Dashboard Now Available for Mobile Phones & Devices - Track Options on the Go

Introduction: Mobile Trading Management Has Arrived

Option sellers need access to their portfolio data wherever they are. Whether you're checking positions during lunch, reviewing premium income while traveling, or monitoring cost basis adjustments from your phone, mobile accessibility is essential for modern trading management.

MyATMM has completed the first version of its mobile-responsive dashboard, bringing full functionality to smartphones and tablets. The mobile version isn't a simplified "lite" experience—it's a complete, fully functional dashboard that provides the same comprehensive tracking and analysis available on desktop, optimized for smaller screens.

This update means you can now manage your covered calls, cash-secured puts, and wheel strategy positions from any mobile device. Check your cost basis, review premium collections, analyze projections, and monitor deposit/withdrawal tracking—all from your iPhone, Android phone, or tablet.

New Feature: The MyATMM mobile dashboard provides complete portfolio tracking functionality on all mobile devices including iPhone SE, iPhone 14 Pro Max, Samsung Galaxy devices, and tablets. All data grids are scrollable, sortable, and fully interactive on mobile screens.

What's Included in the Mobile Dashboard

The mobile dashboard includes five major sections, each optimized for mobile viewing while maintaining full functionality. These sections provide everything you need to manage your options trading portfolio from your phone.

1. Summary Page

The Summary page serves as your mobile command center, displaying key portfolio metrics at a glance. When you first open the mobile dashboard, you land on the Summary view, which shows:

  • Account Balance: Your current cash position and brokerage balance
  • Total Portfolio Value: Combined value of cash and stock positions
  • Premium Income Summary: Total premiums collected across all strategies
  • Unrealized Profit/Loss: Current position status relative to cost basis
  • Recent Activity: Latest transactions and position changes

This high-level view gives you immediate insight into portfolio health without needing to drill into individual positions. Perfect for quick checks throughout the trading day.

2. Positions Grid

The Positions section displays all your current stock holdings with full cost basis details. The grid format adapts to mobile screens with horizontal scrolling, allowing you to see all relevant data:

  • Ticker Symbol: Stock or ETF identifier
  • Quantity: Number of shares held
  • Current Price: Real-time or delayed market price
  • Cost Basis: Your adjusted cost basis per share (including premiums)
  • Total Value: Current market value of the position
  • Unrealized P/L: Profit or loss based on current price vs. cost basis
  • Premium Impact: How much premium has reduced your cost basis

The grid is fully sortable by tapping column headers. Sort by ticker, quantity, unrealized profit/loss, or any other column to quickly identify positions needing attention. The horizontal scroll functionality ensures you can see all columns even on smaller phone screens like the iPhone SE.

3. Deposits & Withdrawals

Track all cash movements in and out of your trading account through the Deposits & Withdrawals grid. This section maintains a complete history of:

  • Deposit Transactions: Cash added to your account with dates and amounts
  • Withdrawal Transactions: Cash removed from your account
  • Transaction Dates: Precise timestamps for reconciliation
  • Running Balance: Your cash position after each transaction

This tracking is essential for accurate return calculations. MyATMM uses deposit/withdrawal data to calculate true returns on invested capital rather than just account balance growth.

4. Projections

The Projections section helps you model future premium income based on your strategy assumptions. Even on mobile, this section remains fully interactive and editable:

  • Weekly Premium Targets: Set expected weekly premium per position
  • Annual Projections: See annualized income estimates
  • What-If Scenarios: Adjust assumptions and see updated projections instantly
  • Position-Level Detail: Break down projections by ticker

The mobile version maintains the desktop's editing capability. You can tap any projection field, change the value, and immediately see updated calculations. This lets you model different premium scenarios while away from your desk.

