Reader resource

YOUR WHEEL
WORKBOOK

📖 Companion resource for The Wheel: A Beginner's Guide to Options Trading

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What is included
01
Trade Tracking Worksheet
Log every Wheel position — entry, strike, premium, DTE, and outcome. See your real income vs the simulator projections.
02
6-Gate Checklist
Printable gate-by-gate checklist from Chapter 7. Run it before every trade. All 6 must pass.
03
Sunday Night Protocol
The exact 75-minute Sunday workflow from the book — regime check, sector scan, Wheel entries, journal update.
04
Wheel Stock Reference
Quick reference card for all 6 core Wheel stocks — dividend yield, IV range, max position size, and risk profile.
05
Income Calculator
Spreadsheet version of the Wheel income simulator. Enter your account size and see projected monthly income.
06
Rolling Decision Guide
When to roll, when to close, when to take assignment. The decision tree from Chapter 11 as a one-page reference.
The 6-gate system from the book
1
Liquidity — 500K+ daily volume
Low volume = bad fills and wide spreads. Volume confirms real interest in the stock.
2
Structure — clear support on chart
You need a level where buyers have shown up before. That is your assignment buffer zone.
3
R:R — minimum 2:1 reward to risk
Premium collected must justify the capital at risk. If the math does not work — skip it.
4
Context — sector leading this week
Trade with the market's momentum. A strong stock in a weak sector is still fighting uphill.
5
Thesis — one sentence why
If you cannot write why in one sentence before entering — you do not have a trade. You have a hope.
6
Earnings — nothing within 14 days
Never sell options over an earnings date. IV spikes look tempting — the gap after does not.
Ready for the full system?

The book gives you the foundation. The OPERATOR member dashboard gives you the tools to run it every week — regime scorer, RS tracker, earnings calendar, gate scanner, and Wheel income simulator.

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Questions about the book or workbook?
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