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Assignment
Tag:
Assignment
Options assignment occurs either when you are short an option contract and the buyer of the other side chooses to exercise their contract or your short option contract expires ITM.
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Articles
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Automated Trading
Automatically Exit Your Option Trades Before Expiration
If you want to avoid expiration, automations can use a decision recipe to automatically exit an options position a defined number of days before expiration if no exit criteria have been met.
Kirk Du Plessis
Apr 12, 2021
•
4 min video
Strategic Thinking
Short Options Contract: Exercised or Assigned?
Many traders are concerned about their short options contracts near expiration. Here is a guide to better understand the probability of your short option being assigned.
Kirk Du Plessis
Apr 2, 2021
•
2 min read
40:19
Option Assignment Explained + Reducing the Risk w/ Automation
This video explains what option assignment is, why it happens, and how how you can manage assignment risk with automated trading.
Kirk Du Plessis
May 15, 2025
•
40 min video
10:18
SPX vs. SPY Partial ITM Assignments for 0DTE Traders
A detailed case study of what happens with partial ITM assignments for index and ETF options, and how it impacts 0DTE options traders.
Kirk Du Plessis
October 17, 2024
•
10 min video
7:05
Dealing with Stock Assignment & Dividends
Stock assignment of a short option position is nothing to be afraid of. Here is a detailed example of how to deal with an assignment after a dividend, and how the position can still be managed for a profit.
Kirk Du Plessis
Advanced Track
•
7 min video
10:05
Options Expiration Week Position Checklist & Guide
Here is a checklist and guide to help you navigate options expiration week when you have positions that need to be closed, adjusted, or rolled out to the next expiration.
Kirk Du Plessis
Advanced Track
•
10 min video
17:45
Options Expiration & Assignment
Learn about the options expiration and assignment process and what it means for you as an options trader.
Kirk Du Plessis
Beginner Track
•
18 min video
3:29
Options Exercise Process
Options exercise is the process by which the buyer of an option submits a request to his or her broker to exercise an options contract’s rights. This video helps you understand the options exercise process.
Kirk Du Plessis
Options Expiration
•
4 min video
4:22
Options Assignment Process
Option assignment is the fulfillment of the contractual obligation of a contract’s terms. This video helps you understand the options assignment process and how it impacts you as a trader.
Kirk Du Plessis
Options Expiration
•
5 min video
3:18
What is the Options Clearing Corporation (OCC)?
The Options Clearing Corporation (OCC) is responsible for listing all options and controls the exercise and assignment process. The OCC provides a liquid market for traders and guarantees all options transactions.
Kirk Du Plessis
Options Expiration
•
3 min video
6:24
Options Expiration Explained
Options expiration is the last trading day an option can be exercised or assigned. This video explains options expiration and the probability of early assignment.
Kirk Du Plessis
Options Expiration
•
7 min video
Show #192
•
Oct 6, 2020
Deep Dive into Options Assignment & Exercising
50 mins
Show #187
•
Aug 3, 2020
15 Options Expiration Questions Answered
34 mins
Show #184
•
Jul 13, 2020
Adjustments Followed by Assignment [FXI Case Study]
51 mins
Show #178
•
May 9, 2020
Box Spread Basics for Options Traders
44 mins
Show #163
•
Sep 27, 2019
The 5 Month “Grind” Following XLE Short Put Option Assignment
42 mins
Show #149
•
Dec 10, 2018
Assigned Option Contract Case Study in Gold ETF GLD
53 mins
Show #142
•
Sep 3, 2018
EWZ Short Put Option Assignment Case Study
31 mins
Show #108
•
Nov 3, 2017
Rolling up Strike Prices vs. Closing Out the Trade – What Should I Do?
29 mins
Show #106
•
Oct 6, 2017
TLT Short Stock Assignment Case Study – From Loser to $426 Profit
25 mins
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