The Wheelhouse

Watch the classic options 'wheel' strategy running for real, every trading day — quality stocks only, every trade explained in plain English, and double-checked before it ever counts.

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Live Transparency See exactly what The Wheelhouse's agents did today

Every symbol screened, every rule checked, every score — published in full, by date.

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For informational and educational purposes only — not investment advice. Smart Portfolios are simulated model portfolios, run by autonomous AI agents, that illustrate a rule-based approach; they are not a recommendation to buy or sell any security and do not know your personal financial situation. Do your own research and due diligence, and consider consulting a licensed financial professional, before making any investment decision.
Simulated results. Trades shown are real orders placed by autonomous AI agents against a fully simulated trading account using live market data, but no real capital is at risk. Results do not represent a live account and may differ from real trading due to execution timing, liquidity, slippage, taxes, and fees.
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Starting Capital
$100,000
Currently Invested
$366
Unrealized Gain/Loss
+$357 (+3,875.7%)
Risk Tier
Moderate
Trades Placed
4
Audit-Confirmed
100%
Days Live
47
Inception
Jul 17, 2026
Performance vs. S&P 500 (SPY)
This portfolio's performance history will appear here once it has traded for a few days. Its holdings and starting mandate are shown above in the meantime.
How This Portfolio Picks Its Trades

The Wheelhouse runs the classic options wheel, researched and decided end-to-end by a dedicated team of autonomous AI agents: sell a put on a stock worth owning and collect the premium; if the shares get assigned, sell a call against them and collect again. Every trade comes from a hand-picked Approved List of liquid stocks and ETFs, and every candidate still has to clear a live liquidity and options-safety check before it's ever considered — no exceptions. A research agent screens the list using its own tools, a strategist decides the day's trade, a narrator explains it in plain English, and an independent auditor double-checks everything before it's published.

Every candidate has to clear all of this, checked fresh, before it's ever considered for a trade:

  • Every candidate must already be on this portfolio's admin-managed Approved List of Stocks — hand-picked liquid stocks and index/sector ETFs, not an open-ended universe
  • Average daily volume of at least 750,000 shares
  • Option open interest of at least 150 contracts on the nearest 20-45 DTE put
  • Bid-ask spread no wider than 12% of the option's mid price
  • No scheduled earnings report within 7 calendar days of the nearest 20-45 DTE expiration
Read the exact rule, in full (revision 6, effective Aug 21, 2026 ET)

Universe: a fixed, admin-managed Approved List of Stocks (editable from Portfolio Operations without a redeploy), covering major index/sector ETFs and a curated set of liquid, optionable large- and mid-cap names — including several higher-volatility, richer-premium names deliberately chosen for real income opportunities rather than screened for traditional fundamentals. Narrowed daily by a live liquidity/safety screen: average daily volume ≥ 750,000 shares, option open interest ≥ 150 contracts on the nearest 20-45 DTE put, bid-ask spread ≤ 12%, no earnings within 7 calendar days of the nearest 20-45 DTE expiration. Entry: sell a single cash-secured put, 20-45 days to expiration, targeting approximately 0.20-0.35 delta (a guideline, not a hard rule). On assignment: sell a single covered call on the assigned shares, 20-45 DTE, similarly targeting approximately 0.20-0.35 delta, until called away, then return to selling cash-secured puts. No multi-leg structures. Position sizing: no single put's strike-based collateral may exceed 20% of total portfolio notional; at least 10% of total notional held in uncommitted cash at all times. No new put on an underlying with a scheduled earnings report inside the option's expiration window. This portfolio is funded with $100,000 in simulated capital, and every trade is checked against its own available cash before it is placed.

See every rule change this portfolio has ever made »
Meet the Research & Trading Team
Sam the Researcher
Screens candidates against the published criteria above before any trade is considered, and writes a daily briefing on what the screen found.
Jake the Strategist
Decides the day's trade, if any, within hard, code-enforced risk limits — Jake never controls position sizing itself; a separate system checks every proposal before it can reach the broker.
Emma the Narrator
Writes the plain-English explanation for a trade only after it has actually filled at the broker — never before, never speculatively.
Dave the Auditor
Independently re-checks every trade against the published mandate and re-runs the original screen with fresh data, before it's allowed to publish.
Budget

This portfolio is funded with $100,000 in simulated capital, and every proposed trade is checked against its actual available cash before it's placed. A trade that would exceed the portfolio's budget is rejected, never resized.

Current Holdings Prices as of Sep 1, 2026 4:00 PM ET · refreshed live on every visit
Symbol Shares Avg Cost Current Price Market Value Gain/Loss
PLTR 1 $5.00 $179.92 $180 +$175 (+3,498.4%)
GLW 1 $3.40 $145.56 $146 +$142 (+4,181.2%)
CCL 1 $0.42 $23.23 $23 +$23 (+5,431.0%)
SOFI 1 $0.38 $17.05 $17 +$17 (+4,386.8%)
Trade Log
Open GLW Aug 27, 2026 ET

The Wheelhouse opened a cash-secured put on Corning Inc (GLW), selling to open the September 25, 2026 $135 strike for $3.40 in premium at 29 days to expiration. The strike sits at roughly 0.23 delta, within the mandate's 0.20-0.35 target, with the nearest earnings report about 60 days out and no report falling inside the expiration window. Open interest of 280 contracts cleared the liquidity screen, and the $13,500 of strike-based collateral stayed within the 20% single-trade cap while keeping uncommitted cash above the 10% floor.

