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A Preformatted Prompt for Any AI.
- Live multi-account aggregation from multiple IBKR sessions
- Analyze selected accounts or individual positions via the Position Filter
- Includes Greeks, scenario matrices, and risk at portfolio, underlying, and position level
- Editable before copy, so you control exactly what the AI sees
- One click opens Claude, ChatGPT, Gemini, or Grok with the prompt on the clipboard
- Ask specific questions about the portfolio: hedging, concentrations, scenarios
The V book is the concentrated tail risk. Specifically: SHRT 11 V Dec15'28 320 CALL.
That one position carries -$35.5K stress at IV+75% / -20%, -$87.2K at IV+50% / +20%, and is the largest single contributor to the V aggregate stress that already dwarfs every other underlying. It is slightly ITM (2.5%), 956 DTE, $69K extrinsic, vega -$2,000, gamma-dollars -$762. Whether V drops 20% with vol spike or rallies 20%, this position loses badly. It is short on both sides of the convexity surface because of its size.
What the Prompt Looks Like to AI.
Below are two files from one trading session. The first is the prompt OptionSmart generated from a live IRA-Traditional account. The second is what Claude Opus 4.7 wrote when given that prompt and asked to analyze the account. The analysis was not edited.
Read them together to see what AI receives, and what it produces, when the input is structured rather than ad hoc.
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