---
title: "WheelMetrics Performance Report: January–May 2026"
description: "I hired an independent CPA to verify five months of my real-money Wheel Strategy results, straight from the brokerage records. Here's the full report."
author: "Adrian Rosebrock"
date: 2026-06-12
lastmod: 2026-06-12
canonical: https://wheelmetrics.io/blog/wheelmetrics-pro-verified-results-2026-h1/
image: https://wheelmetrics.io/blog/wheelmetrics-pro-verified-results-2026-h1/header.png
categories: ["Performance Reports"]
---
> For the complete WheelMetrics content index, see [llms.txt](https://wheelmetrics.io/llms.txt). This is the Markdown edition of https://wheelmetrics.io/blog/wheelmetrics-pro-verified-results-2026-h1/.
# WheelMetrics Performance Report: January–May 2026
By Adrian Rosebrock · Last updated June 12, 2026 · 6 min read
**Report summary: Between January 1 and May 31, 2026, the WheelMetrics portfolio closed 26 option trades with a 92.3% win rate, collected, and returned 12.69%. Each number independently verified by a CPA.**
Download the Full Report (PDF)
Anyone can post a screenshot of a winning trade.
Crop the dates, hide the losses, throw in a rented Lambo (kidding), and congratulations, _you're a trading guru!_
We all know the stereotype.
_But that's not who I am._
Since launching the WheelMetrics portfolio on January 1, 2026 with $27,000 of my own money, I've shared my results publicly on the [homepage](https://wheelmetrics.io/):
- Every trade
- Every win
- Every loss
But self-reported numbers only prove so much (and can obviously be forged or faked).
**So, I hired an independent CPA to verify my results, straight from the brokerage records.**
His report came back last week. It's [free to download](https://wheelmetrics.io/downloads/performance/wheelmetrics-pro-verification-2026-h1.pdf), and this article covers what he checked, what he found, and why I'll be doing this every six months.
Why go through the trouble?
**Because you shouldn't have to take my word for any of this.** An independent CPA puts a professional's signature next to my numbers, good months and bad.
**Table of Contents**
- [Why I Hired a CPA to Check My Work](https://wheelmetrics.io/blog/wheelmetrics-pro-verified-results-2026-h1/#why-i-hired-a-cpa-to-check-my-work)
- [What “Independently Verified by a CPA” Actually Means](https://wheelmetrics.io/blog/wheelmetrics-pro-verified-results-2026-h1/#what-independently-verified-by-a-cpa-actually-means)
- [The Verified Results: January 1 Through May 31, 2026](https://wheelmetrics.io/blog/wheelmetrics-pro-verified-results-2026-h1/#the-verified-results-january-1-through-may-31-2026)
- [This Will Happen Every Six Months (Win or Lose)](https://wheelmetrics.io/blog/wheelmetrics-pro-verified-results-2026-h1/#this-will-happen-every-six-months-win-or-lose)
- [Don’t Take My Word for It (That’s the Point)](https://wheelmetrics.io/blog/wheelmetrics-pro-verified-results-2026-h1/#dont-take-my-word-for-it-thats-the-point)
## Why I Hired a CPA to Check My Work
If you've spent any time in an online trading community, whether it's a WhatsApp group, Reddit community, or some random website you found on Google, you know the pattern:
1. Someone posts eye-popping returns
2. The comments ask for proof
3. The proof never comes, or worse, it's a cropped screenshot that conveniently starts the day _after_ a blown-up account was rebooted
_**You should be skeptical of every performance claim you read online, including mine.**_
I tell people I trade [The Wheel Strategy](https://wheelmetrics.io/blog/wheel-strategy-guide/) with my own money. I tell people my system works because I follow it with discipline. And I post my numbers publicly.
Couldn't I just keep doing that?
Sure. But "trust me" is the business model of every trading guru I'm trying _not_ to be.
So I engaged a Certified Public Accountant, someone whose license depends on not signing his name to nonsense, to independently check my numbers against the raw brokerage data.
**With a third party attached to my track record, there's no running away from performance, win or lose.**
## What "Independently Verified by a CPA" Actually Means
The verification was performed by Piyush Roy, CPA (California CPA License #121948), a Certified Public Accountant based in Fremont, California.
_(Don't take my word for that either — you can [verify his license yourself](https://search.dca.ca.gov/) on the California Board of Accountancy's lookup tool.)_
He has no affiliation with WheelMetrics. I engaged him for the verification, the same way a company engages an outside accountant. That's the entire relationship.
**Here's what he did:**
1. Took the transaction records for my Charles Schwab account covering January 1 through May 31, 2026
2. Compared the data WheelMetrics provided against the Schwab transaction report directly, noting no differences
3. Recomputed the number of trades, the win rate, and the premium collected himself, from the raw transactions
4. Agreed the period rate of return to Schwab's own portfolio performance report
5. Confirmed $0 was deposited or withdrawn during the period (so the return isn't inflated by new cash)
**He didn't take my word for a single number.**
Formally, this is what accountants call an **agreed-upon procedures engagement**, performed under AICPA standards (AT-C Section 215). The CPA performs a defined set of checks and reports exactly what he found. No more, no less.
A few quick notes here:
1. This is _not_ an audit. A full audit can cost north of $10K. When WheelMetrics gets above that point, I'll start paying for formal audits, but I can't afford that yet.
