---
gsd_state_version: 1.0
milestone: v1.0
milestone_name: milestone
status: verifying
stopped_at: Completed 01-02-PLAN.md
last_updated: "2026-03-29T23:42:10.010Z"
last_activity: 2026-03-29
progress:
  total_phases: 10
  completed_phases: 1
  total_plans: 2
  completed_plans: 2
  percent: 0
---

# Project State

## Project Reference

See: .planning/PROJECT.md (updated 2026-03-29)

**Core value:** Agents produce actionable multi-leg options recommendations with transparent, educational reasoning
**Current focus:** Phase 01 — Tradier Data Layer

## Current Position

Phase: 2
Plan: Not started
Status: Phase complete — ready for verification
Last activity: 2026-03-29

Progress: [░░░░░░░░░░] 0%

## Performance Metrics

**Velocity:**

- Total plans completed: 0
- Average duration: -
- Total execution time: 0 hours

**By Phase:**

| Phase | Plans | Total | Avg/Plan |
|-------|-------|-------|----------|
| - | - | - | - |

**Recent Trend:**

- Last 5 plans: -
- Trend: -

*Updated after each plan completion*
| Phase 01 P01 | 3min | 2 tasks | 2 files |
| Phase 01 P02 | 4min | 2 tasks | 9 files |

## Accumulated Context

### Decisions

Decisions are logged in PROJECT.md Key Decisions table.
Recent decisions affecting current work:

- [Roadmap]: Phases 2, 3, 4 can run in parallel after Phase 1 (all depend only on Tradier data layer)
- [Roadmap]: SVI volatility surface isolated in its own phase (Phase 5) due to highest implementation risk
- [Roadmap]: All deterministic math in Phase 2 as standalone module before any agents consume it (critical pitfall mitigation)
- [Roadmap]: Tastytrade streaming deferred to Phase 10 as enhancement; batch pipeline uses Tradier REST throughout
- [Phase 01]: Session cache stores OptionsChain objects keyed by symbol:min_dte:max_dte
- [Phase 01]: Dual return pattern: string for LLM tools, dataclass for computation modules
- [Phase 01]: Tradier is sole vendor for options_chain category (no fallback yet)
- [Phase 01]: Options @tool functions convert list results to comma-separated strings for LLM readability

### Pending Todos

None yet.

### Blockers/Concerns

- Historical IV data endpoint for IV Rank (52-week history) needs validation during Phase 1/3 planning
- **Python >=3.11** is the project baseline (see `pyproject.toml` and `.planning/PROJECT.md`); required for the community **tastytrade** SDK used in Phase 10 — use a single venv (e.g. `uv venv --python 3.13`) for the whole repo; no separate “Phase 10 only” interpreter is required if the environment already meets >=3.11
- Tradier sandbox vs production Greeks fidelity unknown until Phase 1 implementation

## Session Continuity

Last session: 2026-03-29T23:38:01.718Z
Stopped at: Completed 01-02-PLAN.md
Resume file: None