Daily Briefing
Every figure below is computed by the deterministic engines; the summary narrates those figures and cannot introduce a number they did not produce. Opportunities come from the most recent overnight scan, not live quotes. Verify live values in Fidelity before acting.
Copilot
Ask about your portfolio, positions, or today's opportunities. The copilot orchestrates the same deterministic engines the scanners use — it never computes prices or Greeks, never places trades, and every number it reports is checked against engine output. Verify live values in Fidelity before acting.
Recommendations are decision support only. The copilot cannot place, record, or close a trade — recording stays a deliberate click in the Positions view.
Covered Call Scanner
Run a scan to see covered-call candidates.
Position Manager
Open recorded positions enriched with live market data and a deterministic recommended action. This app never places trades — review and act in Fidelity.
➕ Add a position manually (after you executed it in Fidelity)
Records a tracking entry only — it places no order. Enter the quoted price per share as shown in Fidelity (e.g. 3.74); for spreads & condors that's the net credit per share and you enter each leg's strike. Each contract is 100 shares, so that's $374 per contract.
Cash & Margin
Update these whenever your balances move — there's no brokerage connection, so the app can't see them. Cash-secured puts are funded from cash first, then margin up to the margin figure below, which the engine treats as a hard ceiling. The capital-at-risk cap is a separate hard limit on total committed capital across all positions, whether funded by cash or margin. A put that needs margin is flagged as not cash-secured: assignment creates a margin loan with interest and margin-call risk.
Earnings Calendar
Manually maintained (provider earnings feed isn't entitled). The scanner uses these dates to reject expirations that contain earnings or fall within the pre-earnings buffer.
Macro Event Calendar
Hand-maintained FOMC / CPI / jobs dates (no macro feed is entitled; dates publish ~1yr ahead). A high-importance event inside the next couple of days triggers a stand-down: the regime policy suppresses new entries. Display-only, like the rest of the regime layer.
Ownership Intents
Per-symbol willingness to own — for any stock, whether or not you hold it. Drives the cash-secured-put engine and the daily discovery screener: a symbol marked do not want to own is never surfaced as a CSP, and a put is only recommended when its effective purchase price fits your desired/max entry. This is a persistent setting (the CSP scanner also writes it when you scan a symbol).
Portfolio
Recording imported trades is tracking only — this app never places trades. Verify in Fidelity. Re-importing is safe: "Replace all" rebuilds your book from the file; leaving it off adds only trades not already recorded (duplicates are skipped).
Recorded Trades
Tracking records only — this app never places orders. Execute and manage in Fidelity.
Performance
Realized results from closed trades only — an open position's unrealized mark is not a result. Every figure is computed by the engine, not estimated. Realized P/L is the recorded entry credit minus the exit debit, so it excludes commissions and any assignment outcome.
Daily Opportunity Screener (S&P 500)
Scans the universe once per trading day and runs each name through the same deterministic engines. It expands the universe, not the risk — "no qualified trades" is a valid result. Never places trades. Phase 1: the pipeline runs and is auditable; option-chain retrieval and per-strategy candidates arrive in later phases.
Recent runs
Trending LEAPS (TipRanks trending → analyst gate → LEAPS bull-call)
A separate discovery: takes TipRanks trending best-rated names (any index — not just the S&P), keeps those that pass your analyst gate (worst target > price · Smart Score ≥ 8 · Strong Buy), then runs the deterministic LEAPS bull-call engine on them. Analyst data is third-party opinion used only to pick the universe; the engine + hard rules still decide the spreads. Uses TipRanks quota — on-demand here; the daily schedule is off until the paid tier.