Tracking your performance as an option seller isn't just about knowing whether you made money—it's about understanding exactly how well your strategy is working week by week, month by month, and year by year. The MyATMM Performance Tab gives you complete visibility into your options income, helping you set and achieve specific ROI targets.
Whether you're targeting 1% per week, evaluating your monthly returns, or looking back at multi-year performance data, the Performance Tab consolidates everything into one clear dashboard. This article walks through every field and feature on the Performance Tab, explaining how each metric works and how to use it to improve your trading results.
The Performance Tab goes beyond simple profit/loss tracking. It accounts for deposits, withdrawals, dividends, option premiums, and realized gains or losses—giving you a complete picture of your portfolio's true performance over time.
The Performance Tab opens to the current year by default, displaying year-to-date performance data. Two dropdown menus at the top of the page let you drill into specific time periods.
The first dropdown allows you to select which year to analyze. MyATMM tracks your data for as long as you've been using the platform, so you might have several years of historical data available. This lets you compare year-over-year performance and see how your strategy has evolved.
There's also an "All-Time" option that aggregates your performance across every year. This view totals up your results by year, giving you a high-level overview of your entire trading history on the platform.
The second dropdown defaults to "All Months," showing monthly performance for the selected year. When you select a specific month, the view changes dramatically—instead of showing monthly totals, it breaks down performance by individual trading days.
This daily breakdown shows exactly what happened on each trading day of that month. Weekends typically won't have data unless you manually logged a transaction on a weekend date. The daily view helps you identify patterns in your trading activity and see which days contributed most to your monthly performance.
Selecting December 2025 from the month dropdown shows each trading day's individual performance. You can see exactly which days you collected premium, received dividends, or had realized gains/losses. The aggregation fields at the top still show monthly totals, but the detail grid shows day-by-day activity.
At the top of the Performance Tab, several summary fields display your aggregate income for the selected time period. These fields update automatically based on your year and month selections.
This field shows the total option premium you've collected during the selected period. Every covered call sold, every cash-secured put written—all the premium income from your options activity rolls up into this single number. This is the core metric for option sellers focused on income generation.
If you're trading on dividend-paying stocks (which many option sellers do), this field tracks all dividend payments received. Dividends add a secondary income stream on top of your option premium, and both contribute to your overall performance calculation.
This field combines your premium income, dividend income, and accounts for deposits and withdrawals. However, you might notice the math doesn't always add up at first glance—if your premium plus dividends equals $29,000 but total overall shows $28,500, the difference reflects withdrawals you've taken from your brokerage account.
The calculation includes deposits and withdrawals but excludes realized gains and losses by default. This separation exists because realized gains/losses can fluctuate significantly based on your ongoing trading in specific tickers.
One of the most important features on the Performance Tab is the toggle that includes or excludes realized gains and losses from your performance calculations. Understanding when and why to use this toggle helps you interpret your performance data correctly.
When you sell covered calls and cash-secured puts on a particular ticker over time, your realized gains and losses fluctuate. Here's a common scenario that illustrates why:
You own shares with a cost basis of $25 per share. To maximize premium, you sell a covered call at the $22 strike (below your cost basis). The stock rallies, you get called out, and you realize a $3 per share loss on the stock sale—even though you collected premium on the call.
This realized loss shows up in your performance data. But if you continue trading the same ticker—selling more cash-secured puts, getting assigned again, selling more covered calls—your cost basis tracking continues across all these transactions. Over time, by selling above your adjusted cost basis, you can recover that loss and eventually show a realized gain.
With the toggle OFF (default), you see your income performance from premiums and dividends without the noise of realized stock gains/losses. This view shows your systematic income generation regardless of individual stock position outcomes.
With the toggle ON, realized gains and losses get factored into your performance percentages. A month that looked like positive 0.44% might suddenly show negative 5.34% when a large realized loss is included. This is the more accurate total picture, but it can be confusing if you're tracking toward a specific weekly income target.
A trader shows a $4,200 realized loss on BITO from selling covered calls below cost basis and getting assigned. With the toggle OFF, June shows 0.44% performance. With the toggle ON, June shows -5.34%. But because MyATMM tracks cost basis across the entire lifetime of the position, continuing to trade BITO (selling puts and calls above the adjusted cost basis) can eventually zero out or reverse this loss in future months.
