# Dashboard Simulation And Gap Audit

## Simulation Date

2026-06-06

## Scenario Tested

Baseline:

- Main start: 54,000,000 KRW.
- Sub start: 49,000,000 KRW.
- Combined start: 103,000,000 KRW.

Simulated account states:

| Scenario | Main | Sub | Combined | P/L vs Start | Return vs Start |
| --- | ---: | ---: | ---: | ---: | ---: |
| Recovery now | 55,000,000 | 49,000,000 | 104,000,000 | +1,000,000 | +0.97% |
| Weekly quest clear | 56,000,000 | 49,000,000 | 105,000,000 | +2,000,000 | +1.94% |
| Drawdown alert | 53,000,000 | 48,500,000 | 101,500,000 | -1,500,000 | -1.46% |
| x2 Stage 1 | 108,000,000 | 98,000,000 | 206,000,000 | +103,000,000 | +100.00% |

Position sizing simulation:

- Ticker: SOXL.
- Account: main.
- Budget: 10,000,000 KRW.
- Price: 182.1101 USD.
- USD/KRW: 1558.84.
- Calculated shares: 35.
- Approximate KRW exposure: 9,935,818 KRW.

## What Works

- Baseline return logic is clear: main 54M, sub 49M, combined 103M.
- Weekly +2M and monthly +10M quests are visible and measurable.
- FX-aware position sizing exists in both dashboard and `position_size_calculator.py`.
- Main/sub leverage eligibility is explicit.
- SOXL/SOXS, day-trade, and 2-7D swing frameworks are separated.
- Kakao summaries exist for market, account close, SOXL/SOXS, after-hours, and max-volatility alerts.
- Market flow/bubble radar now classifies bubble chase, distribution, short squeeze, bull/bear trap, liquidity air pocket, and no-edge markets into ATTACK/DEFEND/HARVEST/WAIT/RESET/REST.
- Opening and intraday flow radar automations now reduce the wait time between major scheduled reports.
- CSV schemas now validate consistently.

## Strategic Gaps Found

1. Too many automations can create alert fatigue.
   - Mitigation: use the dashboard's new `10초 사용 순서` and prioritize account-close, max-volatility, SOXL/SOXS, and emergency alerts.

2. The system still depends on user-provided account data.
   - Missing: broker portfolio API or export automation.
   - Mitigation: use `ACCOUNT_CLOSE`, `ACCOUNT_SNAPSHOT`, and `TRADE_UPDATE` templates until broker integration is available.

3. NASA ticker is unresolved.
   - Any analysis involving NASA remains low confidence until exact tradable ticker/name is confirmed.

4. Real-time data is not institutional-grade.
   - yfinance is useful, but broker quotes and broker FX should win for order sizing.
   - Paid or official feeds would improve precision for live trading.
   - The new flow radar is fast enough for decision support, but not a substitute for broker-grade streaming quotes, Level 2, or execution analytics.

5. Options/gamma and order-book data are conceptual, not fully sourced.
   - The system can reason about gamma/psychology, but it does not yet have a live options-flow data provider.

6. SEC/filing detection is specified but not yet implemented as a local filing watcher.
   - Current automations can search when they run, but there is no always-on EDGAR ingestion store.

7. Kakao delivery depends on credentials.
   - If Kakao tokens are missing, summaries are still generated but not delivered.

## Usability Gaps Found

1. The dashboard was becoming documentation-heavy.
   - Added: `10초 사용 순서`.
   - Added: quick copy buttons for `ACCOUNT_CLOSE`, `FATIGUE`, and `LEVERAGE_SWING_PLAN`.

2. The user needs one fastest path during stress.
   - Recommended path:
     1. Update account totals.
     2. Use FX/size calculator before any trade.
     3. Paste `TRADE_UPDATE` after execution.
     4. Paste `FATIGUE` when overwhelmed.
     5. Let automations compress decisions into Do now / Do not do / Next check.

3. Account close data needs previous-day values.
   - Added `account_daily_summary_template.csv`, but it still needs actual daily entries.

## Data And Source Gaps

Current coverage:

- Live/near-live quote and FX: yfinance.
- Official filings reference: SEC EDGAR.
- Real-time exchange-grade data: not connected.
- Broker account sync: not connected.
- Kakao delivery: script ready, credentials required.
- Analyst ratings: tracker seeded, but ongoing verification needed.
- Short interest/options flow: source framework exists, but live provider not connected.
- Flow/bubble radar: rules and automations connected, but its quality depends on available live breadth, volume, options, and news sources per run.

## Recommended Next Upgrades

Priority 1:

- Confirm exact `NASA` ticker.
- Fill one real `ACCOUNT_CLOSE` after the next market close.
- Add actual holdings quantities, average cost, and weights.
- Add Kakao credentials.

Priority 2:

- Add broker export workflow or broker API connector if available.
- Add EDGAR ticker/CIK mapping and filing watcher for RDW, MU, MRVL, AAOI, AMD, GNTA.
- Add a single daily "Executive Digest" that consolidates the many automations into one priority list.

Priority 3:

- Add paid or official real-time market data if execution precision becomes critical.
- Add options-flow/gamma provider if short-term trading becomes more options-driven.
- Add breadth/new-high/new-low and intraday relative-volume feeds for more reliable bubble/distribution scoring.

## Audit Result

Overall assessment: `Share with caveats`.

The system is usable and strategically broad, but the biggest remaining risk is data freshness and manual account updates. The dashboard now helps reduce that friction, but actual account values and broker FX must be supplied or connected for high-confidence daily summaries.