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Roadmap 📍

Table of contents

Additional

Main Menu

  • Add about us command (@didier) - PR #506
  • Add git commit hash to welcome message (@didier) - PR #506

NEXT

Discovery

  • Top Losers (@didier) - PR #171
  • ARK orders (@aia) - PR #140
  • Analyse sectors/industry performance, overview and valuation from Finviz (@didier) - PR #315
  • Add latest and trending news commands (@hinxx) - PR #347
  • Add top ratings updates (@hinxx) - PR #357
  • Add dark pool (ATS) data of tickers with growing trades activity (@didier) - PR #372
  • Past and future IPOs calendar (@didier) - PR #432
  • Short volume and dark pool short information (stockgrid) (@jmaslek) - [PR #496](OpenBB-finance#496
  • Combine topdark onto darkshort cmd (@didier) - PR #505

NEXT

Behavioral Analysis

  • Add FinBrain sentiment from news (@didier) - PR #223
  • Sentiment stats from Finnhub (@didier) - PR #433

NEXT

  • Implement a better Twitter client (@aia)
  • Add Stocktwits (@aia)

Sell-side Equity Research

  • Add stockanalysis to research menu - PR #185

NEXT

  • Add logic to Equity pull data from Bank of America, Charles Schwab

Fundamental Analysis

  • Rearrange FA menu to have AV and FMP as submenus (@didier) - PR #166
  • Add Fundamental Analysis score (@didier) - PR #383

NEXT

  • Add Treasury Yield Curve data (@aia) - PR #281

Technical Analysis

  • Add initial implementation of trendline analysis (@aia) - PR #173
  • Add technical summary report provided by FinBrain (@didier) - PR #294
  • Add recommendation based on technical indicators from Tradingview (@didier) - PR #301
  • Add view of stock historical price with trendlines (support, resistance) by Finviz (@didier) - PR #317
  • Add auto-recognition of major TA patterns (@didier) - PR #429

NEXT

Due Diligence

  • Add dark pools (ATS) vs Non-ATS data over time (@didier) - PR #363
  • Add failure to deliver command (@hinxx) - PR #366
  • Ratings over time (@didier) - PR #431
  • Add short volume from stockgrid (@jmaslek) - PR #496
  • Add darkpos command (@didier) - PR #507

NEXT

Prediction Techniques

  • Add several exponential smoothing techniques (@didier) - PR #132
  • Allow backtesting (@didier) - PR #169
  • Add averaging around multiple predictions (@didier) - PR #252
  • CNN 1D (@jmaslek) - PR #436

NEXT

  • Combine Sentiment Analysis with Chart data - IS #240
  • Cross-Validation methods (Forward Chaining, K-Fold, Group K-Fold) (@didier)

Reports

  • Add Economy analysis report (@aia) - PR #205

NEXT

  • Expand Due Diligence report (@aia)
  • Add multi-ticker comparison report (@aia)
  • Add interest rate analysis to Economy report (@aia)
  • Add a report for major business categories - growth vs value, cyclicals, small-cap vs large-caps (@aia)

Comparison Analysis

  • Add multi-ticker historical data comparison (@didier) - PR #141
  • Add multi-ticker financials comparison (@didier) - PR #237
  • Add multi-ticker sentiment comparison (@didier) - PR #250
  • Get similar companies from Finviz based on Industry and Sector (and possibly country) from Finviz (@didier) - PR #323
  • Output brief screen (overview, performance, financial, valuation) across similar companies (@didier) - PR #323
  • Add command to take tickers to portfolio optimization (@jmaslek) - PR #329

NEXT

Exploratory Data Analysis

  • Summary statistics, cdf, histogram, box-whiskers, cusum, decompose (@didier) - PR #289

NEXT

Residual Analysis

  • Residuals analysis menu with histogram, qqplot, acf, hypothesis tests (e.g. Kurtosis, Jarques-Bera, ARCH, ADF) (@didier) - PR #292

NEXT

Brokers

  • Add alpaca (@jmaslek) - PR #259
  • Add robinhood (@jmaslek) - PR #229
  • Add Ally Invest (@jmaslek) - PR #267
  • Degiro support (@deel) - PR #381
  • Degiro improvement (@Chavithra) - PR #445
  • Brokers to be the old portfolio menu (@didier) - PR #505
  • Refactor degiro menu onto a folder (@didier) - PR #505

