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COMING SOON — FOR WHEEL-STRATEGY TRADERS

The Wheel, Reinvented.

Know your real cost basis. Know when to act. Know where you stand.

SmartStrikes tracks every tranche of every position at the price you were actually assigned — not a blended average — and reconciles it straight to tastytrade and Fidelity. No spreadsheets, no manual entry, no drift.

// launching soon — no spam, just a launch notice
Real example — ORCL, break-even at every level
ORCL $158.76 +3.07%
Break-even across the whole position: $127.24
$197.50 tranche 100 sh
B/E $188.18
$162.50 tranche 100 sh
B/E $157.62
$140.00 tranche 200 sh
B/E $83.07 CC −2 $150 · 09/18
$130.00 tranche no shares yet
B/E $127.00 CSP −1 $130 · 09/18

Accurate by default

Every number is reconciled to your broker's own transaction history — it can't silently drift from reality.

Know when to act

CAGR-driven thresholds turn "should I close this?" into a visible number, built around your own rules.

Know where you stand

Account-level P&L sliced by underlying, week, and year — puts, calls, stock, and dividends, broken apart.

FEATURES

Built around the thing spreadsheets can't do

Tranche-level tracking and CAGR discipline are the spine of SmartStrikes. Everything else — sizing, charting, discovery — reinforces them.

01 — POSITION TRACKING

Automatic, always-accurate position tracking

The core differentiator. Cost basis by underlying and by ladder/strike position — tracked tranche by tranche, not blended into a single misleading average.

  • Direct broker data. Live transactions from tastytrade, plus Fidelity CSV import — with an architecture ready to bolt on more brokers.
  • Reduced manual-entry error. Because it reads your actual transactions, cost basis and P&L can't silently drift.
  • Live streaming values. Stock and options prices update in real time.
Reconciled sources
LIVE tastytrade — transactions pulled directly from your account
IMPORT Fidelity — CSV import, merged into the same analysis
SOON More brokers — the architecture is already built for it
02 — ENTRY & EXIT

CAGR-driven entry & exit, your methodology built in

Custom CAGR surfaces high-premium-vs-risk strikes at a glance, then keeps watching after you're in the trade.

  • CAGR in the options table. See where to sell before you place the trade.
  • CAGR remaining on open positions. Flags when time-value-vs-risk has decayed past your buy-back threshold.
  • Fully adjustable thresholds — the ~40% in / ~13% out shown here is a starting point, not a rule.
CAGR remaining — example position
0%Buy-back threshold100%
68% of CAGR remaining — below your 13% threshold isn't reached yet, hold.
03 — TRADE MANAGEMENT

Know when to act, before it's a problem

No dashboards to read or alerts to dig through — the state of every position is legible in the row you're already looking at.

  • A strike gauge on every contract. A compact track spans ±20% around your strike, with a dot showing exactly where the stock sits right now — green when it's on the side you want, red when it isn't.
  • The strike itself changes color as price closes in, turning yellow and then red at thresholds you set — so "getting uncomfortable" and "in the money" look different at a glance.
  • CAGR remaining sits in the next column, so time-value decay and price risk are readable side by side without opening anything.
Strike gauge — real positions
StrikeU-Mark
$30.00
$31.97
$53.50
$59.20
$16.00
$14.24
$13.00
$14.24
$14.50
$16.29

The tick is your strike. Two short puts here sit against the same $14.24 stock — the $13.00 is clear, the $16.00 is through it.

The rest of the toolkit

Finding trades, sizing risk, and seeing the whole account — reinforcing the same two pillars above.

CSP screener with a fit score

Grades how well an option matches the conditions of a strong cash-secured put, so you're not scanning chains by hand.

High-CAGR / low-Delta filtering

Surfaces the strikes worth a second look directly in the options table.

Stock grading & wheel-suitability

A grade plus a plain-language read on how well a stock actually fits the wheel strategy.

P&L sliced many ways

By underlying, by week, by year — and broken out by puts, calls, stock, and dividends.

Premium loaded per week

See what's already working for you ahead of time, week by week.

VIX + NASDAQ allocation guide

Tells you how much capital you should have deployed given current volatility — a genuinely differentiated, discipline-enforcing feature.

Expected-move cone charting

Visualize the probable range so strike selection is grounded, not guessed.

Deeply adjustable settings

CAGR thresholds and many other parameters, so SmartStrikes molds to your rules instead of forcing its own.

AI position analysis

Optionally bring your own LLM API key to get an observational read on your open positions — flags things that may be worth a second look.

Supporting feature — not investment advice
CONNECTING YOUR ACCOUNT

Your brokerage credentials never live in your browser

SmartStrikes reads your account through credentials you create yourself, scoped how you choose. Here's exactly what that involves and what protects it.

REQUIRED

A tastytrade account

SmartStrikes connects to tastytrade to read your positions and transactions. This is required even if you only plan to import history from another broker — the Fidelity CSV import supplements your tastytrade connection, it doesn't replace it.

