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

66 lines
2.6 KiB
Markdown

# 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](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)
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Last updated: 2025-10-31