Short guides to get more out of QuantWheel

Explore QuantWheel's wheel strategy tools using demo data. Free forever, no credit card, no signup. See the screener, journal, and GEX before paying.

Everything on the QuantWheel dashboard, sidebar, and top bar — what each section does and where to find it after your first login.

The wheel strategy explained: cash-secured puts, assignment, covered calls, and called away. How the full cycle works and when it breaks down.

What's included in each QuantWheel plan, what it costs, and how to choose between GEX and PRO. Sandbox is free forever; paid plans start at $1 for 7 days.

Max Pain is the strike at which the largest number of open contracts would expire worthless - often (not always) a magnet price into expiration. Learn how to look up Max Pain for any ticker and expiration, and when to trust it.

How to start the $1 seven-day trial on QuantWheel GEX or PRO. Sign up, pick your plan, enter your card, and know when the first full charge hits.

Step-by-step: connect your first broker to QuantWheel, confirm positions are syncing, and see them in Open Positions and the Options Journal.

How to replay the QuantWheel product tour from the beginning. Covers the Wheel workflow: Find Deals, Roll, Covered Calls, and Results.

How QuantWheel connects to supported brokers. Interactive Brokers can use a Flex Query API key; most other brokers use OAuth. Read-only unless you explicitly enable order routing on a supported broker.

Connect IBKR to QuantWheel using a Flex Query API key. Generate a Query ID and Token inside IBKR, paste them into QuantWheel, and your trading history syncs automatically.

Connect your Fidelity account to QuantWheel with one click. Log in on Fidelity's own website, approve read-only access, and your positions sync automatically.

Connect your Charles Schwab account to QuantWheel with one click. Log in on Schwab's own website, approve read-only access, and your positions sync automatically.

Connect your Robinhood account to QuantWheel with one click. Log in on Robinhood's own website, approve read-only access, and your positions sync automatically.

Connect your E*Trade account to QuantWheel with one click. Log in on E*Trade's own website, approve read-only access, and your positions sync automatically.

Connect your tastytrade account to QuantWheel with one click. Log in on tastytrade's own website, approve read-only access, and your positions sync automatically.

Connect your Public account to QuantWheel with one click. Log in on Public's own website, approve read-only access, and your positions sync automatically.

Connect your Moomoo account to QuantWheel with one click. Log in on Moomoo's own website, approve read-only access, and your positions sync automatically.

Connect your Wealthsimple account to QuantWheel with one click. Log in on Wealthsimple's own website, approve read-only access, and your positions sync automatically.

Connect your TradeStation account to QuantWheel with one click. Log in on TradeStation's own website, approve read-only access, and your positions sync automatically.

Connect your Webull account to QuantWheel with one click. Log in on Webull's own website, approve read-only access, and your positions sync automatically.

Connect your SoFi account to QuantWheel with one click. Log in on SoFi's own website, approve read-only access, and your positions sync automatically.

Connect your Merrill Edge account to QuantWheel with one click. Log in on Merrill's own website, approve read-only access, and your positions sync automatically.

Connect your Vanguard account to QuantWheel with one click. Log in on Vanguard's own website, approve read-only access, and your positions sync automatically.

Find Deals is tab 1 of the Wheel. It scans the market for wheel opportunities using 4 filter groups - options, technical, company, and earnings. Learn the layout, the Simple/Advanced toggle, and how to read the results table.

The Rating column scores every screened opportunity against your filter set. Higher is better. Learn how to use it alongside Yield and Delta to pick candidates, and when to trust it vs. override it.

The Roll tab surfaces open positions that may need rolling, then finds replacement contracts that extend the position at a favorable net premium. Learn how to read the Positions to Roll list and pick a rolling candidate.

The Results tab is where your wheel performance lives - Premium YTD, Realized P&L, Win Rate, Profit Factor, and the Daily P&L chart. Learn which metrics reveal a healthy wheel and which need attention.

The Covered Calls tab finds uncovered stock positions and surfaces call options to sell against them. Learn how to read Break Even, % to BE, and ROI @ BE to pick strikes that make sense for your cost basis.

An end-to-end walkthrough of Find Deals - from picking a strategy through applying filters to reading results. Use this after you've explored the Sandbox and want to run your first real screen.

Reference for the 12 options filters in Find Deals - Delta, Strike, Days, Yield %, Diff %, Yearly %, Rating, IV, Open Interest, Bid, Ask, and the Includes Earnings toggle. What each one does and how to use it.

Reference for the 11 technical filters in Find Deals - RV/IV Ratio, Sentiment, RSI, Expected Move, Momentum, SMA diffs and trends, and Skew. Use these to add price-action context to options screens.

