By Arizmic LLC12 min readPublished 2026-08-10Last reviewed 2026-08-07

Reference

Capability, provider, and broker matrix

Look up maturity and availability across core workflows, historical providers, Study/runtime paths, AI, Notebooks, package targets, and exact Paper/real broker matrices.

App path

Owning workflow -> exact capability or readiness response
Docs -> Reference -> Capability, provider, and broker matrix

Read capability as an exact request contract

Capability is never inferred from a page title, installed package, provider logo, saved object, or enabled-looking control. It is the intersection of:

CODE

workflow + subject/version + data shape + asset + provider/environment
  + topology + fidelity + method + evidence depth + runtime dependencies
  + platform + retained certification + current operating state

This page summarizes the public capability registry at application revision 595c7b494a533df6a49d5387538d6f10a430474e. The request-specific readiness or capability response in the owning surface remains authoritative for a concrete operation.

Status vocabulary

The registry separates maturity from availability.

Field	Value	Meaning
Maturity	Complete	The owning implementation is complete for its declared scope; release and fixture gates can still apply
Maturity	Functional	A meaningful implementation exists, but one or more workflow, contract, evidence, or polish gaps remain
Maturity	Scaffolded	A foundation or partial shell exists; the end-to-end public workflow is not complete
Maturity	Planned	The production owner is absent or materially incomplete; do not describe the workflow as usable
Availability	Beta	Exposed for the declared scope with explicit limitations; not equivalent to Stable or fully certified
Availability	Internal	Not a public production capability, even if source or UI scaffolding exists

Request-level surfaces can also say Supported/Compatible, Blocked, Unknown, Experimental, Proof required, Limited, or Unavailable. A missing or unknown capability must fail closed. A narrower effective result keeps its narrower label.

Core data and Prepared capabilities

Capability	Maturity / availability	Declared matrix	Important current boundary
Local import	Complete / Beta	SCID, CSV, Parquet, Databento, Massive, CME DataMine, Custom; registry includes Windows/macOS/Linux runtime matrices	Public packaged releases are still Windows x64/macOS arm64 targets; format support remains mapping/schema-specific
Dataset lifecycle	Complete / Beta	Instrument, Bar, Trade, Quote, OrderBookEvent	Activation, supersede and retire apply to immutable Dataset versions; they do not rewrite source history
Prepared build/reuse	Complete / Beta	PreparedBars, PreparedArrays, VolumetricSummary/Arrays, TickReplayData, DepthReplayData, PreparedFootprintLevels, FeatureOutput, SignalOutput	Exact requirement planning decides reuse/build; a listed kind is not proof every source route is certified
Prepared retention	Complete / Beta	Evictable and pinned	Pinning affects retention, not functional identity or downstream readiness
Event-fidelity Prepared layers	Planned / Internal	Bars through depth replay plus feature/signal outputs and planned L1/depth-as-L1 roles	L1 replay contract, state anchors, action-aware fold, forward-only Tick cutover, bounded storage and purchased-data certification remain open

The local-import registry's Linux entry describes core/runtime portability; it does not override the release registry, which says Linux is source-development portability rather than a Stable packaged target.

Historical provider-import matrix

Provider	Maturity / availability	Declared assets	Declared canonical schemas	Production status
Databento	Functional / Internal	Equities, futures	Instrument, Bar, Trade, Quote, OrderBookEvent	Blocked on current real-account certification for the exact registration and advertised matrix
Alpaca historical data	Functional / Internal	Equities, crypto spot	Instrument, Bar, Trade, Quote	Blocked on current real-account certification for every advertised context
Hyperliquid archive/capture	Planned / Internal	None certified	None certified	Provider bundle, capture service, mappings, assurance and account certification absent
Interactive Brokers history	Planned / Internal	Intended equities/futures bars	None certified	Gateway/session/rate-budget ownership, canonical factors/timestamps, legal distribution and connected proof unresolved
Charles Schwab history	Planned / Internal	Intended U.S. equities/ETFs bars	None certified	Eligible product/terms/specification, browser authorization lifecycle, provider bundle, mappings and assurance absent
Rithmic history	Planned / Internal	Intended exchange-listed futures	None certified	Product/license/API/entitlement matrix, exact event semantics, implementation, Rithmic Test and production certification absent
Binance Spot history	Planned / Internal	Intended spot Instruments, bars, individual trades	None certified	Legal entity/terms, bundle, catalog/acquisition/canonicalization and source-tail certification absent

Provider Import is separate from broker support. A provider may supply history without market-data streaming or order routing. Conversely, a broker definition does not create an approved historical archive workflow.

For each request, additionally verify provider mode, entitlement, Instrument, schema, window, adjustment/correction policy, request/byte estimate, raw-evidence retention, canonical mapping, assurance state, and credential generation.

