docs: simplify roadmap to focus on v0.4.0 only

Remove all future releases (v0.5.0-v0.7.0) and infrastructure/enhancement
sections from roadmap. Focus exclusively on v0.4.0 planned features.

v0.4.0 - Enhanced Simulation Management remains with:
- Resume/continue API for advancing from last completed date
- Position history tracking and analysis
- Advanced performance metrics (Sharpe, Sortino, drawdown, win rate)
- Price data management endpoints

Removed sections:
- v0.5.0 Real-Time Trading Support
- v0.6.0 Multi-Strategy & Portfolio Management
- v0.7.0 Alternative Data & Advanced Features
- Future Enhancements (infrastructure, data, UI, AI/ML, integration, testing)

Keep roadmap focused on near-term deliverables with clear scope.

Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
2025-10-31 17:20:48 -04:00
parent 5606df1f51
commit 4b25ae96c2

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@@ -43,161 +43,6 @@ This document outlines planned features and improvements for the AI-Trader proje
- `GET /data/status` - Check download progress and rate limits
- `DELETE /data/range` - Remove price data for specific date ranges
### v0.5.0 - Real-Time Trading Support (Planned)
**Focus:** Live market data integration and real-time decision making
#### Real-Time Market Data
- **Live Price Feeds** - Integration with real-time market data providers
- WebSocket connections for streaming prices
- Support for multiple data providers (Alpha Vantage, IEX Cloud, Polygon.io)
- Fallback mechanisms for data provider failures
- Rate limiting and connection management
#### Live Trading Mode
- **Real-Time Simulation** - Run AI agents with live market data
- Separate mode from historical backtesting
- Configurable update intervals (1min, 5min, 15min, 1hour)
- Paper trading support (simulated execution)
- Real broker integration (planned for later)
#### Scheduling & Automation
- **Scheduled Simulations** - Cron-like scheduling for automated runs
- Daily market close simulations
- Intraday update schedules
- Configurable time zones and trading hours
- Integration with external schedulers (Airflow, Prefect, n8n)
### v0.6.0 - Multi-Strategy & Portfolio Management (Planned)
**Focus:** Strategy composition and portfolio-level optimization
#### Strategy Composition
- **Multi-Strategy Models** - Support for combining multiple AI strategies
- Portfolio allocation across different AI models
- Risk parity and factor-based allocation
- Dynamic rebalancing based on performance
- Strategy correlation analysis
#### Risk Management
- **Advanced Risk Controls** - Position limits and risk constraints
- Maximum position size per symbol
- Sector exposure limits
- Portfolio-level stop losses
- Volatility-based position sizing
#### Model Ensembles
- **Ensemble Methods** - Combine predictions from multiple models
- Voting mechanisms (majority, weighted, rank-based)
- Confidence-weighted predictions
- Model performance tracking for weight adjustment
### v0.7.0 - Alternative Data & Advanced Features (Planned)
**Focus:** Enhanced data sources and sophisticated analysis
#### Alternative Data Sources
- **News & Sentiment Analysis** - Integrate news and social media data
- News API integration (NewsAPI, Benzinga, Bloomberg)
- Sentiment scoring for individual stocks
- Event detection (earnings, M&A, regulatory)
- Social media sentiment (Reddit, Twitter/X)
#### Market Regime Detection
- **Adaptive Strategies** - Detect market conditions and adapt
- Bull/bear/sideways market classification
- Volatility regime detection
- Sector rotation analysis
- Economic indicator integration (GDP, unemployment, inflation)
#### Custom Indicators
- **User-Defined Indicators** - Plugin system for custom technical indicators
- Python API for indicator development
- Automatic caching and calculation
- Vectorized computation support
- Backtesting with custom indicators
## Future Enhancements
### Infrastructure & DevOps
- **Kubernetes Deployment** - Production-ready orchestration
- Helm charts for easy deployment
- Horizontal scaling for parallel simulations
- Service mesh integration (Istio, Linkerd)
- Observability stack (Prometheus, Grafana, Jaeger)
- **Cloud Provider Support** - Managed deployments
- AWS (ECS, EKS, Lambda)
- Google Cloud (Cloud Run, GKE)
- Azure (AKS, Container Instances)
- Terraform modules for infrastructure as code
### Data & Storage
- **Alternative Databases** - Support for different storage backends
- PostgreSQL for production workloads
- TimescaleDB for time-series optimization
- Redis for caching and real-time data
- Object storage (S3, GCS, Azure Blob) for large datasets
- **Data Pipeline** - Robust data ingestion and processing
- Apache Airflow for workflow orchestration
- Delta Lake for data versioning
- Data quality checks and validation
- Automated data backups and recovery
### Web UI & Visualization
- **Dashboard Interface** - Web-based monitoring and control
- React/Vue.js frontend
- Real-time charts and graphs (Plotly, D3.js)
- Job management and configuration
- Performance comparison visualizations
- Portfolio allocation charts
- **Jupyter Integration** - Notebook-based analysis
- Pre-built analysis notebooks
- Interactive strategy development
- Backtest result exploration
- Custom metric calculation
### AI & ML Enhancements
- **Model Training & Evaluation** - Train custom AI models
- Training data preparation from historical results
- Hyperparameter optimization (Optuna, Ray Tune)
- Cross-validation and backtesting
- Model versioning and registry (MLflow)
- **Reinforcement Learning** - RL-based trading agents
- Gym/Gymnasium environment for trading
- PPO, SAC, TD3 agent implementations
- Reward shaping and curriculum learning
- Multi-agent competitive scenarios
### Integration & Extensibility
- **Webhook Support** - Event-driven notifications
- Job completion notifications
- Trade execution alerts
- Error and failure notifications
- Custom webhook endpoints
- **Plugin System** - Extensible architecture
- Custom data sources
- Alternative AI models (local LLMs, custom APIs)
- Trading signal generators
- Risk management rules
### Testing & Quality
- **Performance Testing** - Load and stress testing
- Locust/JMeter test scenarios
- Database performance benchmarks
- API latency measurements
- Scalability testing
- **Chaos Engineering** - Resilience testing
- Network failure simulations
- Database connection failures
- API provider outages
- Recovery time measurements
## Contributing
We welcome contributions to any of these planned features! Please see [CONTRIBUTING.md](CONTRIBUTING.md) for guidelines.
@@ -214,9 +59,6 @@ To propose a new feature:
- **v0.2.0** - Docker deployment support
- **v0.3.0** - REST API, on-demand downloads, database storage (current)
- **v0.4.0** - Enhanced simulation management (planned)
- **v0.5.0** - Real-time trading support (planned)
- **v0.6.0** - Multi-strategy & portfolio management (planned)
- **v0.7.0** - Alternative data & advanced features (planned)
---