01 ·Portfolio Snapshot
Aggregate metrics across all open cash-secured put positions.
Open Premium Sold
Total credit received
Cash Secured
$0
Capital reserved for assignment
Open Contracts
0
100 shares per contract
Weighted Avg Delta
—
Position-weighted (abs)
Return on Cash
—
Premium ÷ cash secured
Flagged: Sell Put
0
From watchlist scoring
Top 3 Cash-Secured Put Candidates
Auto-ranked from Watchlist
| Rank | Ticker | Score | Verdict | Price | Target Strike | Delta | Premium % | Discount % |
|---|---|---|---|---|---|---|---|---|
| No candidates yet — fill in the Watchlist tab | ||||||||
02 ·Quick Rules
Strike-selection and timing guidelines for selling puts.
Only Sell On Names You Want To Own
If assigned, you become a shareholder at the strike. Never sell puts on tickers you wouldn't hold.
Primary Strike Filter
Use delta first; use % below price as a sanity check.
Conservative CSP
0.10–0.20 delta (typically ~8–12% below price). Low assignment risk.
Balanced CSP
0.20–0.30 delta (typically ~5–8% below). Default weekly premium.
Aggressive / Wheel Entry
0.30–0.40 delta (typically ~3–5% below). Use when you want to get assigned at a discount.
Best Timing
Monday–Tuesday after a pullback into support, or after a VIX spike.
Avoid Selling Puts
Near resistance after a strong rally, into earnings (unless intentional), or in clear downtrends.
Manage at 50% Profit or 21 DTE
Close early to lock in gains and free capital, or roll down/out if challenged.
01 ·Open Cash-Secured Put Positions
Teal cells are inputs. All other columns calculate automatically. Add or remove rows as needed.
| Symbol | Cash Available | Stock Price | Contracts Sold | Expiration | DTE | Put Strike | Put Delta | Premium/Sh | Premium Total | Premium % | Assignment Risk | Cash Secured | Return on Cash | Annual Yield | Discount % | Effective Cost Basis | If Assigned P/L | Risk Bucket | Action | Notes | Why This Name |
|---|
01 ·Weekly Cash-Secured Put Watchlist
Update teal cells each week. Rankings recalculate live based on: Support 25% · Pullback 25% · Premium 25% · Safety 15% · Quality 10%.
| Symbol | Want To Own? | Price | Dist. to Support % | 8 EMA | 21 EMA | EMA Gap % | 4H RSI | Pullback? | Target Strike | Delta | Premium/Sh | DTE | Premium % | Ann. Yield | Support Score | Pullback Score | Prem Score | Safety Score | Quality Score | Total Score | Rank | Verdict | Notes |
|---|
01 ·Cash-Secured Put Strike Guide
Reference profiles and a quick strike calculator for selling puts.
| Profile | Target Delta | Approx. Below % | Typical Use | Assign. Risk |
|---|---|---|---|---|
Conservative Pure premium collection; minimal assignment risk. |
0.10–0.20 | 8%–12% | Income only | Low |
Balanced Best blend of premium and assignment odds. |
0.20–0.30 | 5%–8% | Default weekly income | Moderate |
Aggressive / Wheel Use when you actually want to own shares at the strike. |
0.30–0.40 | 3%–5% | Wheel entry | Higher |
Quick Calculator
Enter a stock price and pick a profile to get a suggested strike. Then add a target premium to see your effective cost basis if assigned.
Stock Price
Profile
Below %
6.0%
Suggested Strike
— enter price
Premium / Share
Effective Cost Basis
— if assigned
Entered Delta
Delta Check
— enter delta