Setup Guide - Wheel Strategy Screener

Overview

How it works

Your Robinhood login stays in Chrome. The site never asks for your Robinhood username, password, MFA code, cookies, or account session. The helper reads visible symbols and option quotes from your own browser, while the server fetches TradingView data and calculates the table.

1Symbols or CC rows

2TradingView scan

3Robinhood option quotes

4Calculated results

CSP mode starts in Manual with symbols you type, or in Auto with whichever saved Robinhood screener you select. CC mode starts in Manual with covered-call rows you type, or in Auto with stock positions imported from Robinhood. Both modes use Robinhood's default selected option expiration.

The root page is now the Command Center. First-time users see two actions: CSP Dashboard and CC Dashboard. Returning users who open / resume the last selected dashboard strategy; use the dashboard's Home button or /home.html to return to the Command Center without auto-resume.

Current private-beta release: app 0.2.15 and helper 0.2.15. The dashboard Settings panel shows the app version, and Chrome shows the helper version from the loaded extension details.

Shared Setup

Set up the helper and return target

These steps apply to both cash-secured puts and covered calls. Use desktop Chrome, keep Robinhood open during scans, and use the Weekly or Yearly return inputs to choose the minimum option premium target.

Open the helper download page and download the ZIP.
Extract the ZIP into a folder you can keep.
Open chrome://extensions, turn on Developer mode, click Load unpacked, and select the extracted folder.
Confirm Chrome shows helper version 0.2.15, then reload the screener dashboard page.
Open Helper Health if the dashboard does not detect the helper or if CC Auto needs route verification.
Click Open Robinhood, log in directly at robinhood.com in Chrome, and keep that tab open during scans.
Select Mock to test the dashboard without Robinhood, or select Robinhood for a real scan.

Each strategy keeps its own return target. CSP mode defaults to 1% weekly, shown as about 67.77% yearly using 52-week compounding: (1 + weekly)^52 - 1. CC mode defaults to 2% weekly, shown as 104% yearly using simple annualization: weekly * 52. The weekly value is the rule used for option selection.

The Return / Chance / Both switch controls option selection. Return uses the Weekly % rule. Chance uses Robinhood's visible Chance of Profit column; the default Chance % value of 10 means selected options need at least 90% Chance of Profit. Both tries to satisfy both rules first, then uses the closest available quote if no strike satisfies both.

The main action button says Scan before a strategy has data. After a successful CSP or CC scan, that strategy's button changes to Refresh. Scan and Refresh both collect fresh Robinhood, TradingView, and option-chain data; portfolio, cost, contract, return-target, or Chance % edits reuse cached scan data when available.

The helper ZIP is generated by the app server from the current extension/ folder when you download it. After any helper update, download a new ZIP, extract it, and reload the unpacked helper in Chrome.

Install Helper Check Helper Health

CSP Setup

Create and save your Robinhood screeners

Cash-secured put mode reads symbols from a Robinhood stock screener you select. In Robinhood on the web, go to Home and scroll to Lists. Select Create watchlist or screener, choose the stock screener option, add filters with +, review Preview, and select Create. Then save that exact screener name in the dashboard with Screener → Manage.

From Robinhood Home, scroll to Lists and select Create watchlist or screener.
Choose the stock screener option and enter any name you want to use.
Add filters that fit your own strategy and risk tolerance, review Preview, and select Create.
Return to the dashboard, click Manage beside the Screener dropdown, and add or rename saved screeners so they match Robinhood exactly.
Select the saved screener from the dropdown before scanning CSPs.

Starter example Wheel Strategy 1

Starter example Wheel Strategy 2

Starter example Wheel Strategy 3

These three names are starter examples only. You can add, rename, delete, and select saved screeners locally in your browser. They are not saved globally on the website. The selected saved name must match the Robinhood screener exactly because the Chrome helper starts from Robinhood Home and clicks that exact visible list by name. Similar longer or shorter list names are not treated as matches. This guide does not recommend investment filters.

Robinhood references: Stock Screeners, Lists, and Watchlists.

Strategy

Cash-Secured Puts

CSP mode scans either the selected saved Robinhood screener or a manual symbol list, checks TradingView forecast data, then reads Robinhood Sell Put quotes for stocks that pass the forecast screen.

Select CSP at the top of the dashboard.
Enter your portfolio value. This is the cash limit used for contract sizing.
Use the table toolbar's Manual mode to type symbols directly, or switch to Auto and select a saved Robinhood screener.
In Manual mode, use Add Entry for more rows and the red × to remove a row. Blank rows are ignored.
Choose Return, Chance, or Both. CSP defaults to Return with 1% weekly, compounded over 52 weeks for the Yearly display. Chance % defaults to 10, meaning 90% or higher Robinhood Chance of Profit.
Click Scan the first time. After results exist, click Refresh whenever you want a fresh Robinhood, TradingView, and Sell Put read.

A live Scan or Refresh brings the Robinhood tab forward. In Auto mode, the helper uses the currently selected screener name, opens its matching Robinhood /screener/... page, and only then reads symbols. If a different screener is open, the helper returns to Home and selects the configured name again.

