Reading the Eval Workspace

The Eval Workspace lives at /opportunities/[id] and is where an OOC spends its Evaluate stage. You arrive here after a Spawn — usually by clicking a screener row, an alert, or an advisor suggestion. Nothing has been staged yet; nothing has been ordered. You're looking at the trade as if you opened it now.

The page has four panels: the scorecard, the hypothetical Optimeter, the Greeks panel, and the status transitions strip at the top. Read them in that order.

The scorecard

Top-left card. Six fields. Each carries a Provenance Stamp so you know which feed served it.

• Spot. Current underlying price. Free tier: end-of-day. Upgrade tier: 15-min delayed live (see the Screener Reading Guide).
• IV Rank. Implied volatility ranked against the ticker's 52-week range. 0–100 scale. Premium-sellers prefer ≥ 50; long-buyers prefer ≤ 40.
• HV (Historical Volatility). What the underlying has done over the past 30 days (annualized, default window). The "what actually happened" baseline.
• IV / HV spread. IV − HV in absolute terms. Positive spread: the market is pricing in more future movement than the recent past delivered — premium-sellers' favorite condition. Negative spread: the market thinks the future is calmer than recent reality — long- options buyers' favorite condition.
• Days to expiration (DTE). For the currently-suggested strategy template expiration. Click the template chip to swap.
• Earnings (if within 60d). Date + AM/PM session. Flagged red if the suggested expiration is across the event.

The hypothetical Optimeter

The big card. Same visual as a real position's Optimeter — same dial / mountain toggle, same brand color binding (cyan = system entry, plasma pink = system exit, gold = your entry, silver = your exit, green = NOW as the action-time marker). The difference: the trajectory is projected, not lived.

Specifically, every marker except NOW is hypothetical. The system says "if you opened this now at the staged strikes, here's where the γ-projected curve peak lands; here's where the engine would recommend exiting; here's where the 12mo+1d LTCG hairline falls relative to the projected timeline."

Read it the same way you read a real-position Optimeter, but remember: zone overrides like CONSTRAINT-LOCKED only fire once the trade is actually opened (because the LTCG clock starts at user-entry day). While you're in Eval, the dial shows a hypothetical zone.

The hypothetical Optimeter is the highest-bandwidth single signal on this page: in one glance you see "would this trade make sense given my LTCG horizon, the engine's exit recommendation, and my Flight Plan?"

The Greeks panel

Bottom-right. Standard option Greeks for the currently-staged structure:

• Δ (delta). Direction. ±1.00 = behaves like 100 shares; ±0.50 = half as sensitive to underlying move.
• Γ (gamma). How fast delta itself changes. Highest near-the-money, near expiration.
• θ (theta). Daily time decay. Negative for option buyers (long positions bleed each day); positive for option sellers (short positions collect each day).
• ν (vega). Sensitivity to IV. Long options gain when IV rises; short options lose.
• ρ (rho). Sensitivity to interest rates. Usually small for short-dated options.

For multi-leg templates (Iron Condor, Diagonal Call), the panel shows net Greeks across all legs, not per-leg. Click any Greek to expand the per-leg breakdown.

Status transitions

Top strip. Shows where this OOC is in its 7-stage lifecycle — Spawn → Evaluate → Stage → Open → Manage → Close → Post-mortem — with the current stage highlighted.

Actions live here too: Stage this advances to Stage (template-fill

• persist a candidate ticket); Drop archives the OOC without staging; Send to advisor routes it to your advisor with a draft ticket for review. Each transition is recorded with timestamp and actor; the trail is part of the eventual Post-Trade Debrief.

See also

• Optimeter — Dial vs. Mountain — full reading guide for both layouts, applies identically to the hypothetical Optimeter shown here.
• What is an OOC?
• Strategy Templates Explained
• Screener Reading Guide — where most OOCs get spawned from.