2. This is a verification of my performance numbers, _not_ my strategy. That's not something a CPA can sign off on.
3. The CPA is not endorsing The Wheel, my stock picks, or WheelMetrics. He checked the math. That's the job.
## The Verified Results: January 1 Through May 31, 2026
Here's what the report verified:
- 31 option trades opened, 26 closed (5 still open as of May 31)
- 92.3% win rate on closed trades (24 wins, 2 losses)
- 12.69% period rate of return
- $0 deposited or withdrawn during the period
Both losses were CDE cash-secured puts that got assigned.
The CPA's rules count every assignment as a loss, even though the premium is kept. _(I'd rather report the conservative number than the flattering one. Those CDE shares are now in the covered call phase, doing their job.)_
A note on the [homepage track record](https://wheelmetrics.io/): those numbers update every few days as I trade, so they'll never match this report to the decimal. **The report verifies a frozen snapshot through May 31. The homepage keeps updating (that's expected).**
Obviously, five months is a short window. Past results don't promise future ones, which is exactly why this verification will keep happening on a schedule (every 6 months to start, then once a quarter as WheelMetrics grows), not just when the numbers look good.
Finally, if you want context on what The Wheel can realistically generate across different risk profiles, I wrote [a full breakdown of Wheel Strategy returns](https://wheelmetrics.io/blog/wheel-strategy-returns/).
Download the Full Report (PDF)
## This Will Happen Every Six Months (Win or Lose)
This report covers the first five months of the WheelMetrics portfolio.
Going forward, I'll publish an independently verified performance report every six months, moving to quarterly as WheelMetrics grows.
Every report will be published in the Performance Reports series, each with a full PDF letter from the CPA included.
**Regardless of whether the next six months provide glorious returns or an abysmal drop, the report will get published.**
That's the entire point of bringing in an outside party on a fixed schedule. I don't get to quietly stop reporting when the strategy hits a rough patch. The CPA exists, the cadence exists, and the archive exists.
Plenty of people sell trading education. Very few put themselves in a position where hiding a bad stretch is no longer an option.
## Don't Take My Word for It (That's the Point)
[Read the report](https://wheelmetrics.io/downloads/performance/wheelmetrics-pro-verification-2026-h1.pdf). Check the math. Poke at the methodology.
The whole reason it exists is so you don't have to take my word for anything.
- If you're new to The Wheel, start with [The Wheel Strategy: The Complete Guide](https://wheelmetrics.io/blog/wheel-strategy-guide/) — it's free and covers the entire system end to end.
- If you want to see the screening process behind these trades — the same two-stage quantamental process that picked every stock in this report — that's exactly what [WheelMetrics Pro](https://wheelmetrics.io/pro/) delivers every Monday.
- And if you're not ready for either, join the [free newsletter](https://wheelmetrics.io/newsletter/). You'll get the educational content, and you'll hear about the next verified report the day it drops.
## Frequently Asked Questions
**Is the WheelMetrics track record independently verified?**
Yes. Piyush Roy, CPA (California CPA License #121948) of Fremont, California independently verified the WheelMetrics portfolio results for January 1 through May 31, 2026. He recomputed the numbers straight from my Charles Schwab brokerage records and agreed that the metrics I report on WheelMetrics are correct. The full report is free to download at https://wheelmetrics.io/downloads/performance/wheelmetrics-pro-verification-2026-h1.pdf.
**What were the CPA-verified WheelMetrics results for January 1 2026 through May 31 2026?**
For January 1 through May 31, 2026: 31 option trades opened, 26 closed, a 92.3% win rate on closed trades (24 wins, 2 losses), and a 12.69% period rate of return, with $0 deposited or withdrawn during the period.
**Who verified the WheelMetrics results?**
Piyush Roy, CPA, a Certified Public Accountant based in Fremont, California (California CPA License #121948). He is an independent third party with no affiliation with WheelMetrics beyond being engaged to perform the verification.
**Why don't the numbers on the WheelMetrics homepage match the CPA report exactly?**
The homepage track record updates every few days as new trades open and close. The CPA report verifies a frozen snapshot through May 31, 2026, so the live numbers drift away from the report the moment trading continues. Each new report locks in a fresh verified snapshot.
**How were the two losing trades counted?**
Both losses were CDE cash-secured puts that were assigned. The CPA's methodology counts every assignment as a loss, even though the premium is retained, because the account buys shares above the market price. It's a conservative way to score Wheel trades — WheelMetrics would rather underreport results than overreport them.
**How often will WheelMetrics results be verified?**
Every six months for now, moving to quarterly as WheelMetrics grows. Every report is published in the Performance Reports category along with the downloadable PDF, win or lose.
**Where can I download the CPA verification report?**
The full report is a free PDF available at wheelmetrics.io/downloads/performance/wheelmetrics-pro-verification-2026-h1.pdf. No email signup is required.
## About the author
**Adrian Rosebrock**, Founder, WheelMetrics. Hi there, I'm Adrian Rosebrock, PhD. I believe trading and investing should be systematic, not speculative. I built WheelMetrics to share the quantitative research and frameworks behind my Wheel Strategy process. My goal is to help you make smarter, more confident trading decisions. [Connect on LinkedIn](https://www.linkedin.com/in/adrian-rosebrock/)
## Disclaimer
WheelMetrics is an educational resource, not financial advice. WheelMetrics is not a registered investment advisor, broker-dealer, or financial planner. Everything here, including articles, newsletters, stock screening results, options setups, market commentary, is for educational and informational purposes only. Options trading carries substantial risk, and you can lose some or all of your capital. You're solely responsible for your own investment decisions. Consult with a qualified financial advisor before making any trades.
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*WheelMetrics content is educational and is not individualized financial advice. Source: https://wheelmetrics.io/blog/wheelmetrics-pro-verified-results-2026-h1/*