Firebird AI-Powered Workspaces

Firebird AI-Powered Workspaces

  • Find Complex Option Positions for Analysis from Stock List
  • Find Complex Option Positions for Analysis from Options List
  • Find Complex Option Positions for Analysis using Event Driven Strategies
  • Find Complex Option Positions for Analysis using Industry-Based Strategies
  • Determine Position and Portfolio Health

These are the descriptions of each of the Firebird AI-Powered Workspaces that offer the integration of Firebird tools to provide deep analysis and actionable recommendations for analysis for complex option strategies.

1.) Find Complex Option Positions for Analysis from Stock List

This trigger activates the AI Agent to ingest a user-defined watchlist or specific list of underlying stock symbols. Leveraging Firebird’s volatility scanning and correlation engines, the Agent analyzes each stock’s technical setup and implied volatility skew. It identifies opportunities where complex multi-leg strategies (such as Iron Condors, Butterflies, or Diagonal Spreads) offer a statistical edge. The output provides a ranked list of suggested complex positions, complete with entry pricing, probability of profit, and risk/reward ratios based on the Firebird analysis.

2.) Find Complex Option Positions for Analysis from Options List

Designed for analyzing existing or potential option legs, this trigger prompts the AI Agent to evaluate a specific set of option contracts provided by the user. The Agent utilizes Firebird’s Greeks modeling and liquidity analysis tools to determine how these individual options can be structured into optimized complex positions. It assesses whether the selected options are best suited for debit or credit spreads and suggests specific adjustments—such as adding a hedging leg or rolling a strike—to transform disjointed contracts into a cohesive, riskmanaged strategy.

3.) Find Complex Option Positions for Analysis using Event-Driven Strategies

This trigger focuses the AI Agent on catalyst-based trading opportunities. By utilizing Firebird’s event calendar and historical volatility databases, the Agent scans for upcoming market-moving events (e.g., earnings reports, FDA announcements, or FOMC meetings). It then constructs complex option strategies—such as Straddles, Strangles, or Calendar Spreads—specifically designed to capitalize on the anticipated volatility expansion or subsequent crush. The analysis includes a suggested position structure that aligns with the historical price movement of similar past events.

4.) Find Complex Option Positions for Analysis using Industry-Based Strategies

This workspace trigger directs the AI Agent to apply a macro-level lens, analyzing specific industry sectors (e.g., Technology, Energy, or Biotech). Using Firebird’s sector rotation and beta-weighting tools, the Agent identifies systemic trends or divergences within an industry. It then generates complex option strategies that exploit these sector-wide movements, such as pairs trades or sector-hedged vertical spreads. The output includes recommendations for positions that either leverage sector momentum or provide protection against industry-specific downside risk.

5.) Determine Position and Portfolio Health

This diagnostic trigger tasks the AI Agent with a comprehensive review of the user’s current active positions. Utilizing Firebird’s portfolio stress-testing and risk management suite, the Agent calculates the overall “health” of the portfolio by analyzing exposure to the Greeks (Delta, Gamma, Theta, Vega). It identifies positions that are over-leveraged or drifting beyond acceptable risk parameters and offers concrete, actionable adjustments. Suggestions may include rolling troubled positions, rebalancing beta-weighted deltas, or closing specific legs to restore portfolio equilibrium

Prior to Opening a New Position

AI Tool Output
Comparison of 2 possible positions based on evaluation of the Profit and Loss Graphs 1 Page description

Opened Positions where the underlying Stock is Outside the Profit Range

AI Tool Output
5 potential adjustments 1 Page description
Rank the Top 3 adjustments with a description of the reasoning for the ranking Table: Adjustment, Justification
Greek Analysis and Why it Matters 1 Page Description

Opened Positions where the underlying Stock is within the Profit Range

AI Tool Output
Position Health 1 Page description
Rank the Top 3 position improvements with a description of the reasoning for the ranking Table: Adjustment, Justification
Greek Analysis and Why it Matters 1 Page Description

Portfolio Analysis

AI Tool Output
Portfolio Health 1 Page description
Possible Improvements Ranked Table: Adjustment, Justification
Greek Analysis and Why it Matters 1 Page Description