1. Data sourcesSchwab (account + positions) · Polygon (option chain, greeks, IV) · Finnhub (earnings)
↓
2. Feature / Vol StoreIV rank & percentile, HV, liquidity, DTE, greeks — computed and versioned
↓
3. Rules Engineconfig-driven PASS/FAIL gates: delta, DTE, liquidity, earnings block, staleness
↓
4. Scoring + Position Managereligible candidates → 0–100 explainable score · open positions → HOLD / CLOSE / ROLL / MONITOR
↓
5. Decision Enginemerge scores + position actions → prioritized daily action list + capital & income plan
↓
6. Morning Briefdashboard + 8am email — you review the ranked list with full reasoning
↓
7. You — manual executionapprove and place every trade yourself in thinkorswim · the system never transmits orders