The Best Apps for Tracking Cash-Secured Puts in 2025

Introduction

Selling cash-secured puts is one of the most popular income strategies in options trading, but tracking your positions well is surprisingly hard. Your brokerage shows you open positions and order history. It does not show you cumulative premium collected per ticker, your effective cost basis if you get assigned, or how your CSP income is trending month over month.

If you're selling puts regularly, you need a tracking system that understands the specific workflow — not just generic portfolio tracking. Here's what to look for and what's available in 2025.

What a Good CSP Tracker Needs to Do

Not every portfolio tool is built for options sellers. Before you evaluate specific apps, it helps to know what actually matters for cash-secured put tracking.

The CSP Tracker Checklist

• Collateral tracking — How much buying power is each open put tying up? You need to see total capital committed at a glance, not just open positions.
• Premium history per ticker — If you've sold puts on AAPL six times this year, you should be able to see total premium collected on that ticker without digging through trade logs.
• Roll tracking — When you roll a put down and out, the tracker needs to handle the close-and-reopen as a connected event, not two unrelated trades.
• Assignment handling — When a put gets assigned, the transition from "open CSP" to "100 shares owned" needs to be smooth, and the put premium should automatically reduce your share cost basis.
• Cost basis calculation — After assignment, your true cost basis is the strike price minus all premiums collected. The tracker should calculate this without you doing the math.
• Portfolio-level views — Total premium collected, total capital deployed, overall return metrics. The individual trade detail is important, but the big picture is what tells you if your strategy is working.

If a tool can't handle most of these, it's not really a CSP tracker — it's just a trade journal with extra steps.

The Landscape: What's Out There

General Portfolio Trackers

Tools like Personal Capital, Yahoo Finance portfolios, or your brokerage's built-in reporting. They're designed for buy-and-hold investors.

The problem for CSP sellers: These tools don't understand options positions, or they treat them as isolated trades. No concept of premium income reducing cost basis, no roll tracking, and no way to connect a put sale to an eventual assignment.

Spreadsheets

The classic approach, and honestly where most CSP sellers start. Google Sheets or Excel with a manual log of every put sold, premium collected, expiration date, and outcome.

Pros: Totally customizable, free, and you control every calculation.

Cons: Every single trade requires manual entry. Formulas break when you add edge cases (rolls, partial fills, early assignment). No mobile-friendly view. No automation whatsoever. And once you're past five or six active positions, the spreadsheet starts becoming a job in itself. For a deeper look at where spreadsheets hit their limits, check out our post on why covered call tracking spreadsheets eventually break.

Dedicated Options Tracking Tools

This is the category that actually addresses what CSP sellers need. A few tools are built specifically for options income strategies:

MyATMM (myatmm.com) — Built specifically for the wheel strategy, which means cash-secured puts are a first-class citizen. Tracks cost basis automatically across the full wheel cycle (CSP to assignment to covered calls), includes a screener for 550+ stocks with weekly options and 25+ filters for finding new CSP candidates, and supports AI-powered transaction import via brokerage screenshots. Multi-portfolio support is included if you sell puts in more than one account. Free tier covers up to three tickers; paid plans are $24.95/month (discounts may be available on the pricing page).

TrackTheta — Focuses on options income tracking with an emphasis on the Greeks. Good for traders who want theta decay visibility across their portfolio. Syncs with some brokerages for automatic trade import.

CoveredWheel.com — Another wheel-focused tracker. Offers wheel cycle tracking and premium logging. Worth comparing if you're evaluating multiple tools.

OptionWheelTracker — Available in both .com and .ai variants. Targets wheel strategy traders with position tracking and performance reporting.

WheelStrategyOptions.com — Provides wheel strategy tracking alongside educational content about the strategy itself.

What to Prioritize When Choosing

Every tool has trade-offs. Here's how to think about what matters most based on how you trade:

Fewer than 5 tickers: Almost anything works, including a spreadsheet. But even here, a dedicated tool saves you from building and maintaining formulas.

5-15 active CSP positions: This is where a dedicated tracker pays for itself. You need at-a-glance collateral views, easy trade entry, and automatic cost basis calculations when assignments happen.

Full wheel (CSPs + covered calls after assignment): You need a tool that tracks the complete lifecycle. A CSP-only tracker won't cut it. Tools like MyATMM that are built around the full wheel cycle handle this transition natively.

Multiple accounts: Multi-portfolio support becomes essential. Not all tools offer this.

The Assignment Transition Is the Real Test

Here's the litmus test for any CSP tracking tool: what happens when you get assigned?

Assignment means your short put disappears and you own 100 shares at the strike price. A good tracker should:

1. Close out the CSP position
2. Create a new share position at the strike price
3. Automatically apply the put premium collected to reduce your cost basis
4. Set you up to start tracking covered calls on those shares

If the tool requires you to manually close the put, create a new stock position, and calculate the adjusted cost basis yourself — that's just a spreadsheet with a nicer UI.

Don't Forget the Screening Side

Tracking existing positions is half the equation. Finding new CSP candidates is the other half. Some tools (including MyATMM) include stock screeners designed for options sellers — filtering by premium yield, IV rank, earnings dates, weekly options availability, and sector. Consolidating screening and tracking into one platform keeps your workflow tighter.

Where to Start

If you're currently tracking cash-secured puts in a spreadsheet and it's working for you, there's no urgent reason to switch. But if you're finding that manual entry is getting tedious, your formulas are getting fragile, or you're struggling to see the big picture across multiple positions — it's worth trying a dedicated tool.

MyATMM offers a free tier with up to three tickers and no credit card required. That's enough to log your most active CSP positions and see whether purpose-built tracking changes how you manage and evaluate your strategy.