A Simple Options Wheel Planner for Beginner Traders

Enter one ticker and see one clear example plan: covered call, cash-secured put, or both — with the capital required, strike, expiration, and breakeven.

Educational tool, not financial advice.

What you get

The important numbers, explained plainly

YieldTerminal is designed to answer the questions a novice trader usually has before opening an options trade.

Strategy
Covered call or put
Capital
Cash or shares needed
Trade
Strike and expiration
Outcome
Breakeven and next step

Beginner Questions

What does the Trade Plan do?+

Enter a ticker and choose a covered call, cash-secured put, or both. YieldTerminal turns the market data into a plain-English plan with the capital required, strike, expiration, breakeven, and a simple exit guide.

Do I need to understand an options chain?+

No. YieldTerminal is designed for people who want the important numbers without decoding a large options chain. Advanced traders can still review the details before placing a trade through their own broker.

What is the wheel strategy?+

The wheel commonly starts with a cash-secured put. If shares are assigned, the next step is often a covered call. The cycle may repeat, but each trade still carries stock and options risk.

Does YieldTerminal place trades?+

No. YieldTerminal does not connect to a brokerage account, hold funds, or execute orders. It is an educational planning tool that helps you understand a possible trade before using your broker.

Is the Trade Plan free?+

The core Trade Plan is free to try. Saving trades and the weekly Income Flow view require Pro. The beginner calculators stay free with no signup.