Why raw IBKR reports are not enough for Wheel review
Interactive Brokers statements are detailed and reliable for trades, activity, tax lots and account records. Wheel strategy review asks a different question: after premiums, assignments, stock trades and dividends, where is the real break-even for this symbol?
That answer is hard to see when option premiums, equity trades, dividends and tax lots live in separate report sections. IB Dashboard rebuilds the symbol-level strategy picture from your exported IBKR data.
What IB Dashboard adds
- Symbol-level summary of stock trades, option premiums, assignments, dividends and realized P&L.
- Diluted cost for the current strategy position, not only the broker-displayed average cost.
- Separate treatment for cash-secured puts, covered calls, shares and dividends.
- Cumulative premium income, realized gains, unrealized P&L and current break-even.
- Context for deciding whether to keep selling calls, add shares, reduce exposure or rotate capital.
Search topics covered
IBKR diluted costIBKR Wheel strategyInteractive Brokers option premiumscovered call break-evencash secured put trackerIBKR break-even
Try the demo
Open the demo account to inspect holdings, options and tax-related views before connecting your own IBKR XML or Flex Query exports.
IB Dashboard is an independent analytics product. It is not investment, tax or legal advice and is not affiliated with Interactive Brokers LLC.