5. Premiums

The Premiums section provides comprehensive tracking of all option premium income you've collected. This is one of the most important sections for option sellers:

  • Monthly Premium Breakdown: See total premiums collected each month
  • By Strategy Type: Separate tracking for covered calls vs. cash-secured puts
  • By Ticker: Which positions generate the most income
  • Historical Trends: Track premium collection consistency over time
  • Year-to-Date Totals: Measure annual progress toward income goals

This detailed premium tracking on mobile means you can verify option sales were properly credited, review monthly income patterns, and make informed decisions about strategy adjustments—all from your phone.

Complete Functionality: Every section of the mobile dashboard provides full data access and interactivity. MyATMM doesn't limit mobile users to read-only views—you get the complete trading management experience optimized for mobile screens.

Device Compatibility and Testing

The mobile dashboard has been tested across multiple device types and screen sizes to ensure consistent functionality and optimal viewing experience. MyATMM's responsive design adapts to any screen size while maintaining usability.

Tested Devices

The demonstration shows the mobile dashboard running simultaneously on three different mobile devices:

  • iPhone SE: Compact 4.7-inch screen representing smaller smartphone displays
  • iPhone 14 Pro Max: Large 6.7-inch screen representing premium smartphones
  • Samsung Galaxy S20 Ultra: Large Android device with 6.9-inch display

All three devices show identical functionality with appropriate layout adjustments for screen size. The iPhone SE's smaller screen uses more vertical scrolling, while larger devices like the Galaxy S20 Ultra can display more information simultaneously.

Browser Compatibility

As a Blazor WebAssembly application, MyATMM runs in any modern mobile browser:

  • Safari (iOS): Full support on iPhone and iPad devices
  • Chrome (Android & iOS): Optimal performance on Android devices and iPhone
  • Samsung Internet: Native browser for Samsung Galaxy devices
  • Firefox Mobile: Alternative browser option with full compatibility
  • Edge Mobile: Microsoft's mobile browser with complete support

No special app download is required. Simply open your mobile browser, navigate to app.myatmm.com, log in, and access the mobile-optimized dashboard.

Tablet Support

While the demonstration focuses on phone-sized devices, the responsive design also works perfectly on tablets:

  • iPad (all sizes): Takes advantage of larger screen real estate
  • Android Tablets: Full functionality on Samsung, Lenovo, and other tablets
  • Surface Devices: Works in both tablet and desktop modes

Tablet screens can display more columns simultaneously in the data grids, providing a hybrid experience between full desktop and compact mobile layouts.

Orientation Support

The mobile dashboard adapts to both portrait and landscape orientations:

  • Portrait Mode: Optimized for one-handed use with vertical scrolling
  • Landscape Mode: Shows more columns and reduces horizontal scrolling needs
  • Auto-Rotation: Layout adjusts automatically when you rotate your device

For data-heavy sections like the Positions grid, landscape mode often provides better visibility by displaying more columns without requiring horizontal scrolling.

Real-World Testing

The video demonstrates all five dashboard sections working simultaneously on three different devices with different screen sizes and operating systems. This real-world testing validates that the mobile experience works consistently across the device ecosystem most option traders use daily.

Mobile Interface Features and Usability

Beyond simply making content visible on small screens, MyATMM's mobile dashboard includes specific interface optimizations that make mobile usage efficient and intuitive.

Touch-Optimized Controls

All interactive elements have been sized and spaced for accurate touch input:

  • Larger Touch Targets: Buttons and links sized for finger taps (minimum 44x44 pixels)
  • Adequate Spacing: Sufficient space between interactive elements prevents accidental taps
  • Tap Feedback: Visual feedback confirms when you've successfully tapped a button or link
  • Swipe Gestures: Natural swipe scrolling for grids and long content sections

Scrollable Data Grids

The demonstration highlights how data grids handle mobile constraints. Rather than hiding columns or forcing everything into a narrow layout, MyATMM uses horizontal scrolling:

  • Left-Right Scrolling: Swipe horizontally to see additional columns
  • Sticky Headers: Column headers remain visible while scrolling data
  • Scroll Indicators: Visual cues show when additional columns exist off-screen
  • Smooth Scrolling: Fluid touch response for natural navigation

This approach preserves data density while making everything accessible through natural mobile gestures.

