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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

    • FixedThe AI roll analyzer could stop partway through a list of roll candidates, leaving some candidates with no assessment or returning nothing at all. Every candidate now gets its forecast and a short, focused explanation.

    • NewPaper trading. Hit Paper CSP in any Deep Dive (or switch the Log Trade form to Paper) to try a wheel trade with no broker and no money. Paper positions are marked to live prices, show up in your position alerts, and settle automatically at expiration from the closing price: strictly in the money is assigned or called away, anything else expires. They stay out of your real P&L, tax figures, performance emails and the leaderboard, and My Trades has a Real / Paper switch to view each book on its own.
    • NewFill a trade from a screenshot. In Log Trade, upload or paste your broker's order confirmation and the form fills itself with the ticker, strike, expiration, contracts and premium. Check every field before saving: it's a read of the image, not a link to your broker.
    • NewExpiration day email. After the close on a day one of your positions expires, you get one-tap buttons to record whether it expired worthless, was assigned or was called away, with the outcome today's close points to highlighted. Nothing is recorded until you confirm. You can turn it off in Account Settings.
    • ImprovedMy Trades now sits at the top of the side menu next to Dashboard and Watchlist instead of inside the Portfolio group.
    • ImprovedNew accounts can paper-trade straight from the setup tour: each suggested put has a Paper button, and the last step offers to start your journal with one. An empty My Trades now shows what a running journal looks like and three ways to begin.
    • ImprovedThe Daily Brief now links each of the day's candidates to its full wheel assessment, when one exists, so you can see how a name holds up for puts and covered calls before acting on it.

    • ImprovedThe side menu is tidier: pages are grouped under Portfolio, Research and Community, and each group can be folded away. Settings, Account, Tutorial and What's New moved to a row of icons at the bottom, and the logo now takes you home.

    • New24 tickers added to the curated list, many of them names our users were already trading: silver and gold miners (CDE, HL, AG, PAAS, KGC), Cameco, Vale, Dow, Petrobras, Devon, Frontline, Corning, Amphenol, HPE, HP, Credo, Coherent, Nokia, Toast, Carvana, Kratos, TeraWulf, U.S. Bancorp and Campbell's. IV Rank and IV Percentile on the new names lean on estimated history at first, which tends to read high, and correct themselves as real implied-volatility readings build.
    • ImprovedPositions and watchlist tickers outside the curated list now stay updated throughout the trading day, so My Trades, position alerts and watchlist alerts no longer depend on you opening the ticker first.
    • ImprovedThe website is easier to read: articles, guides and page text now use a cleaner typeface with stronger contrast. Prices, tickers and the app itself keep the familiar terminal look.
    • ImprovedBefore 10:30am ET, the Daily Brief page now shows the previous trading day's brief, clearly labelled with its date, instead of an empty "not ready yet" page.
    • NewThe Daily Brief track record now compares Hot streak picks with the rest, marks them in the full pick list, and adds an After assignment section: how many assigned picks have since climbed back above their cost basis, updated with live prices, alongside how many are still below.
    • NewDaily Brief: cash-secured put picks on a stock that is up 50% or more over 90 days now carry a Hot streak tag, and their write-up says so. These setups pay richer premiums and carry more risk if the run reverses. In our graded record they were profitable less often (67% vs 86%) but returned about the same on capital, because the premiums were larger. Nothing is filtered out; the tag is there so you can decide.
    • FixedFree plan: the market cards at the top of the dashboard now show their charts and Bitcoin, Sector Pulse no longer slows down in the background, and an empty Top 10 board now explains what the paid plans would show instead of sitting blank.
    • NewInstall Option Wheel Logic on your phone: a new page at /app walks you through adding it to your iPhone or Android home screen, and on a phone the app offers a one-tap install (or the steps for iPhone). It opens full screen and lets you turn on push alerts. Find it any time under Install the app in the account menu.
    • ImprovedEasier to read in the app: no text is smaller than 11px any more, including table headers, badges and chart labels, and the Top 10 tables were re-spaced so they still fit.
    • NewA new top bar in the app: search any ticker from any page to open its deep dive, plus an account menu.
    • FixedIn the deep dive's dealer positioning section, the put wall, gamma flip and call wall labels now sit under their markers instead of running off the edge of the window.
    • NewEach Wheel Stocks page (for example /wheel/AAPL) now opens with a snapshot: 30-day, 90-day and 1-year returns, and a strike map showing today's price against the 50- and 200-day averages and the move the options market expects. Signed in, the map also places the suggested put and call strikes, next to the stock's cash-secured put score.

    • ScoringCovered call score: momentum no longer rewards the most stretched stocks most. RSI 70–75 now scores highest (+13); RSI above 75 drops from +15 to +11. Trading more than 10% above the 200-day average no longer earns extra (it is +3 from 3% above, previously +5 past 10%), and the +2 bonus for a 30-day run above 15% is gone. Momentum's maximum falls from 30 to 24 raw points, and it still carries its full weight at that maximum. Why: in our graded covered call picks, the call itself made money at every RSI level, but RSI above 75 was the weakest band (+1.7% of share value vs +3.3% at RSI 60–65) and was called away more often. That sample is 255 picks from mostly one market period, so this is a modest change.
    • NewTop 10 Covered Call board: a note now makes clear it's ranked for selling calls on shares you already own, and a new Buy-write filter applies stricter rules for buying shares to write against: no leveraged ETFs, crypto or speculative names, IV rank under 70, and a strike 0–20% above the price. The setting is remembered on your device.
    • NewDeep Dive now shows how a stock's 30-day implied volatility moved across its recent earnings reports, from the close before each report to the close after it, report by report. It is measured from the actual report date, so a report where volatility rose shows as a rise. Our real implied-volatility history starts in March 2026, so most stocks show one to three reports for now; a typical figure only appears once there are at least three, and coverage widens as each earnings season is recorded.
    • NewAllocation Planner (Elite): enter how much cash you want to put to work and get a cash-secured put slate from today's best-scored setups, with contract counts sized to fit. It caps how much any one position can take, keeps sectors spread out (counting the positions you already hold), skips anything with earnings before expiration, and never doubles up on a ticker you already have open. When it can't use all your cash, it tells you exactly why.
    • NewPhone and desktop notifications: position alerts (profit targets, earnings before expiry, loss limits, expiration outcomes) and watchlist alerts can now arrive as notifications as well as email. Turn them on per device in Account Settings, and choose which alerts reach your devices. On iPhone and iPad, add Option Wheel Logic to your Home Screen first; Apple only allows notifications for Home Screen apps.
    • FixedSome accounts with watchlist alerts switched on were not receiving the watchlist alert email. They now do.
    • NewA few days after you pick your first stocks during setup, the dashboard shows what selling one put on each of the setups you were shown would have made or lost so far: the premium you'd have collected, what it would cost to close today, and any that went below the strike. It uses the exact contracts and premiums you saw, and losses are shown the same as gains.
    • ScoringDaily Brief covered call picks are chosen more conservatively. Grading every past covered call pick showed the list leaning into overbought, high-volatility momentum names that then fell further than the calls earned (average −2.5% per pick including the shares, worst −41%). Covered call candidates now exclude leveraged ETFs, crypto and speculative names, IV rank of 70 or more, and strikes below the share price or more than 20% above it, with at most two per sector. A very high RSI no longer counts in a stock's favor, and the brief may list fewer than five on days without good setups. Applied to past picks, these rules would have kept 78 of 255, averaging +2.2% with a worst of −18%; that check uses the same picks the rules were drawn from, so treat it as a sanity check rather than a forecast.
    • NewTrack Record: every cash-secured put the Daily Brief has published is now graded at expiration and listed publicly, losers included, with win rate, return on capital and how the stock itself moved over the same window. Picks are held to expiration with no rolls or early exits, assigned puts are marked at the expiration close, and premiums are the published mid with no commissions.
    • NewIf you have an account, the Daily Brief email now opens with Your Tickers: your open positions with how far price sits from each strike and any earnings before expiry, and your watchlist with price, IV rank, upcoming earnings and whether a ticker made today's picks.
    • PricingThe full Daily Brief, with every CSP and covered call candidate, now needs a free account. Without one, the email and today's brief page show market tone, VIX, sectors and the top 2 CSP candidates. Past briefs in the archive stay fully open.
    • PricingElite is now $29/month or $249/year, down from $39 and $327, and includes 100 AI queries a month. Everything else in Elite is unchanged. Current subscribers move to the new price automatically, and annual subscribers get the difference refunded.
    • PricingPro is now $12/month or $115/year, down from $24 and $230. It's the screener plan, for traders who find setups here and place them at their own broker: the 300+ ticker dashboard screener, Deep Dive, Sector Pulse, Events Calendar, the full trade journal with manual entry or CSV import, a 15-ticker watchlist and 50 AI queries a month.
    • PricingBrokerage auto-sync, the Dividend Portfolio, the Wheel Simulator and the any-ticker universal scanner are now Elite features, and every new account still starts with a 30-day Elite trial.
    • PricingAfter the trial, the Free plan includes 5 AI queries a month, down from 20. Tickers, the trade journal, Research, Compare and Triggers on Free are unchanged.
    • FixedDuring the 30-day Elite trial the watchlist stopped at 10 tickers, the Free plan's limit, instead of being unlimited like Elite. Trial accounts now get the unlimited watchlist.
    • ImprovedThe Tutorial glossary has a new Dashboard tab that explains every screener column and signal in plain English, from CSP Score and Dist % to IV Rank, GEX and adjusted cost basis. It also covers how much cash a put ties up and how to keep suggestions within your account size.
    • ImprovedSpreadsheet store purchases now come with step-by-step instructions for the one-time Google authorization prompt the sheet's script triggers on first use.

