Moomoo stands out in this series for courting option sellers on purpose. US equity options carry no commission and no per-contract fee, and the app ships an Options Seller Dashboard that is plainly a screener for cash-secured puts and covered calls. People don't stumble into the wheel on Moomoo; the app points them at it.
That makes the gap sharper, not smaller. A screener works before the trade, a cost figure sits on the position during it, and a P/L report grades it afterwards. Each is accurate about its own slice; none carries the premium you collected into what the shares have actually cost you.
Running money at more than one broker? The same breakdown exists for Webull, Fidelity and Robinhood — different screens, the same missing number.
Closer to one than most brokers ship, and still not the one a wheel trader needs.
The feature is Trading Notes: posts carrying charts on several timeframes with your buy and sell points marked, P/L statistics, a per-stock P/L view and transaction statistics, reached from Transaction Records or P/L & Positions. It records what you did and how it scored, stock by stock, but never a share cost net of premium.
The nearest thing is split across three screens:
At assignment the shares arrive at the strike. Moomoo's help pages describe recalculating the share cost about a business day after exercise to reflect that one option's premium; call that the generous reading. Puts on the ticker that expired earlier, every covered call written since, and the running total never reach the figure.
Sell a $30 cash-secured put for $0.62 and let it expire worthless. Sell a second $30 put for $0.78 and get assigned.
Six transactions in, the screen says $30.00 ($29.22 at best) against a working $27.46: a gap of $2.54, about 8.5%, or $1.76 on the generous reading. The expired put and the two calls, $1.51 between them, are invisible to a per-security cost whichever method is switched on.
And there's no wheel: Trading Notes files by stock, P/L Analysis by contract, and nothing joins the spring put, the assignment and the calls since into one running total. Our transaction-by-transaction guide to covered call and cash-secured put adjustments shows how each should move the basis.
None of this argues for moving the account. Here's what's worth keeping:
Each works at the scale of one contract, one stock or one screen today; none follows a share position whose cost has been sliding for eight months. That's scope, not a flaw: a broker's first jobs are filling orders and holding assets.
Yes, from the desktop app only:
The file saves with a name like History-<account type> Account(xxxx)-<date>-<time>.csv. Options orders sit alongside stock orders, one row per filled order, with the usual order-list details (date, symbol, side, quantity, filled price, status). The mobile History tab filters and searches orders and shows Funds Details but writes no file; on a phone you're screenshotting, not exporting.
The file is fine; the trouble is what it is. It lists orders, and the two events that define a wheel were never orders: an assignment happens to the position, an expiry happens because nothing was done. The put that turned into shares and the put that lapsed worthless leave no row. They live in daily statements and Funds Details, so anything reading the CSV must be given them separately.
A spreadsheet holds only while you keep feeding it every export plus every hand-typed assignment and expiry; skip one and it quietly totals a partial history. That drift is the subject of why covered call tracking spreadsheets break down over time, and an orders-only export speeds it up, because the missing rows are the easiest to forget.
Search for a Moomoo options tracker and three groups come back, each doing a real job. Whether it's yours is the question.
Multi-asset portfolio trackers. Tools in the Sharesight, Navexa or Portseido mould report holdings, value and return. Sharesight's direct Moomoo sync is for Moomoo Australia accounts; everywhere else it's the CSV. Right model for a lot bought to hold, wrong for one whose cost you're wearing down with premium.
Trade journals with a Moomoo import. Journals in the TradeZella, TradesViz, TraderInsight or JournalPlus mould make the single trade the unit of record and score it from open to close. That suits a directional trade. A wheel never closes in that sense: the shares sit there for months while puts and calls come and go, and each of them shifts what the shares cost.
Wheel-specific trackers that list Moomoo. Tools in the QuantWheel, Option Wheel Tracker or Anima Options Tracker mould are organised around the cycle, often with a screener out front. In fairness, they're closer to the job than either group above.
