US Portfolio Control Center
1. **IMMEDIATE ACTION NEEDED — MU / AMD:** review USD 165,000 combined short-put assignment notional, especially MU Sep 760 and AMD Sep 460. 2. **AMZN / GOOGL / NFLX / NVDA:** review the remaining USD 117,600 short-put assignment load and acceptable cash/margin impact if assigned. 3. **AMD / SOFI saved instructions:** identify exact contract, strike, expiry, and coverage directly in IBKR before relying on either instruction. 4. Confirm the zero-filled BABA put legs, GOOGL 310 put sale, and replaced call buybacks remain intended; do not treat them as exposure or protection before fills. 5. Monitor CPI/PPI, oil, and MU/NVDA event risk. Current liquidity metrics are healthy.
Portfolio Allocation
Exposure mapToday's Decision
2026-08-10 22:03 SGTUSD 89,000 assignment notional; stock **-USD 612.14 daily**, the largest US equity drag; combined stock/options about +USD 30,681.57 unrealized
Downside protection timing gap.**-USD 595.00 daily**; +USD 3,586.55 unrealized
Exposure about USD 61.9k.Stock +USD 119.99 daily and +USD 1,205.99 unrealized; calls are covered by 1,200 shares
Exposure about USD 154.2k.Call is covered and about USD 26.59 OTM; put adds USD 34,000 assignment notional and shows about USD 360.53 unrealized loss
Position-level monitor.Immediate Alerts
Action gateAMD risk review
USD 89,000 assignment notional; stock **-USD 612.14 daily**, the largest US equity drag; combined stock/options about +USD 30,681.57 unrealized
SOFI risk review
**-USD 595.00 daily**; +USD 3,586.55 unrealized
BABA risk review
Stock +USD 119.99 daily and +USD 1,205.99 unrealized; calls are covered by 1,200 shares
GOOGL risk review
Call is covered and about USD 26.59 OTM; put adds USD 34,000 assignment notional and shows about USD 360.53 unrealized loss
AMD
Action reviewUSD 89,000 assignment notional; stock **-USD 612.14 daily**, the largest US equity drag; combined stock/options about +USD 30,681.57 unrealized.
Expiry Timeline
Next catalystsOpportunity Scanner
Rule-scored candidatesMarket Intelligence
Expandable signalsIBKR Portfolio10 symbolsSource of truth
Positions, balances, margin, option exposure, and portfolio risk are taken from the latest IBKR-derived daily report artifact.
Vibe Market Data10/10Complete
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.
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 summaryGood evening Allen.
- Portfolio source: latest daily report artifact.
- Highest portfolio risk: AMD.
- 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.