The Wheel Strategy Trade Checklist
A step-by-step framework used by profitable wheel traders. Stop guessing — follow the system.
What's Inside
- Pre-trade checklist for cash-secured puts
- Strike selection framework (delta, support, premium)
- Position sizing rules (max allocation per ticker)
- Earnings avoidance — when to stay away
- Assignment management — what to do when assigned
- Covered call checklist — selling calls above cost basis
- Exit rules — when to close, roll, or let expire
- The complete wheel cycle flowchart
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Who Is This For?
This checklist is for anyone who sells options for income — whether you're just getting started with cash-secured puts or you've been running the wheel for years. It provides a systematic framework so you never miss a critical step before entering a trade.
If you find yourself asking questions like “what delta should I use?” or “should I sell through earnings?” or “how many contracts is too many?” — this checklist gives you clear, actionable answers.