Wheelytics
Track Theta
ThetaPal
Option Tracker
CoverEdge
FlashAlpha
Optioneer
OptionIncome.io
VaultNow
Request Finance
Cryptio
Bitwave.io
Blockfolio
TaxBit
TokenTax
Vault-ERP
Wheelytics is your all-in-one dashboard for tracking the Options Wheel Strategy using data from Interactive Brokers (IBKR) โ automatically updated every day.
Group, track, and analyze your Covered Calls and Cash-Secured Puts with no spreadsheets required. Just connect your IBKR account and get fresh insights every morning โ automatically.
Book a demo to see your payout, invoicing and budget flows mapped onto VaultNow.
Wheelytics
VaultNowWheelytics's answer
Next.js, PostgreSQL, Tailwind CSS
Wheelytics's answer
Wheelytics is purpose-built for retail options traders using the Wheel strategy. Unlike generic portfolio trackers, it auto-groups trades by symbol and strike, showing net cash, proceeds, and commissions in one place โ with seamless IBKR Flex Report integration.
VaultNow's answer:
Most tools give you one piece โ a wallet, an invoicing app, or a payout tool โ and you stitch the rest together with spreadsheets. VaultNow runs the whole money path in one system: invoicing, payouts, treasury, budgets and P&L, all reconciled together, with AML screening and approval controls built into the same workflow. It's non-custodial, so your keys and funds stay yours. One system instead of five tools and a month-end scramble.
Wheelytics's answer
Most tools focus on stock portfolios or advanced Greeks. Wheelytics focuses on what Wheel traders care about: cashflow visibility, position grouping, and simple reporting. No spreadsheets, no complexity โ just clear insights.
VaultNow's answer:
Most crypto finance tools force a trade-off. Heavy accounting platforms like Bitwave or Cryptio are built for enterprise audit and complex DeFi โ powerful, but overkill and pricey if you just move stablecoins. Invoicing tools like Request Finance handle billing, but you still bolt on separate tools for payouts, treasury and controls.
VaultNow sits in between: one system that runs the whole stablecoin money path โ invoicing, payouts, treasury, budgets and P&L โ reconciled together, with AML screening and approvals built in. It's non-custodial, so your keys and funds stay yours. Focused on the rails you actually use (USDT & USDC on Ethereum and Tron), not on tracking every DeFi protocol you don't.
If you run real operations on stablecoins and want them clean, controlled and in one place โ without an enterprise price tag or a five-tool stack โ that's the gap VaultNow fills.
Wheelytics's answer
Retail investors and semi-passive traders using the Wheel strategy (selling cash-secured puts and covered calls), primarily those trading through Interactive Brokers from the US and Europe.
VaultNow's answer:
Any business whose turnover runs through stablecoins. If you invoice clients, pay contractors, vendors or partners, or manage treasury in USDT and USDC, VaultNow is built for you โ whatever your size or industry.
That spans agencies, payment platforms, trading and Web3 companies, and international teams paying people around the world. What they share is simple: crypto is part of how money actually flows through the business, and they want it clean, controlled and reconciled in one place โ invoicing, payouts, treasury and budgets, all in one system.
Wheelytics's answer
Wheelytics started as an internal tool built out of frustration with tracking Wheel trades in spreadsheets. After seeing value in grouping trades and automating cashflow insights, it evolved into a public-facing tool for fellow traders.
VaultNow's answer:
VaultNow came out of a problem its founders kept seeing up close. Working with businesses that operate in crypto, they noticed the same gap everywhere: teams were running crypto operations by hand โ juggling exchange platforms, personal wallets and hardware wallets, with founders and execs burning hours processing dozens of transactions and then trying to reconcile it all in spreadsheets.
The market clearly needed a corporate-grade solution for crypto payments โ a "banking-like" experience with real accounting, analytics and control that could scale as the business grew.
There was a second problem too: trust and privacy. Many teams keep funds in their own wallets but don't want the whole chain to see how much they hold, who they pay, or where money comes from. Blockchain transparency cuts both ways โ competitors, or even people inside the team, can read salaries and payment flows.
So VaultNow was built to solve both at once: corporate-level financial control, security and clarity for crypto payments โ without giving up flexibility or privacy โ with anti-fraud tools that trace transaction chains and flag issues like kickbacks, payments to non-existent employees, or hidden markups.
Wheelytics's answer
Independent retail traders. Early-stage Wheel strategy enthusiasts. Self-directed IBKR investors
VaultNow's answer:
Track Theta - Import your covered sell put or sell call positions, track them in the options area and if assigned your future covered calls or puts would automatically be added under the same wheel so you can easily track your adjusted/break-even price
Request Finance - A suite of financial tools to make your life easier - crypto freelancers & organizations use Request Finance for invoices, expenses, payroll, and accounting.
ThetaPal - Track your options wheel strategy with AI-powered roll recommendations. Auto-sync from Schwab, Fidelity, Robinhood & 15+ brokerages. Monitor insider trades, politician trades, dividends, earnings, and more.
Cryptio - Accounting & analytics solution for your crypto portfolio
Option Tracker - Portfolio management and trade analytics for US options traders
Bitwave.io - Unlock the benefits of holding digital assets with the first finance platform designed specifically to manage cryptocurrency tax, accounting, and compliance.