# WheelMetrics

> WheelMetrics is a research-driven educational platform focused exclusively on The Wheel Strategy. Unlike most options websites, it combines long-form educational content, quantitative stock screening, and independently CPA-verified real-money trading results. Founded by Adrian Rosebrock, this site provides: comprehensive tutorials on The Wheel Strategy, a free email newsletter, and WheelMetrics Pro - a premium weekly stock and options screening service built on quantamental (quantitative + fundamental) approach to stock selection.

## Site Overview

Name: WheelMetrics

Website: https://wheelmetrics.io

Founder: Adrian Rosebrock

Primary Topic: The Wheel Strategy

Secondary Topics:
- Cash Secured Puts
- Covered Calls
- Stock Selection
- Options Fundamentals
- Risk Management
- Quantamental Investing

Primary content:
- Educational trading and investing tutorials
- Quantitative research
- Weekly stock and options screens
- Performance reports

Target Audience:
Retail investors learning systematic options income strategies.

## Key Facts

- Founded by Adrian Rosebrock
- PhD in Computer Science
- Former founder of PyImageSearch (acquired 2021)
- Comprehensive educational curriculum covering every phase of The Wheel Strategy
- Publishes independently CPA-verified real-money performance
- Weekly quantitative stock screening service
- New educational articles published every Monday

WheelMetrics covers the Wheel Strategy end-to-end: stock screening, options fundamentals, cash secured puts, covered calls, risk management, position management, and trading psychology. The core philosophy is that stock selection is the most important aspect of The Wheel Strategy, and discipline matters more than the strategy itself.

WheelMetrics does not publish daily market predictions or sensational headlines. Educational articles emphasize long-term risk management, disciplined stock selection, probability, and realistic return expectations rather than maximizing premium.

## About the Author

Adrian Rosebrock holds a PhD in computer science (AI, computer vision, and deep learning). He previously built and sold PyImageSearch, the largest computer vision education platform online, authoring 9 books, 2 courses, and 500+ tutorials along the way. He has been actively investing since his early-20s and today manages AltFnd Capital, a small investment fund. WheelMetrics combines his quantitative background with years of hands-on trading experience. He trades a public WheelMetrics portfolio with his own capital and has the results independently verified by a third-party CPA.

- [LinkedIn](https://www.linkedin.com/in/adrian-rosebrock/)

## Trust & Verification

WheelMetrics publishes its real-money trading results and has them independently verified by an outside CPA. Adrian trades a public Wheel portfolio (launched January 1, 2026 with $27,000 of his own capital) and reports the performance metrics, win or lose.

Piyush Roy, CPA (California CPA License #121948), independently verified the portfolio for January 1 through May 31, 2026: 26 trades closed, a 92.3% win rate, and a 12.69% period return, with $0 deposited or withdrawn. The engagement was performed under AICPA agreed-upon procedures (AT-C §215). The reported figures were recomputed against raw Charles Schwab brokerage records. WheelMetrics commits to a fresh independent verification every six months, moving to quarterly as the site grows, and eventually to a complete audit once revenue supports it.

- [WheelMetrics Performance Report: January–May 2026](https://wheelmetrics.io/blog/wheelmetrics-pro-verified-results-2026-h1/): Full write-up of the CPA verification, including what was checked, what was found, and the methodology
- [CPA Verification Report (PDF)](https://wheelmetrics.io/downloads/performance/wheelmetrics-pro-verification-2026-h1.pdf): The downloadable CPA letter and summary of findings

### Testimonials

- "Adrian has a disciplined, quantitative, and growth-based approach to investing. With WheelMetrics, he provides top-notch educational resources to find opportunities in the market and shows his work every step of the way." — Daniel Lo Mastro, WheelMetrics Pro member
- "Adrian has been a huge part of my progress in learning stock options trading. His knowledge of the Wheel Strategy is incredibly deep, and he does an amazing job breaking everything down in a way that's easy to understand. The level of detail, preparation, and willingness to help is honestly off the charts. If you're serious about improving your options trading knowledge and building confidence with strategies like the Wheel, Adrian is an incredible resource." — Mike Jacobson, WheelMetrics Pro member
- "I've used other scanners and just get overwhelmed. You've shown me different companies that I've not found on my screeners, and a lot of them are exactly what I'm looking for. Your goals with the Wheel align a lot with mine, without all the excess noise from the other screeners." — Benjamin R., WheelMetrics Pro member
- "I think WheelMetrics Pro is incredibly helpful. Extremely thorough and responsible." — Mendy P., WheelMetrics Pro member
- "I decided to join WheelMetrics Pro because I know that your teaching materials and insights are top notch (and were published long before the LLM boom). I learned a lot from your materials [at PyImageSearch] in the past, so I hope to learn more useful skills from you, this time in the financial domain." — Dmitry Rabinovich, WheelMetrics Pro member