    • ImprovedIf you've put your Elite trial to real use, you can now extend it once by 14 days, no card needed. The option appears in the last 3 days of your trial and for a week after it ends, once you've logged a trade, connected your brokerage or tried the AI.
    • ImprovedChoose Plan now shows your trial so far (trades logged, premium across them, watchlist, AI queries, alerts and briefings) and spells out what Pro keeps if Elite isn't the right fit. Trial reminder emails include the same summary.
    • FixedSyncing from your brokerage now catches a rolled position whose buyback cost was counted twice (once on the leg you closed, and again inside the new leg's premium). That understated the cycle's premium and overstated your break-even. The sync review offers to restore the new leg to the full credit your brokerage reports.
    • ImprovedYour 30-day Elite trial now shows a countdown banner and a days-left line in Account Settings, so you can see exactly when it ends. Choose Elite with more than two days left and you won't be charged until the trial is over.
    • ImprovedNew last step in first-run setup: bring in your trades by connecting your brokerage or logging one by hand, so P&L, wheel cycles and alerts work from day one.
    • ImprovedThe Tutorial and Getting Started guide are refreshed. Score colors and strategy presets now match what the app actually uses, brokerage sync steps are clearer, and there is a new guide to the Elite features you get during your trial.
    • ImprovedPricing now spells out what the Free plan includes after your trial: 11 tickers, 20 AI queries a month, and 2 open positions with unlimited closed trades in the journal.

    • ScoringThe AI Pick now has a quality floor. If no strike in your DTE window scores 10 or higher, Deep Dive says there's no clean entry instead of showing the least-bad strike, which could previously be a near-the-money, wide-spread contract.
    • FixedThe AI Pick now scores against the same gamma walls and flip level shown in the Options Logic panel, and it looks at more expirations in your window, so its pick no longer contradicts the panel beside it.

    • ScoringWith a wide DTE range, the dashboard no longer leans so heavily toward 7 and 14 day contracts. When a longer expiration earns nearly the same annualised return (within about half the best rate) as the shortest one, it is now the one suggested, since it means fewer trades and less gamma risk. The annualised-return bonus used to rank the Top 10 boards is also capped at 60%, so a very high annualised figure on a one-week contract can no longer outrank a stronger setup. Scores themselves are unchanged.
    • FixedBrokerage sync now checks the option positions your account actually holds, so a put you opened or rolled into in the last day shows up even before your brokerage reports the trade itself. Before, a recent roll could leave the old contract looking open until it expired.
    • ImprovedWhen you sync, the app now tells you about any open position your brokerage no longer holds. That usually means a roll or buyback that hasn't come through yet.

    • ImprovedMy Trades → Open Positions now lists shares you hold from an assigned put that don't have a covered call written against them yet, with the cost basis after premium, live P&L and a Sell Call button that logs the call into the same wheel cycle. You no longer have to go to Wheel Cycles to find them.

