TradingAgents/.planning/STATE.md

2.7 KiB

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