Sortable Columns

One of the key features demonstrated is column sorting on mobile. Tap any column header to sort the grid by that column:

  • Single Tap Sorting: Tap once to sort ascending, tap again for descending
  • Sort Indicator: Visual arrow shows current sort column and direction
  • Persistent Sorting: Sort preference maintained as you navigate between sections
  • Fast Response: Instant re-sorting without page refreshes or delays

This sorting capability is crucial for quickly finding specific positions or identifying which tickers need attention based on unrealized profit/loss or other metrics.

Editable Fields

The Projections section demonstrates that mobile users aren't limited to viewing data—you can edit values directly from your phone:

  • Tap to Edit: Touch any editable field to bring up the mobile keyboard
  • Number Pad: Appropriate keyboard type for numerical inputs
  • Auto-Calculate: Changes update calculations immediately
  • Easy Dismissal: Tap outside the field to finish editing

This editing capability means you can model different scenarios while away from your computer, helping you make trading decisions on the go.

Performance Optimization

Mobile performance was a key consideration during development:

  • Fast Loading: Dashboard sections load quickly even on cellular connections
  • Efficient Rendering: Smooth scrolling and animations without lag
  • Data Caching: Previously viewed data loads instantly on return visits
  • Bandwidth Friendly: Optimized data transfer doesn't consume excessive mobile data
Mobile-First Design: MyATMM's mobile dashboard isn't an afterthought or simplified version. It's a fully functional mobile experience with touch-optimized controls, scrollable grids, sortable columns, and editable fields—everything you need to manage your options trading portfolio from your phone.

Accessing Desktop Version from Mobile

While the mobile dashboard provides complete functionality, some traders prefer the expanded layout of the desktop version even on mobile devices. MyATMM makes it easy to switch between mobile and desktop views.

Desktop Mode Link

At the bottom of the mobile dashboard, you'll find a "View Desktop Version" link. Tapping this link loads the full desktop layout on your mobile device:

  • Full Desktop Layout: Access the exact same interface you see on a computer
  • Wider Data Grids: See more columns simultaneously without horizontal scrolling
  • Detailed Charts: View larger visualizations and graphs
  • Multi-Panel Views: Desktop layout can show multiple sections side-by-side

When to Use Desktop Mode on Mobile

The desktop version on mobile makes sense in specific situations:

  • Landscape Tablets: Larger screens handle desktop layout comfortably
  • Complex Analysis: When you need to see many data points simultaneously
  • Personal Preference: Some users simply prefer the desktop layout even on phones
  • Specific Features: If desktop-only features haven't been optimized for mobile yet

Switching Back to Mobile View

If you switch to desktop mode and want to return to the mobile-optimized view, simply look for the "View Mobile Version" link on the desktop interface. MyATMM remembers your preference for future sessions.

Other Pages Coming Soon

The mobile dashboard represents the first phase of mobile optimization. The video mentions that mobile versions of other pages are still in progress:

  • Transaction Entry: Mobile-optimized forms for logging new trades
  • Settings Pages: Account configuration and preferences on mobile
  • Reports Section: Export and view detailed reports from mobile devices
  • Research Tools: Mobile access to dividend stock research and option screening

For now, these sections still work via the desktop version on mobile, but dedicated mobile interfaces are being developed to optimize the experience further.

Flexible Access

MyATMM gives you choice. Use the mobile-optimized dashboard for quick checks and standard portfolio management, or switch to desktop mode when you need expanded visibility and detailed analysis. Both versions provide complete functionality—it's simply a matter of interface preference and screen size.

Practical Use Cases for Mobile Access

Having full dashboard functionality on mobile opens up several practical scenarios that improve your trading workflow and decision-making capabilities.

Morning Position Check

Start your day by reviewing positions from your phone while having coffee or during your commute:

  • Check overnight price movements on your holdings
  • Verify premium from yesterday's option sales was properly credited
  • See which positions might need rolling decisions today
  • Review your cash position before market open

This quick morning check takes 2-3 minutes on mobile but gives you complete situational awareness before the trading day begins.