    • FixedA put that was assigned now starts its own wheel cycle straight away, showing the shares you hold, their cost basis after premium, live P&L and a Sell Shares option. Before, assigned shares only appeared in Wheel Cycles once you wrote a covered call against them. Use Scan for More on the Wheel Cycles tab to pick up assignments you've already logged.
    • ImprovedIf you keep the app open in a tab, it now tells you when a new version is available and offers a one-click reload. Before, a tab left open kept running the old version until you refreshed it yourself, so recent fixes could look like they hadn't landed.
    • ImprovedThe AI behind the copilot, Deep Dive analysis, roll analysis, position briefings and the Daily Brief has been upgraded to a newer model. Answers arrive noticeably faster and read more clearly, and every figure it quotes still comes from live market data.
    • FixedDeep Dive's AI analysis could describe a put strike above the support level as protected, as if support had to break before the put was at risk. It's the other way round: a strike above support is reached before support is tested. The analysis now labels each strike as protected, on the level, or unprotected relative to support (or resistance for covered calls) and explains it that way.
    • FixedDeep Dive's AI Recommended Trade now uses a single contract throughout, so its premium and annualized return always match. It also quotes the chance of assignment and the bid/ask quality from calculated figures, instead of estimating them. It could previously pair one contract's premium with another's return, describe a wide bid/ask as tight, or overstate the odds of assignment.
    • FixedTax Center's CSV export now lists each option premium in the year the position closed, expired or was rolled, matching the totals on screen. It used the year the trade was opened, so a position opened in December and closed in January showed up in different years in the file and on screen.
    • FixedTax Center's default account view now counts dividends and stock sales from taxable accounts only. Before, "All" added income from IRAs and other retirement accounts to your estimated tax and quarterly payments. Retirement accounts are labelled in the account picker, and you can still select any account to include it.
    • ImprovedLinked accounts whose name says IRA, Roth, SEP, 401(k) or 403(b) are now set to that account type automatically, so their trades and income are kept out of your taxable totals. A type you pick yourself in the Tax Center is never changed. Trades imported before this change keep the type they were filed with. Check them in My Trades.
    • FixedLinked accounts whose name already ends in the account number no longer show the number twice.
    • FixedFind Wheel Cycles now picks up a covered call written after the previous one expired or was closed. It used to skip it, as if the shares were already covered. When that call continues a cycle you already have, the scan offers to add it to that cycle and leaves the rest of the cycle unchanged.
    • FixedThe brokerage import review now shows how each position actually ended — bought back (with the cost), expired, assigned, or still open. It previously labelled anything past its expiration date as expired and showed early-closed positions as open, even though the import itself recorded them correctly.
    • ImprovedAfter an import, rolled positions and assignments are offered for grouping into wheel campaigns right away, so a roll shows as one continuing position with its combined credit instead of separate trades.
    • FixedVertical spreads (a short option opened together with a long one on the same day and expiration) are no longer imported as cash-secured puts or covered calls.
    • FixedStock activity — such as the share sale when a covered call is assigned, or a plain ETF sale — can no longer be mistaken for an option trade during a brokerage import, and long options you hold are no longer offered as positions you sold.
    • FixedTrades imported from an IRA or other retirement account are now filed under that account type instead of taxable, so they stay out of capital-gains and tax-loss harvesting views.
    • FixedWheel cycle cards now show half-dollar strikes in the roll path ($12 → $11.50 instead of $12 → $12), show a roll that cost more to close than it collected as a negative premium instead of a dash, and let you edit that leg.
    • FixedPositions that expire or are assigned at expiration are now dated on the expiration day when imported, not the next business day your broker books them — so a December expiration can't land in the following tax year.
    • FixedIf a few rows fail during a brokerage import, the rest still import and only the failed ones stay listed to retry — retrying no longer duplicates the trades that already went through.

    • ImprovedConnected brokerage accounts now show the last four digits of the account number, so several accounts of the same type at one broker (say, four Traditional IRAs) can be told apart.
    • FixedRemoving one account from a brokerage connection now sticks. Your broker still grants access to every account under the login, so a removed account used to come back on the next sync. Removed accounts are listed under Settings → Brokerage Connections, where you can restore them.
    • FixedYour DTE range is now a strict limit on suggested contracts. Tickers that only list monthly options sometimes had no expiration inside your range, and the app suggested a contract from the next one past it instead — a 30–45 DTE board could show an 82-day put. Those tickers now show no suggested contract until an expiration falls inside your range.
    • FixedWith a custom delta target (including the Aggressive and Conservative presets), a ticker with no contract near your delta could quietly show the default 0.25-delta contract instead. It now shows no suggested contract, so every strike on your boards matches the delta you chose.
    • ScoringSuggested contracts now always sit within 0.05 of your delta target. When the strikes at your delta had low open interest or a wide market, the app used to pick a more liquid strike further away — about a third of suggestions on a 0.25-delta board were really 0.10 to 0.40 delta. Liquidity is still preferred among strikes at your delta; if none is close enough, the ticker shows no suggested contract. Check open interest and the bid/ask spread before trading a thin one.
    • FixedTickers without a live option contract no longer show an estimated strike, premium and return in the table, and no longer appear on the Top 10 lists. Those estimates looked exactly like real quotes, counted toward your minimum-return filter and ranking, and prefilled Log Trade. They now show "---".
    • FixedThe AI assistant now screens with the contracts at your own delta target and DTE range. It used to apply your filters but quote the default 0.25-delta, 30–45 day contracts. The Watchlist, Events Calendar, ticker search and the Sector Pulse deep dive also now use your DTE range.
    • ImprovedSuggested contracts are only chosen during regular market hours. After the close, option quotes often show no bid, and contracts picked then could land far from your delta target; the last in-session pick now stands until the next open.

    • FixedThe Rolling Assistant could suggest "rolling" into the same expiration your position already has, showing 0 days gained and no credit. Roll suggestions now always move to a later expiration, about one and one-and-a-half months past your current one.

