💵 Cash Forecasting

Cash Flow Planner

Plan your trading cash flows month-by-month. See premium income, dividend payouts, assignment impacts, and expirations all in one integrated timeline.

Available in Basic, Pro & Unlimited

Core Features

📅 Cash Flow Calendar

See all cash in and cash out organized by month. Premiums, dividends, assignments, and expirations all on one timeline.

📊 Sources Breakdown

Visualize where your cash is coming from — premium sales, dividend payouts, stock assignments, and other income sources.

🔮 Rolling Forecasts

See your cash flow 30, 60, and 90 days out. Plan trades and spending based on what's actually coming in.

⚠️ Cash Crunch Alerts

Identify months where you'll be tight on cash. Avoid overleveraging and plan ahead so you're never caught off-guard.

🔄 Integration with All Apps

Cash Flow Planner pulls data from Wheel, CSP, CC, Iron Condor, and Dividend Tracker. One unified view of all your cash coming in.

📈 Realized vs. Projected

Compare what you actually collected vs. what you projected. Improve your forecasting over time and make better cash flow decisions.

How It Works

[Cash Flow Calendar — Month-by-month cash in/out visualization]
Cash Flow Calendar
[Projection Timeline — 30/60/90 day rolling forecast]
Rolling Forecast
[Sources Breakdown — Premiums vs dividends vs assignments]
Income Sources
[Year-to-Date Comparison — Realized vs projected cash]
YTD Analysis

Who Uses Cash Flow Planner

The Forecasting Analyst

"I run multiple strategies and need to see my total cash flow from all of them. Cash Flow Planner integrates everything, so I have one view of all my incoming cash."

The Risk Manager

"I got caught off-guard by a month with low cash flow. Now Cash Flow Planner warns me 30 and 60 days out when I'm going to be tight, so I can plan adjustments."

The Data Scientist

"I compare my realized vs. projected cash flow every month. This feedback loop is making my forecasts more accurate, and I'm getting better at planning trades."

Master your trading cash flows

Plan month-by-month, forecast 90 days out, and never be surprised by a cash crunch again.

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