Options analysis on your actual book.

×Chain tool here, risk math elsewhere

You pull Greeks in one app and cross-check share count, basis, and margin in the broker or a spreadsheet.

→Chain and book on one surface

Screen strikes with live IV and Greeks while Copilot already knows your underlying size and open legs.

×Every roll starts from scratch

You re-explain your covered call ladder or put spread each time you ask whether to roll or close.

→Position memory across sessions

Thesis tracks what you hold and picks up mid-conversation when a leg needs a decision.

×Theoretical marks treated like fills

Model mids and theoretical values get mistaken for prices you can actually trade.

→Executable quotes clearly labeled

Bid, ask, and model context stay separate so you size off liquidity you can hit.

×IV context without a portfolio read

Rich/cheap vol on a name is useful, but you still wonder how much of your book is exposed to a move.

→Vol questions tied to your risk

Ask about IV, rolls, and assignment with your share count and option legs already in scope.