Systematic Income

The Wheel Strategy: Systematic Options Income

The wheel combines cash-secured puts and covered calls into a repeatable income cycle. Sell puts to enter stocks at a discount, then sell calls against your shares. Alpha Copilot finds the best setups on both sides.

What is the wheel strategy?

The wheel is a three-phase income strategy. First, sell cash-secured puts on a stock you want to own. If assigned, you acquire shares at a discount (strike minus premium). Then sell covered calls until the shares are called away. Repeat the cycle and compound your income.

Double Premium

Collect income on both sides — put premium to enter and call premium while holding shares.

Lower Cost Basis

Each premium collected reduces your effective cost basis, building a larger margin of safety over time.

Repeatable Cycle

The strategy resets after shares are called away, creating a systematic process you can run indefinitely.

Key factors in wheel strategy execution

Stock Selection

Only wheel stocks you genuinely want to own. If assigned, you will hold 100 shares, so choose fundamentally strong companies with liquid options and moderate-to-high implied volatility.

Strike Selection

For puts, sell at or below support where you would happily buy. For calls after assignment, sell above your cost basis to ensure a profit if called away. Alpha Copilot evaluates both sides automatically.

Roll Management

If the stock drops below your target, roll puts down and out for additional premium. After assignment, if the stock drops further, roll calls down cautiously — never below your cost basis.

Assignment Handling

Assignment is not a loss — it is part of the plan. Once assigned, immediately transition to selling covered calls above your cost basis. Continue collecting premium until shares are called away.

How Alpha Copilot optimizes your wheel

Instead of manually scanning options chains for both puts and calls, describe your wheel plan and Alpha Copilot does the analysis. It finds optimal entry strikes, calculates position sizing, and plans the covered call phase after assignment.

Try asking:

"Find wheel strategy opportunities on AAPL with good premium"

"Best stocks for the wheel strategy under $100"

"Run the wheel on NVDA — show me put entry and call plan"

Try it free — plan your wheel

Detailed guides by ticker

Explore wheel strategy setups for specific stocks and market conditions.

View all strategy guides →

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