Signals, Strategies, and Library capabilities

Capability	Maturity / availability	Declared matrix	Boundary
Signal Library	Functional / Beta	Bundled and operator Signals	Native code authoring/runtime lowering and exact derived-history ownership remain open; runtime readiness is per Signal/version
Strategy Composer	Complete / Beta	Composer authoring	Save/validation/compile/readiness are distinct; Composer does not own Study data or evidence
Python Strategy plugins	Functional / Internal	Trusted local Python	Single-source definitions, native compile/run admission, symmetric scaffolds/checks, certification and no-fallback proof remain open
Library packages	Functional / Internal	Current Composer Strategy IR and Signal Program v1 payloads	Production requires `library_package_v2`, exact closure/source/conflicts, atomic install, Portfolio/configuration roots and sync

An Internal plugin or package path must not be described as a general extension marketplace or safe portable exchange.

Portfolio capabilities

Capability	Maturity / availability	Declared matrix	Boundary
Portfolio authoring	Complete / Beta	Portfolio IR V4	Current UI still has an additional-new-Portfolio action gap when a Portfolio is selected
Portfolio Studies	Functional / Beta	Grid, Random, categorical Optuna; current public execution is coordinated Bar	Candidate/evidence UI and shared grammar continue to have declared gaps; request validation is authoritative
Portfolio execution fidelity expansion	Planned / Internal	Target Vector, Bar, Tick, L1, L2 MBP, L3 MBO across Run/Optimization, Standard/Walk-forward, Summary/Robust	Current request/result/UI/runtime are Bar and `research_bar_conservative`; no fidelity-neutral multi-source Portfolio session exists
Portfolio Live deployment	Planned / Internal	None	`portfolio_live_runtime_not_implemented`

Strategy Study and Result capabilities

Capability	Maturity / availability	Declared matrix	Boundary
Strategy research	Functional / Beta	Grid, Random, Optuna, Vector Surface for Strategy subjects	Exact supported topology/fidelity/evidence matrix comes from validation; Full Suite remains unavailable and Summary/Robust closure is still declared
Study Result review	Functional / Beta	Strategy and Portfolio subjects	Shared shell, race-safe subject selection, complete Portfolio evidence and final two-depth contract remain open
Run Output review	Functional / Beta	Strategy and Portfolio subjects	Exact Parameters reuse and complete approved Summary/Robust evidence remain open
Execution validation	Complete / Internal	Vector, Bar, Tick, selected event/depth	Current public retained-candidate action is Bar validation; do not infer every listed fidelity is exposed as a complete UI promotion path
L3 Depth Strategy execution	Planned / Internal	Intended Solo, Grid, Random, Optuna, selected-trial validation; Summary/Robust	Prepared MBO handoff, queue model, reducer, candidate-local liquidity/queue state, forward-only results and real-data proof absent
Complete Optuna execution matrix	Planned / Internal	Target Vector through L3, Standard/Walk-forward, allowed single-objective pruners	Incremental comparable pruning protocol, event walk-forward/pruning, optional-host certification and Portfolio semantics remain incomplete

Study family summary

Family/method	Current public interpretation
Solo Run	One fixed Strategy candidate under an exact validated execution cell
Grid Matrix	Exhaustive deduplicated finite domain for a supported topology/fidelity
Random Matrix	Seeded unique subset of the same explicit domain
Optuna	Protocol-specific adaptive search; sampler, objective count, pruner, walk-forward, fidelity and resume support must all pass validation
Portfolio Run	One coordinated Bar Portfolio candidate
Portfolio Optimization	Explicit discrete Bar candidate domain using Grid, Random, or current categorical Optuna behavior

Vector discovery does not become execution evidence because it has trades or metrics. Bar/Tick/Quote/Depth cells require their own supported runtime and data contracts. Evidence Depth and Chart Output are separate axes.

Live provider and broker matrix

Provider / workflow	Maturity / availability	Declared environment and subject	Current production boundary
Arizmic Local Paper	Functional / Beta	`arizmic_paper`, Strategy	Capability registry lists Strategy support, but default composition lacks Sandbox runtime market data/session/Instrument directory and transport fills; current safe rehearsal is Shadow
Alpaca Paper broker	Functional / Internal	Alpaca Paper, Paper, Strategy	Complete current Paper certification pack and enforcement in Arm/Resume required
Interactive Brokers market data	Planned / Internal	None certified	Gateway/startup/feed identity, process lease, pacing/history budget, factor/bar semantics, legal route and connected certification absent
Interactive Brokers broker	Planned / Internal	Intended Paper and real	Shared auth/operational-state/message-action/idempotency contracts and lawful certified route absent
Schwab market data	Planned / Internal	None certified	Eligible product/spec/terms, browser authorization lifecycle, provider-neutral feed/cursor, composition and certification absent
Schwab broker	Planned / Internal	Intended real	Account/order/automation eligibility, OAuth owner, thinkorswim coexistence/external-order ownership, reconciliation and real certification absent; paperMoney is not proven Schwab API Paper
Rithmic market data	Planned / Internal	None certified	Product/license/API/FCM matrix, shared provider-neutral contracts, exact feed/gap semantics and external certification absent
Rithmic broker	Planned / Internal	Intended Test, Paper and real FCM	Command/identity/ambiguity/snapshot/stream/restart/risk/kill owners and external certifications absent
Binance Spot market data	Planned / Internal	Intended trades and top-of-book	Legal/entity/feed matrix, provider-neutral decimal/feed contracts, implementation and certification absent
Binance Spot broker	Planned / Internal	Intended sandbox and real	Product/account terms, decimal/fee/valuation shared contracts, signing/rate/filter/user-stream/reconciliation and certification absent
Hyperliquid real broker	Planned / Internal	None certified	Shared crypto contracts, provider implementation, testnet drills, composed runtime and separately authorized mainnet certification absent
Portfolio deployment	Planned / Internal	None	Runtime not implemented

No built-in real-money provider is currently selected and certified. The generic Live mode is therefore unavailable for real capital. Provider definition, adapter composition, connection, account discovery, Instrument binding, evidence pack and current operator readiness are separate gates.