CSP eligibility starts with TradingView: the minimum analyst target must be above the TradingView current price. If TradingView exposes current price but no analyst target, the row remains visible as Unavailable and is not allocated. If the target check passes, the server chooses a Robinhood default-expiration Sell Put strike strictly below current price using the selected rule. Return mode uses bid / strike >= Weekly %. Chance mode uses Robinhood Chance of Profit, where Chance % of 10 means at least 90%. Both mode looks for a strike satisfying both rules first, then uses the closest available quote if none satisfy both. If multiple qualifying put strikes have the same bid, the lower strike wins.

Rank: Order after eligible rows are sorted for allocation sizing.
Symbol: Ticker extracted from the selected Robinhood list or typed manually.
Status: Eligible, SKIP, Below min, Unused, or Unavailable.
Current: Current price read from TradingView.
Min Target: Lowest TradingView analyst forecast.
Avg Target: Average TradingView analyst forecast.
Max Target: Highest TradingView analyst forecast.
Allocation: Target share of portfolio cash assigned to that row.
Target: Target portfolio dollars for that row.
Strike: Selected Sell Put strike from Robinhood.
Bid: Visible Robinhood bid for the selected put; not a guaranteed fill.
Return: Bid divided by strike.
Chance: Robinhood Chance of Profit for the selected strike when visible in the option chain.
Contracts: Whole put contracts sized within your portfolio value.
Used: Cash collateral required by the sized contracts.
Below min: TradingView minimum target is not above current price.
SKIP: TradingView passed, but no below-current put met the selected Return, Chance, or Both rule.
Unused: The row qualified, but contract sizing could not fit a contract after higher-priority affordable rows.
Unavailable: TradingView data or Robinhood put quotes could not be read.

After a CSP scan, changing portfolio value reallocates immediately without re-reading Robinhood or TradingView. Changing the rule, Weekly or Yearly return, or Chance % reuses cached put quotes and reselects strikes. Click Refresh after a scan for new Robinhood symbols, fresh TradingView data, and fresh Sell Put quotes. If the weighted allocation pass would give every eligible CSP row zero contracts, smaller portfolios get a fallback pass that assigns one affordable contract at a time in scan order without exceeding portfolio cash.

In Auto mode, the Hide unavailable and ineligible rows checkbox appears under the Manual/Auto switch. It is off by default, so all rows stay visible unless you choose to hide them. CSP SKIP rows stay visible because they passed TradingView but did not meet the selected option rule.

Custom CSP screeners and manual CSP symbols are saved in this browser only, not globally on the website. If you use a different computer or want to move settings, use Settings → Export Settings and Import Settings.

Strategy

Covered Calls

CC mode is for stock positions you already own. You can enter position rows manually or import stock positions from Robinhood, then the helper reads Robinhood Sell Call quotes for usable symbols.

Select CC at the top of the dashboard.
Use the table toolbar's Manual mode to enter rows directly: Symbol, Average Cost per share, and Contracts.
Switch to Auto to import visible stock positions from robinhood.com/account/investing.
Use Add Entry at the bottom of the list for more rows.
Use the red × beside a symbol to remove that row. At least one blank row remains.
Choose Return, Chance, or Both. CC defaults to Return with 2% weekly, and Yearly is calculated as Weekly times 52. Chance % defaults to 10, meaning 90% or higher Robinhood Chance of Profit.
Click Scan the first time. After results exist, click Refresh whenever you want fresh TradingView data and Robinhood Sell Call quotes.

Symbol edits require Scan when the CC list has no data yet, or Refresh after a scan, because they need new TradingView data and a new Robinhood option-chain snapshot. Average Cost, Contracts, Weekly %, and Yearly % changes reuse cached TradingView rows and cached Sell Call quotes when available.

Manual CC entries are saved locally in this browser, so refreshing the page keeps your Symbol, Average Cost, and Contracts rows. The site does not save scanned TradingView data, Robinhood option quotes, helper status, or CSV output. Clearing site data resets the CC list back to one blank row.

Auto only imports from robinhood.com/account/investing. It opens that page and imports the Stocks table's Symbol, Shares, and Average cost columns for every visible account the helper can select from the account dropdown, including Individual, Retirement, Joint, or any other account group Robinhood shows. Contract count is floor(shares / 100). Rows below 100 shares remain visible with 0 contracts, but they are not used for Sell Call option-chain reads. After import, CC Auto continues through the same TradingView forecast, Robinhood Sell Call quote, and finalization flow used by Manual CC.

You can enter multiple covered-call rows for the same ticker when you have separate lots with different average costs or contract counts. During each Scan or Refresh, the helper reads that ticker's Robinhood Sell Call chain once, and the server reuses the same raw call quotes for each matching row.

In Auto mode, Hide unavailable and ineligible rows appears under the Manual/Auto switch. It starts unchecked so imported rows remain visible, including rows under 100 shares with zero usable covered-call contracts.