NEXT

  • Merge data from different brokers
  • Add more options around merged portfolios
  • Add Brokers (td, webull, etc)
  • Allow to go directly onto Portfolo Analysis

Portfolio Analysis

  • Add custom csv integration (jmaslek) - PR #502
  • Commands ported to brokers menu (@didier) - PR #505

NEXT

  • Port to new Broker Menu
  • Refactoring
  • Summaries / tear sheets (potentially QuantStats)
  • Add plots for group functions
  • Add more functionality for custom portfolio viewing (suggested XRay)

Portfolio Optimization

  • Basic Optimization through PyPortFolioOpt(@jmaslek) - PR #329
  • Add command to maximise the quadratic utility(@didier) - PR #349
  • Allow to remove ticker from list (@didier) - PR #505

NEXT

  • Allow for more custom optimization constrains

Economy

  • Implement Economic data (gpd, unemployment rate, ...) (@jmaslek) - PR #167
  • Refactor FRED to ECON menu and add VIX view (@jmaslek) - PR #405
  • Output economic impact events calendar (@didier) - PR #430
  • Add CNN Fear and Greed Index (@didier) - PR #509

NEXT

Options

  • Add Volume graph (@lolrenx) - PR #209
  • Add Open Interest graph (@lolrenx) - PR #209
  • Add options information data (IV rank, etc) (@jmaslek) - PR #375

NEXT

  • Add max pain graph (@lolrenx)

Credit Analysis

NEXT

  • Add FINRA
  • Moodies data

Cryptocurrencies

  • Add Coingecko (@jmaslek) - PR #283
  • Add top coins from CG (@jmaslek) PR #428
  • view top coins from coinmarketcap (@jmaslek) - PR #378
  • Add binance (@jmaslek) PR #428
  • Add crypto ta (@jmaslek) PR #452

NEXT

Screener

  • Add Screener menu with overview, valuation, financial, ownership, performance, technical commands based on filter presets from Finviz (@didier) - PR #314
  • Add README with explanation of how presets are stored and can be added by experienced users. (@didier) - PR #314
  • Add screener signals (e.g. top gainers, new highs, most volatile, oversold, major news, ...) from Finviz (@didier) - PR #314
  • Plot screener historical using Yahoo Finance data (@didier) - PR #319
  • Add command to take tickers to portfolio optimization (@didier) - PR #349
  • Add flags to save screeners and run papermill on returned tickers (@alokan) - PR #414
  • Add several new screener presets (@Traceabl3) - PR #447

NEXT

Forex

  • Add entire forex menu through Oanda (@alokan) - PR #360
  • Add EDA menu, Behavioural Analysis menu, Due Diligence from other users in Reddit, and latest news regarding currency provided. (@alokan) - PR #387

NEXT

Resource Collection

  • Add hfletters and learn commands to resource collection (@didier) - PR #427
  • Add arxiv, finra, edgar, fred (@didier) - PR #438

NEXT

Backtesting

  • Add simple backtest menu with simple strategies and benchmarks (@jmaslek) PR #415

NEXT

Government

  • Add congress data (@didier) PR #438
  • Add senate and house data (@didier) PR #446
  • Add government contracts (@didier) PR #453

NEXT

ETF

NEXT

Backend

NEXT

  • Logging (@aia)
  • Secure storage of credentials (@aia)
  • Add caching
  • APIs
  • GraphQL

Frontend

  • Add terminal flair (@aia) - PR #131
  • Prompt-toolkit (@ricleal) - PR #142
  • Add thought of the day (@aia) - PR #233

NEXT

Developer Experience

NEXT

  • Write a developer guide
  • Add a docker CI
  • Reorganize tests to separate Unit and Integration
  • Versioning

User Experience

  • Add reset command to allow update API keys (@didier) - PR #440
  • Add update command to automatically update terminal (@didier) - PR #441

NEXT

  • Publish Docker
  • Most commands to have export flag to save output into csv/txt file
  • Most commands to have save flag to save image into png/jpg file
  • Add a WHL installation