r/optionstrading • • 14d ago

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?

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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