MyATMM has undergone a significant transformation with this latest release, bringing features that users have been requesting for months. This update represents one of the largest improvements to the platform since launch, introducing visual customization options, powerful portfolio management capabilities, and new tools for organizing your trading strategies.
Whether you manage a single trading account or juggle multiple portfolios across different brokerages, these new features are designed to make your options tracking experience more flexible and personalized. The update includes dark mode for comfortable viewing, multi-portfolio support for organizing separate accounts, a strategy summary feature for tracking cross-ticker performance, and data export functionality for taking your transaction history wherever you need it.
This comprehensive guide walks through each new feature, explains how to use them effectively, and shows you exactly where to find these capabilities within the application. By the end, you'll have a complete understanding of everything this major update brings to your options tracking workflow.
One of the most requested features has finally arrived: dark mode support. If you spend hours analyzing positions and tracking trades, staring at a bright white screen can cause eye strain, especially during evening trading sessions or in low-light environments. Dark mode addresses this by inverting the color scheme to use darker backgrounds with light text.
Switching between dark mode and light mode is straightforward. Look for the toggle button in the top right corner of the application near your account settings. A single click switches your view instantly, and the setting persists across sessions. When you log in next time, the application remembers your preference and loads in your chosen mode automatically.
Both themes maintain full functionality with all charts, tables, and interactive elements properly styled for readability. The color scheme adjustments ensure that important information like profit/loss indicators, cost basis figures, and strategy tags remain clearly visible regardless of which mode you choose.
Alongside the visual refresh comes a new notification system that keeps you informed about platform updates, new features, and important announcements. When you log in and there are notifications waiting, a popup appears with details about what's new or changed.
Each notification gives you two options for handling it. You can acknowledge the notification by checking a checkbox and clicking accept, which dismisses it permanently. Alternatively, selecting "Remind me later" snoozes the notification for approximately 24 hours, allowing you to review the information at a more convenient time without losing track of it entirely.
This system ensures you never miss important platform updates while giving you control over when and how you receive that information. Major feature releases, system maintenance notices, and other relevant announcements all flow through this notification channel.
Perhaps the most significant feature in this update is comprehensive multi-portfolio support. Many traders maintain separate accounts for different purposes: a primary brokerage account for active trading, an IRA for retirement funds, a 401k with employer-sponsored positions, or even a paper trading account for testing new strategies. Until now, tracking these separately required either multiple logins or creative workarounds within a single portfolio view.
When you first log in after this update, your existing account automatically becomes your "Default" portfolio. All your historical transactions, cost basis data, and position information remain exactly where they were. You don't need to take any action to preserve your existing data.
To add additional portfolios, look for the portfolio dropdown in the navigation area. This appears as both a button and a dropdown selector on pages where portfolio segmentation applies. Clicking the button opens the portfolio management screen where you can create new portfolios, rename existing ones, hide portfolios you don't need to see regularly, and reorder them for quick access.
The portfolio management screen provides several organizational tools:
Portfolio segmentation applies to screens where account-specific data matters. The dashboard, cost basis screen, and strategy summary screen all respect your portfolio selection, showing only positions and transactions from the chosen portfolio.
Some screens remain global by design. The covered call and cash-secured put screeners, for example, display market-wide data that isn't account-specific. These tools help you find opportunities regardless of which portfolio you might eventually use to execute trades. The references section similarly provides educational content that applies universally.
Imagine you run the wheel strategy in your taxable brokerage account while maintaining a more conservative covered call approach in your IRA. With multi-portfolio support, you can track these strategies completely separately. Your IRA shows only the dividend-paying stocks where you sell calls for income, while your brokerage portfolio reflects more aggressive put selling and assignment activity. Switching between views takes a single click.
The new strategy summary feature addresses a common challenge for options traders: tracking the performance of a specific strategy when it spans multiple underlying stocks. When you test a new approach or run a particular strategy across several tickers, seeing the combined results requires manually calculating totals. The strategy summary automates this process.
The system uses a tagging approach through the "Group Name" field available when editing transactions on the cost basis screen. When you assign the same group name to transactions across different tickers, those transactions become linked for reporting purposes. The strategy summary screen then aggregates the profit and loss across all tagged transactions.
