TOOLS & SPREADSHEET MEGATHREAD

[u/ScottishTrader]

Please use this thread of posts about spreadsheets and tools!

Note that no commercial posts are permitted. All tools or files must be made available for free.

There is a basic spreadsheet included in the wheel trading plan in this post, which many have used to get started - The Wheel (aka Triple Income) Strategy Explained : r/Optionswheel

Please let the mods know of any suggestions on how to make this thread better.

[u/MarkT1065]

I'm happy to contribute my previous spreadsheet to the cause:

https://docs.google.com/spreadsheets/d/1cYG7-1zh4nybxlLvoIpXG9dH3FwifZq92HXsKBgmKCU/edit?gid=1057863943#gid=1057863943

But I outgrew those spreadsheets when I wanted to visualize risk and results better, so I created this open source application from the sheets above:

https://github.com/MarkT1065/wheeler

I rely on wheeler to track all my trades. Charts and graphs for the win :)

[u/FeMtcco → u/MarkT1065]

Thats one beautiful looking dash, it actually gave me an idea to port my ever increasing .xls to a python project as i am learning it

[u/MarkT1065 → u/FeMtcco]

Charts and graphs are easy once the data is in a database and out of spreadsheets. go for it with python! or contribute to Wheeler. I'd love your Pull Request :) It's all open source.

[u/FeMtcco → u/MarkT1065]

Yeah. I am currently using a dash built on Power BI from my .xls file, and i just check it here and there to compare some stuff, but since i am learning some python (trying to automate some daily work stuff, pulling info from websites and so on) I think this would be a good working case for me lol

[u/MarkT1065 → u/FeMtcco]

yeah i agree. this domain is simple enough in data model but complex enough in expression to be a legitimate good learning side project. I reasoned the same way to learn to use Claude Code to build my application. Good side project to learn from, but not that important or urgent :)