    • ScoringEarnings now count whenever your trade would be held through them. The put and covered-call scores used to penalize earnings only within 21 days, but the suggested contracts run 30–45 days, so a contract spanning a report 22 or more days out took no penalty — and the higher implied volatility ahead of earnings actually raised its score. The penalty now applies whenever earnings falls before the contract expires: about −7 points for puts and −6 for covered calls, or −10 for either when earnings is within 7 days. Earnings after expiry costs nothing, however close it is. The window is the expiry of the contract shown for that ticker; where no contract is available, your own maximum DTE setting is used.
    • ScoringRemoved three factors that measured the option chain rather than the stock. The "delta on target" bonus went to nearly every ticker, because the suggested contract is already chosen to match your delta target. The theta bonus rewarded a fixed dollar amount of daily decay, which in practice rewarded expensive shares; per dollar of capital, theta simply repeats implied volatility, which the score already counts. On covered calls, the upside-distance check quietly penalized high-volatility stocks, so it is gone too.
    • ScoringNew factor: dealer wall placement. A put scores about +3 when a moderate or strong dealer put wall sits between the stock price and your strike — support the stock has to break before your strike is at risk. A covered call scores up to +10 when a moderate or strong call wall sits between the price and your strike. Weak walls earn nothing. This follows standard wheel practice; like most score factors, it has not been backtested.
    • ScoringGEX now tilts both scores in the same direction. Covered calls used to get a boost in Negative GEX regimes and a penalty in Positive ones, the reverse of puts. A covered call is nearly the same position as a cash-secured put at the same strike, and both are hurt by the larger moves Negative GEX brings, so both now get about +2 in Positive regimes and −2 in Negative ones. The daily brief now picks covered calls on the same basis.
    • ScoringIV Rank and IV percentile are more accurate. Part of each ticker's 52-week history was filled in with realized volatility, which runs below implied volatility, so today's IV looked high against it. In April we said this made IV Rank run slightly conservative; it actually ran high. Tickers with at least 60 days of real IV history now use only that history: IV percentile drops about 11 points on average, and IV Rank drops by 15 or more points for about three dozen tickers. Newly added tickers still use the filled-in history for their first few months, so their IV Rank reads somewhat high until real data builds up.
    • ScoringTaken together, put scores fall about 4 points on average for tickers with no earnings before expiry, and about 9 for tickers whose contract spans earnings. With October earnings season approaching, a minimum-score filter will show fewer candidates than usual for the next few weeks.
    • ScoringDefault minimum scores are lower to match: Moderate 59 → 55, Conservative 69 → 67, Aggressive 54 → 48. The amounts differ because each preset weights timing differently, and that is where most of the change landed; together they keep the same number of candidates on the board for tickers with no earnings before expiry. If your saved setting was one of the old defaults, it has been moved for you. A minimum score you chose yourself is left alone.
    • ImprovedSmarter suggested contracts. When your DTE range covers several expirations, the suggested put and call are now the ones with the highest annualized return at your delta target, and expirations that close before an upcoming earnings report come first. Annualizing puts every expiration on the same footing: 20% a year is 20% whether it comes from a 7-day or a 30-day contract. Before, the choice among expirations was effectively arbitrary. At the same delta, shorter expirations usually annualize higher, so expect more near-dated suggestions — including on the default 30–45 day range, where the nearest expiration past 30 days will usually win.
    • FixedA contract exactly at the bottom of your DTE range, such as a 7-day option on a 7–45 day setting, could never be suggested. It now can.
    • FixedThe suggested covered call now shows its own expiration. It could come from a different expiration than the suggested put, but it was shown — and its annualized return and earnings check were calculated — using the put's.
    • ImprovedThe daily brief now picks its candidates with the same Wheel Score, filters and ranking the dashboard uses. It previously ran its own separate formula, so its picks could disagree with the app's.
    • ImprovedThe Weekly Wheel newsletter's trade ideas are now ranked by the same Wheel Score and signals as the app. Put ideas must carry a sell-puts signal and covered-call ideas must be call-eligible — previously a stock below its 200-day average could be pitched as a put. The newsletter keeps its own stricter floors: earnings at least 14 days away, IV Rank of 30 or more, and an annualized return of 20% or more where enough candidates allow.
    • FixedThe newsletter's "IV Rank movers" section — the biggest weekly rises and falls in IV Rank — never appeared, because its data lookup always failed. It now works.
    • FixedOur covered-call and cash-secured-put guide pages described dealer-wall strike placement backwards, suggesting strikes just below the call wall or just above the put wall. The safer placement puts the wall between the stock price and your strike, and the pages now say so.
    • ImprovedPosition Alert emails and the Position Briefing now price each option at the midpoint of its live bid and ask. They used a pricing model before, and it could be well off for out-of-the-money contracts, which is where most wheel strikes sit. Profit-target alerts now fire when the market says you've hit your target, and the "cost to close" figure is a real market price. If a contract has no live quote, the figure is marked "est."
    • NewExpiration-day recap in Position Alerts. On the afternoon a contract expires, the email tells you how it finished: expired worthless, likely assigned (with the cash that takes), shares likely called away, or closed within 1% of the strike, where the outcome is uncertain and you should check with your broker.
    • ImprovedPosition Alert subject lines now name the positions, for example "AMD hit 50% target · KO pinned at $88", instead of a count. If an alert email fails to send, that alert is now held and sent on the next run instead of being dropped.
    • FixedThe weekly performance email left most exits out of realized P&L. Only positions you had bought back were counted. Positions that expired, were rolled, were assigned or were called away were left out unless you had opened them the same week. All of them count now.
    • FixedThe weekly performance email's opportunity list could include contracts that had already expired. It and the end-of-day watch list now use the same screen and ranking as the dashboard, and only show contracts quoted in the last 3 days that are 7 to 75 days from expiry.
    • FixedThe weekly performance email no longer counts positions past their expiration date as open. It lists them separately so you can mark how they ended. It also skips weeks with no activity and no open positions.
    • FixedThe share-versus-break-even line for covered calls in Position Alerts and the newsletter now uses the same wheel-cycle cost basis as the Wheel Cycles tab. It used to combine every trade you had ever made on that ticker, which was wrong once you had wheeled a stock more than once.
    • FixedThe "Review Trades" button in Position Alert emails went to a page that doesn't exist. It now opens My Trades.
    • FixedTrigger alerts for expiring and in-the-money positions now include contracts on their expiration day, and "in the money" triggers ignore positions that have already expired.
    • FixedTax harvesting alerts now count option premium in the year each position closed, not the year it was opened, and leave out premium earned in IRA and 401(k) accounts.
    • ImprovedPositions past their expiration date are faster to clear. My Trades now checks each stock's closing price on expiration day and suggests how the contract finished: expired worthless, assigned or called away. Record one with a single click, or confirm all the suggestions at once. Positions that closed within 1% of the strike get no suggestion, because the outcome is genuinely uncertain. Each outcome is dated on its expiration day, so it lands in the right tax year.
    • ImprovedNo more duplicate earnings warnings. If you receive the Position Briefing, earnings warnings now come only from the briefing, which flags a report up to 14 days ahead, instead of from both it and Position Alerts. If your briefing emails are off or paused for the month, Position Alerts keeps sending them.

    • ScoringEarnings dates are more accurate. Until a company confirms its report date, we now use the estimate that follows its usual reporting weekday, rather than last year's calendar date carried forward. Most upcoming dates move by one day; a few move by about a week (Verizon and United Airlines among them), and one date that sat months in the future is corrected. The earnings penalty in the put score applies at 7, 14 and 21 days out, so some tickers will pick up or drop that penalty a day sooner than before.
    • ImprovedBlog articles now include the live Wheel Score lookup partway through, so you can check a ticker from the article you're reading — score, IV rank, and a suggested put strike — without leaving the page or signing up.
    • FixedThe free Wheel Score lookup on the homepage showed the premium with a doubled currency sign. It now reads as a normal dollar amount.
    • FixedAI answers could occasionally skip a word or phrase as they streamed in. Answers now arrive intact.
    • FixedThe new-account setup's "best setups" screen could show a covered-call contract as the suggested cash-secured put — for example a put strike above the stock's current price. It now always shows the actual put: its strike, premium, return and probability of profit.
    • ImprovedNew-account setup now opens once live prices are ready instead of on an empty screen, starts with well-known names (SPY, QQQ, Apple, Microsoft, Nvidia, Amazon), shows no more than four top-scored picks from any one sector, and lets you search for any tracked ticker. Leveraged ETFs are no longer suggested there, though you can still search for them.
    • ScoringHow Wheel Stocks ratings are decided. Strong means all four hold: options liquid enough to open and roll, premium at or above the median of the tracked list for the capital committed, a business you would be content to hold through assignment, and volatility that reflects ordinary business risk rather than distress or a single binary event. Moderate means it works but one specific trade-off applies — premium below that median, collateral above roughly $50,000 a contract, violent gaps on events, or a need for active management — and the page names it. Poor means the strategy works against the stock: the premium doesn't cover the downside, assignment would leave you holding something impaired, or the price trades on story rather than results, or fund mechanics such as leverage and daily resets change how assignment behaves. Regular earnings and five-figure collateral don't count against a stock on their own. The rating describes the stock, not your circumstances.
    • ImprovedClearer risk information on the homepage and Wheel Stocks pages: the example AI output is now labeled as an illustration, the strategy explainer covers what happens when a stock falls well below your strike, and ratings wording no longer describes any ticker as safe.
    • FixedThe "How's WheelLogic working out?" card on the dashboard no longer comes back on every visit if you leave it alone. After a few days without an answer it goes quiet, and it stops asking for good after that.

    • FixedThe Deep Dive no longer closes unexpectedly when a stock's price history contains an incomplete day. Missing values now show as a dash on the chart readout.

    • NewThe Cumulative P&L and Monthly P&L charts in Analytics now carry a dashed SPY line, so you can see whether the wheel actually beat simply buying the index over the same stretch. The benchmark is sized to your average capital at risk over the period — not your peak or your total — because wheel capital sits idle between trades and comparing part-time money against a fully invested index would flatter the strategy. Both lines start from your first closing date. The figure the overlay is based on is printed under each chart.
    • ImprovedYour cumulative P&L line is now green on both Analytics equity charts; it used to be green on one and blue on the other, which made the pair harder to read side by side.

