Files
AI-Trader/ROADMAP.md
Bill 4b25ae96c2 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>
2025-10-31 17:20:48 -04:00

2.6 KiB

AI-Trader Roadmap

This document outlines planned features and improvements for the AI-Trader project.

Release Planning

v0.4.0 - Enhanced Simulation Management (Planned)

Focus: Improved simulation control, resume capabilities, and performance analysis

Simulation Resume & Continuation

  • Resume from Last Completed Date - API to continue simulations without re-running completed dates
    • POST /simulate/resume - Resume last incomplete job or start from last completed date
    • POST /simulate/continue - Extend existing simulation with new date range
    • Query parameters to specify which model(s) to continue
    • Automatic detection of last completed date per model
    • Validation to prevent overlapping simulations
    • Support for extending date ranges forward in time
    • Use cases:
      • Daily simulation updates (add today's date to existing run)
      • Recovering from failed jobs (resume from interruption point)
      • Incremental backtesting (extend historical analysis)

Position History & Analysis

  • Position History Tracking - Track position changes over time
    • Query endpoint: GET /positions/history?model=<name>&start_date=<date>&end_date=<date>
    • Timeline view of all trades and position changes
    • Calculate holding periods and turnover rates
    • Support for position snapshots at specific dates

Performance Metrics

  • Advanced Performance Analytics - Calculate standard trading metrics
    • Sharpe ratio, Sortino ratio, maximum drawdown
    • Win rate, average win/loss, profit factor
    • Volatility and beta calculations
    • Risk-adjusted returns
    • Comparison across models

Data Management

  • Price Data Management API - Endpoints for price data operations
    • GET /data/coverage - Check date ranges available per symbol
    • POST /data/download - Trigger manual price data downloads
    • GET /data/status - Check download progress and rate limits
    • DELETE /data/range - Remove price data for specific date ranges

Contributing

We welcome contributions to any of these planned features! Please see CONTRIBUTING.md for guidelines.

To propose a new feature:

  1. Open an issue with the feature-request label
  2. Describe the use case and expected behavior
  3. Discuss implementation approach with maintainers
  4. Submit a PR with tests and documentation

Version History

  • v0.1.0 - Initial release with batch execution
  • v0.2.0 - Docker deployment support
  • v0.3.0 - REST API, on-demand downloads, database storage (current)
  • v0.4.0 - Enhanced simulation management (planned)

Last updated: 2025-10-31