Accrue
Trade the Wheel. Track with clarity.
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Getting Started with Accrue

A quick guide to recording your Wheel Strategy trades and generating HMRC-ready reports for UK tax.

Quick Start in 4 Steps

1

Create your account

Sign up with your email and a secure password. You'll get a 7-day free trial with full access.

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2

Set up your profile

Enter your starting capital to calculate ROI accurately. Accrue currently supports one trading profile per account.

Tip: You can update your capital anytime if your account size changes.
3

Add your first trade

On the "Trades" page, click "Add Trade" and record the details of a put, call, or share sale. Start with one complete trade to see how Accrue tracks the income cycle.

4

View your dashboard

See your weekly income, YTD totals, and rolling averages update automatically as you log trades.

Weekly IncomeYTD TotalsRolling AverageAssignment vs Expiry

Key Features

Dashboard

  • Weekly and YTD income at a glance
  • HMRC-view realised P&L
  • Rolling 4-week averages
  • Assignment vs expiry summaries

Trades Table

  • Record cash-secured puts, covered calls and share sales
  • Filter by symbol, status or tax year
  • Enter the FX rate for each trade's currency (e.g. USD→GBP, EUR→GBP)
  • Edit/delete coming soon

Tax Reports

  • Summary of total gains/losses by tax year
  • Detailed trade-by-trade breakdown using your entered FX rates
  • Export as PDF for accountants
  • Organised by UK tax year (6 Apr – 5 Apr)

Profile Settings

  • Set or update starting capital
  • Change password and account details
  • Manage subscription and billing
  • Export or delete your data

How Accrue Tracks the Wheel Strategy

The Wheel Strategy generates income by systematically selling options. Accrue tracks every phase for accurate, HMRC-compliant reporting.

1. Sell Cash-Secured Puts

Sell puts on shares you'd be willing to own. If they expire worthless, you keep the premium as income.

In Accrue: Record as 'Put – Sold to Open'. When it's closed or expires, Accrue records the realised income automatically.

2. Get Assigned Shares

If the price drops below your strike, you're assigned shares. Your cost basis is reduced by the premium received.

In Accrue: Record as 'Acquired Shares'. Accrue calculates your adjusted cost basis for future calls or sales.

3. Sell Covered Calls

Sell calls above your cost basis. If assigned, you sell the shares at profit plus the call premium.

In Accrue: Record as 'Call – Sold to Open' and then 'Sold Shares' if assigned. Accrue combines both legs for full-cycle reporting.

Accrue follows HMRC logic across the whole cycle — matching, pooling, and FX conversion — so your reports align with UK tax requirements out of the box.

Common Questions

How do I record a rolled option?

Record two trades: first 'Buy to Close' the original, then 'Sell to Open' the new. This matches HMRC treatment and keeps your income history clear.

Can I import trades from a CSV file?

Not yet — for now, use manual entry, including the FX rate for each trade's currency.

How does Accrue handle FX rates?

You enter the FX rate that converts the trade's original currency into GBP. Accrue stores that rate with each trade and uses it in every summary and export. This supports USD, EUR, or any other foreign currency you trade in.

How do I generate my tax report?

Go to Reports, select a tax year, and export as PDF. The summary provides the key figures for your Self Assessment.

View full FAQ

Ready to get started?

Create your account and start tracking your options income with HMRC accuracy.

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