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METHODOLOGY v2.0LAST UPDATED: 2026-02-24

How SYZYG Works

This document describes the data pipeline, scoring methodology, signal taxonomy, regime classification system, and governance controls used by SYZYG. It is designed for transparency — not marketing.

STRUCTURE PRECEDES PRICE. METHODOLOGY PRECEDES TRUST.

Data Pipeline Architecture

SYZYG ingests market data through a medallion architecture (Bronze → Silver → Gold) with governance enforced at each layer. Raw data is never deleted. Every transformation is versioned.

BRONZE120+ files daily

Raw ingestion from primary sources. Unmodified CSVs, API responses, and feed snapshots. Stored as-received with ingestion timestamps.

SILVERValidated daily

Cleaned, validated, and normalized. Schema enforcement, duplicate removal, missing data flagging. Anomaly detection runs here.

GOLD10+ tables

Derived analytics: scores, regime classifications, signal outputs. Every Gold table traces to Silver inputs with version lineage.

SUPABASELive delivery

Production delivery layer. Gold outputs pushed to Supabase PRO with RLS policies. Freshness SLA enforced (≤15 minutes).

PRIMARY DATA SOURCES
Barchart
OHLCV, options chains, fundamentals
6,296+ securities
Yahoo Finance
Treasury yields, indices, macro benchmarks
Reference data
FRED / BEA
Economic indicators, GDP, employment
Macro context
Polygon.io
Stocks + Options data (Starter tier)
Real-time supplement
GOVERNANCE NOTE:When any upstream source fails, the pipeline enters degraded mode. Affected downstream outputs are suppressed or flagged — never silently stale.

SYZYG Scoring System

Each security receives a composite SYZYG Score derived from multiple independent signal planes. The score maps to a proprietary celestial classification that determines regime context and execution class.

CLASSIFICATION THRESHOLDS
SYZYGY
> 9 + 5/6
CONFLUENCE
> 8
DRIFT
> 5
CROSSCURRENT
0 – 5
DRIFT (DN)
< 0
CONFLUENCE (DN)
< -3
DESYZYGY
< -3 + 5/6
Raw score range: [-6, +16]. Thresholds are fixed and documented in the Truth Table.
SIGNAL PLANES

The composite score aggregates independent measurement planes. Each plane contributes directional bias and is weighted according to the current regime context.

Technical Structure
Price action, moving averages, momentum oscillators, volume patterns
Derivatives / Options Flow
GEX (gamma exposure), dealer positioning, put/call ratios, IV term structure
Mechanical Bid Score (MBS)
Vanna × Charm × GEX composite (0-100), measures net mechanical buying/selling pressure
OMEGA Trap Detection
IV crush risk, FOMC fakeout probability, OpEx pinning, liquidity vacuum zones
Sentiment & Velocity
Social velocity, information asymmetry detection, crowding indicators
Macro Regime
VIX regime, yield curve, credit spreads, Fed liquidity, economic indicators
DESIGN PRINCIPLE:No single plane can force a SYZYGY or DESYZYGY classification alone. Multi-plane agreement is required by design — this prevents single-source fragility.

Regime Classification & Truth Table

SYZYG classifies market conditions into regimes using a two-dimensional matrix: Market Regime (macro environment) × Signal Regime (per-security score). The intersection determines the Execution Class — a governance-enforced behavioral constraint.

TRUTH TABLE: 8 REGIMES × 7 SIGNALS → 7 EXECUTION CLASSES

The Truth Table is a locked governance document. It defines what actions are permissible under each regime-signal combination. Two invariants are enforced:

SYZYGY × SYZYGY = A1Maximum alignment in both regime and signal → highest-conviction execution class
DESYZYGY × DESYZYGY = A2Maximum misalignment in both → inverse highest-conviction (short bias)
Execution classes: A1 (strong long), A2 (strong short), B1/B2 (moderate), C1 (cautious), D1 (defensive), R1 (restricted). The full Truth Table is available under institutional NDA.
Yang-Zhang Quantile RegimeVOLATILITY

Realized volatility classified using Yang-Zhang estimator with quantile buckets. Determines whether the market environment favors trend-following or mean-reversion strategies.

Risk Matrix ClassificationRISK MATRIX

Four-quadrant risk matrix: COBRA (high vol, trending), CALM (low vol, range), GIANT (high vol, choppy), NOVA (low vol, breakout). Each quadrant modifies signal weights.

Force Regime DetectionMECHANICS

Identifies dominant mechanical forces: dealer gamma positioning (long vs short), vanna/charm pressure direction, and institutional flow imbalances.

Governance Controls

SYZYG operates on a principle of Deterministic Restraint: when data freshness, coverage, or integrity falls below thresholds, outputs are automatically suppressed and the system enters Safe Mode.

Freshness SLA
≤ 15 min
MAX AGE

All required inputs must be ≤15 minutes old at decision time. Stale data triggers a BREACH event and suppresses affected outputs. No exceptions.

