Portfolio Tools
CSP Wheel Screener
Barchart CSV Export
Export from barchart.com → Options Screener → filter IV Rank, IV Pct, Price → Download CSV → paste below.
Required columns: Symbol  IV Rank  IV Percentile  Last (price). Sector optional.
Screening Rules
Blacklist
Saved.

Barchart Export Workflow

  1. Go to barchart.com → Options → Screener (top nav)
  2. Add columns: IV Rank, IV Percentile, Last Price, Sector (optional)
  3. Set filters: IV Rank ≥ 25 · IV Pct ≥ 60 · Price $20–$150 · Options Volume > 500
  4. Sort by IV Rank descending to surface highest-premium names first
  5. Click Download (top right of screener table) → save CSV
  6. Open CSV, select all, copy → paste into the Screen tab

Scoring Logic

  1. Hard NO-GO: Blacklisted · Earnings in expiry window · Assignment comfort = NO · IV Rank below minimum · IV Pct below minimum · Price outside range
  2. REVIEW: Passes all hard gates but assignment comfort unconfirmed, or IV Rank between minimum and preferred
  3. GO: All hard gates cleared · IV Rank ≥ preferred · IV Pct ≥ minimum · Assignment comfort confirmed · Score ≥ 60
  4. Sort order: GO → REVIEW → NO-GO, then score descending within each group

Wheel Entry Parameters

  1. Target delta 0.25–0.30 on the short put strike
  2. DTE 30–45 days at entry · close at 50% max profit or 21 DTE
  3. One position per underlying — no doubling up
  4. Max concurrent slots configurable in Settings (default 4)
Data source: Barchart.com CSV · No live feed Delta 0.25–0.30 · DTE 30–45 · 50% capture target