Wheel Fortress Copilot • MVP 1

Build a rules-first options income dashboard.

A private, browser-based prototype for planning Wheel Strategy trades, calculating annualized option ROI, scoring stock candidates, tracking RPIC progress, and reviewing your trade process before any order is placed.

No live tradingLocal browser storageHuman approval requiredWheel Strategy checklistKPI review

Fortress Goal Planner

Set the passive-income target using RPIC: Reliable Passive Income Coverage.

Income gap

Current RPIC0
Target monthly passive income$0
Monthly gap$0
Capital needed at yield$0

Strategy Fit Selector

Score the major choices across the book’s 11 factors. Higher = more suitable for your current stage.

Recommended strategy

Wheel Screener

Enter candidates manually for MVP 1. Later this becomes API-driven using market/fundamental/options data.

Candidate shortlist

SymbolScoreVerdictReasons

Option ROI Planner

Trade ticket preview

Annualized ROI0%
Total premium$0
Buying power$0
90% close target$0

Human approval checklist

Trade Journal

Entries

DateSymbolTypeP/LNotes

Rapid Performance Analyzer

Total P/L$0
Trades logged0
Average P/L$0
Best symbol—

Automation roadmap

Next API upgrade: connect fundamentals, options chains, earnings dates, and broker CSV import.
Alerts: Discord/Telegram alerts for 80%/90% close targets, expiration, earnings conflicts, and margin cushion.
Human approval: keep execution manual until paper-trading and broker API tests prove the rules.

Export / reset

Copy a JSON handoff for the next build phase or wipe local prototype data.

Wheel Fortress Copilot MVP • Educational decision-support only • Not financial advice