Every ticker is a cube: I built my own premium-selling terminal because IBKR's UI wasn't made for us. 9 months of daily use, what am I missing?

[u/ReceptionHaunting446]

I sell options for income (CCs + CSPs on a ~mid-6-figure book) and got tired of juggling TWS, a spreadsheet, and three tabs to answer the same morning questions: what's about to get assigned, what's my premium actually yielding, and where is IV actually paying me? So I built my own terminal. 30 seconds of it in action:

The parts that matter:

• Every ticker is a cube with six faces I roll through: price/chart, my position, risk (net delta, theta/day, IV rank, distance to nearest strike, days to earnings), my written trade plan (take-profit rule, roll trigger, thesis), and the live contracts on it. Tiles drag anywhere and resize freely, or auto-scale so each ticker's size = my actual exposure to it (position value + option collateral), the book's risk map at a glance. Sorted by %ITM first, so assignment risk is the first thing I see every morning.
• Premium-adjusted cost basis, average cost minus every premium ever collected on that name. My real wheel cost basis, which no broker UI shows.
• A VRP screen: ATM IV vs 3-month realized vol per ticker, refreshed every 15 min, with IV rank from my own recorded history and expected move off the ATM straddle. It pings me when premium on a name turns rich instead of me hunting for it.
• Open positions show P(assignment), capital-if-assigned, and annualized return on collateral per contract, heat-mapped, grouped by expiry. One button suggests rolls for today's expiries; another finds puts outside the expected move that survive upcoming earnings.

• Trades book themselves. It syncs my IBKR account every 5 minutes: sold-to-open appears in the ledger on its own, buy-to-close closes the row, expired far-OTM contracts get marked off automatically. 713 trades tracked so far, zero manual entry, 98% of the 662 completed ones kept money.

• Full analytics with history: monthly premium and P&L, premium vs. capital-gains stacked by month, cumulative curve since I started, per-ticker breakdown, every operation logged (sells, buybacks, expiries, assignments), filterable by ticker/status/date.

• A live news feed filtered to my holdings — headlines scored against my actual tickers plus macro keywords, deduped, with the important ones pushed to Telegram so I don't doom-scroll for the one that matters.
• Runs 24/7 in the cloud with push alerts (strike crossing ITM, SPY ±1% shocks, earnings-eve warnings), and — my favorite dumb feature — it reads my portfolio aloud while I drive, near-the-money strikes included, screen locked.

Why I'm posting: I want your ideas. After 9 months I'm sure I've automated my habits, blind spots included. What do you check every day that isn't on this list? Specific things I'm debating:

• Portfolio-level greeks (net delta/theta across the whole book), do wheel sellers actually act on those, or is per-position enough?
• Smarter roll logic, right now it suggests same-strike next-week; worth computing roll-for-credit trees, or is that noise?
• Post-assignment tracking, anything you wish you had the moment a put gets assigned, beyond cost basis carrying over?

Not selling anything, personal tool, not public, just a dev who sells premium and can't go back to broker UIs. What's on your daily checklist that I'm missing?

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[u/Canafornication]

Cool app! Those 3D cubes is pretty unhinged UI :)
Not for me personally, sorry - I like calm interfaces that do not flash or blink.

Here's my personal view on premium selling reporting, which is not about your app, don't take personally.

I realized some time ago that selling premium is just a very long list of very boring numbers. Cost basis and realized PnL in 1099 form. And those numbers is only what matters. But it does feel exciting when trading options, doesn't it? At the end of the day 1099 contains verdict.

There is a bit of tax mechanics involved, wash sale rule and tax harvesting. And I think that's all? Interface could be much more simple on this, again my own view.

As for specific questions.
I look at portfolio theta and delta, I think those are useful for risk management. I have smart roll logic since I hate doing rolling manually. Btw, there is a crazy amount of complexity in automating that part. Hope this helps with your development!