Here's the key insight: MyATMM tracks your cost basis for each ticker across all time, not just per transaction. If you realize a loss but continue trading the same ticker, your cost basis reflects that loss. When you eventually sell shares at a profit relative to your adjusted cost basis, the realized gain reduces (or eliminates) the previous loss.
This means the realized gain/loss column can change month to month for tickers you're actively trading. A fixed realized loss in June might gradually disappear as you collect more premium and realize gains in subsequent months. If you stop trading a ticker entirely, that realized gain/loss becomes permanent.
The Performance Tab calculates your returns as percentages, making it easy to evaluate your strategy regardless of account size. These percentages help you answer the crucial question: "Is my money working hard enough?"
This metric shows your average monthly return across the selected time period. If you're viewing a full year and showing 3.43% average monthly performance, that means on average, your account grew by 3.43% each month from premium and dividend income.
The annualized figure projects what your returns would look like over a full year at the current rate. A 3.43% monthly average annualizes to approximately 41%—a powerful number that demonstrates the compounding potential of consistent option income.
You might notice that dividing your total income by your net working capital doesn't exactly match the displayed percentage. That's because MyATMM uses an average working capital calculation for more accurate performance measurement.
The formula takes your previous month's net working capital plus the current month's net working capital, divided by two. This smoothing approach accounts for the fact that as you earn income, your capital base grows. Using an average provides a more realistic picture of returns than comparing income to either the starting or ending capital alone.
If your net working capital was $80,000 last month and $82,000 this month, the average is $81,000. Your performance percentage is calculated against this $81,000 average, not against either endpoint. This prevents distortion from within-month capital changes and provides more comparable month-over-month percentages.
The detail grid displays your performance data broken down by month (or by day if you've selected a specific month). Each column provides specific information about your trading activity.
Shows the time period for that row. When viewing all months, this displays month names. When viewing a specific month, this shows individual calendar days. Weekend days only appear if you logged transactions on those dates.
Total deposits into your brokerage account for that period. If you're adding money regularly—$50 per week, $500 per month, or occasional larger deposits—this column tracks the sum of all deposits.
Total withdrawals from your brokerage account. If you're living off your premium income or taking periodic distributions, those withdrawals appear here. Withdrawals reduce your total overall calculation but don't affect your performance percentages.
The total premium collected from selling cash-secured puts, covered calls, or any other credit premium strategies. This is the primary income metric for option sellers.
Total dividend payments received on stocks you hold. Many option sellers trade dividend-paying stocks, and this income contributes to overall performance alongside premium income.
Shows gains or losses from stock transactions—buying and selling shares. When a covered call gets assigned and you sell shares above or below your cost basis, the gain or loss appears here. When a cash-secured put gets assigned and you later sell those shares, the outcome appears here.
This is your total tracked capital in the account. Importantly, this number may not match your brokerage's "liquidating net value" because it doesn't include unrealized gains or losses on your current holdings.
Net Working Capital equals your total share purchases (at purchase prices) plus all collected premiums. It represents your capital deployed plus income earned, regardless of current market prices. This metric is useful for targeting percentage returns because it shows the capital actually working for you.
The difference between the current period's net working capital and the previous period. A positive number means your capital base grew; negative means it shrank. This could be from profits, deposits, or withdrawals.
Your percentage return for that period, calculated using the average working capital methodology described above. This percentage factors in premium, dividends, and (if the toggle is on) realized gains/losses.
The performance percentage extrapolated to a full year. A 4.4% monthly return annualizes to approximately 53%. This projection helps you understand the annualized impact of each month's results.
One of the most powerful applications of the Performance Tab is targeting specific weekly income goals. Many successful option sellers aim for a consistent percentage return each week rather than trying to maximize every trade.
A common target is 1% per week. This sounds modest, but 1% per week compounds to over 50% annually. The Performance Tab makes it easy to track whether you're hitting this target.
Here's how it works in practice: At the start of week three in January, you check the Performance Tab. You see 1.8% performance so far. Since you're starting the third week and targeting 1% per week, you should be around 2% by now. You're slightly behind, so you know to put additional capital to work—sell more cash-secured puts or covered calls—to catch up.
