Bring your holdings in whatever form is easiest. We read the positions, net out anything you've already sold calls against, and show you the free shares that could be earning premium.
Type it in
Enter tickers & share counts yourself
We extract, we don't keep. Your file is read once — just to pull out tickers and share counts — then it's discarded. We never store your account number, your balances, or the document itself.
What we pull out
Stock positions — ticker and share count
Covered calls you've sold — netted out automatically (PDF)
Options you've bought — not counted, shown for context only
Account numbers, balances, the file itself — never stored
Manual entry: enter only the shares that are not already committed to calls you've sold. We can't net those automatically when you type them in — upload a statement above if you'd like that done for you.
Here's what the statement shows. We've subtracted shares already committed to calls you've sold — the blue numbers are the free shares we'll screen. Adjust any of them if you know something the statement doesn't.
One thing to know: we only read your stock and the calls you've sold against it. If you hold options you bought (long calls or puts), those aren't shown here and aren't part of this screen. And a statement is a snapshot — if you've traded since it was generated, adjust the share counts above.
This is potential premium from covered calls at this screen's risk level — modeled near the bid, before any stock movement or assignment. Not income collected yet.
From insight to income.
Keep this portfolio. Let the Engine work it for you.
Create your account and we'll carry everything you just analyzed — your holdings and the calls you've already sold — into your private Engine. It tracks every position, surfaces what needs a decision, and books your income as it lands.
$29/month · cancel anytime · free during alpha
Educational analysis only · Not investment advice · Covered calls cap upside and carry the full downside risk of owning the shares · Ranges reflect option data and the screen's risk level
From insight to income
Create your Engine
We'll move the portfolio you just analyzed into your private, password-protected Engine. Your holdings and the calls you've already sold come with you — nothing to re-enter.