    • NewMarket Breadth and IV Environment gauges now sit on the dashboard beneath Fear & Greed, so you can read the tape and see whether premiums are rich or thin without switching to Sector Pulse.
    • FixedThe signal counts on the dashboard (Puts, Calls, Wait, Bear, Ern) no longer run into each other once a count reaches three digits.
    • ImprovedArticles that quote specific prices now show a "Prices refreshed" date when we update them, so you can tell at a glance whether the numbers you are reading are current. The CLSK article has been rewritten against live prices — the stock is down 22.6% over 90 days since it was first published, and the strikes, premiums and support levels in it have all changed.

    • ImprovedBlog articles now end with links to our wheel assessment for each stock they discuss, so you can go straight from reading about a ticker to its live strikes and premiums.
    • FixedMy Trades no longer shows a wildly wrong close cost when a live option quote briefly fails to load. The column now shows a dash (and P&L uses an estimate) until the real quote comes through.
    • FixedPosition Briefings now arrive for accounts with many open contracts. Larger books were producing a briefing too long to finish, so it was discarded and no email went out — the limit is now roughly double.
    • FixedThe Briefing tab no longer lists positions that have closed or expired since the briefing was written. When it hides one, the summary says so, since that summary was written while the position was still open.

    • FixedIf a card payment fails, your alerts and emails now keep arriving for as long as we are still retrying it. Your plan already stayed active through that window, but a few of the scheduled emails were leaving early — so a payment hiccup could quietly stop your position alerts and watchlist alerts while everything else still worked.
    • ImprovedPlan access is now decided the same way everywhere in the app, so what your plan shows you and what it actually unlocks can no longer disagree.

    • FixedApproving an AI trade proposal now confirms it and tells you so. Previously the button could appear to do nothing — the proposal was marked approved behind the scenes, but you got no confirmation. Approving records the idea as one you want to take; placing the order with your broker is still entirely up to you.

    • NewResearch can now backtest the wheel itself. Ask what wheeling a ticker at a given delta and DTE would have returned and it runs the same engine the Wheel Simulator page uses, so the numbers match what you can reproduce there. It reports the window it measured and states plainly that option prices are modelled rather than real fills.
    • NewResearch can measure how much your holdings actually move together. A sector breakdown can show five positions in five sectors and still miss that they rise and fall as one — correlation catches that, along with how many genuinely independent bets you hold, your worst historical drawdown at current weights, and which positions drove it.
    • NewAssignment is now fully costed. Ask what happens if a put gets assigned and Research returns the cash required, your effective cost basis after premium, the break-even move, the blended basis if you already own shares, whether the account can settle it, and the lowest covered-call strike that would not lock in a loss.
    • ImprovedResearch now uses your tax settings properly. It flags taxable gains within 60 days of the one-year mark and shows the tax at each rate alongside what waiting would save — and it only does this for gains, since a short-term loss is worth more than a long-term one. Retirement accounts are excluded because nothing there is a taxable event. These are estimates from the rates you entered, not tax advice.
    • FixedThe IV Percentile field on the trade log was being pre-filled with implied volatility instead — a ticker at 45% IV filled in 45 as its percentile, which are unrelated numbers. Fixed, and 696 past trades were recalculated using only data available on the day each trade was opened. Entry IV now appears correctly in your performance breakdowns.
    • NewResearch can now read your own trading record and tell you what it shows about how you trade — not just your win rate, but whether assignments cluster on particular tickers, whether closing early has served you better than holding to expiry, and where a good win rate is hiding a bad net result. It states the number of trades behind every pattern and refuses to draw conclusions from a handful.
    • NewResearch can read our own Wheel Stocks write-ups and cite them. Ask whether a ticker is a good wheel candidate and it now draws on the published assessment for that ticker instead of working it out from scratch — and if live data has moved since the piece was written, it tells you both rather than quietly picking one.
    • FixedResearch can now calculate roll economics exactly. It had live option prices but no calculator, so it worked rolls out longhand — the same arithmetic the copilot has always had a dedicated tool for. Net credit, cycle P&L, new cost basis and annualized return on a roll are now computed rather than reasoned out.
    • ImprovedResearch now uses the same definitions the app shows in its tooltips, so a metric means the same thing whether you hover it or ask about it. It also sees the market-wide Fear & Greed reading, which it previously had no access to.
    • NewResearch can now tell you what you are actually exposed to. Ask how concentrated you are in tech and it adds up your direct positions and the technology sitting inside your funds, rather than treating an index fund as an unknown. It says which holdings produced each sector, so you can see whether an exposure comes from a stock you picked or from a fund you forgot was holding it.
    • NewIt can also see through a fund to what it holds — its category, its sector mix, and its largest positions. Funds that have no sectors at all, like a bitcoin or gold trust, are named as exactly that instead of being quietly left out of the total.
    • ImprovedPreviously Research said outright that no sector or fund data existed and declined these questions. That was wrong, and it is fixed. Where a breakdown does not cover everything you hold, it now tells you how much it covered and what it left out, rather than presenting a partial picture as a complete one.
    • New"I have $12,000 — what can I sell puts on?" is now a real screen. Give Research an amount, or point it at one account's cash, and it returns only the setups that amount can actually secure, with the collateral per contract and how many contracts you could write. Before this it had to reason from the share price, which is the wrong number — what a put ties up depends on the strike.
    • ImprovedWhen nothing fits your cash, Research now says so in those words and tells you how many setups were excluded on cost alone — so a budget-limited result never reads like a market with nothing worth selling.
    • NewOptional Investor Profile in Account Settings: birth year, target retirement year, risk tolerance, primary goal, and an income target. Fill in what you want and Research uses it to frame answers instead of saying it has no idea of your timeline. Leave anything blank and it keeps saying so for that item. It changes no score, screen, or alert.

    • NewResearch can now scan every ticker on the platform. Ask it for the best cash-secured put or covered call — across the whole list, or just one part of the market — and it ranks all 300+ and comes back with the top handful, complete with strike, premium, delta, return on capital, probability and IV rank. Previously it could only look up tickers you named, so a question like "what's the best setup right now" was one it had to decline.
    • ImprovedThe scan uses your own strategy settings — your weights, your delta target, your minimum score and filters — so the candidates it returns are rows off your own dashboard rather than a separate opinion about them. If it ever changes one of your filters to answer a question, it now says which one and why.
    • NewWheel Stocks — a written assessment of 59 of the most-traded tickers, now in the nav and open without a login. Each page covers what actually moves the stock, whether its premium compensates you for owning it, how it behaves around earnings, and roughly what one contract ties up. Every page also carries the honest case against wheeling that ticker, because a list where everything looks like a good idea is not worth reading.
    • NewThe Wheel Stocks index groups by what the options are actually paying rather than by a verdict, so the richest premium on the list sits next to the thinnest and you can see the spread at a glance. Rich premium is usually compensation for something — each page says what.
    • ImprovedLive strike, premium, return on capital and IV rank sit alongside each write-up and refresh daily, while the written part is reviewed roughly every six weeks. The prose deliberately quotes no prices, so it can never contradict the figures on the same screen the way a dated article does.

