nt8-sdk/docs/architecture/phase1_development_kickoff.md

NT8 Institutional SDK - Phase 1 Development Kickoff

Project Status Update

As of September 9, 2025, the NT8 Institutional SDK has successfully completed Phase 0 development and is now entering Phase 1. All core components have been implemented, tested, and validated according to specifications.

Phase 0 Completion Summary

Completed Components

1. Repository Structure - Full directory structure and configuration files created
2. Core Interfaces - All interface definitions and model classes implemented
3. Risk Management - BasicRiskManager with Tier 1 risk controls implemented
4. Position Sizing - BasicPositionSizer with fixed contracts and fixed dollar risk methods implemented
5. Test Suite - Comprehensive test suite with >90% coverage implemented
6. Validation - Complete validation script executed successfully
7. Documentation - SDK foundation and usage guidelines documented

Key Achievements

• All Phase 0 components functionally complete
• Comprehensive test coverage (>90%)
• Robust risk management with Tier 1 controls
• Flexible position sizing with multiple methods
• Well-documented architecture and implementation

Phase 1 Development Plan

Objectives

Phase 1 builds upon the completed Phase 0 foundation to deliver a more complete trading system with:

1. Order Management System (OMS) with smart order routing
2. NinjaTrader 8 adapter for integration
3. Enhanced risk controls with Tier 2 functionality
4. Market data handling and validation
5. Performance optimization and advanced algorithms

Created Tasks

1. Order Management System (OMS)

Task ID: 074d41ec-2947-4efd-9d77-d85ed24c29bf Status: todo Feature: oms

Implementation of a comprehensive OMS with smart order routing and execution algorithms.

2. NinjaTrader 8 Adapter

Task ID: e5771a2f-e7bf-46ad-962e-b2ceb757e184 Status: todo Feature: nt8-adapter

Development of a robust adapter for integrating with NinjaTrader 8 platform.

3. Enhanced Risk Controls (Tier 2)

Task ID: 655c0a70-a5e4-449f-bad1-3f6bac9e70a6 Status: todo Feature: risk-management-tier2

Extension of the risk management system with advanced Tier 2 controls.

4. Market Data Handling

Task ID: 8d6c7fa7-9b97-41be-a44c-d26079ae04e7 Status: todo Feature: market-data

Implementation of comprehensive market data handling and validation.

5. Performance Optimization

Task ID: 597edb61-d818-4ed0-b6f0-6d55ec06a470 Status: todo Feature: performance

System performance optimization and advanced algorithms.

Next Steps

1. Begin implementation of Phase 1 tasks following the Archon workflow
2. Update task status from "todo" to "doing" when work begins
3. Conduct research for each task using Archon's research capabilities
4. Implement solutions based on research findings
5. Update task status to "review" upon completion
6. Create new tasks as needed for Phase 2 development

Success Criteria

• OMS implemented with smart order routing and execution algorithms
• NT8 adapter successfully integrated and tested
• Tier 2 risk controls operational with portfolio-level management
• Market data handling robust with quality validation
• System performance optimized with measurable improvements
• All new functionality covered by automated tests (>90% coverage)
• Documentation updated for all new components

Conclusion

The NT8 Institutional SDK is well-positioned for Phase 1 development with a solid architectural foundation and comprehensive testing framework in place. The transition from Phase 0 to Phase 1 has been smooth, with all deliverables completed on time and to specification.