Reference for the 7 fundamental filters in Find Deals - Market Cap, Z-Score, F-Score, P/E, ROIC, PEG, and EPS Growth. Use these to screen for financially healthy companies you'd want to own if assigned.

Save filter combinations you trust, load them in one click, and share them with the community. The Your Searches and Popular sections of Find Deals make reusable filter sets your starting point for every screen.

The Options Journal has 5 tabs - Profit View, Calendar, Transactions, Per-Ticker, and Trades - plus the Open Chains section on Open Positions. Learn which tab answers which question so you spend less time hunting for information.

Open Positions shows every stock and option contract in your connected accounts, with Unrealized Break-Even (UBE), Break Even, P&L, and Real P&L per row. Learn the column meanings and how to filter the view by account.

Real Cost is your effective cost basis after every premium you've collected on a ticker. It's what tells you whether your wheel is actually working. Learn how it's calculated, why it matters more than entry price, and how to use it for decisions.

Profit View has 6 charts - Cumulative P&L, Net P&L, Account Balance, ROI, Cash Balance, Drawdown. Learn what each one tells you and which time range to use for which decision.

Calendar view shows your daily P&L as a monthly grid, with weekly totals. Toggles separate roll P&L from new premiums so you can see pure income vs. position management. Useful for spotting monthly patterns.

The Transactions tab is your itemized audit trail - every closed position with ticker, strike, expiration, type, contracts, close date, dollar amount, and ROI. Use it for reconciliation, tax prep, or drilling into a specific week's activity.

The Per-Ticker tab groups your full trading history by underlying stock, showing options P&L, stock P&L, total return, ROI, current price, share count, and Real Cost - the adjusted cost basis after premium income.

Open Chains groups positions that have multi-leg structures or active rolling history. Each chain shows full running P&L — realized plus unrealized plus locked-in. Use it to see the state of in-progress wheel cycles at a glance.

The Trades tab shows every individual buy, sell, and expiration from your connected brokers with full filtering and a manual +Add Trade option. Use it for reconciliation, missing-trade debugging, and capturing trades from unsupported brokers.

Gamma Exposure (GEX) measures how option dealer hedging affects price action. Learn what gamma exposure is, why it matters for short-term price behavior, and how QuantWheel's GEX suite visualizes it.

Call walls, put walls, and the gamma flip are the three price levels GEX surfaces. Learn what each one represents about dealer hedging, how to read them together, and when to trust them vs. ignore them.

GEX AI combines the full GEX snapshot for a ticker with AI-generated commentary. Enter a ticker, pick expirations, and get Price, Gamma, Total GEX, Call Wall, Put Wall, the GEX-by-strike chart, and an AI narrative on what the positioning suggests.

The GEX Heatmap shows gamma exposure across strikes and expirations as a 2D color-intensity map. Use it to spot dealer-positioning clusters across the term structure, with key levels overlaid on a candlestick chart below.

GEX Replay scrubs through historical intraday sessions minute-by-minute, showing GEX metrics alongside price action. Use it to learn pattern recognition, study past flips and wall breaks, and back-test GEX-based setups against real sessions.

A gamma flip is when a ticker's price crosses the Gamma Flip level, changing the dealer-hedging regime. The Gamma Flip tab logs historical flip events and lets you set alerts for new ones. Combines Events and Alerts into one view.

Vanna and Charm are second-order Greeks visible in GEX AI. Vanna shows dealer hedging from implied-volatility changes; Charm shows dealer hedging from time decay. Useful during IV crushes, around expiration, and in volatility-spike events.

The GEX Workspace lets you pin widgets from any GEX tool into a single customized dashboard. Up to 20 widgets, with auto-refresh intervals from 30 seconds to 5 minutes. Ideal for active traders monitoring multiple tickers and views simultaneously.

QW Intelligence is QuantWheel's AI chat assistant. Ask questions about options opportunities, your portfolio, or the wheel strategy in natural language - it pulls from market data and, on PRO, your account to answer. Sandbox users can preview chat; signed-in access requires PRO.

Get candidate cash-secured puts, covered calls, and screener-style research from QW Intelligence using natural language. Learn prompt patterns for different strategies, how to add filters conversationally, and how to refine with follow-ups.

PRO-only. Ask QW Intelligence about your own positions, trading history, and performance. Get summaries, analyses, risk assessments, and comparisons using natural language queries against your journal data.

QW Intelligence is a research and analysis tool, not an execution tool. It won't execute trades, promise returns, replace your judgment, or access data outside your account. Understanding what it can and can't do prevents misuse.

Copy Trading on QuantWheel is educational - you can follow featured traders to see their signals, or operate as a Virtual Hedge Fund yourself. Nothing executes automatically. This page explains the model and the strict "educational use only" boundaries.

