ROADMAP.md

Roadmap 📍

Table of contents

• Discovery
• Behavioral Analysis
• Sell-side Equity Research
• Fundamental Analysis
• Technical Analysis
• Due Diligence
• Prediction Techniques
• Reports
• Comparison Analysis
• Exploratory Data Analysis
• Portfolio Analysis
• FRED
• Options
• Credit Analysis
• Cryptocurrencies

Additional

• Backend
• Frontend
• Developer Experience
• User Experience

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Discovery

Short term

• Top Losers (@didier) - PR #171
• ARK orders (@aia) - PR #140

Long term

• Add screeners (@didier)

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Behavioral Analysis

Short term

• Implement a better Twitter client (@aia)
• Add FinBrain sentiment from news (@didier) - PR #223

Long term

• Add Stocktwits (@aia)

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Sell-side Equity Research

Short term

Long term

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

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Fundamental Analysis

Short term

• Rearrange FA menu to have AV and FMP as submenus (@didier) - PR #166

Long term

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Technical Analysis

Short term

• Add auto-recognition of major TA patterns (@didier)

Long term

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Due Diligence

Short term

Long term

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Prediction Techniques

Short term

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

Long term

• Combine Sentiment Analysis with Chart data - IS #240

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Reports

Short term

• Expand Due Diligence report (@aia)
• Add multi-ticker comparison report (@aia)

Long term

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Comparison Analysis

Short term

• 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

Long term

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Exploratory Data Analysis

Short term

• Statistical techniques applied to a stock share price (e.g. decompose seasonality, trend, level, auto-correlation, cusum, ...) (@didier)
• Hypothesis tests (e.g. Kurtosis, Jarques-Bera, ARCH, ADF, ...) (@didier)

Long term

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Portfolio Analysis

Short term

• Add alpaca (@jmaslek) - PR #259
• Add robinhood (@jmaslek) - PR #229
• Add Ally Invest (@jmaslek)
• Merge data from different brokers (@jmaslek)
• Add more options around merged portfolios
• Add Brokers (td, webull, etc) (@jmaslek)
• Refactoring

Long term

• Summaries / tear sheets (@jmaslek)
• Portfolio Optimization (@jmaslek)

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FRED

Short term

• Implement Economic data (gpd, unemployment rate, ...) (@jmaslek) - PR #167

Long term

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Options

Short term

• Add Volume graph (@lolrenx) - PR #209
• Add Open Interest graph (@lolrenx) - PR #209

Long term

• Add max pain graph (@lolrenx)

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Credit Analysis

Short term

Long term

• Add FINRA
• Moodies data

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Cryptocurrencies

Short term

• Add Coingecko
• Add Coinpaprika
• Add crypto charts

Long term

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Backend

Short term

Long term

• Add caching
• APIs
• GraphQL

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Frontend

Short term

• Add terminal flair (@aia) - PR #131
• Prompt-toolkit (@ricleal) - PR #142

Long term

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Developer Experience

Short term

• Add Windows CI (@aia) - PR #151
• Write a developer guide
• Add a docker CI
• Add Feature Flags (@aia) - PR #158
• Add ad-hoc builds

Long term

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User Experience

Short term

• Publish Docker

Long term

• Add a WHL installation

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