Midday Trade Verification

After executing trades during market hours, use mobile to confirm they're properly logged:

  • Verify covered calls you sold are reflected in premium totals
  • Check that stock purchases updated your position quantity
  • Confirm cost basis calculations include your latest transactions
  • Review updated unrealized profit/loss after position changes

Catching tracking errors immediately is easier than reconciling discrepancies days or weeks later.

Travel and Vacation Monitoring

When traveling or on vacation, mobile access lets you stay informed without needing a laptop:

  • Monitor positions without carrying computer equipment
  • Check if any positions need urgent attention or rolling
  • Review premium income while away from your trading desk
  • Make informed decisions about weekend option assignments

The mobile dashboard means you're never completely disconnected from your portfolio, even when traveling light.

Social Proof and Education

Show fellow traders or family members your systematic approach to options trading:

  • Demonstrate your tracking methodology in person
  • Show premium income trends on your phone
  • Explain cost basis adjustments with real data visible
  • Prove the consistency of your wheel strategy results

Having your complete portfolio data accessible on mobile makes it easy to share your trading process and educate others about systematic option selling.

End-of-Day Review

Close your trading day with a final portfolio check from mobile:

  • Verify all day's transactions are properly logged
  • Check final positions after market close
  • Review daily performance and premium collection
  • Set mental notes for tomorrow's potential actions

This end-of-day ritual ensures you start tomorrow with accurate data and clear awareness of your portfolio status.

Real-World Impact: Mobile access transforms portfolio management from a desk-bound activity to something you can handle anywhere. Quick position checks, trade verification, travel monitoring, and educational demonstrations all become possible when your complete dashboard lives in your pocket.

Getting Started with the Mobile Dashboard

Accessing the mobile dashboard requires no special setup or app installation. If you already have a MyATMM account, the mobile functionality is immediately available.

First-Time Access

To access the mobile dashboard for the first time:

  1. Open Your Mobile Browser: Use Safari on iPhone, Chrome on Android, or any modern mobile browser
  2. Navigate to app.myatmm.com: Type the URL directly or use a bookmark
  3. Log In: Enter your MyATMM username and password
  4. Automatic Mobile Detection: MyATMM detects your mobile device and loads the mobile-optimized dashboard
  5. Explore Sections: Navigate through Summary, Positions, Deposits/Withdrawals, Projections, and Premiums

Creating a Home Screen Shortcut

For quick access, add MyATMM to your phone's home screen:

On iPhone (Safari):

  1. Navigate to app.myatmm.com in Safari
  2. Tap the Share button (square with arrow pointing up)
  3. Scroll down and tap "Add to Home Screen"
  4. Name it "MyATMM" and tap Add

On Android (Chrome):

  1. Navigate to app.myatmm.com in Chrome
  2. Tap the three-dot menu in the upper right
  3. Select "Add to Home screen"
  4. Name it "MyATMM" and tap Add

The home screen icon gives you one-tap access to your dashboard, making it as convenient as a native app.

No App Download Required

MyATMM uses progressive web app technology, meaning:

  • No App Store Required: Works directly in your mobile browser
  • No Installation: No need to download or install anything
  • Automatic Updates: Always running the latest version when you log in
  • Cross-Platform: Same experience on iPhone, Android, tablet, or desktop

If You Don't Have an Account Yet

New to MyATMM? Getting started takes just a few minutes:

  1. Visit myatmm.com on your mobile device
  2. Click "Create Your Free Account"
  3. Enter your email and create a password
  4. Verify your email address
  5. Start logging your option trades and stock positions

The free account lets you track up to 3 tickers forever with complete functionality, including full mobile dashboard access.

Instant Access: MyATMM's mobile dashboard is available immediately to all users. No special mobile app to download, no separate mobile pricing tier, no additional setup. Simply log in from your mobile browser and start managing your options portfolio on the go.

