01 / INCLUDED
Options income calculator
Evaluate cash-secured puts and covered calls using editable trade inputs and automatic calculations.
← All toolsOne workbook.
MEASURED PREMIUM / JOHN MEESE
One workbook.
A more structured
process.
The Income by Design Toolkit brings eight planning and tracking modules together, from your first trade calculation to your portfolio review.
WHAT'S INSIDE
Plan. Track. Review.
02 / INCLUDED
Wheel strategy planner
Plan the put, assignment, and covered-call stages of the Wheel in one workbook.
03 / INCLUDED
Cash-secured put calculator
Estimate premium, breakeven, and collateral before opening a position.
04 / INCLUDED
Covered-call calculator
Review premium and the potential result if your shares are called away.
05 / INCLUDED
Five-rung put ladder
Organize potential put entries across five rungs before committing capital.
06 / INCLUDED
Position-sizing calculator
Translate portfolio and allocation assumptions into a position plan.
07 / INCLUDED
200-row trade journal
Record trades, closing transactions, and realized and unrealized P&L.
08 / INCLUDED
Portfolio dashboard
Review linked trade results and charts together.
Before you get started
This is an Excel workbook with manually entered trade and position data. It does not connect to your brokerage, supply live market prices, or place trades. Use Microsoft Excel; compatibility with other spreadsheet applications has not been verified.
Calculations depend on your inputs. Keep market values current when reviewing unrealized P&L. Annualized premium figures are illustrations, not expected returns.
Try the free calculator first.
Explore the standalone calculator before buying the full toolkit.