Map the workflow
Document the trigger, current workaround, inputs, and acceptance criteria.
EARLY-ACCESS WORKFLOW · B2B
Explain early-assignment risk before it becomes a support ticket.
A white-label report concept for options products that turns a synthetic position, dividend, and expiry timeline into a clear risk investigation.
Currently: research preview · synthetic data · no customer claims
RESEARCH PREVIEWSYNTHETIC
Synthetic covered-call review
Remaining time value$0.18LOW
Expected dividend$0.42WATCH
Ex-dividend date3 daysNEAR
Decision support, not a decision.→
01 / THE TRIGGER
A customer holds a short American-style call near expiration or an ex-dividend date and does not understand why assignment may happen early.
Teams rely on generic education, broker context, or internal heuristics. The hypothesis is that specialist maintenance and user confusion create avoidable product and support cost.
02 / SAMPLE OUTPUT
A useful answer before a sales form.
This preview shows the shape of the output with synthetic inputs. Nothing here is personalized advice or production evidence.
RESEARCH PREVIEWSYNTHETIC
Synthetic covered-call review
Remaining time value$0.18LOW
Expected dividend$0.42WATCH
Ex-dividend date3 daysNEAR
Decision support, not a decision.→
03 / HOW A PILOT WORKS
Test a narrow output
Use synthetic or explicitly approved sample data in a scoped report.
Decide with evidence
Continue only if the workflow helps and a buyer makes a commercial commitment.
04 / FIT
Built for a narrow buyer.
Worth a conversation if you are…
✓ Options journals and broker companions
✓ Covered-call and portfolio products
✓ Product or engineering teams testing an embedded report
Not the right fit for…
— Individualized trading recommendations
— Guaranteed assignment predictions
05 / FOUNDING OFFER
A founding pilot to map your workflow, adapt a white-label risk report, and test it with synthetic or approved sample data.
06 / WHAT IS TRUE TODAY
This is a deterministic, synthetic-data demonstration—not a live brokerage product.
The workflow identifies factors for investigation; it does not predict assignment or recommend trades.
Pricing and delivery are hypotheses being tested, not established commercial terms.
07 / STRAIGHT ANSWERS
Questions this test must answer.
Is this an assignment probability engine?+
No. The proposed report explains observable risk factors and limitations. Probability claims are prohibited pending expert review.
What would a pilot include?+
Workflow discovery, a scoped synthetic-data integration, a white-label report, and written acceptance criteria.
Does this replace broker education?+
That is exactly the commercial assumption this experiment is designed to test—not a conclusion.
08 / YOUR SIGNAL
Choose the commitment that matches your intent.
We use these details to separate useful buyer evidence from general curiosity.