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Strategies
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Account Checkup Portfolio health + position exits
Scans the positions you uploaded and surfaces take-profit / stop-loss / portfolio-risk signals on the Account Signals page
12 rules ▾
Holdings pool
Scans positions you've uploaded (options + stocks)
Signals page: Account Signals · written every time a daily scan runs
No positions uploaded yet
Upload your positions and this scans what you actually hold — the signals in this card start firing on your holdings.
Upload in Account Checkup →
Scan rules
Take Profit Short-credit options: captured premium ≥ threshold (Naked Put 50% / Iron Condor 50%, Covered Call 80%, default 70%) · debit strategies and zero-credit positions don't fire Edit Edit Edit Edit
Stop Loss Short options: loss ≥ 2× credit received · Long stock: unrealized ≤ -15% Edit Edit
Risk Alert 27 rules: assignment risk, margin warnings, concentration, naked exposure, DTE approaching, sector / correlation diversification, earnings clustering, portfolio beta, fundamental quality, small-cap liquidity. Grouped by (ticker, expiry) — max severity wins
Margin Danger (R4) Account cushion < 10% fires RED (insufficient margin → forced-liquidation risk) Edit
Margin Tight (R14) Account cushion < 20% fires YELLOW (early warning before R4) Edit
Single-name Concentration Danger (R5) Per-ticker notional > 40% NLV fires RED Edit
Single-name Concentration High (R10) Per-ticker notional > 20% NLV fires YELLOW Edit
Directional Delta (R15) Net portfolio dollar-delta > 80% NLV fires a watch alert Edit
Sector Concentration (R21) Any single sector > 40% NLV fires YELLOW (RED at yellow + 20%) Edit
Holdings Correlation (R22) Average pairwise daily-return correlation > 0.60 fires YELLOW (RED at yellow + 0.15) Edit
Portfolio Beta Drift (R24) Weighted portfolio beta > 1.3 fires YELLOW (RED at yellow + 0.4) Edit
Small-cap Concentration (R27) Holdings with market cap < $2B aggregated against NLV Edit
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Wheel strategy Cash-secured put + Covered call
Sell puts to enter at your price → sell covered calls on what you're assigned, rolling as premium comes in
4 rules ▾
Watchlist pool
Scans the stocks in your watchlist
New accounts are seeded with 22 team-curated core stocks; remove any you don't want View core pool →
Tip: AAPL is already in the core pool — adding it to your watchlist won't scan twice. Add anyway if you want it visible here.
NVDA ★ × MSFT ★ × AAPL ★ × GOOGL ★ × AMZN ★ × META ★ × AVGO ★ × TSM ★ × UNH ★ × ABBV ★ × +15 more →
💡 Tap a ticker to set its target / floor ★ Core pool seed ✎ No target / floor yet
Scan rules
Sell Put Strike ≤ your target · annualized bid-ask midpoint ≥ 4% · bid-ask spread ≤ 30% Edit
Target Reached Current price ≤ your target price (team core stocks have defaults; others are user-set)
Floor Reached Current price ≤ your floor price (team core stocks have defaults; others are user-set)
Holdings pool
Scans stocks you already hold (triggers only when position ≥ 100 shares)
No positions uploaded yet
Upload your positions and this scans what you actually hold — the signals in this card start firing on your holdings.
Upload in Account Checkup →
Scan rules
Covered Call ≥ 100 shares held · DTE 60–360 · Delta ≤ 0.20 · APY on current price ≥ 5% · OTM only · strike > cost basis · spread ≤ 30% Edit Edit Edit
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LEAPS strategy Long-term leveraged calls
Buy long-dated deep-ITM calls at low-IV trend-support entries for leverage
1 rule ▾
Watchlist pool
Scans your watchlist for LEAPS entry setups
Tip: AAPL is already in the core pool — adding it to your watchlist won't scan twice. Add anyway if you want it visible here.
NVDA ★ × MSFT ★ × AAPL ★ × GOOGL ★ × AMZN ★ × META ★ × AVGO ★ × TSM ★ × UNH ★ × ABBV ★ × +15 more →
💡 Tap a ticker to set its target / floor ★ Core pool seed ✎ No target / floor yet
Scan rules
LEAPS entry Price > daily MA200 · within ±3% of weekly MA50 · RSI14 ≤ 45 · IV Rank < 30 (365-day rolling percentile) Edit Edit Edit
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High-dividend strategy High-dividend pool × Wheel + SGOV overlay
High-dividend pool runs the Wheel playbook (sell puts → take assignment → sell covered calls); idle cash parks in SGOV for a ~5% risk-free yield overlay on top
4 rules ▾
Dividend pool
System-curated set of 31 high-dividend stocks
Selection rules: ≥ 5 years continuous dividends · payout ratio ≤ 100% · quality score ≥ 70 · dividend yield ≥ 2% · re-filtered every 7 days
PG JNJ LMT KO CL ABBV 2388.HK 600036.SS ABT MO +21 more
Scan rules
High-Dividend Buy Yield ≥ 4% OR historical yield percentile ≥ P90 (5-year monthly window) · Defaults to a stock-buy signal; switches to Golden-Strike Sell Put when the ticker has tradeable, liquid options (strike = golden price · DTE 45–90 · US only) Edit Edit
Sell Put Strike ≤ your target · annualized bid-ask midpoint ≥ 4% · bid-ask spread ≤ 30% (same thresholds as Wheel — only the pool differs) Edit
Covered Call ≥ 100 shares held after assignment · DTE 60–360 · Delta ≤ 0.20 · APY on current price ≥ 5% · OTM only · strike > cost basis · spread ≤ 30% (same thresholds as Wheel — only the pool differs) Edit Edit Edit
SGOV Overlay Cash not pledged to an open Sell Put parks in SGOV (iShares 0-3 month T-bill ETF, ~5% risk-free APY) · Display-only note: option APY + SGOV interest ≈ true blended return, making capital efficiency easier to compare against holding cash raw
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Crypto strategy Crypto yield + exchange alerts
Stablecoin flexible-yield comparison across CEXes + Binance / Bybit Earn announcements
2 rules ▾
External sources
Not a stock scanner — polls exchange APIs directly
Scan rules
Crypto Yield Binance / Bybit / OKX stablecoin flexible APY (display ≥ 7% · notify ≥ 10%) Edit Edit
Exchange Announcement Binance / Bybit announcements (stablecoin yield campaigns · Launchpool · HODLer airdrops) · 24-hour lookback
Shared modules
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Risk monitoring Cross-pool risk alerts
Shared trend & event alerts across pools (cross-pool signals only)
4 rules ▾
Applies to: every stock in any pool (watchlist / holdings / dividend) · IV momentum limited to US tickers and A-share ETFs (bounded by options-data coverage).
MA200 Bullish Yesterday close < MA200 and today close > MA200 (200-day upward cross, daily close)
MA200 Bearish Yesterday close > MA200 and today close < MA200 (200-day downward break, daily close)
IV Momentum Current IV > 30% above its 5-day median Edit
Earnings Gap Days to next earnings ≤ 3 · ≥ 2 prior earnings dates on file for gap stats