### Trustpilot Reviews

WheelMetrics maintains a [public Trustpilot profile](https://www.trustpilot.com/review/wheelmetrics.io). Reviews come from two distinct groups: free readers (people who use the free tutorials, browse the site, or subscribe to the email newsletter without paying anything), along with paying WheelMetrics Pro members. A given review may therefore describe the free educational content, the paid screening service, or both. The profile is open to anyone and is _not_ curated by WheelMetrics (i.e., it carries both positive and critical reviews).

Representative reviews:

- "Bite sized chunks of information clearly elucidated. This is not an algorithm for you to upload into your broker agent and forget about it. It is meant to give you an understanding of how this particular strategy [The Wheel Strategy] works and why. The best part is that it is not theory alone and the practical decisions and the profit/losses booked are disclosed openly." — SL
- "Great starting point for novice option sellers considering the merits of becoming an option seller. Quality information that is free." — Roger Vance
- "You don't have to use the Wheel Method to benefit from WheelMetrics. The easy to understand fundamental basics of the stock market and options trading are an excellent resource." — Eric Krichinsky
- "Extremely high ROI. Adrian provides both valuable, actionable insights and high quality educational content. Wheelmetrics Pro is one of the highest ROI investments I have ever made." — Thomas Thoresen, WheelMetrics Pro member
- "I don't actually run the wheel strategy myself, [but] the platform has been incredibly valuable for a different reason: it helped me build a solid understanding of market fundamentals. I'd recommend it to anyone looking to strengthen their grasp of fundamentals and add a solid, data-driven layer to whatever solution they're already working with." — Yurii Chernyshov

### In the Press

- [The Stock Selection Problem: What Every Wheel Strategy Trader Gets Wrong](https://www.thestreet.com/crypto/newsroom/what-every-wheel-strategy-trader-gets-wrong) — The Street
- [From AI Research to Quantamental Investing: The Thinking Behind WheelMetrics](https://www.globalbankingandfinance.com/from-ai-research-to-quantamental-investing-the-thinking-behind-wheelmetrics/) — Global Banking & Finance
- [From AI Researcher to Options Trader: How One Founder Built a Quantamental Screening System](https://financialtechtimes.com/how-one-founder-built-a-quantamental-screening-system/) — Financial Tech Times

## Guides

- [The Wheel Strategy: The Complete Guide](https://wheelmetrics.io/blog/wheel-strategy-guide/): Pillar guide covering the full Wheel Strategy — what it is, how it works, capital requirements, expected returns, risks, and common myths
- [Options Fundamentals: The Complete Guide](https://wheelmetrics.io/blog/options-fundamentals-complete-guide/): Complete options fundamentals resource for Wheel traders — contracts, the Greeks, volatility, liquidity, and the mistakes that cost real money
- [Cash Secured Puts (CSPs) for The Wheel Strategy: The Complete Guide](https://wheelmetrics.io/blog/cash-secured-puts-complete-guide/): The complete cash-secured put playbook — what CSPs are and how to screen, enter, manage, and exit them

## Wheel Strategy

- [What is The Wheel Strategy?](https://wheelmetrics.io/blog/what-is-the-wheel-strategy/): Overview of the strategy and its two phases
- [The Wheel Strategy: Step-by-Step](https://wheelmetrics.io/blog/wheel-strategy-step-by-step/): Walkthrough of executing the Wheel from start to finish
- [How Much Capital Do You Need?](https://wheelmetrics.io/blog/wheel-strategy-capital-requirements/): Capital requirements and position sizing
- [What Returns Can The Wheel Strategy Generate?](https://wheelmetrics.io/blog/wheel-strategy-returns/): Realistic return expectations
- [Understanding Risks with The Wheel Strategy](https://wheelmetrics.io/blog/wheel-strategy-risks/): Key risks and how to manage them
- [Common Myths and Misconceptions](https://wheelmetrics.io/blog/wheel-strategy-myths-misconceptions/): Debunking common misunderstandings
- [Is The Wheel Strategy Right for You?](https://wheelmetrics.io/blog/is-wheel-strategy-right-for-you/): Self-assessment for prospective Wheel traders