REQUIRED

A Google account

Sign-in to SmartStrikes itself is handled through Google. It's the only sign-in method currently supported, and it's what your stored connection is keyed to, so only you can reach it.

How the connection is made

  1. 1
    You create your own credentials on tastytrade. On tastytrade's own API access page, you create a personal OAuth application and grant. SmartStrikes never sees your tastytrade username or password — you never type them into our app.
  2. 2
    Use a read-only grant. When creating the grant you select its scope — choose read. SmartStrikes is fully functional with read-only access, and nothing in the product needs permission to place orders.
  3. 3
    You paste it once. Those credentials leave your browser a single time, when you enroll, and are never sent back to it — not on refresh, not on re-login, never.
  4. 4
    We custody it encrypted. Your grant is encrypted and held server-side, keyed to your Google identity. From then on your browser only ever receives a short-lived access token.

We never see your password

Because you create OAuth credentials on tastytrade's site, your actual brokerage login never passes through SmartStrikes at all.

Bring read-only keys

We ask you to connect with a read-only grant, and every feature works with one. SmartStrikes never places, routes, or transmits an order — you trade in your own broker, as always.

Encrypted at rest

Stored grants are sealed with AES-256-GCM under a key that is injected as a server secret and never leaves it. The stored data alone is unusable.

Minutes, not months

The only credential your browser holds is an access token that expires in minutes — so even a compromised page has nothing durable to steal.

Revoke any time

Disconnect from inside SmartStrikes, or revoke the grant from tastytrade's side. Either one cuts access immediately and permanently.

Fails closed

If tastytrade ever rejects a stored grant, it's deleted rather than retried — you're asked to reconnect instead of leaving a dead credential sitting around.

We don't sell your data. We don't share it either.

Your positions, transactions, and results exist for one purpose: showing them back to you inside the app. We do not sell personal information, and we never share your financial data with advertisers, data brokers, or marketers — there is no version of this product where your trading history is the thing being monetized. Your subscription is.

The only outside parties that touch your data are the infrastructure providers required to run the service — hosting, authentication, and Stripe for payment processing — each limited to what their function requires. The one exception is entirely yours to make: if you turn on the optional AI analysis using your own API key, the positions you ask about are sent to the provider you chose. Leave it off and nothing goes to any AI provider. See the Privacy Policy for the full detail.

SmartStrikes is an independent product. It is not affiliated with, endorsed by, or sponsored by tastytrade, Fidelity, or any other broker. Your relationship with your broker is governed solely by your agreements with them.

PRICING

One plan. Everything included.

Every feature above, from day one. Try it free for 30 days — cancel any time before the trial ends and you won't be charged.

Monthly

$34/ month
 

30-day free trial, then billed monthly.

  • Tranche-level cost basis & live tracking
  • CAGR entry/exit & trade management
  • Screener, grading & analytics
  • Cancel any time
Get notified

Prices in USD. Sign up to be notified when trial access opens.

FAQ

Questions traders actually ask

Which brokers does SmartStrikes support?

Live, reconciled account data from tastytrade today, plus CSV import from Fidelity and tastytrade exports. The underlying architecture is built to add more brokers over time.

Do I need a tastytrade account?

Yes. SmartStrikes connects to tastytrade to read your positions and transactions, so an active tastytrade account is required — including if you only intend to import history from another broker. The Fidelity CSV import adds to your tastytrade connection rather than replacing it.

Do I need a Google account?

Yes. Signing in to SmartStrikes is handled through Google, and it's currently the only supported sign-in method. Your stored brokerage connection is keyed to that Google identity, so only you can reach it.

Do you sell or share my trading data?

No. Your positions and transactions are used to show you your own results in the app, nothing else. We don't sell personal information and we don't share your financial data with advertisers, data brokers, or marketers. The only outside parties involved are the infrastructure providers needed to run the service (hosting, authentication, and Stripe for payments) — plus, only if you choose to enable the optional AI analysis with your own API key, the provider you selected.

Is this investment advice?

No. SmartStrikes is a position-tracking and analytics tool — it surfaces numbers from your own account so you can make your own decisions. The optional AI feature offers an observational read on open positions; it does not make recommendations or place trades.

What happens after my free trial?

You're automatically moved to the plan you selected — monthly or yearly. You can cancel any time before the trial ends and you won't be charged anything.

Can I cancel any time?

Yes, from inside the app. There's no minimum commitment on either plan.

Is my brokerage login safe?

Your tastytrade password is never entered into SmartStrikes at all — you create your own OAuth credentials on tastytrade's site, and we recommend read-only scope, which every feature works with. Those credentials leave your browser once and are never returned to it; they're encrypted at rest server-side, and your browser only ever holds an access token that expires in minutes. Full details here.

Stop guessing your real cost basis.

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