    • ImprovedEverything that fires now arrives in one email instead of one per trigger. On a day when several conditions hit at once you were getting a separate message for each, which is how a useful alert turns into something you filter away.
    • NewTwo new things to watch, both free: alert when any open short option goes in the money, and alert when one is in the money and close to expiry. They scan every open position rather than a single ticker, so one trigger covers your whole book — which is the honest answer to “am I about to be assigned?”.
    • NewSnooze a trigger instead of switching it off. Mute it for a week, a month or a quarter and it comes back on its own — pausing had no end date, so the realistic outcome was pausing something during a busy week and never turning it back on. A muted trigger is skipped entirely, so an AI trigger costs nothing while it is quiet.
    • NewSet an alert from a level on the chart. Open a ticker’s deep dive and you can turn a dealer positioning wall or a moving average into an alert without reading the number off the chart and retyping it on another page. It works out the direction from where the level sits relative to the price now, and everything it creates is a free market trigger.
    • NewSave a comparison on Compare. Name it, and it comes back with the same tickers, window and metric — all three, because the same names over one month and over five years answer different questions. Compare also plots a benchmark by default now (VOO, switchable to SPY or QQQ, or off), since “how am I doing” is really “versus what”.
    • NewRolling 12-month returns on Compare, on the 3Y and 5Y windows. A single cumulative line from one start date flatters whoever picked the date; the rolling view shows whether a fund delivered steadily or had one good quarter carrying the whole number — which for an income fund is usually the real question.
    • NewAsk Research about the chart you are looking at. One button on Compare hands the tickers and their figures to Research as a question about what is driving the difference. It fills the question in rather than sending it, so nothing is spent until you press send.
    • ImprovedResearch answers with tables when the answer is a table. Allocations, income by holding, tax lots and side-by-side option comparisons come back as something you can scan down a column, instead of paragraphs describing the rows. Wide tables scroll rather than running off the edge.
    • NewShare a Research report as a read-only link — useful for an accountant or a partner who has no account. It is off until you turn it on, one report at a time, and you can revoke it at any time, which immediately kills the link you already sent. Worth knowing before you send one: a report quotes your real balances, positions and cost basis, and anyone with the link can read all of it.
    • ImprovedTriggers can now check monthly, alongside daily and weekly. Some conditions can't meaningfully change inside a week — a fund's distribution policy, a thesis, a valuation band — and checking them daily was either noise or, for an AI trigger, about 22 queries a month spent on a question that moves once a quarter. Monthly is about 1. Research picks the cadence to match how fast the condition can actually change when it proposes a trigger for you.
    • NewResearch remembers your earlier conversations (Elite). Ask it something weeks later and it can find what you concluded last time, quote it back with the date it was written, and build on that instead of starting from nothing. It's told to look before contradicting a decision you already made with it — and to treat an old report as a record of what was true then, re-checking any numbers against today before repeating them. It reads only your own saved reports.
    • NewScheduled reports (Elite). Save a Research question — a monthly portfolio review is the usual first one — and it re-runs on its own, weekly or monthly, and emails you the answer. Each run is also saved to your reports so you can open the full thing. Up to three at a time, and you can run one on demand to see what it produces before you leave it running. Each run uses one of your monthly AI queries. A scheduled run reads your accounts as they stand that morning and sees a slightly narrower picture than the live page does, which it says in the report.
    • NewResearch can price real contracts. Ask what to sell against a holding and it now pulls the live option chain — real bid/ask, mid, delta, open interest — instead of estimating from the share price. It checks the strike against your cost basis and says so if a covered call would lock in a loss, and it tells you when a suggestion needs more shares or cash than you have.
    • NewResearch can look things up. Our data covers prices, distributions and your holdings — it doesn't cover news, filings, or a fund quietly changing what it does. Research can now search for that when the answer depends on it, and names the source and its date so you can check it yourself. It's told not to go looking for numbers we already hold: a yield scraped off a web page is worse than one computed from real distributions.
    • NewRe-run an old report against today. One button re-asks the original question on current prices and positions, then adds a "What changed" section — which conclusions still hold, which no longer do, and what moved, with the then-and-now numbers. It saves as a new report, so the original stays intact as the record you're comparing against.
    • ImprovedA portfolio that Research drafts for you can now be charted against what you actually hold. One button on the proposal opens Compare with the proposed mix plotted beside your real portfolio, so you can see how the two would have performed rather than comparing yields on paper.
    • ImprovedScreenshots you attach to a Research question now stay with the report. Reopening it shows the images you were asking about instead of a question with nothing attached. They're stored privately to your account and are deleted along with the report.
    • FixedIf you mark one of our emails as spam, we now stop emailing you automatically — you don't have to also find an unsubscribe link. The same applies to addresses that have become permanently undeliverable, which are dropped from future sends instead of being retried.
    • ImprovedUnsubscribing now takes effect in two independent places rather than one, so an opt-out holds for every kind of email we send.
    • ImprovedTriggers are fully editable. Change the ticker, the level, the condition itself or the wording of an AI trigger without deleting and rebuilding it. You can also give a trigger your own name — and if you do, editing the condition later won't overwrite it.
    • ImprovedTriggers can be retuned after you create them. Switch a trigger between daily and weekly checks, and set how long it stays quiet after firing — anywhere from no cooldown to 90 days — straight from the list. Switching an AI trigger to daily tells you what that does to its monthly query cost before you live with it.
    • NewResearch can set up a Trigger for you. Ask to be alerted when something happens and it proposes the trigger as a card — what it watches, how often it checks, and what it costs — which you create with one click. It proposes rather than creates, because something that emails you and may spend queries should be your decision. It also favours the free kinds: if your condition is a number, it won't spend a query watching it.
    • FixedResearch no longer argues about its own capabilities before checking them. In a long conversation it could repeat something it said earlier — “I don't have moving averages” — even after the data had been added, because its own previous replies are part of the conversation it reads back. It now treats its current tools as the only authority and tests before answering rather than explaining why something can't work.
    • ImprovedResearch knows about Triggers now. Ask it to watch for something and instead of telling you to go find a charting platform, it points you at the specific trigger to set — and says which kind is free.
    • ImprovedResearch and Triggers now show how many AI queries you have left this month, and what each action costs before you take it. A Research question uses 3 queries, a follow-up 1, and Draft Portfolio 2. Market and Portfolio triggers are free — they're arithmetic. Only AI triggers use a query each time they run.
    • ImprovedThe Triggers page now explains the three kinds and what they cost, with a worked example. The short version: if you can write your condition as a number, use a Market or Portfolio trigger — it's exact, free, and can't misread itself. Save AI triggers for conditions that genuinely need judgement.
    • FixedResearch now sees every indicator the rest of the app does. It could already calculate moving averages but its own tool description didn't mention them, so it kept saying it had no technical data instead of looking. Alongside the moving averages, 52-week range, RSI and volatility, it now also gets implied volatility, IV rank, historical volatility, MACD, ATR, beta, market cap, next earnings date, the suggested put and call with their greeks, and dealer gamma positioning — for any ticker, held or not. A ticker it hasn't seen before is fetched on demand, and it tells you when a figure is more than a day old.
    • NewTriggers — conditions you set once and get emailed about. Watch any ticker for a moving-average cross, a price level, a new 52-week high or low, or an RSI level. Watch your own positions for a gain or loss threshold, an option expiring soon, or cash building up. Or describe a condition in plain English and let the AI judge it each week. Checked every weekday at 12:20pm ET while the market is open, and each trigger stays quiet for a cooldown after firing so a standing condition emails you once rather than every morning.
    • NewEvery trigger shows why it fired, with the actual numbers — not just that something happened. Recently-fired history lives on the Triggers page whether or not you got the email.

