tracked list — the ones you bring in yourself by logging a trade or adding them to a watchlist — could show a blank price, with IV, greeks and probability of profit missing alongside it. They now fill in and stay updated the same way tracked stocks do.
    • NewETSY added to the tracked stock list, so it now refreshes on the regular schedule and carries a full IV Rank history.
    • ImprovedLinked brokerage accounts are now disconnected automatically a few days after a trial or subscription ends, instead of staying linked indefinitely. Nothing changes while your plan is active, and reconnecting takes a few seconds if you come back — but if you leave, WheelLogic stops holding access to your brokerage.

    • FixedRoll candidates, buyback costs, strike scoring, the options chain and ticker search no longer fail with a sign-in error during busy periods. A momentary delay reaching our login check was being reported as if your session had expired; it now retries quietly instead, and gives up quickly enough that one slow check no longer holds up other requests.
    • FixedThose same screens now confirm your session on the spot instead of pausing to check it before doing any work. That pause was the thing failing during busy periods, so roll candidates, buyback costs, strike scoring, the options chain and ticker search now hold up when the platform is under load — and each of them returns noticeably faster than before.
    • ImprovedLive prices and indicators now load in smaller batches when the dashboard has to fetch them fresh. Heavy refreshes across all 300+ tickers were occasionally timing out and leaving parts of the table blank — they now load steadily instead.
    • ImprovedCompany logos appear faster and flicker less across the dashboard, watchlist and screener. Tickers whose logo we don't host now go straight to the backup image source rather than making a request that fails first.

    • NewRecently listed stocks now show a marked 'not enough price history' state on their Wheel and Covered Call scores instead of a number. Indicators like RSI, the moving averages and HV30 are calculated from months of daily prices and simply don't exist yet for a stock that listed weeks ago. Hover the score to see which readings are unavailable; they fill in automatically as history accumulates, and these tickers are excluded from the minimum-score filter until then.

    • NewDeep dive now shows how far a stock has actually moved on past earnings — the typical move, the median, the largest, and how often it went up versus down, with a bar for every reported quarter.
    • NewThe same panel checks the suggested put and call strikes against that history and tells you how many past earnings moves would have gone straight through them, so you can see whether a strike that looks far out is actually inside a normal earnings move.
    • ImprovedHovering any bar in the earnings move history now shows that quarter's date, whether the company reported before the open or after the close, the exact move, and the overnight gap.
    • ScoringFixed the AI Best Roll pick in the rolling assistant, which was recommending a roll you pay for far too often. It had been treating a strike move as if it were cash in hand — rolling a put down $15 was scored as a $15 gain — so almost every candidate maxed out that part of the score and the pick fell through to whichever strike sat furthest out, which is also the most expensive one to roll into.
    • ScoringA strike improvement is now valued at the odds of that strike actually being assigned rather than at face value, and paying a debit counts against the score in proportion to the cash you spend. Rolls that bring in a credit are now preferred, and a debit roll is only suggested when the protection it buys clearly outweighs its cost.
    • FixedThe AI Best Roll pick no longer vanishes when it agrees with one of the three suggested rolls. It now marks that roll directly with its score and reasoning — previously the card was hidden as a duplicate, which after the scoring fix above meant it disappeared on most positions.
    • ImprovedWhen no strike on the chain scores well — usually a position that has moved deep against you — the rolling assistant now labels the pick "best of a bad chain" in red with the reasons, instead of presenting it as a recommended roll. Rolling is not always the right move, and the assistant now says so.
    • ImprovedThe Q and Score numbers on each roll card now have proper explanations you can hover or tap. They measure different things — Q is the annualized return on a roll's net credit across the three suggested rolls, Score rates every strike on the whole chain for delta, liquidity, support levels and earnings risk — and each tooltip now says what it covers and what it doesn't.
    • ScoringFixed the Q score on rolls that cost you a debit: the safety adjustment was applied backwards, so a debit roll that moved you further from the money scored worse than one that moved you closer. Q on credit rolls is unchanged, as is which roll earns the Best Quality badge.
    • FixedImporting trades from your brokerage no longer files already-expired trades as live positions. Most of an imported history is closed business, and every one of those was landing in open positions for you to clear by hand. The import now counts them up front and asks whether to book them as expired worthless or leave them for you to review, so assignments don't get recorded as profit you didn't make.
    • NewThe past-expiration warning in My Trades now has a "mark all expired worthless" button once you have more than three waiting, with a confirmation that spells out what it does. Clearing a large backlog was previously two clicks per position.
    • FixedClosing an expired position now records the exit on its expiration date rather than the day you clicked. Clearing an old backlog was putting every one of those closes into the current tax year.
    • FixedPositions that expire worthless are now recorded as "Expired Worthless" rather than lumped in with positions you bought back to close. The status filter in My Trades offered that option but nothing ever used it, so filtering by it always came back empty.
    • FixedYour weekly performance email was leaving out positions that expired worthless when counting the week's closed trades — the most common winning exit on the wheel. Those weeks were under-reported; they now count.