Live mode matrix

Mode	Current supported use	Required proof	Does not prove
Shadow	Single-input Strategy managed evaluation without broker submission	Exact Configuration, runtime input, sizing/risk, current readiness and journal evidence	Broker acceptance, fills, account or reconciliation
Local Paper	Intended internal Strategy rehearsal	Complete composed local feed/session/Instrument/fill path and lifecycle fixtures	External provider compatibility or real fills
Provider Paper	Selected exact provider Paper matrix after certification	Current evidence pack enforced in actions, account/Instrument/session/risk/reconciliation	Real-money behavior, liquidity, queue position or unsupported order types
Live	Future exact real-provider matrix only	Separate provider/environment/account/Instrument/order/recovery certification and operator authorization	Any provider or feature outside the certified matrix

AI and Notebook capabilities

Capability	Maturity / availability	Declared matrix	Boundary
Contextual AI assistant	Functional / Beta	OpenAI-compatible, Anthropic, Google and local provider routes	Current global dock sends prompt plus page orientation; durable conversations and dedicated workspace are incomplete; selected Results/Notebooks are not attached
AI actions and receipts	Planned / Internal	None	Typed mutation permission and immutable action receipts are not implemented; current Companion is read-only advice
Marimo workspace	Scaffolded / Internal	Marimo, AI-namespaced scaffold ownership	Flat files/processes exist, but project ownership, environment, manifest/lock, recovery and complete product workflow are incomplete
Notebook research SDK	Planned / Internal	None	Independent SDK/permission boundary is absent; current generated client is a limited GET scaffold and canonical sandbox import is broken

Operations, UI, and release capabilities

Capability	Maturity / availability	Declared matrix	Boundary
Durable Jobs	Complete / Beta	Local worker process	Resume/retry behavior remains runner-specific; terminal publication identity must be verified
Workstation shell	Complete / Beta	Minimum 1024 px; day/night; design-system density variants	Production app uses compact density and exposes no global density selector
Accessibility v1	Functional / Beta	1024+ px, day/night, default/override color-vision tokens	Retained WCAG 2.2 AA workflow matrix is incomplete
Versioned navigation settings	Planned / Internal	None	Current layout/route memory is local presentation state, not versioned navigation configuration
SnapTrade Commercial connected accounts	Planned / Internal	None	Commercial/entitlement/hosted-secret/read-only institution/lifecycle/offboarding/billing/certification absent
Windows x64 release	Planned / Internal	None certified	Installer, signing, clean-host lifecycle, SBOM and provenance evidence absent
macOS arm64 release	Planned / Internal	None certified	Packaging, signing, hardened runtime, notarization and clean-host evidence absent
Linux portability	Functional / Internal	Ubuntu source-development portability	Not a Stable packaged target

How to decide whether a request is usable

Open the owning surface and select the exact object/version.
Read the capability's maturity and availability; Internal or Planned is a stop for public production use.
Match every requested dimension to the declared supported matrix.
Run the request-specific validation/readiness/estimate.
Resolve data, Prepared, dependency, credential, entitlement, account, Instrument, provider, evidence and resource blockers at their owners.
Confirm no silent downgrade or fallback changed fidelity, method, evidence, source ownership, provider or environment.
Queue/execute only if the exact normalized request is supported.
In the Result or operation receipt, compare requested versus actual/effective capability and retain limitations.

If the registry summary and current owner response disagree, stop and preserve both identities. A stale snapshot, changed application revision, incomplete composition, or contract regression must be resolved before use.

Claim rules

Beta is not Stable, certified, or generally available.
Internal is not public production availability.
A non-empty supported matrix does not erase its blockers.
A capability ID does not prove the current UI exposes every backend path.
Installed optional code does not make an unsupported cell valid.
A connection test is not provider certification.
Provider Paper evidence does not transfer to real operation.
Available, Supported, and Compatible are scoped to the exact response.
Blocked, Unknown, Proof required, and unavailable evidence fail closed.
Limited or discovery evidence keeps that label in public wording.
Reproducible, out-of-sample, compiled, no-look-ahead, same-fidelity, certified, and Live-ready claims require their named retained artifacts and scope.

Technical source of truth

The public surface snapshot records each capability ID, domain, workflow, release relevance, maturity, availability, supported matrices, and blockers. Documentation metadata references those IDs. Concrete owners then produce more specific compatibility/readiness responses for the selected request.