Alert Workflow (Execution Order)
1
Earnings Check
Flag positions with earnings within 7 days
2
Days to Expiry
Flag positions at 7, 3, 1 day marks
3
Delta Check
Flag if delta exceeds threshold (default: -0.30)
4
% OTM Check
Flag if below threshold (default: 5%)
5
Price Proximity
Flag if within X% of strike price
Current Status
| Symbol | Price | Strike | % OTM | Status |
|---|
| MSTR | — | $240 (May22) | — | ✓ Safe |
| TSLA | — | $430 (May22) | — | ✓ Safe |
| NVDA | — | $250 (Jul17) | — | ✓ Safe |
| AMD | — | $420 (Dec17) | — | ✓ Safe |
| MSFT | — | $475 (May22) | — | ✓ Safe |
| SMCI | — | $32 (May22) | — | ✓ Safe |
| AAPL | — | $320 (Dec18) | — | ✓ Safe |
Verbose Log (last 30 days, auto-cleanup)
Alert Thresholds by Symbol
Note: SMCI has relaxed thresholds because assignment is desired. MSTR has strict thresholds (never get called away).
Frequency: Hourly = check every hour during market hours. Daily = check at market close. On trigger = only when threshold crossed.
Alert Definitions
Delta Alert: Triggers when option delta exceeds this value (higher = more likely to be ITM)
% OTM Alert: Triggers when stock is within this % of strike price
Price Alert %: Triggers when price moves this % toward strike in a single day
DTE Alert: Reminder when this many days remain until expiration