CoverEdge

Selling covered calls or cash-secured puts? Tell me if you’ve been through this nightmare: You sell a call. The stock runs up, so you buy to close and roll to a higher strike for a bigger net credit. The trade is working... but your broker marks it as a big red realized loss. Brokers isolate every trade, destroying your true cost basis. So you build a spreadsheet to track it—until you hit 10+ positions across multiple rolls and assignments, and the sheet completely breaks. CoverEdge fixes this. Built on ledger-first accounting, CoverEdge links your entire roll chain so your cumulative net income and true cost basis stay 100% accurate—no matter how many times you roll. ✅ Auto-Sync Brokerage: Read-only access via SnapTrade (Schwab, Fidelity, Robinhood, E*TRADE & more). ✅ AI Opportunity Screener: Surface high-yield setups on stocks you already own or watch. ✅ Scenario Analysis: Know whether to Let Assign, Let Expire, or Roll as Friday expiration approaches. Stop guessing your options returns and stop fighting broken spreadsheets. 👇 Click below to test CoverEdge for free—no credit card required.