PROJECTIONS on OPEN positions — in-progress & projected, not realized. (Realized results live in Performance.)
MODELED rolls for DEFEND / ROLL·ER positions — priced with the
board's Black-Scholes engine at each position's implied vol. Directional, not a quote:
confirm the real credit in your broker chain before trading.
Ticker
Action
Roll
Now
→ New strike
New DTE
New prem$
Buyback$
Net credit$
New cushion
New win odds
If/then: tick one or more open positions to buy them back at the current mid and
see how the rest of your book shifts — Deployed%, worst-case, settled cash, net theta, blended win odds and
concentration, before → after. Preview only — it never writes your book. (To preview adding a position,
use the What-if simulator in the CSP Ranker.)
Full-wheel lifecycle: sold put → assigned → covered calls → called away. Each wheel is ONE campaign, scored on total realized across all legs.
Sector rotation read from the SPDR sector ETFs + key thematics, scored 0–100 on
momentum & relative strength (trend vs the 200-day, move vs the 50-day, RSI, and ADX direction).
High = money rotating IN, low = rotating OUT. A relative-strength read, not a dollar-flows
feed — use it to lean your CSP selling toward sectors with the trend at your back.
Every stock in your watchlist, ranked #1 → last as a cash-secured put. Each is a
~0.30-delta put priced with Black-Scholes and scored 0–100 on yield + VRP edge (IV>HV) + cushion,
minus an earnings penalty. No filtering — every name gets data; ones the feed can’t price sink to the bottom.
Modeled estimate — confirm strikes & fills in your broker before trading.
Expiry
Target /cycle
✕
Import Fidelity history
Export your Fidelity History as CSV and drop it here. The board reconciles
itself — premiums, round-trips, realized P&L and win rate. Idempotent:
re-uploading the same export is a no-op.
⬆
Drop your History_for_Account…csv here, or click to choose
This dashboard never writes the DB directly — the upload is reconciled by
book-cli, the only writer. Manual entry (book-cli add/close/assign)
still exists as a fallback but CSV import is the primary path.
✕
Account settings
These feed the cards directly — equity & settled cash drive Deployed%,
Cash-vs-Worst and the APY; the SPAXX rate is the idle-yield leg of Blended APY. Leave a
field blank to keep its current value. Saved via book-cli (the only writer).