What's New

v3.3.0

Release history and updates for Wheel Strat Tracker.

v3.3.0LatestAug 11, 2026
  • Every row on the Report tab is now clickable — closed trades open the trade's detail page and share sales open their stock lot, so you can jump from any report line straight to the full story behind it.
  • The Activity tab is gone. Everything it showed lives on the Report tab, which adds filters, charts, period comparisons, and CSV export on top of the same history — one place to review closed positions instead of two.
  • Getting back to the Dashboard is one tap from anywhere in a portfolio: a new Dashboard button sits right beside the Positions / Report / Performance tabs on every portfolio page, replacing the tiny breadcrumb link — and it opens the Dashboard already focused on the portfolio you were just in. On phones, the bottom tab that takes you there is now labeled Dashboard so it's clear where it leads.
  • The Dashboard is now a true monitoring station. A new Needs Attention queue leads with what actually requires a decision: puts in the money with the cash they'd deploy if assigned, covered calls at risk of being called away, long options running out of time, shorts on track to expire worthless, and idle income capacity — uncovered shares that could be backing covered calls. All clear? It says so in one line.
  • The Assignment Ladder got its own card with a slim capital strip, replacing the full Cash Allocation card that repeated the numbers already shown up top. The old Open Positions tables — a copy of the Positions tab — were replaced by a compact Position Radar: every open position on one line with days to expiry, how far in or out of the money, open premium, lot P/L, and covered-call coverage. Monitor everything from the Dashboard; jump into Positions only when you're ready to act.
  • The Watchlist card is gone from the Dashboard — it had fallen out of use.
v3.2.0Aug 3, 2026
  • Partial share sells now count the day they happen. Selling part of a stock lot used to leave the profit or loss invisible — nowhere in Activity, reports, or your monthly P&L — until the day the lot fully closed, which then took credit for everything at once. Every share sale is now recorded as its own dated entry, so Activity, the Report tab, and MTD/YTD totals reflect it immediately.
  • New Sale History section on each stock lot's page — every sale on the lot (partial sells, the final close, shares called away) with its date, share count, price, and realized P/L, so the lot's total is traceable sale by sale.
  • Existing history was carried over: previously closed lots keep their P&L on their close date, and any profit already realized from partial sells on open lots now shows up in your totals instead of waiting for the lot to close.

Every release before the two above.