Equity Positions

The Equity Positions page gives you a clear view of your stock holdings and wheel strategy performance.

Wheel Strategy Tracking

OptionIncome automatically detects ongoing wheel strategy campaigns based on your trading activity. When a cash-secured put is assigned, the position transitions seamlessly into an equity position.

For each wheel campaign, you can see:

• Assigned shares from cash-secured puts
• Covered call premium collected over time
• Combined option premium across puts and calls
• Reduced cost basis for the underlying stock

This lets you understand your true entry price and how option income is lowering your cost over time — without manual tracking or spreadsheets.

Stock Positions Overview

In addition to wheel campaigns, the Equity Positions page includes a full view of all stock holdings across your connected brokers.

You can:

• Search and filter by symbol
• View total PnL at the stock level
• Quickly scan position size and performance

Together, wheel strategy tracking and stock-level views give you a complete picture of how option income and equity performance work together in your portfolio.