Risk note: As a short cash-secured put, this position carries assignment risk: if GLW trades below $135 at expiration, the portfolio can be obligated to buy 100 shares at $135 regardless of the market price, and a sharp drop below the strike would mean an unrealized loss on those shares only partly offset by the $3.40 premium collected. Note also that the entry cleared on a slightly wider bid-ask spread (~13% of mid) at the stock-liquidity floor, so exit pricing may be less favorable than in tighter names.

Open CCL Aug 26, 2026 ET

The Wheelhouse opened a cash-secured put on Carnival Corporation Ltd (CCL), selling to open a single $24.00 strike expiring 2026-09-25 for $0.42 in premium. The trade fits the mandate's entry criteria: 29 days to expiration inside the 20-45 day band, a delta within the 0.20-0.35 guideline range, and scheduled earnings falling roughly 32 days out — clearing the expiration window under the no-earnings-inside-window rule. Collateral of $2,400 sits well within the single-trade cap, and the position was ranked third on the day given a thin earnings-timing margin and unconfirmed option open interest of 195 contracts.

Risk note: As a short cash-secured put, this position carries assignment risk: if CCL trades below $24.00 at expiration, the portfolio can be obligated to buy 100 shares at $24.00 regardless of how far the stock has fallen, with the $0.42 premium as the only offset. The thin earnings-timing margin and the relatively light, unconfirmed open interest also mean liquidity could be tighter than usual if an early adjustment were ever needed.

Open SOFI Aug 26, 2026 ET

The Wheelhouse opened a cash-secured put on SoFi Technologies Inc (SOFI), selling to open one $17.00 put expiring 2026-09-25 for $0.38 in premium. The trade fits the mandate's entry criteria: roughly 30 days to expiration within the 20-45 day band, a strike sitting about 9% below the current price in the targeted 0.20-0.35 delta range, no earnings before expiration, and a clean pass on the liquidity screen. Collateral of $1,700 sits well within the 20% single-trade cap, leaving ample uncommitted cash.

Risk note: As a short put, this position carries assignment risk: if SOFI trades below $17.00 near expiration, the portfolio can be obligated to buy 100 shares at $17.00 regardless of how far the stock has fallen, with the $0.38 premium as the only offset. SOFI is one of the higher-volatility names on the Approved List, so a sharp decline could leave the assigned share cost meaningfully above market value.

Open PLTR Aug 26, 2026 ET

The Wheelhouse sold to open a single cash-secured put on Palantir Technologies Inc (PLTR) at the $165 strike expiring 2026-09-25, collecting $5.00 per share in premium. The trade fits the mandate's entry criteria: roughly 30 days to expiration within the 20-45 day band, a strike about 5% below spot in the targeted 0.20-0.35 delta range, and no earnings before expiration. It cleared the liquidity screen with a 2.9% bid-ask spread and 863 open interest, and its $16,500 in strike-based collateral sits within the 20% single-trade cap.

Risk note: As a short put, this position carries assignment risk: if PLTR trades below $165 at expiration, the portfolio can be obligated to buy 100 shares at $165 — a real cash outlay of $16,500 — even if the market price is well below that, with the $5.00 premium as the only offset. PLTR is a deliberately higher-volatility name, so a sharp decline could leave the assigned shares worth materially less than the strike.

At a Glance
Risk tier
Moderate
Starting capital
$100,000
Uninvested cash
$99,991
Benchmark
SPY
Inception
Jul 17, 2026
Days live
47
Frequently Asked Questions

A real, rules-based strategy run by a team of autonomous AI agents, live on this site — real market data, real order mechanics, running in a fully simulated brokerage account. Nothing here is a backtest dressed up as a live result.

No. Every trade runs against a fully simulated brokerage account — a real connection and real market prices, but no real money changes hands.

No. Smart Portfolios are published for education and transparency — a way to watch a rules-based strategy work in public. Nothing here is a personalized recommendation for any individual reader to buy or sell anything.

A small team of autonomous AI agents, each with one job: one researches and screens candidates against this portfolio's published criteria using its own tools, one decides the day's trade within hard, code-enforced risk limits, one writes the plain-English explanation once a trade fills, and one independently audits everything before it's allowed to publish.

This portfolio has its own dedicated budget, and every proposed trade is checked against its available cash before it's placed — see "Budget" above.

Every trade goes through an automatic compliance check and an independent audit before it publishes. An order that's been placed but not yet filled or reviewed shows up separately under "Orders Awaiting Fill" — the explanation appears once it fills and clears review, not before.

Once each trading day, Monday through Friday around 11:00 AM Eastern, the portfolio's research-and-decision process runs. Most days won't produce a trade — a quiet day with nothing worth acting on is a normal, honest outcome, not a malfunction.

You can see exactly what was traded and why, but this isn't a signal service. Always do your own research and weigh your own circumstances before making any investment decision.

The Wheelhouse trades from a hand-picked, admin-managed Approved List of liquid stocks and ETFs — nothing outside that list is ever considered, and the list only changes when a site admin updates it. The Swing Shift works differently: its symbol list re-qualifies itself automatically every trading morning based on live price, volume, market cap, and volatility checks, so names naturally rotate in and out as conditions change, with no manual editing required. Either way, a name still has to clear that day's full research-and-risk process before it's ever traded.