Self Operating Brokerage

Austin Bouley

The fully automated income systems explained

Income Systems

What Futures Paycheck trades, its schedule, and auto step-down of contract size on insufficient buying power.

How Futures Paycheck works

DTE, delta, take profit, stop loss, and defined risk — with defaults.

Futures Paycheck settings explained

How market direction is measured, the six zones, and why entries sometimes halt.

The trend indicator and market zones

How contract counts are calculated and spread across the week.

Entry schedule and position sizing

How to enable a defined risk version for risk averse traders and/or IRA accounts

Futures Paycheck Defined Risk Version

Turns your cash into 2-4% per month income

Futures Paycheck System

The full wheel cycle, why assignment is normal, and what the system won't do.

How the wheel strategy works

Add tickers outside the curated Wheel list — how validation works, the 10-symbol cap, and overlap rules.

Add your own symbols to Wheel Paycheck

SOB counts cash-secured collateral (strike × 100). Brokers often count a smaller margin requirement. Margin toggle is off by default.

Why is Wheel system allocation different in SOB vs the broker?

What happens when you turn rolling on, the three conditions a roll must meet, and why a roll didn't happen.

The rolling rules toggle explained

How the trend filter gates cash-secured puts, why covered calls are never filtered, and what to expect after turning it on.

The trend following toggle explained

Slow & Steady vs Aggressive Growth settings, including Monday-only 7 DTE put entries.

Wheel Paycheck versions (Slow & Steady vs Aggressive Growth)

Symbols, DTE, delta, allocation, and the covered call strike rule — with defaults.

Wheel Paycheck settings explained

Weekday entry windows, 7 DTE Monday-only puts with Friday expirations, covered calls not Monday-gated, and rolls.

When Wheel Paycheck trades

What happens on put assignment, how covered calls use only system-tracked shares, and when calls can sell.

Assignment and covered calls

The optional Misc toggle that lets a system use margin instead of settled cash — and the assignment risk that comes with it.

Using margin buying power

How the Wheel system chooses symbols, and how it ranks puts by ROI when deciding where your capital goes first.

How The Wheel System Picks Assets

Turns your favorite assets into monthly income

Wheel Paycheck System

What Cash Reserve buys, when it runs, and when it actually trades.

How Cash Reserve works

System enabled, cash percentage, and the international dividend tax setting.

Cash Reserve settings explained

The 10% drift rule, adopting existing SGOV, and handling manual trades.

How Cash Reserve rebalances

Turn your idle cash into monthly risk free dividends

Cash Reserve System

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