Covered-call return uses max(current price, average cost) as the baseline. Return mode chooses the highest call strike above that baseline where bid / baseline >= Weekly %. Chance mode uses the option chain's visible Chance of Profit value. Both mode tries to satisfy both rules first, then uses the closest available quote if none satisfy both. If multiple qualifying call strikes have the same bid, the higher strike wins. If no primary call meets the target, the fallback chooses the closest positive-bid strike above average cost. If that fallback bid appears on multiple above-cost strikes, the higher strike wins. If no above-cost strike has a positive bid, it steps below average cost and chooses the highest positive-bid strike available. A below-cost fallback can reduce assignment return and is only used when no positive-bid above-cost call exists.

Symbol: Ticker entered by you in the Covered Calls list.
Status: Eligible, SKIP, or Unavailable. Hover rows for warnings when TradingView has only current price data or average cost is used as the return baseline.
Average Cost: Your per-share cost basis for the covered position.
Current: Current price read from TradingView. If analyst targets are missing, CC mode can still use current-only data.
Min Target: Lowest TradingView analyst forecast, blank when only current price is available.
Avg Target: Average TradingView analyst forecast, blank when only current price is available.
Max Target: Highest TradingView analyst forecast, blank when only current price is available.
Strike: Selected Robinhood Sell Call strike for the default expiration.
Bid: Visible Robinhood bid for the selected call; not a guaranteed fill.
Return: Bid divided by the larger of current price and average cost.
Chance: Robinhood Chance of Profit for the selected call when visible in the option chain.
Contracts: Contract count entered by you or calculated from imported Robinhood shares.
Total Return: Assignment gain plus premium: ((strike - averageCost) + bid) * 100 * contracts.
Total Return %: Total return divided by averageCost * 100 * contracts.
SKIP: No positive-bid call quote was available.
Unavailable: TradingView data or Robinhood call quotes could not be read.

The CC summary cards are separate from CSP mode. Positions counts nonblank symbol rows. Weekly Return is premium only: sum(bid * 100 * contracts), shown against sum(returnBase * 100 * contracts). Total Return includes assignment gain plus premium, shown against average-cost basis.

Total Return assumes assignment at the selected strike and includes the option premium. It is an estimate for comparison, not a trade instruction or guaranteed outcome.

Settings

Export and import settings

The Settings button lets you save or move strategy setup without carrying over private row data or stale market results.

Exported: Saved CSP screener names, selected CSP screener, portfolio value, CSP return target, CC return target, Return/Chance/Both selection rule, Chance % input, active strategy, data source, and CSP/CC strategy source modes as manual or auto.
Not exported: Manual CSP rows, covered-call rows, imported Robinhood positions, TradingView scan results, Robinhood option quotes, helper status, and CSV output.
Import behavior: Import replaces strategy settings, keeps current covered-call rows, clears scanned results, and returns the dashboard to Scan.

Use exported settings when you want the same CSP screener names, selection rule, and return targets on another browser. Covered-call positions are intentionally not included because those are personal row entries stored locally on each browser.

Older settings files that use the previous CSP or CC source names are still accepted: screener and robinhood-style values import as Auto, while manual values import as Manual. Older files without selection-rule fields import as Return mode with Chance % set to 10.

Support

Contact support

Use the Contact Us page for setup questions, helper issues, and workflow feedback. Include the strategy you were using, whether you selected Manual or Auto, and what happened after Scan or Refresh.

Best detail: Mention CSP or CC, Manual or Auto, Mock or Robinhood source, and the symbol or row that looked wrong.
Helper issues: Check Helper Health first, then include the helper status if you send a message.
Contact form issue: If the Contact Us form cannot send, wait a bit and try again later.

The contact form is for website support only. Do not send Robinhood passwords, MFA codes, cookies, full account numbers, or screenshots that reveal private account details.

Support

Troubleshooting

Helper not detected: Reload or reinstall the extension, then reload the dashboard page. Open Helper Health to confirm the extension bridge, version, Robinhood route, and app server health.
Slow extraction: The helper must open Robinhood lists, account positions, and option chains in Chrome. Short CSP lists and fewer unique CC tickers are faster because each unique eligible symbol needs an option-chain read. Duplicate covered-call lots share the same raw quote read during a Scan or Refresh.
Missing symbols: Keep Robinhood open, confirm you are logged in, and verify the selected saved screener name matches the Robinhood screener exactly. Manual CSP symbols skip screener-name matching.
Missing option quotes: Keep the Robinhood tab open and avoid interacting with it during a scan. If a symbol still looks wrong, click Scan for a first run or Refresh after results exist to collect a fresh option-chain snapshot.
Unavailable TradingView row: Retry later or confirm TradingView exposes a forecast page for that symbol. CC mode can sometimes continue with current-only TradingView data; CSP mode requires the min-target eligibility check.
SKIP status: For CSPs, TradingView passed but no default-expiration below-current put bid reached the selected rule. For CCs, no positive-bid call strike was above average cost.
Helper update: Download the latest ZIP, extract it, and reload the unpacked extension in Chrome. Extension changes do not take effect until Chrome is reloaded. Check Changelog for helper-breaking releases.

Disclosure

Read-only screening tool

This independent project is not affiliated with Robinhood or TradingView. It does not place trades and is not financial advice. Always verify prices, option chains, collateral, assignment risk, and buying power before trading.