TradingAgents/.planning/STATE.md

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---
gsd_state_version: 1.0
milestone: v1.0
milestone_name: milestone
status: planning
stopped_at: Phase 1 context gathered
last_updated: "2026-03-29T22:43:31.694Z"
last_activity: 2026-03-29 -- Roadmap created with 10 phases covering 42 requirements
progress:
total_phases: 10
completed_phases: 0
total_plans: 0
completed_plans: 0
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 1: Tradier Data Layer
## Current Position
Phase: 1 of 10 (Tradier Data Layer)
Plan: 0 of TBD in current phase
Status: Ready to plan
Last activity: 2026-03-29 -- Roadmap created with 10 phases covering 42 requirements
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*
## 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]: Tastyworks streaming deferred to Phase 10 as enhancement; batch pipeline uses Tradier REST throughout
### Pending Todos
None yet.
### Blockers/Concerns
- Historical IV data endpoint for IV Rank (52-week history) needs validation during Phase 1/3 planning
- Python version bump to >=3.11 required for tastytrade SDK (Phase 10)
- Tradier sandbox vs production Greeks fidelity unknown until Phase 1 implementation
## Session Continuity
Last session: 2026-03-29T22:43:31.686Z
Stopped at: Phase 1 context gathered
Resume file: .planning/phases/01-tradier-data-layer/01-CONTEXT.md