Static Portfolio Snapshot

US Portfolio Control Center

IMMEDIATE ACTION NEEDED - manually verify the MSFT Aug 14 2026 440 short call. It is now filled against only 80 MSFT shares, leaving a 20-share coverage shortfall if assigned. Liquidity and margin buffers remain strong, but the uncovered upside risk is not capped.

64/100
Portfolio HealthSGD 736,216
Today N/AWeek N/AMonth N/AYTD N/A
7D
30D
Net Liquidation
SGD 736,216Report artifact
Portfolio P/L
USD 24,122Unrealized
Available Funds
SGD 519,734Liquidity
Excess Liquidity
SGD 542,111Strong
Margin Usage
28.7%Initial / gross
Leverage
1.02xLow
USD Cash
USD 8,149Sleeve cash
Risk Score
N/AStatic score

Portfolio Allocation

Exposure map
BABAUSD 135.4k35%
SOFIUSD 61.8k16%
AMDUSD 53.6k14%
GOOGLUSD 35.5k9%
MSFTUSD 31.4k8%
SLVUSD 26.0k7%
JEPGUSD 38.3k10%

Today's Decision

2026-07-14 03:04 SGT
AMDReview hedge

Shares are down about USD 2,161 intraday

Downside protection timing gap.
SOFIReview short put

Shares are down about USD 2,091 intraday

Assignment cash requirement watch.
BABAReview covered call

Largest US-listed concentration

Assignment or upside-cap watch.
GOOGLReview short put

Put is about 7

Assignment cash requirement watch.

Immediate Alerts

Action gate
PortfolioCLEAR

No forced account-level action

Margin and excess liquidity remain healthy in the latest report.

Estimated impactNo account stress detected.
Hold portfolio posture.
MSFTHIGH

MSFT risk review

IMMEDIATE ACTION NEEDED: the filled call has a 20-share coverage shortfall if assigned

Estimated impactExposure about USD 31.4k
Review before next US session.
AMDHIGH

AMD risk review

Shares are down about USD 2,161 intraday

Estimated impactExposure about USD 53.6k
Review before next US session.
SOFIMEDIUM

SOFI risk review

Shares are down about USD 2,091 intraday

Estimated impactExposure about USD 61.8k
Monitor during market window.
BABAMEDIUM

BABA risk review

Largest US-listed concentration

Estimated impactExposure about USD 135.4k
Monitor during market window.

MSFT

Action review
MSFT393.06 USD
Support349.20
Resistance401.75
InspectorN/A
Options80 shares at USD 392.84, market value about USD 31.4k; short 1x Aug 14 2026 440 call.
401.7520D resistance
393.06Current
349.2020D support

IMMEDIATE ACTION NEEDED: the filled call has a 20-share coverage shortfall if assigned. The call is about 10.7% OTM, but losses on the uncovered 20 shares are uncapped above USD 440. A separate NEW Aug 21 350 short-put entry would carry USD 35k assignment notional if filled.

Expiry Timeline

Next catalysts

Opportunity Scanner

Rule-scored candidates
PassWatch / missingFail / blocks entry

Market Intelligence

Expandable signals
IBKR Portfolio11 symbolsSource of truth

Positions, balances, margin, option exposure, and portfolio risk are taken from the latest IBKR-derived daily report artifact.

Vibe Market Data10/11Partial

OHLCV, RSI, Bollinger band position, volume ratio, support, resistance, and watchlist sparklines use Vibe-Trading with explicit yfinance source. Missing symbols remain N/A.

Options Inspector0Unavailable

Option candidate rows, DTE, strikes, premium, open interest, and scanner scores come from the owned-symbol options-inspector artifacts.

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 summary

Good evening Allen.

  • Portfolio source: latest daily report artifact.
  • Highest portfolio risk: MSFT.
  • Best income opportunity: pending option-chain refresh.
  • Margin posture: based on the latest static report artifact.
  • Market indicators: Vibe-Trading yfinance route when available; unavailable fields stay N/A.
  • Option-chain rows: Yahoo/yfinance snapshot through the Options Risk Inspector.
  • Immediate action section should be checked first.