F&O Position & Strategy Analysis
Read-only, F&O included — no order placement, modification, or
cancellation. reference/READ-ONLY-POLICY.md (hard rule) and
reference/RESEARCH-STANDARDS.md (disclosure) apply. Works over
whichever broker(s) BROKERS.md names active — resolve each capability
below against reference/BROKER-CAPABILITIES.md; Zerodha's positions
capability (kite) is the main non-Groww source here.
Steps
Current exposure. Open intraday/F&O positions capability, across every active broker with F&O exposure. Resting-order status: Groww's is broken (
get_order_details, see Tool availability); Kite's order/trade-history capability works if active — otherwise say status is unavailable and point the user at their broker's order book rather than inferring it.Contract/market data. F&O contract search to resolve strike/expiry when the user names one loosely; Groww's curated liquid F&O list; quote + depth / LTP for live pricing; market calendar/timing capability for expiry/settlement.
Risk/greeks. Greeks-per-contract capability — delta, theta, gamma, vega per position and aggregated, up to 20 contracts per call on Groww, strikes resolved via contract search. Groww's per-symbol greeks tool is dead — don't reach for it; INDmoney's greeks-history capability (
get_indian_stocks_greeks_history, if active) is a time-series alternative, not a like-for-like substitute. Open interest analysis and ATM straddle chart are Groww-only.Strategy shape. Payoff chart capability (Groww-only) for an existing or hypothetical position — max profit/loss, breakevens, and behaviour under a hedge or adjustment the user is weighing.
Capital. F&O margin calculator (Groww-only) for the requirement; available-margin capability (Groww or Kite) for headroom against it.
Event check (optional). Worth a
WebSearchfor positions exposed to a known near-term event (RBI policy, budget, earnings before expiry); skip for routine reviews with nothing in the window.Present: exposure summary first (net delta/theta, notional), then per-position detail, then any candidate strategy with its margin impact. Flag anything expiring soon or carrying outsized directional or theta risk relative to the account. Disclosure block when a view or strategy suggestion is given, not for a plain position lookup. Formal version:
reference/templates/fno-analysis.md.