StrikeView
Upload your Schwab exports to begin analysis
Account 1
Suffix
Positions
Transactions
Account 2
optional
Suffix
Positions
Transactions
Schwab exports: Positions → Accounts → Positions tab → Export → Spreadsheet.
Transactions → Accounts → History tab → set date range (YTD) → Export → Spreadsheet.
Both .xlsx and .csv accepted.
Dashboard
Portfolio overview, upcoming expirations, and income projection
Positions
Current holdings with capped, effective, and market values
Breakeven Tracker
How much of each position's cost basis has been recovered through covered call premium
Options
Open covered calls — cash flow, assignment risk, and return analysis
Monthly Income
Option premium and stock gains grouped by expiration month
Options Performance
Historical cycle analysis, annualized returns, and roll tracking
Lot Tracker
FIFO lot detail, holding periods, and covered share assignments
Transactions
Raw options and stock transaction history
What If
Model a covered call scenario and project income