Options Report daily send rollout — 2026-09-02

Four emails JT sent between 9:52 PM and 10:35 PM ET on 2026-09-02, after the evening's "[TEST -> ...]" renders of the new notification: a heads-up to Brent McGibbon (cc Derek), a heads-up to Christopher Kolker (cc Mike Knoebel and Derek), a reference copy to Brandon for compliance review (cc Derek), and an FYI to Derek with an opt-out offer and the agenda for the next day's catch-up. The automated daily sends themselves (the Sep 2 report, 9:06 to 9:38 AM ET on 2026-09-03, to Derek, Brent, Brandon, Chris, and Mike) are not logged; they are the product, not correspondence.

Summary

• The Daily Options Report now goes out every morning as an email with a link to each IAR's Box folder instead of an attachment: same report, a few bug fixes, a slight facelift.
• Data: prior-day positions across custodians, the clients' open contracts, current pricing and options metrics (IV, OI, gamma, flow) from premium data services; the last three tabs are market-wide flow independent of holdings, with a star on any name the IAR's clients already hold.
• JT framed it as optional and offered to remove anyone from the distro; Derek and JT have been tweaking it for months; the plan is to bring this and other practice tools online for real-time access later.
• Mike Knoebel was told he should also have access to the reports folder and to say if he has trouble.
• Brandon received the same notification for review: JT asked him to flag anything for compliance; the disclosures were kept tight because it is an internal resource report, gated in Box by IAR permission level, under Box Governance retention.
• Derek received his copy as FYI (importance high) with an opt-out offer, the same exclusion JT applied to the Fiduciary Report, and JT's agenda for the 2026-09-03 catch-up: an hour on the modular Compliance Training area, a push to advisors Friday or Monday, an incremental start with the bells and whistles off, and a few decisions Derek must make before the first push.

Decisions

• JT: the Options Report ships daily to Brent, Chris (with Mike), Brandon, and Derek starting the next day or so; any recipient can opt out.

They asked me for

• Nothing raised.

I asked them for

• Brandon: flag anything in the notification or its disclosures that should be altered, added, or removed.
• Brent, Chris, Mike: report glitches and ideas that enhance insight or usefulness.
• Derek: say so if the daily send is too much inbox noise; give an hour on 2026-09-03 to the Compliance Training walkthrough and the decisions that gate the first push.

Concerns and frustrations raised

• Nothing raised.

What they are focused on

• Brandon: the disclosure language on an internal tools email (JT's ask).
• Derek: the compliance-training rollout decisions JT queued for the 2026-09-03 catch-up.

Doable / not doable / needs a decision

• Removing any recipient from the daily distro → doable on request.
• Real-time access to this and other practice tools → planned for later, not now.

Action items

Mine

• Watch for Brandon's compliance flags on the notification and disclosures; if none, note the date silence started — no date — (Notion: not pushed)
• Walk Derek through the Compliance Training area and get his decisions — done 2026-09-03 in the weekly (record)

Theirs

• Brandon: review the notification and say if anything should change — no date
• Brent, Chris, Mike: send glitches and ideas — open-ended

Suggestions for me

• The Brandon copy is the compliance record for the disclosure language; keep it linked from the Options Report project notes.
• Mike's access to the reports folder is the one loose end; Box notifications the same night show Chris and Mike accepting the "TCM Firm File - Christopher Kolker" folder invitation, so access likely exists. Confirm only if he reports trouble.
• Derek approved the rollout plan the next day; the "decisions before the first push" in this email are the ones logged in the 2026-09-03 record.

Notable quotes

"If it's a useful two-minute morning glance, great. If not, ignore it, delete it, and set a rule to archive it. I can even remove you from the daily email distro." — JT, to Brent "Less overwhelming than a full sidebar on day one, and it lets us drip the rest out with enhancement emails, which keeps the Portal front and center and steers attention toward the revenue side, the models, once everyone is comfortable logging in." — JT, to Derek