    • FixedThe AI can now see moving averages and price levels. Ask where a stock sits against its 200-day and you get the number — moving averages, distance above or below the 50 and 200 day, 52-week high and low with distance from each, RSI and one-year volatility, for any ticker whether you hold it or not. Calculated fresh from daily price history each time rather than read from a cache that could be days old.
    • NewYour own accounts are now lines on the Compare chart. Toggle All Accounts or any individual account and see it blended from your real holdings, plotted against whatever else you're comparing — so “am I beating the index” and “is my Roth doing better than my taxable account” are both questions the page now answers. Each account is weighted within itself rather than by its share of the whole portfolio. Holdings without price history for the window are dropped and the remaining weights rescaled; hover a chip to see which.
    • NewA drawdown view on Compare. Switch the chart to show how far each fund sits below its running peak, with a max-drawdown column in the table. Total return tells you what you made; drawdown tells you what you had to sit through to get it, which a cumulative-return line hides completely.
    • NewA correlation matrix on Compare, showing how closely the things you're comparing actually move together. Two income funds writing calls on the same index correlate near 1 no matter how differently their factsheets read — this is the closest thing to a real diversification check.
    • ImprovedResearch now suggests follow-up questions after each answer, based on what it just found and limited to things it can actually answer from your data.

    • ImprovedResearch can now see your actual open options, not just how many you have. Ticker, strike, expiry, days to expiration, premium collected, which account it sits in, and how far the strike is from the current price. Asking what's at risk or what's expiring this week now gets a real answer.
    • ImprovedResearch can see your closed trade history — win rate, realized premium net of buy-to-close costs, assignments, rolls, and a per-ticker breakdown. “How has my wheel actually performed” is now answerable from your own record rather than guesswork.
    • ImprovedUpcoming ex-dividend dates are back in the AI's view, along with what each individual holding has actually paid you over the last year and its lifetime, including year-over-year growth. It can now spot a payer that's growing or one that's quietly cut.
    • FixedThe AI can now see your ROC per share. The Dividend Portfolio has shown cumulative return of capital per holding all along — it just wasn't being passed to the assistant, which correctly said it couldn't see it. It now has ROC per share, per position and portfolio-wide, and tells you how many holdings the figure covers, since it depends on you having entered an original cost.
    • FixedCost basis and taxable gain are no longer conflated. Your brokerage reduces cost basis as return of capital is received, so there are genuinely two numbers: the adjusted basis that determines your taxable gain, and what you originally paid, which is what tells you how the investment has actually done. The AI was collapsing them into one and quietly losing the ROC in the process. It now has both, and knows which to use for which question.
    • FixedThe AI can now see your cost basis per position. It had only portfolio-level totals, so asking what you paid for a specific holding got “I can only see the aggregate”. It now has the cost basis, unrealized gain and gain percentage for every position you hold.
    • FixedHolding periods are no longer “unknown”. Your brokerage doesn't send a purchase date with holdings, so every tax-loss-harvesting alert said it couldn't tell short-term from long-term — which is the difference between two very different tax rates. Holding period is now reconstructed by replaying your buys and sells in order and looking at which lots you still hold. Where the transaction history doesn't reach back far enough to cover a whole position, it says so rather than guessing.
    • FixedTables in AI answers render as tables. They were being flattened into a single run-on line of pipes and dashes, which made any comparison the AI produced unreadable.

    • NewResearch can now project a balance forward and run a Monte Carlo. Ask what your contributions could grow to, or how long a balance might last, and it computes a deterministic path plus 4,000 random return paths, reporting the range from the 10th to the 90th percentile rather than a single number. Every assumption — return, volatility, inflation, contribution, horizon — is stated with the answer, and if you didn't supply one it says so. The AI supplies the assumptions and reads back the results; it never does the arithmetic itself, and the same question always returns the same numbers.
    • FixedThe Compare chart no longer labels the same month twice. Ticks are now anchored to the first trading day of each month instead of being spaced by pixel distance, which could put two labels in the same month.
    • PricingFollow-up questions in Research now cost less than the question that started the conversation. Opening a topic does the expensive work; continuing it reuses most of that, so it's now billed as one query instead of three. In practice that roughly triples how long a conversation can run on the same monthly allowance. Plan limits are unchanged.
    • NewCompare — a new page for putting tickers side by side on a total return chart. Add up to eight, pick a window from 1M to 5Y, and toggle between total return and share price alone. The gap between those two lines is the point: over the last year SPYI's price is up about 4% while its total return is about 18%, and VOO's two lines sit almost on top of each other. A table underneath breaks out how much of each return came from income, how many payments there were, and flags any fund that hasn't existed for the whole window.
    • ImprovedTotal return now reinvests distributions properly. Each payment is treated as buying more shares at that day's closing price rather than just being added up as cash, which is how total return is normally measured and is worth about a percentage point a year on a high-distribution fund.
    • ImprovedResearch now runs on a stronger model. It was already grounded in real data — this improves how it weighs several things at once, like a time horizon, a tax bracket and an account type in the same question. The numbers themselves are unchanged: those are calculated, never written by the AI.
    • NewAttach a screenshot to a Research question. Paste, drag, or pick an image — a statement, a chart, a screen from another tool — and ask about it. Images stay in that session and are never saved with the report, so nothing from a brokerage statement ends up stored.
    • NewTest an allocation against real history. Give Research a set of weights and it computes what that mix actually returned over one, three and five years — price movement and distributions separately, from real prices. It's a lookback, not a backtest: no rebalancing, distributions aren't reinvested, and if part of the mix is too young for the window it says which names it had to leave out rather than quietly filling the gap.
    • ImprovedThe Research page now explains what it does — and what it doesn't. Six things it can actually do, and a plain note that it can't forecast returns, project a future balance, run a Monte Carlo, or see anything outside your connected brokerages.
    • ImprovedExported PDFs are in colour. Section headings, table headers, and the account and holdings tables now use the WheelLogic palette, with yields and income in green, stale accounts flagged in amber, and alternating row shading so long tables stay readable. Designed for paper rather than the app's dark theme, so it prints properly.

