Self Operating Brokerage

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

Austin Bouley

Turns your favorite assets into monthly income

Wheel Paycheck System

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