Equally important is knowing when to stop. If you've hit your 1% target for the week, you don't need to keep selling more options. Having capital available gives you flexibility to take advantage of better opportunities if the market moves, or to add to positions that have become more attractive.
The Performance Tab supports this disciplined approach by showing exactly where you stand relative to your goals at any point in time.
It's the third week of January. Your Performance Tab shows 1.8% for the month. You're targeting 1% per week, so you should be at about 3% by the end of this week. You're behind by roughly 0.2% from week two. This week, you'll put a bit more capital to work—selling additional at-the-money puts or covered calls—to get the performance closer to 3% by week's end. Once you hit the target, you can stop and preserve capital for the next opportunity.
Selecting "All-Time" from the year dropdown provides a comprehensive overview of your entire trading history on the platform. Instead of monthly rows, this view shows yearly totals.
This high-level view answers questions like: How has my strategy performed over multiple years? Am I improving year over year? What's my average annual return across my entire trading history?
For traders who have been using MyATMM for several years, the all-time view provides valuable perspective on long-term strategy effectiveness. You can see whether your returns are consistent or variable, and identify which years were strongest or weakest.
When you select a specific month, the Performance Tab switches from monthly summaries to daily details. The column structure changes slightly to accommodate this different granularity.
Some columns disappear in daily view because they don't make sense at a daily level. You won't see "average monthly performance" when looking at individual days—instead, you see "daily average performance" and its annualized equivalent.
The calculations remain consistent with the monthly view, just applied to smaller time periods. Daily performance uses the same average working capital methodology, comparing each day's income against the smoothed capital base.
The daily view is useful when you want to understand exactly what happened during a specific month. You can see which days you collected premium, which days dividends hit, and how your capital base changed day by day. This level of detail helps identify patterns—perhaps you're most active on Mondays, or your best returns come from end-of-week expirations.
The Performance Tab doesn't exist in isolation—it's part of a complete tracking system that includes cost basis management, position tracking, and account reconciliation.
Every transaction you log for cost basis purposes feeds into the Performance Tab calculations. The premium you collect on covered calls, the assignments from cash-secured puts, the dividends from held shares—all of it flows through to your performance metrics.
This integration means accurate cost basis tracking directly improves your performance analysis. When every transaction is logged correctly, your performance percentages reflect reality.
The net working capital figure on the Performance Tab should reconcile with your brokerage account when you account for unrealized gains and losses. If your brokerage shows $75,274 and MyATMM's calculated balance matches, you know every transaction has been captured accurately.
Any discrepancy between your tracked balance and brokerage balance indicates missing transactions that need to be logged. The Performance Tab serves as a verification tool—if the numbers match, your data is complete.
The Performance Tab transforms raw transaction data into actionable insights about your options trading. Instead of guessing whether your strategy is working, you have concrete percentages showing exactly how your capital is performing.
The key features—time period selection, the realized gains/losses toggle, average working capital calculations, and multiple view options—combine to give you flexible, accurate performance analysis. Whether you're targeting 1% per week, evaluating year-over-year improvement, or reconciling your account balance, the Performance Tab provides the metrics you need.
For option sellers pursuing consistent income, this visibility is essential. You can't improve what you don't measure, and you can't target what you can't track. The Performance Tab closes that gap, turning your trading activity into clear, measurable performance data.
Start by setting a realistic weekly target—many traders begin with 1% per week. Check your Performance Tab regularly to see where you stand. Adjust your trading activity to stay on target. Over time, the discipline of tracking and targeting specific returns compounds into significantly better results than trading without measurement.
Options trading involves significant risk and is not suitable for all investors. Past performance shown in tracking software does not guarantee future results. The strategies discussed—covered calls and cash-secured puts—carry risks including potential loss of principal.
Targeting specific weekly returns does not ensure those returns will be achieved. Market conditions, position sizing, and strike selection all affect actual results. Performance tracking shows historical results and should not be interpreted as predictive of future performance.
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 provides the Performance Tab and complete cost basis tracking to help you measure and improve your options income strategy.
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