We got tired of spreadsheets that couldn't tell us if the wheel was working.
Loungely started as one income investor's personal tracker — a way to answer a question no brokerage statement seemed to answer cleanly: after premiums, assignments, rolls and dividends, is this actually working? Spreadsheets got unwieldy fast, and brokerage dashboards weren't built for the wheel — they show you a position, not a strategy.
So Loungely treats every covered call, cash-secured put, assignment, roll and dividend as one continuous journal entry per symbol, and rolls it all up into the numbers that actually matter: premiums collected, real annualized yield on the capital you've put to work, and realized versus unrealized gains — separated, not blended together.
We're a small, independent team building the tool we wanted for ourselves. No ads, no selling your trade history, no third party getting a bundled view of your portfolio. Your data stays yours.
Built for the wheel
Assignments, rolls and buy-to-close are first-class events, not edge cases.