Against that field, here's what MyATMM brings. Premium and dividends are added up as one income figure. Shares bought outright, puts, calls, assignments, dividends, deposits and withdrawals all feed a single basis. It runs multiple portfolios, screenshot imports work without giving any third party your broker login, and the free tier takes no card. And it's built by someone who runs the strategy in public every week. These groupings rest on what each tool says publicly as of this writing, rather than a feature-by-feature review; the broader comparison surveys the rest of the market.
Whatever you choose has to cover what Moomoo's screens leave open:
For the full evaluation list, see what to look for in options trading journal software.
With a tracking layer that sits beside the broker. MyATMM exists for that job: an option seller made it after one too many weekends reworking adjusted basis by hand. It replaces neither the order ticket nor the Seller Dashboard.
Two routes, often used together.
AI screenshot import. Capture the Positions or Orders screen on your phone, drop it onto the AI Import tab, and check the rows it reads back: about fifteen seconds a trade.
AI CSV import. Load the desktop History export. MyATMM reads the headers, splits the rows into options and shares, and shows a review grid before anything is saved, flagging rows that overlap an earlier export as probable duplicates. One caveat, stated plainly: there's no hand-tuned Moomoo mapping yet (ThinkorSwim, Tastytrade, Schwab and Webull have one), and we haven't yet put a Moomoo export through the importer ourselves. The file is a plain orders list, the case the AI mapping path is built for, and every row stays editable in the grid until you commit. If yours trips it up, send a redacted copy to support@myatmm.com; a curated parser usually follows within about a week. Both routes are shown end to end in our full platform tour of AI transaction and position imports.
The orders file has no row for either, so log the expiry or the assignment against the option position in MyATMM once it happens — the one entry the export can't make for you. Anything still dangling, such as a share position whose buy never arrived as a row, turns up on the Reconciliation page; here's how Reconciliation fixes missing buys and position mismatches.
The usual rhythm: one desktop export to seed the history, phone screenshots for the week's handful of trades, and each assignment or expiry logged the morning it happens.
Each column, by its actual job:
| Capability | Moomoo | Portfolio tracker | Spreadsheet | MyATMM |
|---|---|---|---|---|
| Place trades | Yes | No | No | No |
| Live per-contract P&L | Yes | Partial | No | Partial |
| Premium-adjusted cost basis | Share leg only (diluted cost) | No | Manual | Automatic |
| Connected wheel lifecycle | No | No | Manual | Yes |
| Cumulative premium per ticker | No | Partial | Manual | Yes |
| Dividends in the same income number | In the share cost, not with premium | Partial | Manual | Yes |
| Import from Moomoo | — | Varies | Manual | AI CSV + AI screenshot |
Moomoo and MyATMM do different jobs. The Seller Dashboard is the shop window, everything priced and ranked; P/L Analysis is the till receipt, one line per contract. A purpose-built tracker is the ledger that says what the position has actually cost you.
If you wheel on Moomoo with a spreadsheet beside it, or the adjusted figure in your head, there's a quick check. Take a position you've held for a few months, bring it into MyATMM, and line up three numbers: the diluted cost on Moomoo's screen, MyATMM's adjusted basis, and your own best guess.
If all three match, your method holds up. If they don't, you know how far the number behind your strike choices has drifted. About ten minutes either way, and free at myatmm.com: three tickers, no card, and no time limit.
Options trading involves risk and is not suitable for all investors. Past performance does not guarantee future results. This content is for educational purposes only and should not be considered financial advice. Always consult with a qualified financial advisor before making investment decisions. MyATMM is a tracking tool and is not affiliated with or endorsed by Moomoo Financial Inc. or Futu Holdings. Other products named in this article are trademarks of their respective owners and are described from publicly available information as of the date of publication.
Further reading: The full tour of AI transaction and position imports — how screenshots and CSVs both land in your portfolio without manual entry.
MyATMM tracks your Moomoo covered calls, cash-secured puts, and wheel positions as connected lifecycles — with premium-adjusted cost basis that's right every time you go to sell the next call.
Track up to 3 tickers completely free forever. No credit card required.
Create Your Free AccountBuilt for covered calls, cash-secured puts, and the wheel strategy