If you've been running covered calls, cash-secured puts, or the wheel strategy for any meaningful length of time, you have a real problem the moment you try to start using a dedicated tracker: you already have months or years of transactions sitting in your broker, and you have open positions that need to match what you're tracking. Manually keying in every roll, assignment, dividend, and premium collected is the kind of project that makes most people give up before they finish.
This post walks through how MyATMM's new AI Import and AI Verify features solve that "seeding" problem. The goal is simple: get your existing broker data into the platform so you can start tracking from where you actually are — not from scratch.
Both tools live under the Tools → Import / Export menu in MyATMM. Once you're in, you'll see several tabs across the top, but the two that matter for getting started are AI Import and AI Verify.
Here's the high-level distinction:
Together they cover both halves of the tracking problem: the historical record and the current state.
AI Import accepts two flavors of input depending on how much data you need to bring in.
The screenshot workflow is built for ongoing use. Snap a screenshot of your broker's transaction history page, drag it into the AI Import drop zone, and the AI parses out individual trades — ticker, strike, expiration, side, quantity, price, commissions, fees, the whole row.
The number of transactions you can capture in one go is bounded only by what fits in the screenshot. For most option sellers running daily or weekly captures, a single screenshot covers everything new since the last import.
For seeding a brand-new portfolio with years of history, CSV is the way to go. Most brokers let you export their full transaction history as a CSV file. Schwab, for example, exports up to four years at a time. Drag the CSV into the same AI Import zone, click parse, and the system pulls in every transaction in seconds.
You can also use CSV imports on a daily basis if you prefer a structured workflow over screenshots.
Both flows rely on AI parsing, but they're not equivalent in accuracy. CSVs are roughly 100% accurate because the data is already structured — the AI is matching column headers and values, not interpreting pixels.
Screenshots are different. The AI has to read the image, identify each row, distinguish columns, and infer values. If your screenshot quality is anything less than crisp, you can occasionally end up with a transposed digit or a misread price.
That said, the screenshot path doesn't just dump bad data into your portfolio.
Every screenshot import goes through a review grid before anything writes to your portfolio. You see exactly what the AI extracted — every transaction, every field — and you can edit any cell that doesn't match the source. Catch the rare misread, fix it inline, and confirm.
If something does slip through (a penny rounding, a transposed quantity), it's not a permanent problem either. Every imported transaction is tagged with an Import Batch ID, so you can drill back into the Import History tab, find the row, and edit it to match the broker.
In daily real-world use over multiple months, the screenshot path catches the vast majority of errors at the review step. The Import History tab handles the rest.
By default, AI Import is set to Auto-Detect. The system looks at the columns in your screenshot — strikes, expirations, ticker symbols, amounts, commissions, fees — and tries to figure out which broker the screenshot came from based on the layout.
Auto-detect works well for most major brokers. But for the brokers that get used most often, MyATMM ships pre-curated parsers tuned to the exact layout of that broker's screens. Right now, curated parsers exist for:
If you know your screenshots are coming from one of these brokers, select it from the dropdown before you click Parse. You'll get a noticeably more accurate result than relying on auto-detect, especially on edge cases like multi-leg orders.
Auto-detect will often get the right answer on its own — but for the brokers with curated parsers (ThinkOrSwim, Tastytrade), explicitly selecting the broker raises the floor on parse quality. It's the difference between "probably right" and "tuned to your broker's exact column structure."
AI Verify is a different beast from AI Import. Instead of pulling in transaction history, it answers a single question: "Do my MyATMM positions match what's actually open at my broker right now?"
The flow mirrors AI Import — drag a screenshot of your positions page or a CSV export of open positions into the drop zone. The AI extracts each position. Then you click Reconcile, and MyATMM compares the extracted positions against your tracked positions side by side.
From there, you can:
Run Verify weekly, and you'll catch the small discrepancies that creep in from missed transactions, partial fills, or assignment events that didn't get logged. Catch them weekly and they're trivial fixes. Let them compound for months and you'll be hunting through statements trying to figure out where things went sideways.
Every time you run a CSV import through AI Import, MyATMM tags every inserted transaction with an Import Batch ID and stamps it into the Import History tab. This sounds boring until the day you realize you accidentally imported the same period twice, or two CSVs you exported overlapped and now you have duplicate rows polluting your cost basis calculations.
Import History solves that:
This is the screen that turns "I imported the wrong CSV" from a multi-hour cleanup into a two-click fix. For anyone seeding years of broker history into a tracker, this matters more than it sounds like it should.
MyATMM has been used with the following brokers:
If your broker isn't on that list, two things to know:
This is the kickoff of a multi-part walkthrough. Each upcoming video and post will dig into a specific broker's import or verify flow in detail — Schwab CSV, ThinkOrSwim screenshots, Tastytrade CSV, Tradier, and so on. New entries publish weekly until the full set is covered.
For more on the platform itself, check out the full feature list or browse other tutorials in Platform Tutorials.
Options trading involves risk and is not suitable for all investors. Past performance does not guarantee future results. MyATMM is a tracking tool, not a financial advisor. The information in this post is for educational purposes only and should not be considered investment advice. Always consult with a qualified financial advisor before making investment decisions.
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