yourfinance Options-income decision control room

For covered-call and wheel investors

Premium collected is not profit.

yourfinance shows what needs a decision this week, your real cost basis after every roll, and what you have actually realized—without broker credentials or automatic trading.

Download the demo See the proof in the live demo

Free demo, no time limit · Beginner $20 · Pro $50, one time · local records · no order execution

Premium collected
$420
Actually realized
$150
Still open, still at risk
$240

If your sheet reports only the first number, it is not controlling the risk. One covered-call roll, worked end to end in the read-only demo below. Demo data on a made-up ticker — not a performance claim.

Free, no signup

Position-size calculator

This is the same sizing logic that runs inside yourfinance, ported to this page. It answers the question that comes before every trade: given the account and where the stop sits, how large can this position be — and which limit is actually binding, the risk budget or the concentration cap?

Nothing you type here leaves your browser. The arithmetic runs in JavaScript on your own machine. Specifically, this page contains:
  • no server call, no fetch, no analytics, and no tracking pixel;
  • no cookies and no localStorage write — close the tab and the numbers are gone;
  • no fonts, scripts, or images loaded from anyone else's domain.

Turn off your network connection and the calculator still works. This page transmits nothing at all: there is no form, no analytics script and no font to fetch.

Used by both tools below. Currency-agnostic — enter it in whatever currency your account is denominated in.

Size from your stop

Fixed-fractional sizing with a concentration cap.

The most you accept losing if the stop is hit.
Defaults to 20%. A single name at more than a fifth of the account stops being a position and starts being the portfolio.

Size from your track record

Half-Kelly, hard-capped. Requires an honest sample.

A decimal strictly between 0 and 1. 0.55 means 55% of closed trades were winners.
Enter as a positive number.
Defaults to 0.25. Edge estimates from small samples are unreliable, so the cap exists for a reason.

Fixed-fractional sizing truncates to whole shares — it never rounds a position up past your risk budget. The Kelly panel reports half-Kelly by default because full Kelly assumes you know your edge exactly; nobody does. Neither tool knows anything about the instrument you are trading, and neither one can make a negative-expectancy strategy profitable.

See it working

The control room

A read-only walkthrough of the actual application: an expiry that needs a decision, a wheel position whose cost basis has been adjusted by a roll, and the difference between premium collected and realised profit.

The Control Room, seeded with one worked covered-call roll. Demo data, read-only. Raw basis and premium-adjusted basis sit side by side; so do gross premium and the part of it that is actually realised.

What this is, and what it is not

  • Not another prediction feed.
  • Not another generic day-trading journal.
  • Not an automated order-execution bot.
  • A private control room for disciplined premium sellers.

Get it

Download the demo, buy a key when it earns it

The download is the whole application. Without a key it is the free demo, with a sample workspace and no time limit. A Beginner key is $20 and a Pro key is $50, paid once, verified on your computer, with nothing sent anywhere.

Download the demo See what each tier includes