RSI — Wheel Agent Dashboard

Performance Overview

Portfolio Value

—

— funded

Total P&L

—

closed trades only

Win Rate

—

— wins · — losses

Total Return

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on capital deployed

Open Positions

—

— contracts

Premium Collected

—

all-time

Current Positions

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P&L by Ticker

Strategy Health

Avg Delta Entry

—

Avg IV Rank

—

Avg VIX Entry

—

Avg Days Held

—

Assignments

—

Profit Target Hits

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Fees & Tax Estimator

California only · estimates

Gross Premium

—

collected all-time

Net of Fees

—

after est. reg fees + PFOF rebate

Net After Tax

—

est. take-home at selected bracket

Federal Bracket

California Bracket

NIIT

Net Investment Income Tax — applies above $200K (single) or $250K (MFJ)

Estimates only. Wheel premium is short-term capital gains (ordinary income) — taxed at your federal bracket plus CA state. NIIT (3.8%) applies above $200K (single) or $250K (married filing jointly); toggle ON if that's you. Assumes $0.05 regulatory fees and $0.06 PFOF rebate per contract per leg (Public.com structure as of May 2026). Numbers shown are GROSS income; for realized profit see the Total P&L card above. Consult your tax professional before filing.

Trade Log

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