Example portfolio · nothing here is real

What Wheel Folio looks like with positions in it

These four positions are invented, and they are laid out to show every stage a wheel cycle passes through: a put quietly working, a put that has been rolled once, shares taken by assignment with a covered call written against them, and a cycle that has finished. The cards below are the real ones from the app, with the buttons that change things removed.

Premium collected

$755.00

across all four cycles

Realised P&L

$314.00

1 cycle finished

Capital deployed

$13,100.00

3 open positions

Open cycles

3

two puts, one covered call

The put here was assigned. The shares are held, a covered call is written against them, and the put's premium has already come off the cost basis.

TAT&T Inc
$22.80
ATM
Covered call
Put soldAssignedCovered callCalled away
19
days left
Strike
$23.00
Cushion
+0.9%
Breakeven
$23.61
Keep
$151.00

Contract

Premium / contract

$61.00

Contracts

1

Expiration

Sep 16, 2026

Return on capital

2.7%

Capital required

$2.3K

Shares

Shares held

100

Cost basis

$22.00

Net stock basis

$20.49

At entry

Entry delta

0.310

Entry IV

29%

Cycle history

61 days

  1. Assigned1x put @ $22.00Jun 19, 2026
  2. Sold1x put @ $22.00+$88.70incl. $1.30 feeJun 19, 2026
  3. Sold1x call @ $23.00+$59.70incl. $1.30 feeAug 19, 2026
Net premium+$148.40

A cash-secured put, sold 12 days ago and doing nothing dramatic — the ordinary case.

KOCoca-Cola Company
$59.40
OTM
Put sold
Put soldAssignedCovered callCalled away
23
days left
Strike
$57.00
Cushion
+4.0%
Breakeven
$55.72
Keep
$128.00

Contract

Premium / contract

$128.00

Contracts

1

Expiration

Sep 20, 2026

Return on capital

2.2%

Capital required

$5.7K

Basis if assigned

$55.72

At entry

Entry delta

-0.280

Entry IV

24%

Cycle history

  1. Sold1x put @ $57.00+$126.70incl. $1.30 feeAug 16, 2026
Net premium+$126.70

This one was rolled when it went in the money. The premium from the closed leg carries forward.

PFEPfizer Inc
$26.40
OTM
Put soldRolled
Put soldAssignedCovered callCalled away
30
days left
Strike
$26.00
Cushion
+1.5%
Breakeven
$25.26
Keep
$262.00

Rolled out a week when it went in the money. Still happy to own it here.

Rolled out a week when it went in the money. Still happy to own it here.

Contract

Premium / contract

$74.00

Contracts

2

Expiration

Sep 27, 2026

Return on capital

2.8%

Capital required

$5.2K

Basis if assigned

$24.69

At entry

Entry delta

-0.340

Entry IV

41%

Cycle history

42 days

  1. Rolled2x put @ $27.00-$128.60incl. $2.60 feeJul 11, 2026
  2. Sold2x put @ $27.00+$189.40incl. $2.60 feeJul 11, 2026
  3. Sold2x put @ $26.00+$145.40incl. $2.60 feeAug 22, 2026
Net premium+$206.20

A finished cycle: assigned, called away, closed. This is what it actually made.

VZVerizon Communications
Closed
Premium
$214.00
Realized P&L
$314.00

Called away for a small gain on the shares plus every premium collected.

Called away for a small gain on the shares plus every premium collected.

Cycle history

56 days

  1. Assigned1x put @ $39.00May 24, 2026
  2. Sold1x put @ $39.00+$116.70incl. $1.30 feeMay 24, 2026
  3. Called Away1x call @ $40.00Jul 19, 2026
  4. Sold1x call @ $40.00+$94.70incl. $1.30 feeJul 19, 2026
Net premium+$211.40

The part a spreadsheet gets wrong

Look at the PFE card. It has been rolled once, and the premium from the leg that was bought back is still counted — the cycle carries $262.00 rather than starting again at the new contract’s $148.00. The T card does the same thing with an assignment: the put’s premium came off the share cost basis instead of being booked as a separate win, which is why the net basis reads below the strike it was assigned at. Getting those two right is most of what this app is for.

Under each card are the individual legs — sold, rolled, assigned, called away — in the order they happened.

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Three open positions, the monthly journal and every entry calculator, with no card.

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Every figure on this page is made up for illustration. Wheel Folio never shows anyone else’s positions, and nothing you log is visible to any other user.

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