Everything I've built to help you learn the wheel — free tools, guides, and references. Most need no email.
A 6-page walkthrough of the wheel — mechanics, the 5 rules, a worked example, common pitfalls, and a pre-trade checklist. Read in 15 minutes.
Read it → Free · PrintablePrint-ready cheat sheet: the two-leg loop, 5 rules, 7-point pre-trade checklist, the 4 pitfalls, and full cycle math. Pin it to your monitor.
Open → Free · ReferencePlain-English definitions for every term — assignment, delta, DTE, IV rank, rolling, and 20+ more. No jargon.
Browse A–Z →Enter your capital, delta, DTE, and ticker profile — get an estimated monthly income, annualized return, and a realistic range. Honest math.
Run the numbers → Free ToolLog every put, roll, assignment, and covered call — see your TRUE cost basis (the one your broker doesn't show) and cycle P&L in real time.
Track a position →5-step card for evaluating a cash-secured put in under a minute. Quality filter · DTE · delta · premium math · position sizing.
Open → Free · PrintableEvery put you sell ends in one of 3 outcomes. Winner (50% rule), middle (hold or roll), or assigned. What to do in each — decided in advance.
Open → Free · Fillable10-section fillable capstone: your universe, entry rules, management rules, drawdown limits, weekly routine, and the "in case of emotion" checklist.
Open → CSV · Excel/SheetsSample-populated CSV with Excel/Sheets formulas for true cost basis, cycle P&L, assignment rate, and YTD totals. Downloads as a real spreadsheet file.
Download →5 questions per module · study-aid format · answers + rationales visible. Sample the course content.
Cash-secured mechanics, cost-basis math, the 3 profit paths, capital minimums, options risk premium.
Take → Free · QuizThe 5 Omega quality filters, FCF vs earnings, earnings-window rules, watchlist size.
Take → Free · QuizDelta as assignment probability, DTE sweet spot, sizing on a $50k account, order-entry mechanics.
Take → Free · Quiz50% profit rule, when a thesis breaks, credit-only rolls, the "rolling forever" trap, journaling.
Take → Free · QuizTrue cost basis after assignment, CC strike selection, the repair playbook, closed-cycle income sources.
Take → Free · QuizThe 20% concentration rule, drawdown discipline, correlation risk, tax treatment, the #1 predictor of success.
Take →The complete guide — how it works, why it works, the math, the risks, and who it's for.
Read → Free · 10 minThe entry leg, walked through slowly with real numbers and the 4 beginner mistakes.
Read → Free · 8 minThe honest capital breakdown, tier by tier, from under $5k to $250k+.
Read → Free · 9 minThe 4 real ways to lose money — and how to handle each. The article other educators skip.
Read → Free · 9 minWhich to sell first, and why. The honest comparison with a clear verdict.
Read → Free · 10 minThe 5-filter framework for building your own watchlist — and 3 categories to never wheel.
Read →Free-floor community — introduce yourself, ask questions, share wins. No purchase required.
Join → Free · Reference22 honest answers across strategy, pricing, community, risk, and logistics.
Read → FreeThe honest founder story — 18 years inside financial services, then the wheel.
Read →When you've absorbed the free stuff and want to run the wheel seriously, here's where to go.
The Course ($497) Membership ($100/mo) 1:1 Mentorship