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Understand your portfolioPrompt 030

Summarize my options positions

Puts every open contract and its risk in one table.

Ready to ask

Prompt text

Ask Silvia
“Summarize my open options positions: underlying, strike, expiration, days left, whether each is in or out of the money, maximum loss and assignment risk. Flag anything expiring in the next 14 days.”

Context Silvia can use

Option positions, underlying prices and corporate actions.

What a strong answer includes

Open options risk table.

Useful follow-ups

  • Watch these daily and alert me before expiration.
  • How much premium have I collected this year?

Ask Silvia about your actual financial life

Connect the relevant accounts, add the goal or constraint that matters, and ask Silvia to show the evidence and assumptions behind the answer.

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