Lifecycle alerts — prevent surprises around expiry, assignment, and rolls. Examples: "Notify me 5 trading days before expiry on any short option," "Notify me when any short call goes ITM."
Underlier-driven alerts — "if X then pay attention" rules tied to the underlying. Examples: "Notify me on a 5% one-day move in any underlier I have an active overlay on," "Notify me on an earnings announcement within 7 days of any open short option."
Customer reach-out triggers — flags that typically generate advisor inbounds, so you can get ahead of the call. Examples: large underlier moves, expiry events, ITM crossings on accounts with high client engagement.
What kinds of alerts can I configure?
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Written by Vivek Pai