    • NewNew accounts now open with a short guided setup: pick a few stocks you'd be happy to own, see today's live put strike, premium, and probability on each one, then choose the risk profile that scores them the way you trade. Your picks land straight in your watchlist.
    • ImprovedThe full feature tour is still available any time from the Tutorial page, along with a button to replay the guided setup.
    • NewNew Expiration Week tab in My Trades: everything expiring in the next 7 days, grouped by day, with how far in or out of the money each position sits, its probability of expiring worthless, current mark-to-market, and a suggested action — let it expire, roll or take assignment, shares likely called away, or watch. Includes an assignment-risk list showing the cash each put would need.
    • NewYou can now publish one of your own forum threads to a public page that anyone can read, including search engines. It's off by default and entirely your choice, per thread — nothing you've already posted has been made public. Replies stay visible only to logged-in members.
    • ImprovedCSV import is far more forgiving. You now see a preview of how your columns were understood before anything is saved, one bad row no longer blocks the rest of the file, each problem row is named with what's wrong with it, rows already in your history are detected and skipped, and files that aren't from a recognized broker can be mapped by hand instead of being rejected.
    • FixedCSV import could accept a mistyped date — a letter O in place of a zero, for example — and store it as a broken date instead of telling you. Those rows are now flagged with the row number and the value that couldn't be read.
    • FixedCSV import now also catches a row repeated inside the same file, not just rows that match your existing history. Previously an identical row listed twice in one upload was imported twice.
    • FixedMy Trades wasted a large amount of work re-rendering while your trades loaded, which made the page feel sluggish to open. It now loads without that churn.
    • ImprovedThe weekly performance email now goes to everyone who has logged a trade rather than a narrow slice, and it looks forward as well as back: alongside last week's realized profit and premium collected, it lists your positions expiring in the next 7 days and how far in or out of the money they are. You can still turn it off in Account Settings.
    • NewIf you've signed up but haven't got going yet, you'll now get one short email pointing at the specific next step — the live strikes and premiums on your own watchlist if you have one, or a few candidates to start from if you don't. At most one per stage, ever, and every one carries a one-click unsubscribe.
    • FixedThe unsubscribe link in the weekly newsletter now works. It previously couldn't tell which address to remove, so clicking it did nothing — if you tried to unsubscribe and kept receiving the newsletter, that's why. Every email we send now carries a working one-click unsubscribe link.
    • Fixed"We miss you" re-engagement emails no longer go to people who are actively using the app. They now measure activity by what you actually do — trades logged, tickers watched, AI questions asked — rather than the last time you typed your password, which could make a daily user look inactive for weeks.
    • NewStore bundle: the spreadsheet + guide bundle is now available for $24.

    • FixedAI query usage now resets correctly when your plan changes — moving from trial to paid, or switching between Pro and Elite mid-cycle.

    • PricingAll new signups now get a 30-day trial with full Elite-tier access, no credit card required.
    • NewDaily Brief email subscribers now receive a short welcome series introducing the wheel strategy toolkit.

    • ImprovedDashboard cold-load time cut from roughly 23 seconds to around 5 seconds — data now appears much faster on your first visit.

    • ImprovedHardened API authentication and internal job security across all backend services.

    • NewAI trade proposals: the co-pilot can now propose open, close, and roll orders for your approval, executed through your linked Tradier account (Elite).

    • ImprovedIV Rank now uses a full 52-week lookback, up from roughly 5 weeks of history. Methodology note: historical gaps were backfilled using 30-day realized volatility as an IV proxy, which runs slightly conservative — real IV observations replace the proxy data daily as they accumulate.
    • FixedWatchlist tickers outside our curated 300+ list now load their data promptly instead of showing empty rows.

    • ScoringSeveral scoring methodology updates: the IV/HV spread bonus is now proportional, so larger spreads earn more instead of a flat adjustment; the IV Rank boost range extended from 50–80% to 50–90%; CSP scores now apply a quality penalty for very high 30-day realized volatility (HV30 above 50%); a new earnings-proximity penalty reduces CSP scores when earnings fall within 21 days, strongest within 7 days; and 90-day momentum now contributes to the trend component.
    • NewMy Trades gained a probability-of-profit (PoP) column for open positions, a net delta exposure stat, mark-to-market P&L for open put campaigns, and roll-chain visualization showing strike progression across rolls.
    • PricingThe 14-day trial no longer requires a credit card at signup.
    • ImprovedDeep-dive chart zoom now stays anchored to the most recent bar.

    • NewIn-dialog AI analysis in the ticker deep dive with follow-up chat, plus page-specific quick prompts for the AI co-pilot across Sector Pulse, Watchlist, My Trades, Portfolio Risk, and the Wheel Simulator. The dividend AI advisor also gained follow-up chat.

    • NewDaily Brief — a free, public AI-generated market brief for wheel traders, published every trading morning at /daily-brief, with email delivery available.
    • NewBlog launched with our first three articles, plus dedicated tool pages for the cash-secured put screener, covered call screener, wheel tracker, simulator, and portfolio tracker.

    • FixedDays-to-expiry and days-to-earnings counts no longer drift by one day depending on your timezone.

    • NewSandbox demo mode — explore the full dashboard with synthetic data, no account needed.

    • NewSupport contact form and FAQ page, plus additional tickers added to the tracked universe.

    • NewWheel campaign tracking in My Trades — positions are grouped into campaigns across the full put → assignment → covered-call cycle.

    • ImprovedDashboard sparklines now show real 30-day price history.
    • ImprovedOptions data — suggested strikes, delta, and premium — now refreshes every 5 minutes from live market data, so displayed strikes match your brokerage.

    Last updated August 30, 2026.

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