Re-runs the WheelID matcher across all unassigned trades, including any you unassigned by hand. Rarely needed — the auto-importer fills these on every sync — but useful after manually editing trades.

Fill WheelIDs

Pull next earnings dates from Finnhub for every active watchlist ticker. Runs automatically Saturday morning — refresh manually after changing the watchlist.

After manually editing WheelIDs in Parsed_Trades_v2, rebuild the Wheel Summary tab to sync all config rows and restore live price formulas.

↺ Rebuild Wheel Summary

If you've deleted rows from the sheet and need to re-import them, reset the import history first. The content fingerprint check will still prevent true duplicates.

Manual ledger of cash in / out. Logging a deposit or withdrawal steps the goal-pace trendline by that amount on the same date, so a $20K deposit reads as added capital — not out-performance — and a withdrawal steps it back down. Also strips cash in-and-out from the weekly P&L calc so the weekly goal isn't skewed.

Up to 3 goals, each shown as a card at the top of the Dashboard. Timeframes: weekly (Mon–Sun), monthly, or quarterly (calendar quarters). The first weekly goal also drives the "Weekly Progress" chart and the Week-over-Week tile on Open Positions; the default is 1% of account balance per week. "Capital deployed" means the period's peak committed capital: positions closed mid-period still count for that period, and a put expiring later holds its capital through expiration.

+ Add Goal Save Goals Reset to Default