Skip to content

Latest commit

 

History

History
283 lines (171 loc) · 7.02 KB

ROADMAP.md

File metadata and controls

283 lines (171 loc) · 7.02 KB
Raw

Roadmap 📍

Table of contents

Additional

Discovery

Short term

Long term

  • Add screeners (@didier)

Behavioral Analysis

Short term

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

Long term

  • Add Stocktwits (@aia)

Sell-side Equity Research

Short term

Long term

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

Fundamental Analysis

Short term

  • Rearrange FA menu to have AV and FMP as submenus (@didier) - PR #166
  • Add Treasury Yield Curve data (@aia) - PR #281

Long term

Technical Analysis

Short term

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

Long term

Due Diligence

Short term

Long term

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
  • CNN 1D (@didier)

Long term

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

Reports

Short term

  • Expand Due Diligence report (@aia)
  • Add multi-ticker comparison report (@aia)
  • Add Economy analysis report (@aia) - PR #205
  • 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)

Long term

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

Exploratory Data Analysis

Short term

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

Long term

Residual Analysis

Short term

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

Long term

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)

FRED

Short term

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

Long term

Options

Short term

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

Long term

  • Add max pain graph (@lolrenx)

Credit Analysis

Short term

Long term

  • Add FINRA
  • Moodies data

Cryptocurrencies

Short term

  • Add Coingecko (@jmaslek) - PR #283
  • Add Coinpaprika
  • Add crypto charts

Long term

Backend

Short term

  • Logging (@aia)
  • Secure storage of credentials (@aia)

Long term

  • Add caching
  • APIs
  • GraphQL

Frontend

Short term

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

Long term

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 (@aia) - PR #192
  • Add test generators and test parametrization helpers (@aia) - PR #264
  • Reorganize tests to separate Unit and Integration
  • Versioning

Long term

User Experience

Short term

  • 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

Long term

  • Add a WHL installation