Guides
How covered-call premium, put assignment and rolling change what your shares actually cost you. Short, with worked numbers.
- How to calculate your real cost basis on a covered call position
The formula for adjusted cost basis after covered-call premium, a worked example with rolls and expirations, and the three mistakes that make most spreadsheets wrong.
7 min read - Assigned on a cash-secured put? Here's your real cost basis
When a short put is assigned, the premium you collected is part of what you paid for the shares. How to compute it, how IBKR shows it, and what it means for the calls you sell next.
5 min read - Rolling covered calls: how to track the premium so you know where you stand
A roll is a buyback plus a new sale. Track both halves against the right contract and the right shares, and a losing roll stops looking like a losing position.
6 min read