Drop in a brokerage activity statement. For each stock you own, see how much option premium you've collected against it and what the shares really cost you after that premium.
Runs entirely in your browser — the statement is never uploaded anywhere. Refresh and it's gone.
Take what you paid for the shares you still hold and subtract the net option premium: every credit from selling calls, minus every debit from buying them back, minus commissions. Divide by shares held for the adjusted cost per share. If the shares arrived by put assignment, the strike is reduced by that put's premium first.
No. Premium from a call that expires worthless is its own short-term capital gain; it does not change the shares' tax basis. Premium from a put that is assigned does reduce the basis of the shares you acquire. The adjusted basis this tool shows is a trading view for decisions, not a tax figure — use your broker's tax documents for filing.
No. The file is read and parsed by JavaScript in your own browser. There is no upload endpoint, no account and no server-side storage. Close the tab and it is gone unless you tick 'remember on this device', which uses your browser's local storage only.
Interactive Brokers activity statements and Robinhood activity reports, both as CSV. Overlapping statements are de-duplicated, so you can upload a year of monthly files plus a year-to-date one without double counting.
A roll is two trades. The buyback is a debit against the contract you closed and the new sale is a credit on the new contract, so a roll for a net debit shows as a cost on the old line and premium on the new one. Both count toward the shares, which keeps a losing roll from looking like a losing position.