01 ·Portfolio Snapshot
Aggregate metrics across all open covered call positions.
Open Premium Sold
Across all contracts
Open Contracts
0
100 shares per contract
Weighted Avg Delta
—
Position-weighted
Premium Yield on Capital
—
Premium ÷ covered capital
Flagged: Sell CC
0
From watchlist scoring
Top 3 Covered Call Candidates
Auto-ranked from Watchlist
| Rank | Ticker | Score | Verdict | Price | Target Strike | Delta | Premium % |
|---|---|---|---|---|---|---|---|
| No candidates yet — fill in the Watchlist tab | |||||||
02 ·Quick Rules
Strike-selection and timing guidelines.
Primary Strike Filter
Use delta first; use % OTM as a sanity check.
Conservative Covered Call
0.10–0.20 delta (typically ~8–12% OTM).
Balanced Covered Call
0.20–0.30 delta (typically ~5–8% OTM).
Aggressive Income
0.30–0.40 delta (typically ~3–5% OTM).
Best Timing
Tuesday–Wednesday after a strong move into resistance / ATH.
Avoid Selling Calls
After a pullback, near support, or into earnings unless intentional.
01 ·Open Covered Call Positions
Yellow cells are inputs. All other columns calculate automatically. Add or remove rows as needed.
| Symbol | Shares Owned | Cost Basis/Sh | Stock Price | Contracts Avail | Contracts Sold | Expiration | DTE | Call Strike | Call Delta | Premium/Sh | Premium Total | Premium % | Assignment Risk | Covered Capital | Weekly Yield | Annual Yield | Moneyness % | If Called P/L | Risk Bucket | Notes | Roll? | Underlying Thesis |
|---|
01 ·Weekly Covered Call Watchlist
Update yellow cells each week. Rankings recalculate live based on a weighted score: Resistance 25% · Extension 25% · Premium 25% · Safety 15% · Trend 10%.
| Symbol | Shares | Price | Dist. to Resist % | 8 EMA | 21 EMA | EMA Gap % | 4H RSI | Trend Stack? | Target Strike | Delta | Premium/Sh | DTE | Premium % | Ann. Yield | Resist Score | Ext Score | Prem Score | Safety Score | Trend Score | Total Score | Rank | Verdict | Notes |
|---|
01 ·Covered Call Strike Guide
Reference profiles and a quick strike calculator based on a chosen risk profile.
| Profile | Target Delta | Approx. OTM % | Typical Use | Risk |
|---|---|---|---|---|
Conservative Best if keeping core shares matters most. |
0.10–0.20 | 8%–12% | Keep shares | Low |
Balanced Best blend of premium and call-away risk. |
0.20–0.30 | 5%–8% | Default weekly income | Moderate |
Aggressive Use only if you're okay with assignment. |
0.30–0.40 | 3%–5% | Max premium | Higher |
Quick Calculator
Enter a stock price and pick a profile to get a suggested strike. Then enter the actual delta of a candidate strike to verify.
Stock Price
Profile
OTM %
6.0%
Suggested Strike
— enter price
Entered Delta
Delta Check
— enter delta