# alphagbm-hedge-advisor

> Given a stock ticker, cost basis, and position purpose, classifies the holding scenario and returns concrete hedge recommendations (Long Put, Collar, Tier-down) with live option strikes and premiums.

- Skill: `alphagbm/alphagbm-hedge-advisor` (Agent Skill)
- Install (CLI): `npx skillmds add alphagbm/alphagbm-hedge-advisor`
- Raw SKILL.md: https://api.skillmd.com/api/skills/alphagbm/alphagbm-hedge-advisor/raw
- Safety review: CAUTION (external: skill-scanner PASS, skillspector PASS)
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Finance & Business, Coding & Dev Tools, Trading & Investing
- Tags: Alphagbm, Collar, Hedging, Long Put, Option Chain, Options, Stock, Ticker
- Author: AlphaGBM (https://skillmd.com/u/alphagbm)
- Updated: 2026-07-06
- Page: https://skillmd.com/skills/alphagbm/alphagbm-hedge-advisor

---


# AlphaGBM Hedge Advisor

"I own AAPL at $140 and it's now $180 — how do I protect the gains?"

Takes that question literally. Given a ticker + cost basis + position purpose, the
skill classifies the holding into one of four scenarios and returns ready-to-trade
hedge specs with strikes and costs already resolved from the live option chain.

## Scenarios

| Scenario | Trigger | Recommended Hedge |
|----------|---------|-------------------|
| **Falling Knife** | Recent drawdown ≥ 15% from 30-day high AND PnL ≤ +5% | Long Put 5% OTM, 75 DTE, 100% cover, budget ~5% |
| **Bottom Fishing** | PnL within ±8% of cost AND purpose = just_bought or long_term | Long Put 5% OTM, 90 DTE, 50-75% cover, budget ~3% |
| **Gain Protection** | PnL ≥ 15% | Collar 95/110 (zero-cost or net-credit) + Tier-down as alternative |
| **Normal Hold** | Fallback when no scenario fires | Position rules only, no urgent hedge |

## What's Returned

For each recommendation spec, the skill resolves **actual strikes and prices** from
the live option chain:

- **Long Put**: strike, DTE, `cost_per_share`, `cost_per_contract`, `cost_pct_of_spot`, delta, IV
- **Collar**: `long_put_strike`, `short_call_strike`, `put_cost`, `call_credit`,
  `net_cost_per_share` (negative = you receive a credit), breakeven analysis
- **Tier-down / Position rules**: static rules copy only

Also returns a `position_rules[]` array (single-name ≤20%, sector ≤30-35%, cash
reserve 10-15%, etc.) for the normal-hold case.

## How to Use

**Input:**
- `ticker` (required)
- `cost_basis` (required, float — your average entry price)
- `purpose` (optional, default `long_term`) — one of `long_term / short_term /
  pre_earnings / just_bought`

**Output:**
- Scenario label + reason (zh/en)
- Current price, cost basis, unrealized P&L %, recent drawdown %
- `recommendations[]` — each with type, priority, title, rationale, and
  `resolved` block containing the actual priced hedge
- `position_rules[]` — always-applicable sizing rules

**Example Queries:**
- `hedge my AAPL at $140, now it's $180` → Gain Protection → Collar 95/110 quote
- `I just bought NVDA at $110 on the dip, should I hedge?` → Falling Knife or Bottom
  Fishing → Long Put 5% OTM 60-90 DTE
- `how to protect my TSLA position` → Gain Protection or Bottom Fishing based on PnL
- `collar MSFT at cost 340 current 410` → Full collar pricing

## Mock Data

Mock responses in `mock-data/hedge-advisor/` — sample across all four scenarios.

## API Endpoint

```
GET /api/options/hedge-advisor?ticker={SYMBOL}&cost_basis={PRICE}&purpose={PURPOSE}
```

Query params:
- `ticker` (required)
- `cost_basis` (required, float > 0)
- `purpose` (default `long_term`) — one of `long_term / short_term / pre_earnings / just_bought`

Response shape:

```json
{
  "success": true,
  "ticker": "AAPL",
  "current_price": 180.0,
  "cost_basis": 140.0,
  "unrealized_pnl_pct": 28.57,
  "recent_drawdown_pct": 3.1,
  "purpose": "long_term",
  "scenario": {
    "scenario": "gain_protection",
    "label_zh": "浮盈怕坐电梯",
    "label_en": "Gain Protection",
    "reason_zh": "已浮盈 28.6%，需要保护已实现收益。",
    "reason_en": "Up 28.6% on cost — protect unrealized gains.",
    "unrealized_pnl_pct": 28.57
  },
  "recommendations": [
    {
      "type": "collar",
      "priority": 1,
      "title_zh": "Collar 95/110 锁定收益",
      "title_en": "Collar 95/110 lock-in",
      "rationale_zh": "...",
      "rationale_en": "...",
      "resolved": {
        "long_put_strike": 170.0,
        "short_call_strike": 200.0,
        "put_cost": 2.15,
        "call_credit": 2.45,
        "net_cost_per_share": -0.30,
        "net_cost_per_contract": -30,
        "is_credit": true,
        "dte": 62
      }
    },
    {"type": "tier_down", "priority": 2, ...}
  ],
  "position_rules": [
    {"rule_zh": "单票仓位 ≤ 20%", "rule_en": "Single ticker ≤20%", ...},
    ...
  ]
}
```

Pricing: 1 option-analysis credit per call; 5-min cache per (ticker, cost_basis, purpose).

## Related Skills

| Skill | Relevance |
|-------|-----------|
| [alphagbm-options-strategy](../alphagbm-options-strategy/) | Multi-leg strategy builder (for custom hedges beyond presets) |
| [alphagbm-greeks](../alphagbm-greeks/) | Greeks of the resulting hedge position |
| [alphagbm-pnl-simulator](../alphagbm-pnl-simulator/) | Stress-test the hedge at various future prices |

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