The covered call tracker that sharpens your premium selling edge with AI.
Research covered call and put opportunities, get AI-enhanced guidance, manage rolls with assignment-aware recommendations, and track every dollar of options income — the wheel strategy app built for serious premium sellers.
No credit card required · Free to start
Built for covered call & put sellers who take their P&L seriously.
Always-accurate P&L
Your numbers stay right — even after dozens of rolls
AI-enhanced guidance
Managed by CoverEdge — no API key required (BYOK optional)
Smart recommendations
Assignment-aware roll & expiration guidance
Brokerage sync
Connect 80+ brokerages via SnapTrade
Your data, protected.
AES-256 encryption
Sensitive data encrypted at rest and in transit
Row-Level Security
Your data is fully isolated at the database level
No ads. No data selling.
Anonymized analytics only — your data is never sold or shared
SOC 2 infrastructure
Hosted on SOC 2-compliant, audited cloud infrastructure
Covered call & put tracking features built for income sellers
From screening opportunities to tracking roll chains, CoverEdge gives you the precision tools serious options sellers need.
Research Screener
Screen weekly options with delta, DTE, and premium filters. Technical signals, RSI, IV percentile, earnings warnings, and analyst sentiment — all in one view.
Opportunity Screener
The full market ranked list — top 100 covered call and cash-secured put setups across 230+ tickers, scored by annualized yield × probability of expiring OTM. Filter to your watchlist, positions, or open calls; one-tap star to watch any ticker.
AI-Enhanced Guidance
Managed AI by default — no API key required. Pro users get AI summaries on their top 8 picks per run, integrating stock news, market events, and technical data. Power users can swap to BYOK (OpenAI / Anthropic / Gemini) to unlock AI on every candidate.
Smart Roll Recommendations
Assignment-aware guidance: Let Assign, Let Expire, Roll, or Review. Safe strike calculations, recovery tracking, and execution discipline scoring.
Income Dashboard
12-week income charts, average weekly premium, best week tracking, and week-over-week deltas — see your cash flow at a glance.
Trade Lifecycle
Open, close, expire, assign, and roll — every action is tracked with audit-grade precision for both calls and puts.
Ledger-First Accounting
Your P&L is always accurate — no matter how many times you've rolled, closed, or been assigned. Every dollar is traced through immutable entries, so you never have to reconcile anything.
Roll Chains & Attribution
Full chain history with net P&L across legs. Save roll plans, track execution outcomes, and measure slippage against targets.
Brokerage Sync
Connect your brokerage via SnapTrade with read-only access. Trades, premiums, and assignments auto-import on every login (Pro / trial) — 80+ brokerages supported.
AI-powered options research — included with Pro
CoverEdge's research screener surfaces the best covered call and put opportunities, then layers AI-enhanced summaries on top that synthesize news, sentiment, and technicals into clear guidance. Managed AI is included with every Pro and trial subscription — no API key required. Power users can optionally bring their own OpenAI, Anthropic, or Google Gemini key for unlimited usage and full model choice.
- Technical signals with delta, IV, RSI, and earnings proximity
- Company-specific and market-wide news integration
- AI summaries managed by CoverEdge — no API key required (BYOK optional)
- Risk presets: Conservative, Balanced, and Aggressive
- Watchlist filtering for your favorite tickers
- Rule-based baseline always available — AI enhances, never replaces
Delta well-centered in your conservative band with a comfortable 3.1% buffer. Recent earnings beat and dividend raise support the stock price. RSI neutral at 44.8 — no overbought concerns.
Start tracking covered calls in three steps
No complex setup. No lengthy onboarding. Just start tracking.
Create your portfolio
Sign up and name your portfolio in seconds. Your private workspace is ready instantly.
Connect or log trades
Link your brokerage via SnapTrade for automatic sync, or enter trades manually with guided forms.
Research, roll & optimize
Screen opportunities, get AI-enhanced guidance, follow roll recommendations, and track your income growth.
Learn covered call & put strategies from the ground up
New to covered calls? Our built-in Learning Center takes you from the basics to advanced platform features — no prior options experience required.
Options Fundamentals
What are calls and puts? Strike prices, expiration, premium, delta, IV, RSI — build the vocabulary and metrics foundation.
Strategies & Risk
Covered call and put strategies, the wheel, income planning, risk management — and how each connects to CoverEdge tools.
Platform Mastery
Research screener, opportunity finder, roll recommendations, AI guidance, brokerage sync, trade tracking, and cost basis — hands-on walkthroughs.
Account & Subscription
Pro trial, settings, income reporting, notifications, and security — everything about managing your CoverEdge account.
CoverEdge Pro — advanced options income analytics
CoverEdge Pro unlocks the research screener, AI-enhanced guidance, smart roll recommendations, income analytics, and email notifications — everything a serious premium seller needs.
- Research screener with technical signals and news
- AI-enhanced summaries — managed by CoverEdge (BYOK optional)
- Assignment-aware roll recommendations
- Execution discipline & plan attribution tracking
- Weekly income charts and premium trend analysis
- Annualized ROI and $/day efficiency scoring
- 30-trade rolling win rate analysis
- Email notifications: weekly digest & opportunity alerts
Safe strike ≥ $142.50 · Recovery 87% · 4 DTE
Sync your brokerage — 80+ supported via SnapTrade
Link your brokerage account with read-only access via SnapTrade. Import positions automatically — your assets stay exactly where they are. We never have trading access.
