Introducing the Clear Button for Proposed Transaction Records

Streamlining Your Workflow

We're excited to announce a new feature in MyATMM designed to simplify transaction management for option sellers managing multiple positions: the Clear button for Proposed Records.

If you've been using MyATMM to track the wheel strategy, covered calls, or cash-secured puts across several tickers, you know that the Cost Basis screen can accumulate multiple proposed transaction records as you enter trades. Now, with a single click, you can clear these records and focus on your next transaction without visual clutter.

The Problem: Cluttered Proposed Records

When tracking options trades in MyATMM, the platform intelligently generates proposed transaction records each time you save or submit a new position. These records help you:

• Preview the transaction before finalizing it
• Adjust commission and fees for accuracy
• Use the helper icon to move transactions into your official records

However, as you work through multiple transactions—selling calls, selling puts, recording stock purchases, and managing assignments—the Proposed Records to Add Below section can become crowded with completed or unnecessary entries.

This accumulation made it harder to focus on your current transaction and created unnecessary visual noise, especially for active traders managing several positions simultaneously.

The Solution: One-Click Clear Button

Think of it like clearing a whiteboard after finishing a calculation. The information you've already saved remains intact in your official transaction history, but your workspace is clean and ready for the next entry.

When to Use the Clear Button

The Clear button is particularly useful in these scenarios:

1. After completing multiple transactions on the same ticker and moving them to your official records
2. When switching between different positions and you want a fresh view
3. If you accidentally generated proposed records you don't need
4. At the start of a new trading session to ensure a clean slate
5. When managing weekly option assignments and need to process each ticker separately

Improved Workflow for Active Traders

For traders running the wheel strategy or managing multiple covered call positions, efficiency matters. The Clear button reduces friction in your daily workflow by:

• Eliminating visual clutter so you can focus on the transaction at hand
• Speeding up data entry by removing completed proposed records
• Reducing confusion about which records are finalized versus pending
• Creating a cleaner interface for reviewing and confirming transactions

This small feature represents MyATMM's commitment to continuous improvement based on real-world usage. We listen to feedback from option sellers like you and refine the platform to make cost basis tracking as seamless as possible.

How to Access the Feature

The Clear button is now live for all MyATMM users. To use it:

1. Log into your MyATMM account
2. Navigate to the Cost Basis section
3. Select the ticker you're working with
4. Expand the Proposed Records to Add Below section
5. Click the Clear button to remove all proposed records

It's that simple. One click, and you're ready to enter your next transaction with a clean workspace.

More Features Coming Soon

This Clear button is just one of many improvements we're rolling out to enhance your experience with MyATMM. Our roadmap includes additional features designed to make option tracking faster, more intuitive, and more powerful for income-focused traders.

If you haven't already, create your free account today and start tracking your options trades with tools purpose-built for sellers running the wheel strategy, covered calls, and cash-secured puts.

Track up to 3 tickers free forever—no credit card required. Experience the difference that dedicated cost basis tracking makes for your options income strategy.