AI Imports Transactions & Positions from Screenshots — Full Platform Tour

What If AI Could Handle Your Trade Data Entry?

If you're tracking covered calls, cash-secured puts, or running the wheel strategy, you know the pain of manual data entry. Every transaction needs to be logged. Every position needs to match what your broker shows. It's tedious, error-prone, and it takes time away from actually making trading decisions.

What if you could screenshot your Thinkorswim transaction history, paste it into a web application, and have AI automatically parse out every transaction for you? That's exactly what MyATMM has been building over the past several months, and in this full platform tour, we walk through everything — from the AI-powered import tools to dark mode, screeners, cost basis tracking, reconciliation, and more.

Dashboard Overview — Your Portfolio at a Glance

The MyATMM dashboard is the first thing you see when you log in, and it gives you a complete picture of your portfolio performance. The dashboard includes several tabs, each serving a specific purpose:

• Summary Tab — Deposits, brokerage balance, cost basis (with and without premium), stock value, unrealized and realized gains/losses, collateral reserved, and capital left to invest.
• Positions Tab — All your active and past positions with sortable columns and filtering options.
• Deposits & Withdrawals — A ledger tracking all money in and out of your account.
• Premiums Tab — Track all option premium cash flow in one place.
• Projections — Income projection calculations based on your current positions.
• Performance Tab — Enhanced performance metrics with the ability to filter realized gains and losses in or out of your calculations.

Screeners — Finding Your Next Trade

All screeners are now grouped under a single navigation section for a cleaner, more streamlined experience. Each screener serves a distinct purpose, but they all share a consistent set of filters that let you narrow down results by S&P 500 stocks, ETFs, dividend-paying stocks, stock price ranges, ROI targets, and volume thresholds.

Covered Calls & Cash-Secured Puts Screener

This screener is purpose-built for finding your next covered call or cash-secured put opportunity. It displays data for the upcoming two expiration dates, giving you a quick overview of premiums available across hundreds of underlying stocks. Advanced filters let you dial in by stock price, target ROI, and minimum volume requirements.

Option Search

When you need more targeted results, the option search lets you filter by calls or puts specifically, choose exact expiration dates from a dropdown, and even search for specific symbols. You can enter multiple tickers at once — for example, filtering to just MSFT and AAPL in the same search to compare opportunities side by side.

Trends (SMA) Screener

The trends screener identifies bullish and bearish signals using simple moving average (SMA) crossovers based on the 20, 50, and 200-day moving averages. Each signal is clearly marked, and an information popup explains exactly what each indicator means so you can make informed decisions about entry and exit timing.

Cost Basis — The Heart of the Application

The cost basis screen is where you manage everything about your individual stock positions. After adding a ticker, you get a comprehensive view that includes high-level summary information, multiple cost basis calculations, live positions in play, and full transaction history.

You can navigate between symbols, filter down to active positions using a toggle, and see all your transaction details including buy-to-open, sell-to-open, buy-to-close, and sell-to-close entries with commissions and fees.

Three Cost Basis Calculations

MyATMM calculates three different cost basis figures, and understanding the difference matters:

• Without Premium — This is what your broker typically shows you. It's the raw purchase price of your shares.
• With Premium — This is your real cost basis. It factors in all the option premium you've collected, giving you a true picture of what you've actually invested.
• With Collateral — This includes reserved capital from active positions, useful for tracking how much of your buying power is tied up.

AI Import — Screenshot Your Trades, Skip the Data Entry

This is the feature that changes everything about how you manage your portfolio. The AI import tool lets you take a screenshot of your brokerage transaction history, paste it directly into MyATMM, and have artificial intelligence parse every transaction automatically.

Here's how the workflow looks in practice:

1. Screenshot your transactions — Go to your Thinkorswim account (or supported brokerage), navigate to your transaction history, and take a screen capture.
2. Paste into MyATMM — Copy the screenshot to your clipboard, come to the AI Import page, and paste it directly into the upload area.
3. Click Parse Screenshot — AI analyzes the image and extracts every transaction, including stock purchases, option sales, quantities, prices, and dates.
4. Review and select — Transactions appear in a table format. Pick the ones you want to import, review the summary at the bottom, and confirm.
5. Auto-detect new tickers — If the AI finds transactions for a ticker you haven't added yet, it automatically offers to create the ticker record for you.

The AI import currently supports Thinkorswim, with plans to add support for Interactive Brokers, Robinhood, Webull, Tasty Trade, and other brokerages based on user demand. This is a members-only feature, though a limited trial for free accounts is being considered.

AI Verify — Reconcile Your Positions Automatically

After importing transactions, the next step is making sure your tracked positions actually match what your broker shows. That's where AI Verify comes in.

The process mirrors the AI import workflow: screenshot your brokerage positions page, paste the image into MyATMM's AI Verify tool, and click parse. The AI extracts all your current positions — stock holdings and option contracts — and presents them in a reconciliation table.

The reconciliation view shows your brokerage quantity side by side with your MyATMM quantity. Any mismatches are flagged immediately. If a position exists in your brokerage but not in MyATMM, you can add it with a single click. The tool handles both stock positions and option contracts.

Bulk Import & CSV Export

Schwab Bulk Import

For Schwab users, MyATMM supports bulk importing your entire transaction history. Navigate to Schwab's transaction history export, download the JSON file, upload it to MyATMM, and the system imports everything automatically with proper FIFO cost basis calculations. Schwab allows up to four years of transaction data in a single export, making it straightforward to get your full history into the platform.

CSV Export

Members can export all their data — transactions and ledger entries — to a CSV file at any time. Your data belongs to you, and you should always be able to take it with you. The export feature makes it easy to download everything for your own records or analysis.

Reconciliation — Keeping Your Data Accurate

The reconciliation page is your safety net for data integrity, especially useful after bulk imports or when managing complex positions. It includes several specialized tabs:

Transaction Errors

This tab flags any data mismatches in your transaction history. If you have a sell-to-close without a matching buy-to-open, or any other inconsistency where the math doesn't add up, the system surfaces it here so you can investigate and correct it.

LEAP Positions

For traders using LEAP options as stock substitutes (common in poor man's covered call strategies), MyATMM lets you flag a LEAP option to "treat as stock." This reclassifies the option as capital rather than premium in your tracking, which more accurately reflects how LEAP positions function in practice.

The LEAP positions tab monitors these flagged options and alerts you when one has expired without being closed out or rolled. It keeps tabs on your active LEAPs so nothing slips through the cracks.

Tools, Preferences & Membership

All tools are organized under a single menu to keep the navigation clean and focused. Beyond the import, export, and reconciliation features covered above, the tools section includes:

• Strategy Summary — A high-level view of your overall strategy performance across all tickers.
• Preferences — Set your default commission rates and fee structures so they auto-populate when entering transactions. Configure these once based on your broker's fee schedule and save time on every future entry.
• Membership — Access the full suite of features including unlimited tickers, up to 10 portfolios, complete screener access, CSV export, and upcoming AI features.
• Support — Find contact information, the Facebook community group, YouTube channel, and the full library of training videos.

What's Live Now vs. Coming Soon

Here's a quick breakdown of feature availability:

The AI import, AI verify, and bulk import features are in final testing and expected to roll out in the near future. Stay subscribed to the YouTube channel for announcements when these features go live.