Passive Income Portfolio Planner
Model how covered calls, CSPs, and reinvestment can grow long-term wealth
Your Plan
Strategy Settings
Increases efficiency by 20%
Projected Portfolio Value
After 5 years with $100/month contributions
Estimated Monthly Passive Income
$156
Range: $125 - $187
Year-by-Year Growth
| Year | Starting | Contributions | Options Income | Ending Value |
|---|---|---|---|---|
| Year 1 | $500 | $1,200 | $228 | $1,882 |
| Year 2 | $1,882 | $1,200 | $505 | $3,486 |
| Year 3 | $3,486 | $1,200 | $826 | $5,346 |
| Year 4 | $5,346 | $1,200 | $1,199 | $7,506 |
| Year 5 | $7,506 | $1,200 | $1,632 | $10,011 |
Strategy Breakdown
Suggested Stock Price Range
Look for shares priced between $30 and $100 to sell weekly options
Estimated Covered Call Contracts
At final value, you could potentially run 3 covered call contracts
Wheel Strategy Optimal
Your portfolio size supports running The Wheel strategy. Learn more: The Wheel Strategy
Key Milestones
Your Action Plan
Frequently Asked Questions
How does options automation work?
Options automation monitors your portfolio and automatically executes covered calls and cash-secured puts based on your risk profile and strategy settings. It finds optimal entry points, manages positions, and reinvests premiums to accelerate growth. Learn more about our covered calls and cash-secured puts strategies.
Are these projections guaranteed?
No. These projections are estimates based on historical options premium yields and market conditions. Actual results will vary based on market performance, stock selection, and execution. Past performance does not guarantee future results. Always invest within your risk tolerance.
What's the difference between conservative, balanced, and aggressive?
Conservative: Lower premium yields (0.8% monthly), tighter strike prices, lower risk of assignment. Balanced: Moderate yields (1.2% monthly), balanced risk/reward. Aggressive: Higher yields (1.8% monthly), further out-of-the-money strikes, higher risk but more premium potential.
Do I need premium to use this tool?
No! This projection tool is completely free. You can create a free account to save your plan and track your progress through our $500 → $25k gamified program. Premium is only required for actual options automation features.