Control Risk — how much, and when to intervene
Portfolio-level rules, standing triggers that force reassessment, and how often the framework itself gets recalibrated.
09
Risk Management Guidelines
Educational framework, not personalized investment advice. Options strategies (cash-secured puts, covered calls, defined-risk spreads) carry the risk of assignment and loss up to the strike/notional value. Claude is not a financial advisor — sizing, strike selection, and hedging decisions depend on your own objectives, account size, and risk tolerance.
17
Event-Driven Alerts / Real-Time Triggers
18
Update Frequency & Process
How this updates
- Data is a manual snapshot, not a live feed — ask Claude to refresh it. Viewed on claude.ai, every open tab updates via the shared store; self-hosted, this page reads a sibling
data.json file instead, which Claude regenerates on request.
- Regime, scenario probabilities, the health score, and the fundamentals/volatility stance are Claude's analytical framework, re-assessed on each refresh — not a published index.
- Indicators marked EST are directional estimates where a verified live print wasn't available; treat them as indicative, not exact.
- Next useful refinement (a future rules-based upgrade, not yet built): define the actual mathematical relationships between these 18 elements — which indicators feed the 0–100 score, how they set the matrix X/Y, and how they move each scenario probability.
This dashboard is an informational and educational synthesis of public market data and Claude's own analytical framework. It is not investment, legal, or tax advice, not a recommendation to buy, sell, or write any security or option, and not affiliated with any exchange, index provider, or financial institution. Market data can be delayed, incomplete, or wrong — verify anything you intend to act on, especially before selling premium or committing capital. Scenario probabilities and the health score are illustrative judgments, not statistical forecasts or guarantees.