# Options Strategy

> Calculate and compare options strategies (sell put, covered call, LEAPS, naked call) for a given ticker. Usage - /options-strategy TICKER STRATEGY

- **Type:** Skill
- **Install:** `agentstack add skill-patricksudo-fadacai-portfolio-options-strategy`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [PatrickSUDO](https://agentstack.voostack.com/s/patricksudo)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [PatrickSUDO](https://github.com/PatrickSUDO)
- **Source:** https://github.com/PatrickSUDO/fadacai-portfolio/tree/main/.claude/skills/options-strategy

## Install

```sh
agentstack add skill-patricksudo-fadacai-portfolio-options-strategy
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# Options Strategy Calculator

Evaluate options strategies for a given ticker with risk/reward analysis.

## Step 0: 配置同步 & 倉位偵測

執行 CLAUDE.md 的 Step 0 統一規範（0a → 0b → 0c → 0d → **0e**）。
- 讀 `plan.md` + `feedback/*.md`（必做）；了解此標的在計畫中的進場策略與 strikes
- 呼叫 `get_account_position` 取即時持倉（確認現有部位與資金狀況）
- 今日 journal 不存在 → 執行 gap-fill + 變動偵測 + 自動建立 journal
- **0e 第一性原理紀律**：在 Recommendation 之前必須完成「方向 thesis / 證偽條件 / IV 機率分布」三題（見 CLAUDE.md 0e）

---

## Arguments
- `/options-strategy TEAM sell-put` — Sell put analysis
- `/options-strategy SSRM covered-call` — Covered call analysis
- `/options-strategy MU leaps` — LEAPS replacement analysis
- `/options-strategy FSLY naked-call` — Speculative call analysis
- `/options-strategy PLTR all` — Show all applicable strategies
- `/options-strategy PLTR AMD MU sell-put` — 多標的比較（平行）
- `/options-strategy MU sell-put --codex` — 加 Codex 第二意見（adversarial review of strike selection）

## Workflow

1. **Parse ticker and strategy** from arguments

### Multi-Ticker Parallel Mode

當偵測到多個 ticker（如 `/options-strategy PLTR AMD MU sell-put`）：

1. 為每個 ticker 派出獨立 Agent 子代理（subagent_type: "data-collector"，Haiku 4.5），每個 Agent 執行：
   - `get_stock_info` — 現價 + 基本面
   - `get_option_chain` — 選擇權鏈
   - `get_technical_indicators` — 波動率 + RSI + 動量
   - `get_support_resistance` — S/R levels for strike selection
2. 每個 Agent 回傳 raw 選擇權數據，主 skill 計算所選策略 3-4 個 strike 的損益數據
3. 整合為比較表，依 E_adj 排序：

| Ticker | 現價 | Strategy | Best Strike(s) | Max Profit | Max Loss | 損益比 | ATR% | E_adj | 排名 |
|--------|------|----------|----------------|------------|----------|--------|------|-------|------|

若 Agent tool 不可用，依序處理各 ticker 亦可。

---

2. **Get Current Price & Technicals**
   - If Yahoo Finance MCP is available, fetch real-time quote
   - Otherwise use WebSearch: "[TICKER] stock price today"
   - Check current-position.md for existing holdings
   - Use `mcp__technical-mcp__get_technical_indicators` to get volatility regime, ATR, and RSI
   - Use `mcp__technical-mcp__get_support_resistance` to identify key levels for strike selection

3. **Get Options Data**
   - If Options Chain MCP or Yahoo Finance MCP is available, fetch actual options chain
   - Otherwise, estimate premiums based on:
     - Stock price and volatility
     - Days to expiry
     - Strike distance from current price
     - Historical IV if available via WebSearch

4. **Strategy Analysis**

### Sell Put
For 3-4 strike levels (near ATM to 15-20% OTM):
| Strike | OTM % | Expiry | Est. Premium | Breakeven | Annualized Return | P(assign) | Margin Est. |
- Margin estimate = 20-25% of (strike × 100) for margin account
- Annualized return = (premium / margin) × (365 / DTE)
- Show assignment scenario: what happens if assigned

### Covered Call
Requires existing shares (check current-position.md):
| Strike | OTM % | Expiry | Est. Premium | Max Profit | Annualized Yield | P(called away) |
- Flag if user has enough shares for round lot (100)

### LEAPS (Stock Replacement)
For 2-3 strike levels (10-25% ITM):
| Strike | ITM % | Expiry | Est. Cost | Delta | Equiv. Shares | vs. Holding Stock |
- Compare capital required: LEAPS vs equivalent shares
- Calculate capital freed
- Time value at risk
- Note: if the user's broker is Level 2 only (no spreads), PMCC is unavailable

### Bull Put Spread
For 2-3 strike combinations (short strike near support, long strike $10-20 below):
| Short Strike | Long Strike | Width | Max Profit | Max Loss | Breakeven | P(profit) | Margin |
- Max profit = net premium received
- Max loss = width × 100 - premium
- Margin requirement = width × 100
- 引用配置計畫中建議的 strike levels（如有）

### Bear Call Spread
For stocks that are overbought or above target price:
| Short Strike | Long Strike | Width | Max Profit | Max Loss | Breakeven | P(profit) |
- Suitable for: TPL (RSI超買), ATI (超目標價) 等計畫中標記的標的

### Naked Call (Speculative)
| Strike | OTM % | Expiry | Est. Cost | Breakeven | Max Loss |
- Flag this as high risk
- Only for small speculative positions

5. **Broker Constraints（內部參考，不輸出）**
   分析時遵守以下限制，但不在輸出中顯示此區塊：
   - Options Level 2 + Spread 已開通（2026/03/03 起）
   - 可做 Bull/Bear Put/Call Spread、PMCC
   - Sell Put 使用 Margin（非 cash-secured 全額）
   - 不能做裸賣 Call（需 Level 3+）
   - 配置計畫原則：不再開裸 Sell Put，全部用 Spread

6. **Volatility-Adjusted Guidance**
   Based on `mcp__technical-mcp__get_technical_indicators` volatility regime:
   - **High volatility regime** → sell premium strategies more attractive (higher premiums), wider strikes
   - **Low volatility regime** → buying options cheaper, tighter strikes for sell strategies
   - **RSI overbought (>70)** → sell call premiums attractive, avoid buying calls
   - **RSI oversold ( 若 Codex 失敗 → 輸出 `⚠️ Codex 不可用：[error]，跳過第二意見`，繼續正常輸出。

---

## Output Language
Use Traditional Chinese (繁體中文) for all text output.

## 存檔 + HTML 生成
報告完成後：
1. 使用 Write tool 把完整 markdown 寫到 `briefing-out/options-strategy--YYYY-MM-DD.md`
2. 執行：
```bash
python3 tools/generate_html.py options-strategy briefing-out/options-strategy--YYYY-MM-DD.md --push
```
成功時印出網頁連結，失敗時印警告並繼續。

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [PatrickSUDO](https://github.com/PatrickSUDO)
- **Source:** [PatrickSUDO/fadacai-portfolio](https://github.com/PatrickSUDO/fadacai-portfolio)
- **License:** MIT

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-patricksudo-fadacai-portfolio-options-strategy
- Seller: https://agentstack.voostack.com/s/patricksudo
- Browse the marketplace: https://agentstack.voostack.com/browse

---
Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.