Browse the Featured Traders grid, read a trader's profile and performance stats, subscribe to their signal feed, and learn how to evaluate their signals responsibly in your own account.

Copy Trading subscription management is currently handled from each trader's subscription dialog while the dedicated Subscriptions page is being built.

A Virtual Hedge Fund makes your trading activity publicly visible to other QuantWheel users. Set up profile, tracked accounts, subscription pricing, and trader visibility options. Requires a connected broker and adherence to educational-use framing.

QuantWheel has two types of alerts - Smart Alerts (natural-language rules you define) and Gamma Flip Alerts (GEX-driven, for directional traders). Learn which type fits your use case and how alerts get delivered by email or Discord.

Smart Alerts use natural language to describe the condition you want watched - "alert me when TSLA IV crosses 40" or "notify me when my SPY CSP delta reaches -0.40." Learn the input format, supported terms, preview function, and delivery options.

Discord delivery requires a 2-step setup - authorize the integration, then add the QuantWheel bot to your Discord server and give it channel permissions. Takes about 5 minutes; one-time setup.

The Alerts page lists every Smart Alert you've created, with edit, delivery, and delete controls. Learn how to keep your alert library under control.

Trading preferences set the default risk and yield targets that seed the Find Deals screener. Configure Target Yearly Yield, Risk Profile, Max Collateral Per Trade, and Primary Strategy so every new screen starts with sensible values for you.

Watchlists group tickers you want to screen, track, or alert on. Create as many as you need, add tickers by search, and use them as the scope filter in Find Deals and Smart Alerts. PRO supports up to 10,000 tickers per watchlist.

CSV import loads historical trades from a broker statement or spreadsheet into your QuantWheel journal. Use it for unsupported brokers, pre-QuantWheel history, or bulk-reconciliation scenarios. PRO-only.

The Billing page is where you switch between QuantWheel GEX and PRO, change between monthly and yearly billing, update your payment method, or cancel. Changes take effect immediately.

Your account profile holds your email, password, display name, and connected integrations. Quick guide to updating each, including the Discord integration on the same page.

Calculate gamma exposure for any ticker without signing up. Enter a ticker and expiration, get net GEX, Call Wall, Put Wall, and Gamma Flip level. Works on any US-listed ticker with liquid options.

Visualize gamma exposure across strikes and expirations as a 2D heatmap. Free, no signup. Spot where dealer positioning concentrates on any US-listed ticker with liquid options.

Find the max pain strike for any ticker and expiration - the price at which the most open options contracts expire worthless. Free, no signup. Useful for reading expiration-week price magnetism.

Scan upcoming earnings reports to find stocks where the options market may have mispriced the expected move. Free, no signup. Compare implied moves to historical post-earnings moves for actionable patterns.

Evaluate roll opportunities for any short option position. Enter the existing position and the tool finds candidate rolls ranked by net credit, remaining duration, and risk-adjusted metrics. Free, no signup.

Calculate P&L, Greeks, and probability of profit for any options position. Enter the contract details and current market data; the calculator returns theoretical price, delta, gamma, theta, vega, and a P&L chart. Free, no signup.

Visualize multi-leg options strategies - iron condors, strangles, vertical spreads, butterflies, and more. Build any structure, see the P&L chart, Greeks, and breakevens. Free, no signup.

Data delays in QuantWheel usually come from one of three sources - broker-specific sync windows, the Sandbox's built-in delays, or a sync that hasn't refreshed. Here's how to tell which applies to you and what

When broker sync stops working, the cause is usually an expired OAuth token, an invalid Flex Query token (IBKR), a broker-side outage, or an exhausted sync count. Walk through the diagnostic steps to find yours.

Missing transactions or wrong P&L numbers usually trace to one of four causes - sync hasn't completed, a stock split wasn't handled, a roll was categorized as two separate trades, or an assignment was missed by broker data.

When a CSP or short call gets assigned at expiration but QuantWheel doesn't show the resulting stock position, the cause is usually a broker-side reporting gap. Here's how to detect it and force a reconciliation.

When Discord alerts stop arriving, the cause is usually a 2-step setup gap (QuantWheel authorized but bot not added to the server), a permissions issue in Discord, or a server-side Discord problem. Here's how to check each.

Each plan has a daily sync allowance. Hitting the limit shows a "N syncs remaining today" indicator and pauses new syncs until the counter resets. Here's how to check your allowance and raise it.

Authentication errors during broker connection usually mean an expired token, a 2FA failure, a password change, or a security event on the broker's side. Here's how to identify which and re-authenticate cleanly.