Trade Management

Navigate the complexities of active position management. Learn when to roll options, how to handle early assignments, techniques for adjusting strikes, and strategies for managing challenged positions. Master the decision frameworks that separate profitable traders from those who struggle with position management.

Bitcoin ETF BITO Tracking: Cost Basis Management
Video
Aug 4, 2024 11 min

Bitcoin ETF BITO Tracking: Cost Basis Management

Complete workflow for tracking BITO transactions using MyATMM. Learn to record cash-secured put assignments, covered call expirations, calculate premium-adjusted cost basis, and plan new positions using accurate data.

Cash-Secured Put Assignment: Building BITO Position - 1.6% ROI in 5 Days
Video
May 5, 2024 16 min

Cash-Secured Put Assignment: Building BITO Position - 1.6% ROI in 5 Days

Master assignment management and position building through the continuous wheel strategy. Learn complete workflows for recording assignments, processing stock positions, calculating cost basis with premium, and making strategic rolling decisions for optimal capital efficiency.

5.8% ROI BITO Assignment Tracking: Cash Secured Put to Covered Call Transition
Video
Apr 7, 2024 15 min

5.8% ROI BITO Assignment Tracking: Cash Secured Put to Covered Call Transition

Complete walkthrough of tracking BITO cash-secured put assignment in MyATMM, recording stock purchase transactions, transitioning to covered calls, and placing bilateral positions for 5.8% ROI on Bitcoin ETF wheel strategy implementation.

Assigned Cash-Secured Put: Bilateral Trading with MRVL
Video
Feb 12, 2023 11 min

Assigned Cash-Secured Put: Bilateral Trading with MRVL

Handle put assignments professionally and implement bilateral trading positions. Track the assignment in MyATMM, set up both covered calls and cash-secured puts simultaneously, and learn how playing both sides generates continuous income while systematically reducing cost basis through the wheel strategy.

Covered Call Success, Cash-Secured Put Failure: Critical Order Management Lessons
Video
Jan 29, 2023 8 min

Covered Call Success, Cash-Secured Put Failure: Critical Order Management Lessons

Real-world trading lesson: How one covered call succeeded with better-than-expected premium while a cash-secured put expired unfilled. Learn order monitoring best practices for option sellers and why the first 30 minutes of Monday trading are critical.

Wheel Strategy Options: Recording Covered Call and Cash-Secured Put Transactions on MRVL
Video
Jan 9, 2023 11 min

Wheel Strategy Options: Recording Covered Call and Cash-Secured Put Transactions on MRVL

Master transaction tracking for the wheel strategy with covered calls and cash-secured puts on MRVL. Learn proper logging, handle overnight price adjustments, understand premium-adjusted cost basis calculations, and explore tax implications when entering and exiting at the same price.

Cash-Secured Put Assignment: Wheel Strategy Weekly Review and New Covered Call on MRVL
Video
Jan 8, 2023 8 min

Cash-Secured Put Assignment: Wheel Strategy Weekly Review and New Covered Call on MRVL

Complete walkthrough of handling cash-secured put assignments and setting up new option positions for continuous wheel strategy income on MRVL. Learn bilateral trading, cost basis management, and professional order entry techniques for at-the-money options.

$200+ Collected: NVAX, RUM & TLRY Using ThinkOrSwim - Part 2
Video
Dec 12, 2022 11 min

$200+ Collected: NVAX, RUM & TLRY Using ThinkOrSwim - Part 2

Learn the efficient workflow for tracking ThinkOrSwim cash-secured put transactions with pre-calculated fees, saving time and preventing reconciliation errors for NVAX, RUM, and TLRY positions.

Weekly Follow-up: Covered Calls & Cash-Secured Puts on Robinhood - Part 1
Video
Dec 12, 2022 11 min

Weekly Follow-up: Covered Calls & Cash-Secured Puts on Robinhood - Part 1

Master the critical post-execution workflow for logging Robinhood options in MyATMM. Track MVIS and RUM transactions with precise premium and fee data for accurate cost basis management.

Weekly Review: Managing Covered Calls and Cash-Secured Puts Portfolio
Video
Dec 5, 2022 15 min

Weekly Review: Managing Covered Calls and Cash-Secured Puts Portfolio

Complete weekly options review showing how to clear expired positions, track cost basis, and set up new covered calls and cash-secured puts across multiple tickers using MyATMM tracking platform.

MO Call and RUM Put Assignments: Complete Cost Basis Tracking Guide
Video
Dec 4, 2022 7 min

MO Call and RUM Put Assignments: Complete Cost Basis Tracking Guide

Step-by-step tutorial showing how to properly track covered call and cash-secured put assignments in MyATMM, including MO call assignment at $45.50 and RUM put assignment at $9.00 for accurate cost basis management.

Weekly Portfolio Review: Managing Covered Calls and Cash-Secured Puts
Video
Nov 28, 2022 8 min

Weekly Portfolio Review: Managing Covered Calls and Cash-Secured Puts

Complete step-by-step weekly review process for option sellers. Learn how to process put assignments, track expired positions, manage capital allocation, and plan new trades using cost basis analysis.

Ready to Track Your Options Trades?

Start using MyATMM to manage your cost basis and option premiums

Create Your Free Account

Track up to 3 tickers free forever - No credit card required

Original Content by MyATMM Research Team | Published: October 12, 2025 | Educational Use Only