Circuit Breakers
FAIL-CLOSED
BEHAVIOR

Automated enforcement layer that prevents publication during staleness, API failures, schema anomalies, or regime uncertainty. The system protects users from itself.

Drift Detection
CONTINUOUS
MONITORING

Continuous monitoring of model accuracy proxies and distribution shifts. When baseline deltas exceed thresholds, breach events are emitted and outputs are downgraded.

Decision Lineage
FULL CHAIN
TRACEABILITY

Every output traces to its inputs, transform versions, regime context, and gating state. Sufficient for audit reconstruction and incident forensics.

Immutable RDL
APPEND-ONLY
INTEGRITY

Research Decision Ledger stores every Decision Artifact with cryptographic integrity. No hindsight edits. No unverifiable claims. Append-only by design.

Lean Six Sigma QC
DMAIC
FRAMEWORK

Defect taxonomy, SPC control charts, root cause analysis, and preventive controls. Signal accuracy measured and improved continuously, not assumed.

Automation & Pipeline Execution

SYZYG runs on Google Cloud Platform infrastructure. The daily pipeline is a 9-job cron chain executing Monday through Friday, with governance checks at each stage. Publisher v6 pushes scored data to Supabase every 30 minutes during market hours.

# Daily Pipeline (Mon-Fri, 11:00-12:08 UTC) ┌─ 11:00 Barchart ingestion (Bronze layer) → 6,296 tickers ├─ 11:08 Schema validation + anomaly detection → Silver layer ├─ 11:15 Technical scoring engine → Gold: daily_candidates ├─ 11:22 Options flow + GEX calculation → Gold: force_regime ├─ 11:30 MBS composite scoring → Gold: market_mode ├─ 11:38 OMEGA trap detection → Gold: omega_signals ├─ 11:45 Regime classification → Gold: regime_state ├─ 11:52 SYZYG composite scorer (all planes) → Gold: syzyg_scores └─ 12:08 Publisher v6 → Supabase PRO → Live delivery # Publisher v6 (every 30 min during market hours) → Pushes scored tickers to syzyg_pages table → Freshness SLA enforced at write time → Stale data triggers BREACH, suppresses publication
SINGLE-COMMAND EXECUTION:The entire daily pipeline can be triggered with one 30-second command (ias-daily v1). Every run produces a governance ledger entry with execution metadata, timing, and error states.

Shariah Compliance Screening

SYZYG provides Shariah compliance screening across all covered securities. The methodology follows established Islamic finance principles with quantitative thresholds applied to financial ratios.

SCREENING CRITERIA
Business Activity
Excludes companies deriving >5% revenue from prohibited activities (alcohol, gambling, tobacco, weapons, conventional finance)
Debt Ratio
Total debt / trailing 36-month average market cap < 33%
Interest Income
Interest-bearing securities / trailing 36-month average market cap < 33%
Illiquid Assets
Accounts receivable / trailing 36-month average market cap < 33%
COVERAGE & STATUS
Securities Screened5,279+
ClassificationsCompliant / Non-Compliant / Review Needed
Update FrequencyNightly (planned), currently batch
Methodology Versionv1.3
DocumentationAvailable at /shariah/methodology
Shariah screening is informational only and should not replace guidance from a qualified Islamic finance scholar.

Known Limitations

Transparency requires acknowledging what the system cannot do. These limitations are operational constraints, not future roadmap items disguised as caveats.

Data latency varies by source
Barchart data is end-of-day. Polygon provides intraday but at Starter tier. GEX data requires IBKR migration (in progress). Real-time is not yet achieved across all planes.
Not all securities have complete coverage
Of 6,296+ tickers, options data coverage varies. Small-cap and low-liquidity names may have incomplete derivatives data, resulting in lower-confidence scores.
Backtest ≠ live performance
PRISMA Phase 7 achieved 83% accuracy for TIER_1 signals in backtesting. Live performance may differ due to execution slippage, regime transitions, and data source changes.
Stale data triggers Safe Mode
By design, stale data suppresses outputs. This means during source outages, SYZYG produces nothing rather than something wrong. Users may experience gaps.
No execution or brokerage integration
SYZYG provides intelligence and governance — not order execution. Users must execute trades independently through their own brokers.
Single-founder operational risk
SYZYG is currently operated by a single founder. Bus factor = 1. Infrastructure is documented and automated to mitigate this, but it remains a constraint.
Honest limitations build more trust than hidden ones. If a constraint changes, this document is updated.
⚠ IMPORTANT DISCLAIMER
SYZYG is for informational and educational purposes only. It is not investment advice, and does not constitute a recommendation to buy, sell, or hold any security. All trading involves risk, including the risk of total loss. Past performance and backtested results do not guarantee future outcomes. Users are solely responsible for their own investment decisions. Governance infrastructure reduces operational risk — it does not eliminate market risk. OptimaX Solutions LLC is not a registered investment advisor, broker-dealer, or financial planner.
STRUCTURE PRECEDES PRICE. GOVERNANCE PRECEDES TRUST.