Friday Options Expiration Prep Checklist

Friday Expiration Prep Checklist

Run through this every expiration Friday. Add your expiring positions to flag the ones close to the money.

List every option expiring todayMark short options within 2% of the strikeCheck for ex-dividend dates on Monday (early assignment risk on short calls)Decide: close, roll, or let each one expireConfirm you have the shares or cash if you might be assignedKnow your broker's cutoff for exercise instructionsPlace closing orders before 3:50 PM ET, ahead of the closing rushAfter the close, check for surprise assignments over the weekend

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