# Source Reliability Matrix

## Purpose

This matrix defines which data sources should be trusted for each decision type.

## Source Priority

| Data Need | Best Source | Current Setup | Gap |
| --- | --- | --- | --- |
| Actual account equity | Broker app/API/export | Manual templates | Broker sync not connected |
| Cash available for order | Broker app orderable cash | Manual templates | Must distinguish cash balance from immediately usable cash |
| Executable stock price | Broker quote | yfinance/manual | Broker quote should win |
| USD/KRW for order sizing | Broker FX | yfinance `KRW=X` or manual | Broker FX not connected |
| Settlement/cash timing | Broker app/NH notices + official US settlement rules | Conservative T+1/T+2 assumption | Need exact Namuh account setting confirmation |
| Official company filings | SEC EDGAR | Automation search instructions | No local filing watcher yet |
| Real-time exchange data | Nasdaq Basic/Data Link or broker feed | yfinance | Official real-time feed not connected |
| After-hours quote | Broker/Nasdaq | Automation search instructions | Needs live source per run |
| Analyst ratings | TipRanks/StockAnalysis/broker research | Tracker seeded | Ongoing verification needed |
| Short interest | FINRA/Nasdaq official short interest | Not connected | Needs provider/API |
| Macro rates | FRED/Treasury/Fed | Automation search instructions | No local time series store |
| Kakao delivery | Kakao Talk Message API | Script ready | Credentials required |
| Options/gamma/order flow | Cboe/Trade Alert/broker data | Not connected | Paid or broker data likely needed |
| Breadth/new highs-lows | Exchange/Nasdaq/market-data provider | Automation search instructions | Needs provider/API |
| Social/news sentiment | Major news + social trend checks | Conceptual signal layer | Low confidence unless confirmed by price/volume |

## Official Source Notes

- SEC EDGAR provides public access to company filings and SEC developer resources provide JSON APIs for submissions and XBRL data.
- Nasdaq offers real-time or delayed market data products through Nasdaq Data Link and exchange data feeds.
- FINRA provides centralized access to public regulatory and market data, including APIs and data catalogs.
- Cboe offers market data and analytics products for volatility, index, and options-market data.
- The US standard securities settlement cycle moved to T+1 on May 28, 2024, but Korean broker orderable cash, FX, and withdrawal timing can still vary by account and service settings.

## Decision Rule

For order sizing:

1. Broker price and broker FX.
2. Official market data provider.
3. yfinance or public market data.
4. Manual user-provided value.

If the source is not broker/official, label the output as an estimate.

For cash availability:

1. Broker app `orderable cash` or equivalent field.
2. Broker customer notice or help page.
3. Official market settlement rule.
4. Conservative assumption: `T+2/UNKNOWN`.

Do not treat accounting cash, unsettled sale proceeds, withdrawal cash, and orderable cash as identical.

## Missing Integrations To Consider

- Broker portfolio export/API.
- Nasdaq Data Link or other real-time quote provider.
- SEC EDGAR local filing watcher.
- FINRA short-interest/short-volume ingestion.
- Options-flow/gamma source.
- Kakao credential setup completion.
- Breadth and new-high/new-low feed.
- Broker quote/account integration for fastest order sizing.
- Broker orderable-cash and settlement-state integration.

## Flow Radar Source Rule

For bubble or flow detection:

1. Price/volume/market breadth.
2. Leadership confirmation.
3. Official filings/news.
4. Options/short-interest/order-flow if sourced.
5. Social sentiment only as a low-confidence amplifier.

Do not let social excitement override price, volume, filings, or earnings.