To tag a transaction for strategy tracking:
Once transactions share a group name, navigate to the Strategy Summary screen to see the aggregated results. Each unique strategy name appears as its own row, showing the combined profit or loss from all associated transactions regardless of which ticker they originated from.
Consider testing a new put selling approach on three different stocks. You sell puts on Apple, Microsoft, and Google, wanting to evaluate the strategy's overall performance rather than looking at each ticker individually. By tagging all related put transactions with the same group name, the strategy summary shows whether your combined approach is profitable without requiring spreadsheet calculations.
Removing a strategy tag is equally simple. Edit the transaction, clear the Group Name field, and save. The strategy summary updates in real-time, reflecting the removal immediately.
Data portability matters for serious traders. Whether you need to import transactions into tax software, perform custom analysis in Excel, or simply maintain personal backups, the new export feature provides a straightforward way to download your complete transaction history.
The export screen, available to premium members, shows your export history and provides the option to request new exports. Click "Request New Export" to queue a fresh download. The system processes your request in the background, and you can watch the progress directly on the screen. Processing typically completes within seconds, after which a download link appears.
The export generates a CSV file containing all transactions from your portfolios. The file includes data from each portfolio that contains transactions, with a summary showing how many portfolios and total transactions are included in the export.
To prevent system abuse, exports are limited to one per day. If you need another export the same day, you can delete your previous export from the history, which resets your daily allowance. This ensures server resources remain available for all users while still providing flexibility for legitimate needs.
The downloaded CSV includes all transaction types: stock purchases, option sales, assignments, dividends, deposits, and withdrawals. Each row contains the relevant details like date, ticker, transaction type, quantity, price, and portfolio identifier. This comprehensive export allows for detailed analysis in any spreadsheet application.
After downloading, you can delete exports from the history to keep the list manageable. The delete function requires confirmation to prevent accidental removal.
The responsive version of MyATMM with these new features is now the primary application, but access to the legacy version remains available for users who prefer the original interface or need specific functionality during the transition period.
Most pages include a "Legacy Version" button in the top right corner that takes you directly to the equivalent page in the original application. Similarly, the legacy application includes "New Version" buttons for easy navigation back to the updated interface.
Some features exist only in the new responsive version, such as multi-portfolio support and the strategy summary screen. When you try to access these from the legacy version, you'll be prompted to switch to the new version where that functionality lives.
While not prominently featured in this update announcement, the dashboard now includes all-time performance totals alongside the existing yearly breakdowns. This addition provides a comprehensive view of your cumulative results across every year of trading within the platform.
The all-time section aggregates your performance data, giving you a single number representing your total premium collected, dividend income, and overall profit/loss since you started tracking positions in MyATMM. For traders building long-term income-focused portfolios, this perspective helps illustrate the compounding benefits of consistent options selling strategies over time.
The export screen includes tabs for AI Import and Bulk Import features currently under development. While these aren't ready for use yet, they represent the direction of future enhancements.
The AI Import feature aims to simplify the process of adding historical transactions by using intelligent parsing to interpret various data formats. The Bulk Import option will allow CSV-based imports, enabling users to upload transaction data exported from brokerages or other tracking tools.
These features remain works in progress and will be announced when ready for general use. The goal is making it easier than ever to consolidate your trading history within MyATMM, regardless of where that data currently lives.
This major update transforms MyATMM from a capable single-portfolio tracker into a flexible multi-account management platform. The combination of visual customization, organizational tools, and data portability addresses the most common requests from active options traders.
These features work together to provide a more complete options tracking experience. Whether you're consolidating multiple accounts, testing new strategies, or simply preferring a darker interface for late-night analysis sessions, this update delivers meaningful improvements to your daily workflow.
Options trading involves substantial risk and is not suitable for all investors. The features described in this article are tracking and organizational tools and should not be considered trading advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting with a qualified financial advisor before making investment decisions.
MyATMM provides purpose-built cost basis tracking for option sellers, with the flexibility to track covered calls, cash-secured puts, and wheel strategy positions.
Track up to 3 tickers completely free forever. No credit card required.
Create Your Free Account TodayBuilt for covered calls, cash-secured puts, and the wheel strategy