noria. options income engine

Open Positions

SymbolAcctPrice→StrikeLEAPSDTELEAPS P&L ShortDTEShort P&L WidthDebitAdj. BasisTotal P&LCRAdvisor

Market Regime

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Sector ETF Signal RSI(14) Off High Trend
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Active Alerts

🧠 Brain Activity

No recent decisions.

Open Orders

No open orders.

Auto Re-entry

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LEAPS Harvest

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Drawdown Exit (−20% LEAPS stop)

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Auto-Entry (scan → new positions)

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Assignment Risk

No data yet — computed by the monitor cycle.

All Positions

SymbolAssignAccountPrice→StrikeStatusContracts LEAPS StrikeLEAPS Exp Short StrikeShort ExpCycle Net DebitPremiumAdj. BasisTotal P&LRe-entry

Portfolio — Aggregate

Display-only roll-up · risk is enforced per-account

Preset baskets

Curated starting baskets. Use applies one to the flywheel; Save a copy adds an editable copy to your saved baskets. Or discover your own below.

Discover income baskets

Screen income ETFs by yield, liquidity, drawdown and trend, then save a basket. Gated (greyed) names fail a hard liquidity/yield floor.

Saved baskets

Flywheel Settings

Step 1 · Capital & allocation

Starting capital for the sleeve. Used only on first bootstrap; ignored once the sleeve has a ledger.
Share of capital held in income ETFs; the rest funds PMCC.

Step 2 · Deploy & rebalance cadence

Minimum idle cash before the flywheel deploys a new tranche.
How often the loop wakes to rebalance and check for work.
Allowed allocation drift (e.g. 0.10 = 10%) before a rebalance is triggered.

Step 3 · Safety guardrails

Cap on capital deployed per sweep. 0 = unlimited.
Cap on orders placed per day. 0 = unlimited.
Cash the loop will never spend below.
Circuit breaker: auto-disarms the loop if the sleeve falls this far (e.g. 0.25 = 25%) below its high-water mark.

Step 4 · Income basket

Target income ETFs and relative weights, e.g. SCHD:0.5 then JEPI:0.5. Backfilling from the account can fill this in for you.

Enable & save

Creates and tracks the sleeve for the chosen account. This alone never trades — you must also Arm it and turn off Dry-run (see Safety gates above).

Alert History

🧠 Account Brain — Subsystem Status

🌾 LEAPS Harvest

Decision Log

PMCC Candidate Scanner

Comma-separated symbols override the sector/default scan. Press Enter or click Run Live Scan.
Scan a sector — clicks the ETF + its top holdings:
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Cached Results

# Symbol Price LEAPS Short Debit Width Net Carry IV Rank Score CR Entry Outlook B-Xtrender Action

📡 B-Xtrender Ideas

Wheel Auto-Execute

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Wheel Candidates — cash-secured puts on fundamentally-gated names (read-only)

Populate wheel.universe in config.yaml, then Run Wheel Scan. The wheel proposes candidates only — it never trades.

Ranked Candidates

SymbolStrikeExpΔBid Ann. YieldCollateralIV RankTrendScore
No wheel candidates yet.

Dry-Run Plan — per-account intended actions each cycle (places nothing)

No plan yet. Enable wheel.enabled and connect an account — the plan refreshes each cycle.
🎯 How the Earnings Sniper works

The idea: options flow often builds ahead of earnings. Every trading day after the close, the sniper scans the earnings calendar (names reporting in the next 1–15 days), snapshots each option chain, and scores the flow.

Setups (table below) are the day's scored candidates. Attention (0–100): is positioning building — call volume, OTM call open-interest growth, call/put skew vs the symbol's own 20-day baseline. Direction (−100…+100): which way the flow and momentum lean, including the call-vs-put IV spread. IV Rich (0–100): how much of the expected move is already priced in — cheap IV favors buying options, rich IV favors spreads or passing.

Trades: when a setup clears the entry gates (5–15 days before the report, attention high, direction or straddle-eligible), the selector picks a defined-risk debit structure — long calls, a call spread, or a straddle — sized by a fixed per-trade risk cap. The one hard rule: every position is closed before the earnings print (by the 15:30 ET checkpoint the day before a pre-open report, or on report day for an after-close report). The sniper trades the run-up, never the announcement.

Paper positions (PAPER badge) are the dry-run forward test: while dry-run is on, every trade the system would take is simulated at real quotes — entered, marked each poll, and closed at target (+50%), stop (−40%), or the deadline — with zero orders placed. The “Paper forward test” tally is the evidence for arming real execution later. Execute buttons on setup cards are the exception: clicking one places a real order after server-side re-validation.

Sniper Auto-Execute

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Sniper Positions

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🎯 Earnings Sniper — Observed Setups
Scores warm up over ~20 trading days of snapshots per symbol; WARMUP rows have incomplete baselines. Would-trade previews and Execute buttons only appear for armed accounts with a funded pool — everything else here stays observe-only.
SymbolReportWhenDays AttentionDirectionIV Rich Implied Movevs Hist

Trade Execution Log

TimeSymbolType StatusFill PriceOrder IDNotes
⬇ Export CSV

Income by Month

Cumulative Net P&L

By Close Reason

ReasonTradesWin RateNet P&L

Closed Trades

ClosedAcctDescriptionKind QtyPremiumFeesNet P&LReason

IV Rank & Earnings Lookup

Smart Fill

Orders start at the mid price and walk toward the natural (ask) until filled. Pick a preset, or expand Advanced to fine-tune.
Advanced

Scan Universe

Which symbols the default scan covers. Watchlist scans your config list; Full market (S&P 500) sweeps the union of all 11 sector ETF memberships — hundreds of names, much slower. Only changes which symbols enter the scan; the Critical Rule is always enforced.

Scanner Filters

Front-line screening gates. Changes apply to the next scan. The Critical Rule (spread width > net debit) is not adjustable and is always enforced.

LEAPS

Short call

Underlying

Macro / Buy-Low Regime

Optional market-regime scoring & gating. Per-factor mode: off / soft / gate. Affects scoring only — never the Critical Rule.

Factors

mode · soft penalty (×score when unfavorable) · favor bonus (×score when favorable)

Buy-low thresholds