Find your next wheel trade in seconds.
WheelBert™ scans the market for high-probability cash-secured puts and covered calls based on your cash budget, DTE window, and safety preference. Inside the app, Ask WheelBert™ AI helps you reason through IV, delta, assignment risk, and rolling ideas as an educational guide—never a "buy / sell" signal.
Lite plan includes 2 scans per day, $10k collateral cap, and beginner-friendly suggestions, plus light access to Ask WheelBert™ AI for educational questions.
Based on your cash budget, target DTE, and minimum cushion.
Put engine shown here. Covered call engine and Ask WheelBert™ AI copilot are available inside the app. Data for illustration only. Not a recommendation to buy or sell any security.
How WheelBert™ fits your wheel routine
Two scan engines—cash-secured puts and covered calls—plus an AI copilot that explains risk in plain English.
Tell us what you're trying to do
Pick Put engine (cash-secured puts) or Call engine (covered calls), enter your cash / share size, DTE window, and safety preference.
Let WheelBert™ crunch the numbers
We scan your universe and surface trades that meet your minimum yield and risk constraints, showing EAR, cushion, DTE, and more for both put and call ideas.
Use Ask WheelBert™ AI as an educational copilot
Send candidates to the Ask WheelBert™ tab to get educational analysis of safety, assignment risk, and rolling ideas. Then place trades with your broker when you decide it makes sense.
A full wheel workflow, not just another options chain.
WheelBert™ is opinionated: it's built for cash-secured puts, covered calls, and the wheel strategy—with an AI copilot to help you understand the trade-offs.
Two wheel engines: puts & covered calls
Run dedicated scans for cash-secured puts when entering positions and covered calls when you're farming premium on existing shares.
Ask WheelBert™ AI copilot
Inside the app, open Ask WheelBert™ to get educational explanations of IV, delta, assignment risk, and rolling ideas. It never says "buy this" or "sell that"—it helps you think like a wheel trader.
Total-budget thinking
Tell WheelBert™ how much cash and share inventory you have, not just a random strike. It helps you allocate across multiple wheel candidates.
Risk-first views
Rank candidates by cushion, DTE, and delta so you can quickly ignore wheel trades that don't match your downside rules.
Wheel-native metrics
See expected annualized return (EAR), downside cushion, collateral used, and income-per-month framing for both puts and calls.
Works with your existing broker
WheelBert™ is a research & planning tool, not a broker. You stay with Schwab, Fidelity, IBKR, etc.—WheelBert™ just helps you find and understand candidates faster.
Designed for weekly & monthly routines
Build a repeatable routine: new put entries on certain days, covered call rolls on others, and an AI copilot that keeps your thinking consistent over time.
Educational guardrails & usage limits
Ask WheelBert™ is wired with plan-based usage limits and educational-only rules so the AI stays affordable for you and focused on explaining risk—not issuing trade commands.
Start with Lite. Upgrade when you're running a real wheel program.
All plans include both scan engines (puts + covered calls). Pro and Elite add deeper controls and more generous Ask WheelBert™ AI limits.
Perfect if you're learning the wheel or testing the workflow.
- • Put & covered call engines (light use)
- • 2 scans per day
- • Up to $10k collateral budget
- • S&P 500 universe
- • Conservative default DTE / delta ranges
- • Light Ask WheelBert™ AI access for educational Q&A
For active wheel traders who want unlimited scans, deeper filters, and more AI help.
- • Unlimited put & covered call scans
- • Any collateral size & custom DTE windows
- • Custom universes (tickers, ETFs, watchlists)
- • Advanced filters (earnings, IV, spreads)
- • Export to CSV & saved presets
- • Higher Ask WheelBert™ AI limits for ongoing routines
For serious wheel programs that want analytics, reporting, and very high AI usage limits.
- • Everything in Pro
- • Deeper portfolio & risk analytics
- • Historical wheel performance tooling
- • Income target planner ("I want $X/mo")
- • Alerts & advanced reporting
- • The most generous Ask WheelBert™ AI limits
Questions you might have
A few important clarifications before you start using WheelBert™.
Is this financial advice?
No. WheelBert™—including the Ask WheelBert™ AI copilot—does not provide individualized investment advice or tell you what to buy or sell. Options involve risk and can lose money. The tool is for education and research, not recommendations.
Does WheelBert™ work for covered calls too?
Yes. There is a dedicated Call engine for covered calls alongside the Put engine for cash-secured puts. You can scan both, compare yields and cushion, and then place trades with your broker.
What does the Ask WheelBert™ AI copilot actually do?
The AI copilot lives inside the Ask WheelBert™ tab. You describe your wheel idea (puts or calls), and it gives educational analysis of safety, delta, DTE, IV, and assignment risk. It might suggest ways to make a setup more aggressive or conservative—but you control the final decision.
Do you place trades or hold my money?
No. WheelBert™ is broker-agnostic. We don't hold funds or execute orders. You keep using your brokerage account (Schwab, Fidelity, etc.) and treat WheelBert™ as your research and planning cockpit.
How do usage limits for Ask WheelBert™ work?
Each plan has its own soft cap on AI messages so costs stay predictable. Lite and guest users get light access, Pro gets much higher limits for weekly routines, and Elite is tuned for heavy usage. When you hit a limit, the app lets you know.
Is WheelBert™ only for advanced option traders?
No. The Lite plan is intentionally simple and conservative. As you gain experience, Pro and Elite unlock more aggressive filters, universes, and higher Ask WheelBert™ AI limits so the tool grows with you.
Ready to run your wheel like a system?
Start with the Lite plan, learn the workflow, then upgrade to Pro when you're ready to treat your wheel like a serious income strategy—with Ask WheelBert™ AI as your educational copilot.
Lite plan forever for light use. Upgrade anytime. No lock-ins.