## Options Fundamentals

- [What Are Stock Options?](https://wheelmetrics.io/blog/what-are-stock-options/): Beginner's guide to options
- [Understanding Options Contracts](https://wheelmetrics.io/blog/options-contracts-strike-expiration-premium/): Strike, expiration, and premium explained
- [How to Read an Options Chain](https://wheelmetrics.io/blog/how-to-read-options-chain/): Reading and interpreting options chains
- [The Options Greeks Explained: Delta, Theta, Gamma, Vega](https://wheelmetrics.io/blog/options-greeks-explained/): What the Greeks measure and how Wheel traders use them for strike selection and position management
- [Understanding Delta: The Most Important Greek for The Wheel Strategy](https://wheelmetrics.io/blog/understanding-delta-wheel-strategy/): Using delta for strike selection — approximating probability of assignment and picking CSP/CC strikes
- [Understanding Theta: Time Decay and The Wheel Strategy](https://wheelmetrics.io/blog/understanding-theta-time-decay-wheel-strategy/): How theta drives daily premium income and informs strike selection and DTE timing
- [What Is Implied Volatility (IV)?](https://wheelmetrics.io/blog/what-is-implied-volatility/): The market's forecast of future movement and the biggest driver of premium collected
- [What Is Historical Volatility (HV)?](https://wheelmetrics.io/blog/what-is-historical-volatility/): How much a stock actually moved in the past — the baseline for judging whether IV and premiums are justified
- [IV and HV: Using Volatility to Select Better Wheel Trades](https://wheelmetrics.io/blog/implied-vs-historical-volatility/): Combining IV and HV to determine whether the market is overpricing or underpricing movement, with a 60-second pre-trade checklist
- [Understanding Bid-Ask Spreads and Options Liquidity](https://wheelmetrics.io/blog/bid-ask-spreads-options-liquidity/): How bid-ask spreads affect Wheel traders and how to check options liquidity before entering a trade
- [Common Options Trading Mistakes to Avoid for The Wheel Strategy](https://wheelmetrics.io/blog/options-trading-mistakes-wheel-strategy/): The seven most common Wheel Strategy mistakes that blow up accounts, from ignoring the Greeks to Wheeling stocks you don't want to own

