SynergyCore — Audit Report
Date: 2026-03-23
Auditor: Claude (automated)
Project status: Active — v0.5.0, backtester complete, exit architecture redesign pending
Summary
- Total features: 41
- DONE: 37 (v1 backtester & analysis complete)
- PLANNED: 2 (v2 — exit architecture)
- BACKLOG: 2 (v3 — live trading)
- Documentation before audit: 0 SynergyPlan feature docs (project has state_of_the_system.md and decisions.md internally)
- Documentation after audit: 41 README.md files created
Audit by Area
Backtesting Engine — 5/5 features documented
| Feature |
Status |
Documentation |
Missing |
| Momentum engine |
DONE |
Complete |
— |
| Execution simulator |
DONE |
Complete |
— |
| Timeframe consolidation |
DONE |
Complete |
— |
| Backtest metrics computation |
DONE |
Complete |
— |
| Equity curve tracking |
DONE |
Complete |
— |
Phase Detection & Regime — 4/4 features documented
| Feature |
Status |
Documentation |
Missing |
| Phase labeling |
DONE |
Complete |
— |
| Regime classification |
DONE |
Complete |
— |
| Oracle system |
DONE |
Complete |
— |
| Key level detection |
DONE |
Complete |
— |
Indicators & Signals — 6/6 features documented
| Feature |
Status |
Documentation |
Missing |
| Indicator registry |
DONE |
Complete |
— |
| Momentum signal evaluation |
DONE |
Complete |
— |
| CVD tracking |
DONE |
Complete |
— |
| Relative volume tracking |
DONE |
Complete |
— |
| Taker ratio tracking |
DONE |
Complete |
— |
| HTF confluence tracking |
DONE |
Complete |
— |
Market Data — 4/4 features documented
| Feature |
Status |
Documentation |
Missing |
| Market data fetching |
DONE |
Complete |
— |
| Parquet storage |
DONE |
Complete |
— |
| CSV import |
DONE |
Complete |
— |
| Candle validation |
DONE |
Complete |
— |
Sentiment Integration — 2/2 features documented
| Feature |
Status |
Documentation |
Missing |
| Core sentiment loaders |
DONE |
Complete |
— |
| Extended sentiment loaders |
DONE |
Complete |
— |
Risk Management — 4/4 features documented
| Feature |
Status |
Documentation |
Missing |
| Stop-loss and trailing stop |
DONE |
Complete |
Known issue: fires too early |
| Position sizing |
DONE |
Complete |
— |
| Circuit breaker |
DONE |
Complete |
— |
| Trade cooldown |
DONE |
Complete |
— |
Terminal Dashboard — 4/4 features documented
| Feature |
Status |
Documentation |
Missing |
| Candlestick chart rendering |
DONE |
Complete |
— |
| Phase overlay and trade markers |
DONE |
Complete |
— |
| Inspector mode |
DONE |
Complete |
— |
| Settings panel |
DONE |
Complete |
— |
CLI & Configuration — 3/3 features documented
| Feature |
Status |
Documentation |
Missing |
| CLI commands |
DONE |
Complete |
— |
| YAML configuration system |
DONE |
Complete |
— |
| FastAPI dashboard server |
DONE |
Complete |
— |
Database & Persistence — 2/2 features documented
| Feature |
Status |
Documentation |
Missing |
| SQLite experiment database |
DONE |
Complete |
— |
| Result and artifact storage |
DONE |
Complete |
— |
Observability — 2/2 features documented
| Feature |
Status |
Documentation |
Missing |
| Trace and decision logging |
DONE |
Complete |
— |
| Entry and exit context logging |
DONE |
Complete |
— |
Testing — 1/1 features documented
| Feature |
Status |
Documentation |
Missing |
| Unit and integration test suite |
DONE |
Complete |
— |
Exit Architecture — 2/2 features documented
| Feature |
Status |
Documentation |
Missing |
| Multi-mechanism exit system |
PLANNED |
Partial |
Needs: implementation of D-012 |
| Signal-based exit rules |
PLANNED |
Partial |
Needs: rule engine implementation |
Live Trading — 2/2 features documented
| Feature |
Status |
Documentation |
Missing |
| Paper trading framework |
BACKLOG |
Partial |
Needs: full design |
| Live Binance deployment |
BACKLOG |
Partial |
Needs: infra design |
Documentation Health
| Area |
Features |
DONE |
PLANNED |
BACKLOG |
Doc Coverage |
| Backtesting Engine |
5 |
5 |
0 |
0 |
100% (full 5-layer) |
| Phase Detection & Regime |
4 |
4 |
0 |
0 |
100% (full 5-layer) |
| Indicators & Signals |
6 |
6 |
0 |
0 |
100% (full 5-layer) |
| Market Data |
4 |
4 |
0 |
0 |
100% (full 5-layer) |
| Sentiment Integration |
2 |
2 |
0 |
0 |
100% (full 5-layer) |
| Risk Management |
4 |
4 |
0 |
0 |
100% (full 5-layer) |
| Terminal Dashboard |
4 |
4 |
0 |
0 |
100% (full 5-layer) |
| CLI & Configuration |
3 |
3 |
0 |
0 |
100% (full 5-layer) |
| Database & Persistence |
2 |
2 |
0 |
0 |
100% (full 5-layer) |
| Observability |
2 |
2 |
0 |
0 |
100% (full 5-layer) |
| Testing |
1 |
1 |
0 |
0 |
100% (full 5-layer) |
| Exit Architecture |
2 |
0 |
2 |
0 |
Context + Functional |
| Live Trading |
2 |
0 |
0 |
2 |
Context + Functional |
Key Findings from Project Research
- Oracle ceiling +84% at scale 6, 0.5% min-move (very profitable if exits are fixed)
- Trailing stop is the bottleneck: fires median -4.0 candles early, destroys 75% of winning trades
- Entry timing is good: median -1.2 candles vs oracle
- Signal-identified exits: 28.4% WR vs 1.4% without signal — strong evidence for D-012
- Best entry conditions: news attention z 1-2 (11.3% WR), session 20:00-24:00 UTC (10.5% WR), neutral funding
Recommendations
- Critical path is D-012 — multi-mechanism exit system. All V8 research points to this as the profitability unlock
- V1 is remarkably complete — 37 of 41 features done, 90% of the system is built
- Exit architecture is the smallest amount of work for the largest PnL impact
- Paper trading should follow immediately after profitable exits are validated in backtesting