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AI agent for traders

Options Expiration Risk Agent

Every position near expiry has a flagged risk and a tested action with margin effects known

Risk managementDecisionsFinance
See how it worksGet access
Options Expiration Risk Agent: what goes in, what the agent does and what you get

What it does

As options approach expiry, the risks change quickly. A short call can be assigned early before a dividend, a position near the strike can pin, and buying power can change when a spread leg is assigned. Traders watch this by eye across many positions. This agent scans all open option positions each day in the week before expiry. It checks how close each is to the strike, whether a dividend falls before expiry, how much extrinsic value is left and what margin would be needed if assigned. It flags early assignment and pin risk, proposes to close, roll or hedge, and checks the effect of each proposal on buying power. If the proposal would breach margin, it tries another one. The trader approves every order. Edge case: an in-the-money short call with a dividend tomorrow and almost no time value is flagged first.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN A trading day within five days of expiry begins 2 USES A TOOL Pull open option positions, prices and greeks 3 USES A TOOL Check the dividend calendar and time value for eachposition 4 DOES Flag early assignment and pin risk positions 5 DOES Rank flagged positions by risk 6 DOES Propose close, roll or hedge for each flaggedposition 7 USES A TOOL Calculate the margin and buying power after eachproposal 8 CHECKS THE RESULT Does buying power stay above the trader's floorafter the action? If not: propose a smaller size or a different strike andrecheck. Back to step 5. 9 DOES Write a risk summary with the actions and costs 10 YOU APPROVE Trader approves each order 11 RESULT Daily expiry risk report
Read the steps as a list
  1. A trading day within five days of expiry begins
  2. Pull open option positions, prices and greeks
  3. Check the dividend calendar and time value for each position
  4. Flag early assignment and pin risk positions
  5. Rank flagged positions by risk
  6. Propose close, roll or hedge for each flagged position
  7. Calculate the margin and buying power after each proposal
  8. Does buying power stay above the trader's floor after the action?If not: propose a smaller size or a different strike and recheck. Back to step 5.
  9. Write a risk summary with the actions and costs
  10. Trader approves each orderThe agent waits here for your OK.
  11. Daily expiry risk report

How it decides

It ranks positions by how likely assignment is, based on moneyness, remaining time value and upcoming dividends, and it accepts an action only if buying power remains above the trader's floor.

  • Flag a short ITM call when time value is under the dividend
  • Flag pin risk when the price is within 1% of the strike on expiry week
  • Rank positions with the largest assignment exposure first
  • Never propose an action that breaks the buying power floor

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Buying power floor
  • Pin risk distance (default 1%)
  • Days before expiry to start (default 5)
  • Actions allowed (close, roll, hedge)

What keeps you in control

It always asks you first

  • Every order the agent proposes

Hard limits

  • Never places orders
  • Shows how it estimated assignment risk
  • Flags stale data before acting on it

It stops when

  • Done: all flagged positions are handled by the trader
  • Stop: position or price data is stale

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensOn Thursday before expiry the agent found a short $50 call on 600 shares at $51.20, with a $0.45 dividend the next day and $0.12 of time value. It ranked it first. Rolling out one month raised margin by $9,000 and dropped buying power below the trader's $20,000 floor, so the check failed. It proposed closing half and rolling half. Buying power stayed at $26,400. The trader approved.

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