Read-only access
We can view positions but never place trades
Bank-grade encryption
All connections secured via SnapTrade's infrastructure
80+ brokerages
All major US and Canadian brokerages supported
Covered call tracker comparison — CoverEdge vs alternatives
CoverEdge delivers the depth of premium platforms at a price that doesn't eat your premiums.
| Feature |  CoverEdge$19.99/mo | Premium Platforms $90+/mo | Options Screeners Free–$30/mo | Spreadsheets Free |
|---|---|---|---|---|
| Covered calls | ||||
| Covered puts | ||||
| Full-market opportunity screener with personal filters | ||||
| Always-accurate P&L | ||||
| Roll chain tracking | ||||
| Assignment-aware recs | ||||
| AI-enhanced analysis (managed + BYOK) | ||||
| Brokerage sync | ||||
| Built-in education | ||||
| Income dashboard | ||||
| Email notifications |
CoverEdge is the only platform that combines ledger-first accounting, covered put support, and AI-enhanced research at a fraction of the cost.
Full lifecycle tracking for covered calls & cash-secured puts
CoverEdge tracks both sides of your premium selling strategy. Full lifecycle management, roll recommendations, and P&L tracking for calls and puts alike.
Covered Calls
Track premium income, manage rolls with safe strike calculations, monitor assignments with basis recovery tracking, and optimize your call writing strategy.
Covered Puts
Full put-side support with per-share put basis tracking, assignment-aware recommendations, roll guidance, and seamless integration into your income dashboard.
Built for covered call & wheel strategy investors
CoverEdge is purpose-built for one strategy. If that's your strategy, you'll feel right at home.
CoverEdge is for you if…
- You sell covered calls or cash-secured puts
- You want to track premium income across rolls
- You manage 1–50+ positions and want organized P&L
- You want AI-powered research for weekly or monthly expirations
- You want roll recommendations that account for assignments
- You're building a repeatable income strategy
CoverEdge is NOT for…
- Day traders or scalpers
- Stock pickers who don't sell options
- Complex multi-leg spreads (iron condors, butterflies, strangles)
- Naked options sellers without underlying positions
- Crypto or futures options
- Fully automated / algorithmic trading
Covered call tracker FAQ
Everything you need to know about CoverEdge before you get started.
What is CoverEdge?
CoverEdge is a web-based platform for retail investors who sell covered calls and covered puts. It provides a research screener, AI-enhanced trade guidance, assignment-aware roll recommendations, and ledger-first income tracking — all in one place.
Is CoverEdge free to use?
Yes. CoverEdge offers a free tier that includes core trade tracking, ledger-first P&L, position management, brokerage sync, and the full built-in learning center. No credit card required. CoverEdge Pro ($19.99/month) unlocks the research screener, AI guidance, roll recommendations, and income analytics.
What brokerages does CoverEdge support?
CoverEdge supports 80+ brokerages via SnapTrade, including Schwab, Fidelity, Robinhood, Vanguard, E*TRADE, Interactive Brokers, TD Ameritrade, Webull, Tastytrade, and many more. All connections are read-only — we can view positions but never place trades.
How does the AI-enhanced guidance work?
Pro users get AI-Enhanced Guidance out of the box — CoverEdge handles the OpenAI key for you, with a generous daily quota (200 calls/day on trial, 500/day on paid Pro). On Managed AI, summaries cover your top 8 picks per research run; switching to BYOK in Settings → AI (your own OpenAI, Anthropic, or Gemini key) removes the cap entirely and generates summaries on every candidate. Either way, the AI integrates stock news, technical data, and market context to generate trade summaries and risk assessments. BYOK keys are encrypted at rest and never leave the server.
Does CoverEdge support covered puts?
Yes. CoverEdge is one of the few platforms that fully supports covered puts (cash-secured puts) alongside covered calls. Both strategies get full lifecycle tracking, roll recommendations, and P&L accounting.
How is the free covered call screener different from the in-app Opportunity Screener?
The free /tools/covered-call-screener and /tools/cash-secured-put-screener pages show the top 30 ranked setups across CoverEdge's 230+ ticker universe — no signup required. Inside the app, the Opportunity Screener at /app/screener (Pro) shows the full top 100 with no row cap, plus four personal-universe filter chips no public screener can compute: My watchlist, Tickers I own, Hide tickers with open calls, and Best per ticker. Each row deep-links into AI-powered Research with the strategy carried over. Same ranking engine, but the authenticated surface adds your portfolio context and a one-tap watchlist star on every row.
Do I need to pay separately for AI features?
No — Pro includes a managed daily AI quota (200 summaries/day on trial, 500/day on paid Pro) using CoverEdge's OpenAI key. You don't need to set up anything. Power users who want a higher cap, a different model, or full provider control can switch to BYOK (Bring Your Own Key) in Settings → AI and supply their own OpenAI, Anthropic, or Gemini key — that usage is billed directly by your provider with no markup from CoverEdge. AI features are entirely optional; all rule-based research signals, roll recommendations, and trade tracking work without AI.
What is ledger-first accounting?
In short: your P&L is always right, no matter how complex your trade history gets. Instead of maintaining position snapshots that can drift, CoverEdge records every financial event — premium collected, trade closed, assignment — as an immutable ledger entry. All P&L and position values are derived from the ledger, ensuring audit-grade accuracy even after dozens of rolls.
Is my data secure?
Yes. CoverEdge uses AES-256 encryption, Row-Level Security at the database level, and runs on SOC 2-compliant infrastructure. We use only anonymized first-party analytics (Google Analytics 4) to understand aggregate site usage — no advertising cookies, no retargeting, no data selling.
Can CoverEdge place trades on my behalf?
No. CoverEdge is a tracking and research platform only. Brokerage connections via SnapTrade are strictly read-only. CoverEdge never has trading access to your brokerage account.
Start tracking your covered call income today
Join CoverEdge and start tracking, researching, and optimizing with the precision your strategy deserves.
No credit card required · Set up in under a minute