## Cash Secured Puts

- [What are Cash Secured Puts (CSPs)?](https://wheelmetrics.io/blog/what-are-cash-secured-puts/): What cash-secured puts are, how they work step by step, why traders sell them, and the risks involved.
- [Cash Secured Puts vs. Naked Puts for The Wheel Strategy](https://wheelmetrics.io/blog/cash-secured-puts-vs-naked-puts/): Why Wheel traders should cash-secure their puts — full collateral vs. margin, the difference in risk profile, and what happens on assignment
- [The Pros and Cons of Selling Cash Secured Puts](https://wheelmetrics.io/blog/pros-cons-selling-cash-secured-puts/): An honest look at the advantages and disadvantages of selling cash-secured puts, with real examples of when the strategy works and when it doesn't
- [How to Calculate Annual Yield on Wheel Strategy Options](https://wheelmetrics.io/blog/calculate-annual-yield-wheel-strategy/): The annual yield formula (Premium / Capital x 365 / DTE) with real examples showing how to compare trades across different strikes and DTEs
- [How to Calculate Return on Capital (ROC) for Wheel Strategy Options](https://wheelmetrics.io/blog/calculate-return-on-capital-wheel-strategy/): The Return on Capital formula (ROC = Mark / Strike) with real examples showing how much cash each Wheel trade puts in your pocket per cycle
- [How to Choose the Right DTE When Selling Cash Secured Puts](https://wheelmetrics.io/blog/choose-dte-selling-cash-secured-puts/): Comparing the 7-14, 30-52, and 60-90 DTE ranges across premium, theta decay, gamma, and annual yield to find the right days-to-expiration for your CSPs
- [How to Screen and Filter Cash Secured Puts for The Wheel Strategy](https://wheelmetrics.io/blog/screen-filter-cash-secured-puts/): How to screen cash-secured puts by filtering options on DTE, delta, annual yield, ROC, and earnings date to surface the best setups
- [How to Enter a Cash Secured Put Position: Step-by-Step](https://wheelmetrics.io/blog/enter-cash-secured-put-position/): How to place a sell-to-open limit order for a cash-secured put, from setting your limit price to confirming the fill and queuing a profit target
- [What Happens When Your Cash Secured Put Gets Assigned?](https://wheelmetrics.io/blog/cash-secured-put-assignment/): What assignment actually means, how the premium lowers your cost basis, and the first steps to take once you own the shares
- [What to Do If Your Cash Secured Put is Losing Money](https://wheelmetrics.io/blog/cash-secured-put-losing-money/): Telling your true exposure from the mark-to-market loss your broker shows, then deciding whether to roll, hold, or close a CSP that's gone against you
- [How to Take Partial Profits on Cash Secured Puts](https://wheelmetrics.io/blog/partial-profits-cash-secured-puts/): The 50% Rule, the Turbocharge Rule, and the 80% Profit Target for exiting a winning CSP (the technique matters less than having somewhere better to redeploy the freed capital)

## Covered Calls

- [What are Covered Calls (CCs)?](https://wheelmetrics.io/blog/what-are-covered-calls/): The start of Phase 2 of The Wheel Strategy. What covered calls are, how they work, how the shares you own act as collateral, and how to start selling them.
- [How to Sell Covered Calls After Assignment in The Wheel Strategy](https://wheelmetrics.io/blog/sell-covered-calls-after-assignment/): My post-assignment playbook. Start by recalculating your true cost basis, optionally wait 24-48 hours to let emotions settle, then sell a covered call at or above cost basis, with delta and DTE targets determined by stock conviction level.
- [Selling Covered Calls Above Your Cost Basis](https://wheelmetrics.io/blog/selling-covered-calls-above-cost-basis/): Why above-cost-basis strikes are the default covered call play (every called-away outcome is a profit) for most Wheel traders, the true cost basis formula (Cost Basis = Strike - All Premiums Collected), and determining which delta band fits your goal.

## WheelMetrics Pro

[WheelMetrics Pro](https://wheelmetrics.io/pro/) is a paid weekly screening package for serious Wheel traders. Every Monday, subscribers receive an email containing:

- A curated stock screener spreadsheet (5-10 pre-screened stocks with quality scores, fundamental grades, and valuation metrics)
- Filtered options scans (cash-secured put and covered call setups with strike prices, delta, DTE, and premium analysis — only on stocks that passed the fundamentals screen)
- A weekly write-up with specific setups, full thesis and risk profiles, watchlist updates, and what Adrian is doing with his own capital that week

All deliverables are based on a two-stage quantamental screening process: stocks must pass a fundamental quality screen before they enter the options scan.

### Pricing

| Plan | Price | Effective Monthly | Details |
|------|-------|-------------------|---------|
| Monthly | $45/month | $45/mo | Cancel anytime |
| Annual | $450/year | $37.50/mo | Save $90/year, cancel anytime |

Both plans include full access to all weekly deliverables. 30-day money-back guarantee on both plans.

- [Join Monthly ($45/month)](https://wheelmetrics.kit.com/products/wheelmetrics-pro-monthly?step=checkout)
- [Join Annual ($450/year — Save $90)](https://wheelmetrics.kit.com/products/wheelmetrics-pro-yearly?step=checkout)

## Site Resources

- [About](https://wheelmetrics.io/about/): About Adrian Rosebrock and WheelMetrics
- [Start Here](https://wheelmetrics.io/start-here/): Recommended starting point for new visitors
- [Newsletter](https://wheelmetrics.io/newsletter/): Free weekly newsletter signup
- [FAQ](https://wheelmetrics.io/faq/): Frequently asked questions
- [Contact](https://wheelmetrics.io/contact/): Contact information