Session goal: Implement Phase 3 Deliverable #4 — Mock data pipeline generating ASX universe. Produces realistic synthetic OHLCV + dividend events based on the actual May 24 ticker universe, enabling control surface development without IBKR credentials.

Context from previous sessions:

  • Phase 1 complete: BH + annual rebalancing confirmed optimal, DRIP study done (+485pp)
  • Fee gate module (Deliverable #2): ✅ implemented with 24 passing tests
  • Signal Engine V2 design: ✅ comprehensive architecture spec
  • Phase 3 Deliverable #3 (Dividend layer spec): partially exists in dividend_layer.py but lacks full DRIP compounding model per design
  • Phase 3 Deliverable #4 (Mock data pipeline): ⬜ Not started — this session’s focus
  • Phase 2 still BLOCKED on ibkr-creds

Progress log:

  • HH:MM — Session created, reviewed project state and signal-engine-v2-design.md
  • HH:MM — Started implementing mock data pipeline based on design spec Module 5

Outputs: [pending]

Issues / Questions: [none yet]

Status: in-progress