    • NewThe AI advisor now reads across every account you've connected at once, instead of one account at a time. The headline number is combined concentration: a position that looks modest in your taxable account and modest again in your IRA can be a large single-name bet once the two are added together, and nothing else in the app showed you that. It also covers idle cash per account, forward income split between taxable and retirement accounts, and — where you've told us which accounts are which — whether your higher-yielding names are sitting somewhere that costs you tax. You'll find it on Dividend Portfolio, Tax Center, and Portfolio Risk.
    • NewResearch — a new page for asking real questions about your portfolio. Type a question in plain English ("how exposed am I to a tech downturn?") and get a written report built from your actual positions, weights, income, cash, and tax figures. Ask follow-ups; the whole conversation is saved, so Recent Research is a real history you can come back to rather than something you lose when you close the tab.
    • NewExport any research report as a PDF — the proposed portfolio, the full discussion that produced it, and your holdings at the time as supporting context. One file you can keep or take to your accountant. It's dated, because the numbers move every trading day, and it states plainly what it can't see: no debts, no bank accounts, no assets held outside a brokerage.
    • ImprovedAccount tax treatment now matters more, so the app tells you when it's missing. If you've connected more than one account and they're all still on the default "Taxable" setting, the advisor now says so up front rather than quietly giving you placement advice built on a guess. You can set each account's type in the Tax Center.
    • NewDraft a portfolio inside Research, then see what it would actually do. Discuss the changes you're considering — a different mix, more income, less concentration — then hit Draft Portfolio. You get a real table: target weight, dollar allocation, current price, share count, trailing yield and projected income for every position, plus a side-by-side against what you hold now showing how income, yield, and concentration would move and exactly which tickers get added or dropped. The AI picks the names and weights; every number is calculated from live prices, not written by the AI.
    • FixedResearch now looks funds up instead of describing them from memory. Asked about a ticker it doesn't hold data for, the AI was inventing the fund — naming OVL as a REIT called "O Realty Investors" when it's the Overlay Shares Large Cap Equity ETF, and putting SPMO's yield at 2–3% when it's 0.72%. It now fetches the real name, security type, price, trailing yield and distribution count for every ticker in the conversation before writing a word about it, and it's told to say it couldn't identify a symbol rather than guess.
    • ImprovedNAV erosion is now measured rather than assumed. Ask whether an income fund is eating its own share price and you get the actual split: price change on its own, distributions paid, and the two combined, over one, three and five years — with the real window shown, so a fund that has only existed four years never gets described as a five-year track record. It turns out the common claim that covered-call funds erode NAV by design doesn't hold for several of them; the numbers now say so instead of the AI repeating the folklore.
    • ImprovedResearch now trusts your saved settings over something said in passing. If you mention a tax rate or a holding in conversation that conflicts with your Tax Center figures or your actual synced positions, it uses the saved data, tells you which it used, and notes the difference — instead of quietly running the rest of the answer on a number typed once mid-conversation.
    • FixedDividend yield was badly understated for covered-call and other income ETFs. The figure came from a summary field that counts only the ordinary-dividend portion of a distribution, so funds that pay most of their income out of option premium looked like they yielded almost nothing — SPYI showed 0.50% against a real trailing yield of 11.87%, QQQI showed 1.29% against roughly 14%, and some funds showed no yield at all. Yield is now calculated from the distributions a fund has actually paid over the last twelve months, divided by its current price. Ordinary dividend payers barely move (VOO 1.07% to 1.05%, SCHD 3.13% to 3.01%); income funds change a lot. This affects the yield shown in the deep dive and anywhere else it's displayed.

    • FixedDisconnecting your last brokerage account now revokes our access at your broker. Removing an account used to delete the holdings we'd cached from it but leave the authorization itself standing at the broker — so the permission you thought you'd withdrawn was still live, even though nothing in the app showed the account any more. Disconnecting your final account now cuts that authorization too. The confirmation prompt tells you before you commit, and reconnecting later means signing in to your broker again.
    • ImprovedConnecting a brokerage from the Dividend Portfolio page is now one step instead of two. It previously took a separate "setup" click before the button that actually sends you to your broker, and stopping halfway left your account in a half-linked state that showed nothing. There's now a single Connect Brokerage button that takes you straight there.
    • FixedUnsubscribing now stops every email, everywhere. Four of our emails — watchlist alerts, the tax harvesting scan, position briefings, and the win-back email to inactive accounts — each built their own recipient list and did not check the unsubscribe list, so someone who had opted out could still hear from them. All of them check it now, and they refuse to send at all if that list can't be read.
    • FixedThe "Daily Wheel Brief" switch in Account Settings now actually stops the email. It saved your choice but nothing was reading it, so the brief kept arriving every morning even with the switch off. If you turned it off at some point and kept getting it, that's why — it will stop now.
    • FixedSubscribing to the Daily Brief no longer signs you up for the End-of-Day Summary as well. They were one signup that produced two emails a day, and unsubscribing from either killed both. They're now separate: the End-of-Day Summary is a tick-box on the signup form and its own switch in Account Settings, and nobody currently on the list has been carried over to it.
    • NewWe'll now email you if one of your connected brokerage accounts stops sending data. Broker connections expire periodically and need re-authorizing, and until now there was nothing to tell you that had happened — your holdings just quietly stopped updating. If an account goes quiet for more than a few days you'll get a note naming it, the date it last reported, and a link to reconnect. One email per outage, not a daily reminder, and it stops as soon as you reconnect.
    • FixedA brokerage connection that stops responding no longer looks like an account you emptied. When a broker's authorization lapses, the account keeps appearing but returns nothing — and we were reading that as "every position was sold", so the holdings disappeared, the portfolio value chart flatlined from that day, and the account's cash kept counting as available to deploy. Holdings are now kept exactly as they were, the account is flagged on the Dividend Portfolio page with how long it's been quiet and a Reconnect button, and its cash is left out of Uninvested Cash until live data comes back.
    • ImprovedPosition Alerts are now actually alerts. They previously arrived every trading day whether or not anything had happened — the same table of your open positions, five mornings a week — and each trigger re-fired for as long as its condition held, so a stock sitting below its 50-day average generated the same alert daily. Now you only get an email on days a threshold is genuinely crossed, and each one fires once per position rather than every day until expiry.
    • ImprovedTrimmed Position Alerts to the five that call for a decision: profit target reached, stop loss or 2× loss limit breached, roll-for-credit favorable, and earnings landing before your expiry. Delta, days-to-expiry and the 50-day average were dropped — they describe a condition you can see any time in My Trades, and Position Briefing already covers them properly, with the news behind the move and a suggested next step.
    • FixedThe earnings alert now only fires when the announcement actually falls before your expiry. It previously warned about IV crush on earnings that landed after the contract was already gone.
    • ScoringFixed a ranking flaw in the Weekly Wheel newsletter's candidate picks. Annualized ROC divides by days to expiry, and an expired or very short-dated contract was being treated as having one day left — inflating its return by up to a hundredfold and floating it to the top of the list, since ROC is 40% of the ranking score. Candidates are now restricted to 7–75 days out, priced within the last three days, and expired contracts are dropped rather than clamped. No live pick was affected: every current candidate is 29+ days out and priced yesterday.
    • FixedThe End-of-Day high-IV watch list no longer suggests contracts that have already expired, are months out, or were last priced days ago. One candidate was advertising a strike that expired in May.
    • FixedThe End-of-Day and Weekly Wheel emails now take their market close, sector moves and SPY weekly return from full consolidated market data rather than a single exchange's prints, so they match the numbers you see everywhere else. The newsletter's position marks now come from live bid/ask on the actual contract too.
    • ImprovedAdded annualized return on capital to the End-of-Day high-IV watch list, alongside days to expiry, so you can compare candidates without working out what a $0.63 premium on a $54 strike actually pays.
    • FixedCorrected the send time shown for the End-of-Day Summary in Account Settings — it goes out at 4:15pm ET, after the close, not 3:45pm.

    • 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 brokerage 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 October 15, 2026.

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