Tracking option positions across covered calls, cash-secured puts, and the wheel strategy presents a genuine challenge. Spreadsheets break when formulas get deleted. Broker statements lack comprehensive cost basis calculations. Portfolio trackers designed for buy-and-hold investors miss the nuances of option premium accounting.
MyATMM solves this problem with a purpose-built platform designed specifically for option sellers who need accurate cost basis tracking, position management visibility, and premium collection reporting. The platform consolidates all transaction types—stock purchases, option sales, assignments, dividends, and capital adjustments—into a single coherent tracking system.
This comprehensive guide walks through every major section of the platform, explaining what each tool does, how to navigate the interface, and which features matter most when you're executing systematic option income strategies. Whether you're just creating your free account or exploring advanced features, this tutorial provides the foundation for effective platform usage.
Getting started requires only a web browser and an internet connection. The platform runs entirely in the cloud with no software to download or install.
Open your preferred web browser and enter the URL: MyATMM.com
The homepage presents an overview of the platform's capabilities, links to YouTube and Rumble video channels providing educational content, and social media presence on Facebook and Twitter (now X). New users can explore these resources to understand the platform's philosophy and approach before creating an account.
The "Create Free Account" button initiates the registration process. The free account tier provides substantial functionality:
This generous free tier lets you test the platform's core functionality and determine if it fits your workflow before committing to a paid membership. For many traders with focused portfolios tracking just a few core positions, the free tier provides everything needed.
Return users click the "Login" button and enter their credentials. The platform remembers your session on trusted devices, streamlining subsequent access. All data persists in the cloud, so you can access your tracking information from any device with internet connectivity.
Upon login, the dashboard provides immediate visibility into your complete options trading portfolio. This centralized view consolidates data from all tracked positions, showing overall performance metrics and position-level details.
The top section displays aggregate statistics across your entire tracked portfolio:
These metrics answer the fundamental question every trader asks: "Am I making money?" The premium collection total shows option income generation effectiveness, while the overall gain/loss metric reveals total strategy performance including both option income and underlying stock appreciation or depreciation.
Below the summary section, the dashboard displays cards for each ticker you're tracking. Each position card shows:
This position-level visibility lets you quickly assess which positions are performing well and which need attention. The color-coded gain/loss displays (green for profits, red for losses) provide instant visual feedback on position status.
The dashboard includes multiple tabs providing different portfolio views:
These tabs transform the dashboard from a simple overview into a comprehensive portfolio management center. Switch between views based on what information you need at any given moment—high-level summary, capital flow tracking, income reporting, or detailed position analysis.
Accurate performance measurement requires tracking every dollar that enters or leaves your trading account. The Deposits and Withdrawals section provides this essential foundation.
Without tracking deposits and withdrawals, you cannot calculate true returns. If you deposit $10,000, make $2,000 in option income, then deposit another $5,000, did you make 20% return or 13.3% return? The answer depends on proper capital flow accounting.
MyATMM tracks every deposit and withdrawal with date stamps, creating an audit trail of capital movements. This data feeds into the performance calculations displayed on the dashboard, ensuring return metrics reflect reality rather than guesswork.
When you add capital to your brokerage account, immediately log it in MyATMM:
The deposit immediately updates your tracked account balance and adjusts performance calculations to account for the new capital.
The same process applies to withdrawals. When you remove capital from the trading account, log the withdrawal with the date and amount. This prevents the platform from showing negative performance when you've simply withdrawn profits or reallocated capital to other investments.
The deposits and withdrawals screen displays your complete capital flow history in chronological order. This historical view shows patterns in your capital allocation over time and provides documentation for tax purposes or performance auditing.
Before selling options on a stock, you need to analyze the opportunity. The Covered Calls and Cash-Secured Puts section provides tools for evaluating potential option trades on any ticker symbol.
Enter any ticker symbol to begin analysis. The platform retrieves current option chain data and displays relevant strikes and expirations. This doesn't commit you to trading the stock—it simply loads the data needed for evaluation.
Free accounts can track up to 10 ticker symbols simultaneously in this section. Paid memberships remove this limitation, allowing unlimited ticker analysis for traders managing diversified option portfolios.
For stocks you already own or are considering purchasing, the covered call analysis shows:
This analysis helps identify optimal strike and expiration combinations based on your risk tolerance and income targets. Conservative traders focus on out-of-the-money strikes with lower premiums but less assignment risk. Aggressive traders target at-the-money strikes for maximum income despite higher assignment probability.
For stocks you want to own at specific prices, the cash-secured put analysis provides similar metrics:
This evaluation framework ensures you only sell puts at strikes where assignment would be acceptable. The premium collected reduces your effective purchase price, creating built-in margin of safety.
