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domain-options

Analyze US options trading data from Apex Clearing across regulatory phases and customer segments.

Updated Aug 27, 2026
Search Tags:#data analysis#regulatory compliance#customer segmentation#options trading#financial metrics
One-click install
npx skills add https://github.com/guyman-tr/Databricks_Knowledge --skill domain-options
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: domain-options
Source: https://github.com/guyman-tr/Databricks_Knowledge/tree/main/knowledge/skills/domain-options
Command: npx skills add https://github.com/guyman-tr/Databricks_Knowledge --skill domain-options

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill requires pandas, numpy, sqlalchemy, and includes scripts (resource) and references (resource) and assets (resource) components.

What problem does it solve?

This Skill provides a comprehensive view and analysis of US options trading data, enabling users to understand key performance indicators, regulatory phases, and customer segments.

Core Features & Use Cases

  • Options Trading Data Analysis: Analyze trading activity, customer behavior, and financial metrics for US options trading.
  • Regulatory Phases: Track and analyze regulatory phases such as eToroUS, FINCEN, FinCEN+FINRA, FINRAONLY, NYDFS+FINRA, and UK beta launches.
  • Customer Segmentation: Segment customers based on regulatory cohorts, OfficeCode, and RepCode.
  • Use Case: For a US options trading platform, this Skill can help analyze customer trading patterns, identify opportunities for growth, and comply with regulatory requirements.

Quick Start

Use the domain-options skill to analyze the performance of options trading for the past month.

Frequently Asked Questions about domain-options

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I analyze US options trading data from Apex Clearing for customer behavior and financial metrics?▼

To analyze US options trading data, this Skill processes Apex Clearing datasets to evaluate customer behavior, financial metrics, and regulatory phases. It requires Apex SOD reporting and the USABroker GCID-to-OptionsApexID bridge to deliver insights into FTD, MIMO, and AUM.

Can I segment options trading customers based on regulatory phases and RepCode taxonomy?▼

Yes, you can segment options trading customers using regulatory phases and the GAT/ETA/UK1/FO1/NY1 RepCode taxonomy. The Skill categorizes cohorts by OfficeCode and RepCode to track compliance stages like FINCEN, FINRAONLY, and NYDFS+FINRA.

What financial metrics and trading activity insights can I extract from Apex SOD reporting?▼

Apex SOD reporting allows you to extract financial metrics including FTD, MIMO, Funded status, Trader classifications, Contracts Traded, AUM, and PFOF. These metrics support deep cohort segmentation and trading activity analysis.

Do I need pandas and sqlalchemy to process Apex Clearing options data?▼

Yes, processing Apex Clearing options data requires pandas, numpy, and sqlalchemy dependencies. These libraries handle data manipulation, numerical analysis, and database connectivity for querying regulatory dictionaries and SOD reports.

How does regulatory compliance tracking work for US options phases and UK beta launches?▼

Regulatory compliance tracking works by mapping trading data against US regulatory phases such as eToroUS, FINCEN+FINRA, and FINRAONLY, alongside UK beta launches. Appropriate regulatory dictionaries are required to validate cohort compliance status.

What's the best way to query cohort segmentation for options trading performance?▼

The best way to query cohort segmentation is by leveraging the USABroker GCID-to-OptionsApexID bridge alongside regulatory dictionaries. This approach segments customers by OfficeCode, RepCode, and regulatory phases to isolate trading performance metrics.

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