METHOD PLAYBOOK/SETTLEMENT PROTOCOL

PERFORMANCE LEDGER FILL RULES AND POST-MARKET TAPE AUDITS

Realized performance is settled after the market close against unadjusted 1-minute execution tape data using strict path-dependent fill logic identical to the performance ledger.

WHEN IT APPLIES

Applies to daily post-market tape evaluation at 16:15 ET, historical trade ledger reconciliation, strategy expectancy calculations, and R-multiple accounting.

SECTION 01

The 1-minute execution tape post-mortem

Every published card is audited after the cash market close. Beginning at 16:15 PM ET, once consolidated exchange tape prints have settled, the post-mortem engine ingests unadjusted 1-minute OHLCV price bars for every published setup.

The evaluation executes through a deterministic three-stage state machine:

01 // PENDING

Default state during the trading day. Outcome is unresolved pending cash market close and consolidated tape ingestion.

02 // POST_MARKET_RETRY

Triggered if exchange tape data is delayed or incomplete. Automatic retry jobs query the provider every 15 minutes through 20:00 ET.

03 // VERIFIED

Terminal outcome resolved against complete 1-minute bars. Realized R is locked into the historical ledger permanently.

If consolidated 1-minute tape data never arrives by the post-market cutoff, the card is marked DATA_UNAVAILABLE. Missing data setups are quarantined and never assumed to be wins.

SECTION 02

Entry and exit fill mechanics

Outcome evaluation enforces strict path-dependency. The engine inspects 1-minute execution bars chronologically from publication to market close:

  • Entry Verification: The first 1-minute bar whose high crosses the Trigger Price validates execution. All bars preceding this print are strictly ignored.
  • Stop Priority: If a subsequent bar's low touches or breaches the Invalidation Stop before Target 1 is reached, the trade terminates as STOPPED (−1.00R).
  • T1 Scale-Out: If a bar's high reaches Target 1, 50% of the position is logged as realized at the planned R ratio (≥ +2.50R). The stop on the remaining 50% runner immediately moves to the entry Trigger Price.
  • Runner Resolution: The runner continues until it touches Target 2 (TARGET_2), hits the entry breakeven stop (BREAKEVEN_STOPPED at +1.25R blended return), or reaches the session cutoff.
  • Ambiguous Bar Quarantine: If both the stop loss and target are crossed within the exact same 1-minute candle, the trade is marked AMBIGUOUS. It is quarantined and excluded from win-rate statistics.
SECTION 03

Session cutoff and timed exits

Day Trade Edge operates exclusively as an intraday terminal. Holding positions overnight introduces unhedgeable gap risk from after-hours earnings reports, secondary offerings, and macroeconomic releases.

To enforce this rule, the engine executes an automated Timed Exit Cutoff at 15:55 PM ET (five minutes before the 16:00 ET closing cross):

UNTRIGGERED CUTOFF

Any morning setup that failed to reach its trigger price by 15:55 ET automatically transitions to EXPIRED (0.00R).

TRIGGERED RUNNER CUTOFF

Any active runner open at 15:55 ET is settled at the closing print of the 15:55 ET candle (TIMED_EXIT), locking in whatever R multiple was achieved.

SECTION 04

Ledger mathematics: Realized R vs dollar return

The historical ledger records performance exclusively in R-multiples. One R represents the initial risk per share (Trigger − Invalidation Stop):

CORE LEDGER METRICS FORMULAS
CUMULATIVE R

The arithmetic sum of all realized trade R-returns across the strategy lifecycle.

WIN RATE (%)

Winning trades divided by total triggered trades. Expired cards are strictly excluded.

PROFIT FACTOR

Gross winning R divided by gross losing R (losses evaluated at 1.00R).

Dollar profit calculations on the performance ledger are illustrative tools based on user-defined position sizing ($100 to $1,000 risk per trade). The ground-truth performance ledger records only mathematically objective R-multiples derived from verified 1-minute tape prints.

IMMUTABILITY PROTOCOL

Frozen vs Changeable Settlement State

LEDGER FIELDSETTLEMENT STATEIMMUTABILITY RULE
1-Minute Execution TapeFROZENArchived post-market at 16:15 ET. Never modified.
Realized R MultipleFROZENAudited against unadjusted OHLCV bars; locked permanently in Redis and PostgreSQL.
Terminal Outcome StatusFROZENRecorded as STOPPED, WIN_T1, WIN_T2, or TIMED_EXIT. Locked permanently.
CROSS-REFERENCE DIRECTORY

What This Page Does Not Cover

SESSION CLOCK & TIMELINE

Trading day chronology, morning brief schedules, and 60-minute expiry clocks.

STOPS AND TARGETS

Derivation of trigger prices, stop levels, and planned-R minimum geometry.

STATUS DEFINITIONS

Status vocabulary and live state transition machines.

EDGE SCORE MODEL

The 0–100 catalyst and volume velocity scoring model.

Updated 2026-09-04 // America/New_York
PLAYBOOK INDEXPERFORMANCE LEDGER // UPCOMING

DISCLAIMER: Day Trade Edge is an automated quantitative research and analytical software tool. It is not a registered broker-dealer or investment adviser. Method descriptions outline the operational algorithms applied to published cards. Past performance and historical ledger prints do not guarantee future returns.