Alert Statuses
The dashboard uses one Status in both Options and Stock view. Switching the performance lens does not recalculate or reinterpret the badge. Most statuses compare the underlying stock with the alert's support, resistance, and targets. All Contract Targets Hit is the exception: it comes from the contract reaching its 10%, 25%, and 50% opportunity milestones.
Think of it as a traffic light: green = on track, amber/orange = pay attention, purple = a special situation.
While an alert is active, Status updates automatically as market data refreshes. The calculation can also include Near Expiration as a secondary contract note. It is available in the Options Status filter and appears where secondary badges are shown; Stock view keeps the same primary Status but omits that Options-only DTE note. See What happens at expiration below.
The Status column at a glance — here you can see Opportunity Zone (cyan), In Range (gray), and Contracts Hit (green) all live on real alerts.
The full list
| Status | Icon | Color | What it's telling you |
|---|---|---|---|
| All Contract Targets Hit (shown as Contracts Hit in the table) | ✓ | Green | The contract reached all of its targets (the 10%, 25%, and 50% opportunity levels). The idea fully played out. |
| Opportunity Zone | ◎ | Cyan | The stock is sitting right near support (for calls) or resistance (for puts) — historically the most attractive area of the thesis. |
| At Risk | ⚠ | Amber | The stock has broken decisively through its deeper level (below S2 for calls, above R2 for puts), or has spent 5+ days on the wrong side of its levels. The thesis is under pressure. |
| Recovery | ↩ | Purple | The stock had broken its critical level but has climbed back to the right side of it. A comeback in progress. |
| Overextended | ⚡ | Orange | The stock has hit most of its targets (2+) with little room left. Strong — but possibly running out of fuel. |
| Working | ↑↑ | Bright green | The stock has hit at least one target with at least two more still ahead. Progressing as planned. |
| Extended | ↑ | Light green | The stock is within ~3% of its next target but hasn't tagged it yet. Knocking on the door. |
| In Range | • | Gray | The stock is between support and the first target. Thesis intact, nothing dramatic happening — the normal "nothing to report" state. |
| Near Expiration (Options only) | ⏰ | Yellow | A secondary status: the contract expires within 21 days. It supplements the primary Options status as a heads-up on time and can be selected in the Status filter. |
How the "main" status is chosen
A stock can technically satisfy more than one condition at once, so the tracker shows the most important one using this priority order:
- All Contract Targets Hit — if the contract reached all three opportunity milestones, nothing else takes priority.
- Opportunity Zone — the best re‑entry areas surface first.
- At Risk — danger gets flagged before anything routine.
- Recovery
- Overextended
- Working
- Extended
- In Range — the catch‑all when nothing special is happening.
Near Expiration is never the main status — it rides along as a second Options badge and does not appear in Stock view.
What drives these (the levels)
Every status other than All Contract Targets Hit comes from comparing the tracked stock price with the levels in the alert's thesis:
- Support (S1, S2) — floors the stock is expected to hold (the basis for a call).
- Resistance (R1, R2) — ceilings the stock is expected to stay under (the basis for a put).
- Targets (T1, T2, T3) — the prices the thesis is aiming for.
- Invalidation — the price that, if broken, means the idea no longer holds.
You can see all of these spelled out on each alert's detail page, and they're defined in the Glossary.
Why "breached" and "past level" can disagree
Two different questions get asked about the invalidation level, and they can legitimately give different answers on the same alert:
| Question | Where you see it | How it's measured |
|---|---|---|
| Is the plan valid right now? | The Invalidation readout on the detail page and in the alerts table — "x% away" or "x% past level" | The current quote against the published level, with no buffer. |
| Has this idea ever broken down? | The dated Breached tag in Price Levels, and the At Risk / Recovery statuses | The stock's intraday range on any day since the alert, and only counted once price clears the level by a small buffer. |
The buffer exists because a single intraday wick through a level isn't a broken idea, while a live quote sitting past the level is a real fact worth stating plainly. So a stock trading just under its invalidation level will read "1.8% past level" without yet being tagged Breached — and a stock that broke down last month and has since recovered keeps its dated Breached tag while the live readout shows room again.
The Stock view's Target Progress column is a separate historical measure. It permanently credits a published stock target after it has been reached, even if the stock later pulls back. That is why Target Progress and Status may occasionally tell different—but complementary—parts of the alert's story.
What happens at expiration
The dashboard's default active list follows the attached option contract's lifecycle. After the expiration date, that alert is hidden unless you turn on Show Expired.
- In Options view, current contract pricing and Status end with the contract. An expired row has no live Status badge.
- In Stock view, Status follows that same lifecycle and is also blank after expiration. Published levels, historical Max Stock Opp, target progress, and the last tracked stock snapshot remain available as recorded context; they are not post-expiration live monitoring.
This is why Stock view has no time-left bar or Near Expiration field, while Show Expired is still shared by both lenses.
On the home page you can filter the table to just the statuses you care about — for example, show only Opportunity Zone alerts to find ideas sitting near support, or only At Risk to see what needs attention. The same primary Status is used in Options and Stock; Near Expiration is offered only in Options. See Filters, Views & Analytics.
A status describes the stock's progress against the thesis, not a profit or loss on any position. "Working" means the underlying is doing what the idea expected. The contract's own price is shown separately in Options Current %; the underlying move is shown in Stock Now.