Green once SPX clears your breakeven / short strike · amber (behind pace) when the move to breakeven exceeds this cushion × its expected move to expiration · red at ≥ near-max-loss %. Saved on this device.
Covered Calls
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Portfolio
Add a covered call below to start tracking the income.
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Premium income by month appears here once you have a write on the book.
RealizedRealized lossOpen (at expiry)
Write a Covered Call
Cost basis is what you paid per share for the stock these calls are written against.
Leave it blank and everything still works — only if-called return and
downside breakeven go quiet, because those two are defined against your basis
rather than the strike. It's stored once per ticker and applies to every write on that name.
Cost basis
One number per name — what you paid per share. Blank is fine; it only mutes
if-called return and downside breakeven for that ticker.
Management rules
💰 fires once you've already earned this much of the premium — the point where
buying back cheap and rewriting usually beats holding for the last few cents ·
🔴 fires when the short call's delta reaches this, meaning assignment is the likely
outcome · ⚡ fires when the call's remaining extrinsic value falls below this
multiple of the upcoming dividend, which is exactly when an early exercise the day
before ex-div stops being irrational. Saved on this device.
Investment Portfolio Calendar
Loading…curated
Portfolio overview
Each holding links to the company's own investor relations page and straight to
its latest quarterly (10-Q) and annual (10-K) filing on SEC EDGAR — the company's
own words, not someone's take on them. Use × on a card to remove it.
Looked up in SEC EDGAR: company name, sector, CIK, investor site and filing links
fill themselves in, and the next results date is projected from last year's filing
— a rough window, not an announced date. If the company publishes an events feed,
Refresh will replace that projection with the real date once it's announced.
US SEC registrants only; most ETFs, funds and foreign listings aren't in EDGAR's
ticker directory.
The full calendar
Filter by event type or impact. The counts, timeline and list all update together.
Type
Impact
Timeline
High Medium Routine Read-throughHover or tap a dot for detail.
By week
On the radar — no date yet
Live catalysts with no published date. They stay off the timeline rather than
getting a made-up one.