Use this section for planning before executing trades. Test different strike and expiration combinations, compare return profiles across multiple stocks, and identify opportunities that fit your portfolio strategy. The analysis tools remove guesswork from option selection, replacing it with data-driven decision making.
Cost basis tracking represents the heart of MyATMM's value proposition. This is where you log every transaction on a ticker—stock purchases, option sales, assignments, premiums, dividends, and adjustments—creating a complete audit trail that feeds accurate cost basis calculations.
Your broker reports simple average cost basis: the sum of all purchase prices divided by shares owned. This calculation ignores option premium collected, making it inaccurate for option sellers. If you bought 100 shares at $50 and collected $500 in covered call premium, your broker shows $50 cost basis. Your true cost basis is $45.
This difference matters enormously when selecting strikes. Selling calls at $48 looks like capping gains at break-even on your broker's statement, but actually locks in $3 profit per share when premium-adjusted cost basis is considered. Accurate cost basis enables informed strike selection.
The cost basis page starts empty. Add ticker symbols you're actively trading with options. Free accounts can track up to 3 tickers with full transaction history. This limitation encourages focused trading rather than scattered positions across dozens of stocks.
For each ticker added, you gain access to comprehensive transaction logging, automatic cost basis calculation, position status displays, and historical transaction reports.
MyATMM logs all transaction categories relevant to option sellers:
This comprehensive transaction coverage ensures every event affecting cost basis gets captured accurately.
After executing trades in your brokerage account, log them in MyATMM:
The transaction immediately appears in your history and updates all calculated metrics—share count, capital deployed, premium collected, and cost basis.
The cost basis page shows two critical metrics:
The premium-adjusted figure represents your true breakeven point. Use this number when selecting covered call strikes—any strike above your premium-adjusted cost basis locks in profit even if the shares get called away.
Beyond historical transactions, the cost basis page displays currently open option positions. This view shows all sold options that haven't yet expired or been closed, including:
This active position tracking prevents forgotten expirations and provides visibility into option positions requiring management decisions.
When positions move against you, dollar cost averaging down can reduce cost basis to more manageable levels. The Position Adjuster tool calculates exactly how many shares to purchase at current prices to reach your target cost basis.
You own 100 shares purchased at $50 per share, representing $5,000 invested capital. The stock now trades at $40. Your cost basis remains $50, meaning you need a 25% rally just to break even.
But if you purchase another 100 shares at $40, your cost basis drops to $45 (($5,000 + $4,000) / 200 shares). Now you need only a 12.5% rally to break even. The Position Adjuster calculates these scenarios instantly.
Enter your current position parameters:
The calculator displays how many additional shares to buy at current price to reach your target cost basis. It also shows the total capital required and the new overall position size.
This tool proves valuable when positions move against you but the underlying remains fundamentally sound. Rather than guessing at purchase quantities, calculate the exact number needed to achieve specific cost basis targets. Then execute cash-secured puts at that calculated price point to dollar cost average down while collecting additional premium.
Current Position: 300 shares at $60 cost basis = $18,000 invested
Current Price: $45 per share
Target Cost Basis: $50 per share
Calculator Result: Purchase 200 additional shares at $45
New Position: 500 shares at $50 cost basis = $25,000 invested
Required Capital: $9,000 for 200 shares at $45
Iron condors represent a market-neutral income strategy selling both out-of-the-money calls and puts simultaneously. The Iron Condor Suggestions tool screens the market for opportunities meeting specific criteria.
The suggestions algorithm analyzes numerous tickers and identifies iron condor setups with favorable characteristics:
For each suggested setup, the tool displays all four strikes (short call, long call, short put, long put), expiration dates, total premium collected, maximum risk, and probability of profit.
Free accounts see the top 3 iron condor suggestions. Paid memberships display hundreds of suggestions, sorted by various criteria like highest premium, best risk/reward ratio, or highest probability of profit. This expanded access enables comparison shopping across numerous opportunities.
Treat suggestions as starting points for research rather than ready-to-execute trades. The algorithm identifies setups meeting mechanical criteria, but doesn't account for upcoming earnings announcements, sector volatility, or individual stock fundamentals. Review each suggestion, research the underlying, and confirm the setup aligns with your risk tolerance before execution.
The Preferences section provides settings that customize how the platform displays data and which features are enabled. These configurations affect the interface across all sections of MyATMM.
Control how the platform presents information:
These formatting options ensure the platform displays data in familiar formats matching your location and conventions.
Manage account-level configurations:
Review preferences periodically to ensure settings remain aligned with your current needs.
The free account provides substantial functionality, but traders managing larger portfolios eventually need expanded capacity. Paid memberships remove all ticker tracking limitations while adding premium features.
