docs(phase-01): evolve PROJECT.md after phase completion

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

.planning/PROJECT.md

@@ -23,11 +23,12 @@ These capabilities already exist in the codebase:
 - ✓ LLM client factory supporting OpenAI, Anthropic, Google — existing
 - ✓ CLI with Rich UI and interactive prompts — existing
 - ✓ Signal processing with 5-tier rating scale — existing
+- ✓ Options chain data retrieval via Tradier API (chains, expirations, strikes, Greeks, IV) — Validated in Phase 1: Tradier Data Layer
+- ✓ Tradier registered as vendor in data routing layer with rate limit fallback — Validated in Phase 1: Tradier Data Layer
 
 ### Active
 
-- [ ] Options chain data retrieval via Tradier API (chains, expirations, strikes, Greeks, IV)
-- [ ] Options chain data retrieval via Tastyworks API (streaming Greeks, real-time quotes)
+- [ ] Options chain data retrieval via **Tastytrade** API (DXLink WebSocket streaming Greeks, real-time quotes; the broker was formerly marketed as *Tastyworks*)
 - [ ] Parallel options analyst team (runs alongside existing stock analysis)
 - [ ] Volatility analysis agent — IV Rank, IV Percentile, volatility skew, VRP, IV surface
 - [ ] Greeks analysis agent — Delta, Gamma, Theta, Vega + 2nd order (Charm, Vanna, Volga/Vomma)
@@ -39,7 +40,7 @@ These capabilities already exist in the codebase:
 - [ ] Options portfolio manager — synthesizes all analysis into final recommendation
 - [ ] Output: specific contract recommendations (strikes, expirations, legs) + alternative ranges
 - [ ] Output: transparent reasoning chain showing why each strategy was selected
-- [ ] TastyTrade methodology integration — 45 DTE entry, 21 DTE management, 50% profit target rules
+- [ ] **Tastytrade** methodology integration — 45 DTE entry, 21 DTE management (close or roll per rules engine), 50% profit target rules
 - [ ] SpotGamma-style GEX calculation — net GEX across strikes, Vol Trigger, Call/Put Wall levels
 - [ ] MenthorQ-style composite scoring — Options Score (0-5), regime classification (long/short gamma)
 
@@ -56,21 +57,21 @@ These capabilities already exist in the codebase:
 
 - TradingAgents v0.2.2 is a mature multi-agent stock analysis framework built on LangGraph
 - The existing architecture supports parallel agent teams — the options module plugs in as a new team
-- Data layer already supports vendor routing with automatic fallback — Tradier and Tastyworks fit as new vendors
+- Data layer already supports vendor routing with automatic fallback — Tradier and **Tastytrade** fit as new vendors
 - Agent factory pattern (create_*() closures) is well-established and should be followed
 - The codebase uses a 5-tier rating scale (BUY/OVERWEIGHT/HOLD/UNDERWEIGHT/SELL)
 - Tradier provides Greeks via ORATS (institutional quality, hourly updates) — yfinance has NO Greeks
-- Tastyworks API provides real-time streaming Greeks via DXLink WebSocket
+- **Tastytrade** API provides real-time streaming Greeks via DXLink WebSocket
 - MenthorQ has no public API — their methodology must be replicated using raw options data
 - SpotGamma API available at Alpha tier ($199+/mo) — methodology can be replicated from their published formulas
-- TastyTrade's rules engine (IVR thresholds, DTE rules, profit targets) provides a proven decision framework
+- **Tastytrade** rules engine (IVR thresholds, DTE rules, profit targets) provides a proven decision framework
 
 ## Constraints
 
-- **Data providers**: Tradier (REST, 120 req/min, Greeks hourly) and Tastyworks (REST + WebSocket streaming) as primary options data sources
+- **Data providers**: Tradier (REST, 120 req/min, Greeks hourly) and **Tastytrade** (REST + DXLink WebSocket streaming) as primary options data sources
 - **No 2nd-order Greeks from API**: Charm, Vanna, Volga must be calculated from 1st-order Greeks + Black-Scholes
 - **Architecture**: Must follow existing patterns — agent factory functions, vendor routing, LangGraph StateGraph
-- **Python**: >=3.10, consistent with existing codebase
+- **Python**: >=3.11 (baseline for the options module and the community **tastytrade** SDK in Phase 10; aligns with `requires-python` in `pyproject.toml`)
 - **LLM provider agnostic**: Options agents must work with any supported LLM provider via the client factory
 
 ## Key Decisions
@@ -78,11 +79,11 @@ These capabilities already exist in the codebase:
 | Decision | Rationale | Outcome |
 |----------|-----------|---------|
 | New parallel team (not extending existing analysts) | Options analysis is domain-specific with unique data needs; clean separation allows independent development and optional activation | — Pending |
-| Tradier + Tastyworks as data providers | Tradier provides ORATS-quality Greeks and IV; Tastyworks provides real-time streaming; both have Python-friendly APIs | — Pending |
+| Tradier + Tastytrade as data providers | Tradier provides ORATS-quality Greeks and IV; Tastytrade provides real-time streaming; both have Python-friendly APIs | Phase 1 ✓ (Tradier) |
 | Replicate MenthorQ/SpotGamma methodology rather than subscribe | No public API from MenthorQ; SpotGamma API is expensive; core formulas (GEX, DEX, Vanna/Charm exposure) are documented and calculable | — Pending |
 | Multi-leg strategy output | User explicitly wants spreads, straddles, iron condors, butterflies — not just single-leg calls/puts | — Pending |
 | Dual output format (specific contracts + ranges) | Specific contracts as primary recommendation with alternative ranges for flexibility | — Pending |
-| TastyTrade methodology as rules engine | Proven statistical edge: IVR-based strategy selection, 45 DTE entry, 21 DTE management, 50% profit targets with published win rates | — Pending |
+| Tastytrade methodology as rules engine | Proven statistical edge: IVR-based strategy selection, 45 DTE entry, 21 DTE management, 50% profit targets with published win rates | — Pending |
 
 ## Evolution
 
@@ -102,4 +103,4 @@ This document evolves at phase transitions and milestone boundaries.
 4. Update Context with current state
 
 ---
-*Last updated: 2026-03-29 after initialization*
+*Last updated: 2026-03-29 after Phase 1 completion*