Free Wheel Strategy Spreadsheet: Track Puts, Assignments and Cost Basis

Wheel Strategy Tracker

A free spreadsheet for logging each step of the wheel on a paper account: selling puts, getting assigned, then selling covered calls. It tracks your adjusted cost basis for you.

What's in the tracker

A log tab for every put, assignment, call, and called-away exit
Adjusted cost basis that updates after each premium
Cycle summary: total premium, days in cycle, and result per cycle
A paper-trade column to keep practice separate

Preview (made-up ticker EXMPL)

#	Step	Ticker	Strike	Premium	Outcome	Adj. basis
1	Sell put	EXMPL	45.00	1.00	Expired worthless	—
2	Sell put	EXMPL	45.00	0.90	Assigned: bought 100 at $45	$43.10
3	Sell call	EXMPL	47.00	0.80	Expired worthless	$42.30
4	Sell call	EXMPL	46.00	0.70	Assigned: sold 100 at $46	Cycle closed

Try the cost basis math

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