Understanding what changes when upgrading:
| Feature | Free Account | Paid Membership |
|---|---|---|
| Cost Basis Tracking | 3 tickers | Unlimited tickers |
| Option Analysis Stocks | 10 tickers | Unlimited tickers |
| Iron Condor Suggestions | Top 3 results | All results (400+) |
| Dashboard & Reports | Full access | Full access |
| Transaction History | Complete | Complete |
Membership pricing remains affordable while providing unlimited tracking capacity:
All tiers include the same features—unlimited ticker tracking, complete iron condor suggestions, and all platform functionality. The only difference is billing frequency and per-month cost.
Upgrade when the free tier's 3-ticker cost basis limit becomes restrictive. If you're running systematic option strategies on 5-10 different stocks, paid membership enables tracking all positions in one place. The iron condor suggestion expansion also benefits traders exploring market-neutral income strategies across diverse underlyings.
The platform includes built-in access to support resources and feedback channels. When you encounter issues or have suggestions for improvements, direct communication channels are available.
For technical issues, billing questions, or platform bugs, email support is available at: support@myatmm.com
Support requests receive responses typically within one business day. Include relevant details when reporting issues—screenshot captures, ticker symbols affected, specific transaction dates, or error messages displayed. Detailed reports enable faster diagnosis and resolution.
The platform evolves based on user feedback. If you identify missing functionality or have ideas for improvements, submit suggestions through the same support email. Many current features originated from user requests identifying gaps in the original feature set.
Beyond direct support, educational content is available through:
These resources provide self-service learning for users who prefer independent exploration before contacting support.
The platform interface includes usability features that enhance the experience, particularly when working with data-dense screens like the cost basis transaction history or option chain analysis.
The left sidebar navigation menu can be collapsed by clicking the menu toggle button. Collapsing the sidebar provides significantly more horizontal screen space for viewing tables, charts, and data displays. This proves particularly valuable on smaller screens or when working with detailed transaction history requiring multiple columns.
The collapsed state persists across browser sessions, so set your preferred layout once and the platform remembers your choice.
MyATMM adapts to various screen sizes, from large desktop monitors to tablets and smartphones. The interface reorganizes content automatically based on available screen space, ensuring usability across devices. This flexibility lets you check positions from mobile devices while away from your primary trading station.
Frequent platform users benefit from learning keyboard shortcuts for common actions:
These shortcuts reduce reliance on mouse navigation, speeding transaction entry and platform navigation.
With all platform sections understood, here's the recommended workflow for new users setting up effective position tracking.
After one week of consistent usage, the platform becomes integral to your options trading workflow. Transaction logging becomes automatic, cost basis checking informs strike selection, and the dashboard provides instant visibility into portfolio status.
MyATMM transforms option position tracking from chaotic spreadsheet management into organized, systematic execution. The platform consolidates transaction logging, cost basis calculation, premium reporting, and position analysis into a single coherent system designed specifically for option sellers.
The dashboard provides instant portfolio visibility. Deposits and withdrawals tracking ensures accurate performance measurement. The cost basis section captures every transaction affecting position costs. Analysis tools inform strike selection before trade execution. The position adjuster calculates dollar cost averaging scenarios. Iron condor suggestions screen the market for opportunities. Preferences customize the experience to your needs.
This comprehensive feature set addresses the specific challenges option sellers face daily—knowing true cost basis when selecting strikes, tracking premium collection across multiple positions, managing upcoming expirations, and maintaining accurate records for tax reporting. Traditional portfolio trackers miss these nuances because they're designed for buy-and-hold investors, not systematic option income generators.
Start with the generous free tier. Track your core 3 positions with complete transaction history. Log every trade immediately after execution. Check the dashboard daily to build position awareness. Use the analysis tools to inform strike selection. These fundamental practices create the foundation for successful option selling.
As your option trading expands beyond the free tier's limits, paid membership provides unlimited tracking capacity for less than the cost of one option commission. The investment pays for itself through improved decision-making enabled by accurate cost basis visibility and comprehensive position tracking.
The platform works because it focuses exclusively on what option sellers need. No portfolio analysis bloat. No stock screening clutter. No features designed for day traders or passive investors. Just the essential tools for managing covered calls, cash-secured puts, and wheel strategy positions effectively.
Create your account today, log your positions, and experience the difference that purpose-built tracking infrastructure makes for systematic option income generation.
Options trading involves significant risk and is not suitable for all investors. Selling covered calls caps upside potential. Selling cash-secured puts obligates you to purchase shares that may decline in value. Neither strategy protects against losses beyond the premium received.
MyATMM is a tracking and analysis platform, not an investment advisor. The platform provides tools for position management but does not recommend specific trades or guarantee profitability. All trading decisions remain your responsibility.
This content is for educational purposes only and should not be considered financial advice or a recommendation to use any specific platform or implement any particular strategy.
MyATMM gives you accurate cost basis tracking, complete transaction history, and premium collection reporting built specifically for option sellers.
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