The Risk Report runs 29 independent rule checks against your portfolio every time it is regenerated. Reading rule-by-rule is slow. The report itself is already organised by what matters most — severity — into three clearly-coloured sections. This article explains the section model so you can scan the report in 60 seconds.

Three Severity Sections, Top to Bottom

Red
Act Now
Decide today. Margin running thin, near-expiry assignment risk, deep-ITM naked short positions, fundamental breaks. If anything is in this section, work it before touching anything else in the report.
Yellow
Watch in Days
Revisit within a few days. Tight margin, expiring protection legs, profit-locking opportunities, quality drift. Not emergencies — but they will become red if you ignore them long enough.
Watch
Informational
Lowest-priority signals — sector tilts, position-vs-intent drift, behavioural rule nudges. Read these only after Red and Yellow are fully addressed.

Rule Numbering and Urgency Flag

Every rule has a stable numeric ID (Rule 1 through Rule 29 today, growing as new rules ship) plus an urgency flag. The same rule can fire as Yellow most of the time and escalate to Red with the urgency flag set when the numbers get severe — for example, a sector concentration warning at 35% (Yellow) becomes Red with urgency=true when concentration crosses 60%.

Rule IDs are stable across deployments, so you can build muscle memory around the ones that matter for your strategy: dividend investors learn the income / payout-sustainability rules; options sellers learn the DTE / Greeks rules; new users can ignore rule numbers entirely and just read top-to-bottom by colour.

The 60-Second Scan Routine

  1. Open the report. Read only Red. If the Red section is empty, you are done with the urgent layer — proceed to Yellow at your own pace.
  2. Scan Yellow. Read titles only. Anything you can address in the same session, address. Anything that needs market hours or external data, queue.
  3. Skip Watch unless you are reviewing your strategy. The grey section is for reflection, not for the daily check.
Severity is a one-time read of how bad this run of the rule looks today — not a fixed property of the rule. The same rule can be green for one account and red for another. The colour you see is calibrated to your specific portfolio state at report-generation time.

Where the Report Lives

Open the Risk Report from the Positions page (the modal at the top). Each report is also saved per-account so you can pull up an older snapshot from the report archive — useful for diff-ing "what changed in my risk picture this week."

29 rules · 3 severity sections (Red / Yellow / Watch)
Read Red first · scan Yellow titles · skip Watch on the daily
Severity reflects this run of the rule, not the rule's fixed importance

Open the Risk Report →