HK Portfolio Control Center
IMMEDIATE ACTION NEEDED — manual review only. The account's 7,000-share 9988 position is 52.2% of the HK stock sleeve and fell about HKD 18,200 intraday. Three short 9988 Aug 28 110 calls are only about 1.8% out of the money at the IBKR price of HKD 108.10 and show about HKD 5,927 unrealized loss. The calls are share-covered, so this is a concentration/proximity alert rather than an uncovered-call or margin alert.
Portfolio Allocation
Exposure mapToday's Decision
2026-07-14 10:03 SGTLargest HK concentration; 52.2% of HK stock value
Covered-call strike proximity watch.Second-largest HK position; short put and covered calls require monitoring
Assignment notional watch.Income/real-estate exposure; no option shown
Exposure about HKD 74.8k.Largest ETF line by market value
Exposure about HKD 74.5k.One covered Aug 28 165 call
Covered-call strike proximity watch.Immediate Alerts
Action gateNo forced account-level action
Margin and excess liquidity remain healthy in the latest report.
9988 risk review
Largest HK concentration; 52.2% of HK stock value
700 risk review
Second-largest HK position; short put and covered calls require monitoring
9988
Action reviewLargest HK concentration; 52.2% of HK stock value. 9988 Aug 28 2026 110 call: Short 3; 108.10 / 110; Immediate manual review: only 1.8% OTM; about HKD 5,927 unrealized loss. Covers 1,500 of 7,000 shares assuming the displayed SEHK multiplier reflected in market value. 9988 Aug 28 2026 122.5 call: Short 2; 108.10 / 122.5; About 11.8% OTM; covers another 1,000 shares.
Expiry Timeline
Next catalystsOpportunity Scanner
Rule-scored candidatesMarket Intelligence
Expandable signalsIBKR Portfolio7 symbolsSource of truth
HK positions, balances, margin, option exposure, and portfolio risk are taken from the latest IBKR-derived HK report artifact.
Vibe Market Data7/7Complete
OHLCV, RSI, Bollinger band position, volume ratio, support, resistance, and watchlist sparklines use Vibe-Trading with explicit yfinance source when available. Missing symbols remain N/A.
HK Option Notes7Report-derived
HK option risk is rendered from the scheduled report's coverage, strike-proximity, and assignment-notional notes.
Live RuleStrictNo dummy data
If IBKR, Vibe-Trading, or options-inspector data is missing, the report shows N/A or degraded source status instead of fabricated numbers.
AI Insight
Source summaryGood evening Allen.
- Portfolio source: latest daily report artifact.
- Highest portfolio risk: 9988.
- Best income opportunity: pending option-chain refresh.
- Margin posture: based on the latest static report artifact.
- HK source: current IBKR-derived HK sleeve report with optional Vibe enrichment only when available.
- HK option rows: report-derived coverage and strike-proximity notes; no separate scanner rows unless refreshed.
- Immediate action section should be checked first.