Future Mobile Enhancements

The current mobile dashboard represents version 1.0 of mobile functionality. MyATMM continues developing additional mobile features and optimizations based on user feedback and usage patterns.

Additional Pages Being Mobilized

The video mentions that other sections of the application are still works in progress for mobile optimization:

  • Transaction Entry Forms: Mobile-optimized screens for quickly logging new trades
  • Option Search Tool: Mobile version of the covered call and cash-secured put screener
  • Cost Basis Details: Expanded cost basis views with complete transaction history
  • Account Settings: Profile management and preference configuration on mobile
  • Research Library: Mobile access to dividend stock lists and research tools

Potential Future Features

Based on common mobile trading workflows, future enhancements might include:

  • Push Notifications: Alerts for positions needing attention or approaching expiration
  • Quick Trade Entry: Streamlined forms for fast transaction logging
  • Price Alerts: Notifications when positions reach specific price levels
  • Mobile Reports: Generate and download PDF reports from mobile
  • Offline Mode: View cached data even without internet connection

User Feedback Welcome

MyATMM's development priorities are driven by user needs. If you find the mobile dashboard useful or have suggestions for improvements:

  • Share feedback through the support page
  • Report any mobile-specific bugs or display issues
  • Suggest features that would improve your mobile workflow
  • Vote on feature requests in the user community

The platform evolves based on real-world usage by option sellers who depend on accurate tracking for their trading strategies.

Continuous Improvement: Mobile functionality will continue expanding and improving based on user feedback and evolving mobile technology. The current dashboard provides complete core functionality, with additional mobile-optimized features being added regularly.

Conclusion: Complete Portfolio Management in Your Pocket

The launch of MyATMM's mobile dashboard marks a significant milestone for option sellers who need portfolio access beyond their desktop computers. With complete functionality across all major mobile devices and browsers, you can now manage your covered calls, cash-secured puts, and wheel strategy positions from anywhere.

The mobile dashboard isn't a stripped-down version or a "mobile lite" experience. It's the full MyATMM platform optimized for mobile screens, with scrollable grids, sortable columns, editable projections, and comprehensive data visibility. Whether you're using an iPhone SE's compact screen or a Samsung Galaxy's large display, you get the same powerful tracking and analysis tools.

This mobile access transforms how you interact with your trading data. Morning position checks, midday trade verification, travel monitoring, and end-of-day reviews all become possible from your phone. You're no longer tied to your computer to verify premium collections, check cost basis adjustments, or review monthly income trends.

The mobile dashboard represents version 1.0 of mobile functionality, with additional mobile-optimized sections and features being developed based on user feedback. As MyATMM continues evolving, mobile access will become even more comprehensive and feature-rich.

For option sellers practicing systematic income strategies, having reliable mobile access to accurate cost basis tracking, premium collection monitoring, and position management data is essential. MyATMM's mobile dashboard delivers that access without compromise, putting your complete options trading portfolio management system in your pocket.

Get started today by logging into app.myatmm.com from your mobile device. Add it to your home screen for one-tap access, and experience the convenience of managing your options portfolio wherever you are.

Risk Disclaimer

Options trading involves significant risk and is not suitable for all investors. Mobile portfolio tracking tools do not reduce the inherent risks of options trading. Past performance does not guarantee future results.

This content describes platform features and functionality for educational purposes only and should not be considered financial advice. Mobile access to your portfolio does not eliminate the need for careful trading decisions and risk management. Always understand the risks involved and consider consulting with a qualified financial advisor before implementing options strategies.

Track Your Options Portfolio on Any Device

MyATMM's mobile dashboard gives you complete access to cost basis tracking, premium income monitoring, and position management from your phone or tablet.

Start tracking up to 3 tickers completely free with full mobile access. No credit card required.

Create Your Free Account Today

Access your dashboard from any device, anywhere

Original Content by MyATMM Research Team | Published: April 2, 2024 | Educational Use Only