Methodology
Methodology
The decision engine uses deterministic scoring across thesis validity, current P/L, remaining reward versus risk, time, volatility, liquidity, assignment risk, catalysts, portfolio exposure, and roll quality.
Decision labels
Possible outputs are CLOSE, HOLD, ROLL, TAKE PARTIAL PROFIT, REDUCE RISK, and INSUFFICIENT INFORMATION. Confidence is based on input completeness and consistency, not market prediction.
Limits
The tool does not access live option chains, broker systems, tax data, margin models, implied probabilities, or personal suitability information.
Primary reading: FINRA options overview · FINRA assignment guide · OIC options basics · OIC exercising options · OCC options disclosure document · SEC Investor Bulletin on options