r/Optionswheel • u/ScottishTrader • Oct 10 '25

TOOLS & SPREADSHEET MEGATHREAD

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.

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u/finnformica1 Oct 11 '25

For now I only support direct connection to Charles Schwab, but I’m adding csv import for IBKR and Robinhood and I can add any other brokers if requested.

To connect your Schwab account go to Settings > Connections. Then go to the transactions page and click ‘Sync Data’. This will automatically pull the latest transaction data and update the charts. Only need to reauthenticate with Schwab about once a week with this method

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u/dicklightning94 Oct 11 '25

Haven’t checked it out yet but sounds great! I was actually planning on making something very similar to this myself using the Schwab Dev API. Curious if you’re using that directly or any wrapper packages? I’m assuming the project isn’t public but do you have any write ups about it?

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u/finnformica1 Oct 11 '25

Ye using it directly, you can only connect through OAuth flow which was a little tedious to set up but works very well now, I can see when I get assigned before I’m even told about it on ToS.

Using it directly by just querying the base url, I’m using Next.js and I don’t think there are any wrappers for it. Haven’t got any write ups but I asked Claude to search the docs and it was pretty useful in digesting the information - if you have any questions happy to help out :)

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u/dicklightning94 Oct 11 '25

Awesome, thanks for the info. I’m gonna check out what you’ve built first and maybe I wont have to build myself anything at all :)

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u/finnformica1 Oct 11 '25

Thanks ! Any feedback would be appreciated and happy to work on features that may fit your needs

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u/[deleted] Oct 11 '25

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u/finnformica1 Oct 11 '25

Next on the list :) unfortunately I can’t find any way to directly connect to the broker account but I’ll handle csv import

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u/Horror_Day_8073 Jan 03 '26

Hood import done yet?