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Bill b3debc125f docs: restructure documentation for improved clarity and navigation

Reorganize documentation into user-focused, developer-focused, and deployment-focused sections.

**New structure:**
- Root: README.md (streamlined), QUICK_START.md, API_REFERENCE.md
- docs/user-guide/: configuration, API usage, integrations, troubleshooting
- docs/developer/: contributing, development setup, testing, architecture
- docs/deployment/: Docker deployment, production checklist, monitoring
- docs/reference/: environment variables, MCP tools, data formats

**Changes:**
- Streamline README.md from 831 to 469 lines
- Create QUICK_START.md for 5-minute onboarding
- Create API_REFERENCE.md as single source of truth for API
- Remove 9 outdated specification docs (v0.2.0 API design)
- Remove DOCKER_API.md (content consolidated into new structure)
- Remove docs/plans/ directory with old design documents
- Update CLAUDE.md with documentation structure guide
- Remove orchestration-specific references

**Benefits:**
- Clear entry points for different audiences
- No content duplication
- Better discoverability through logical hierarchy
- All content reflects current v0.3.0 API

2025-11-01 10:40:57 -04:00

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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

Web UI

Dashboard Interface - Web-based monitoring and control interface
- Job management dashboard
  - View active, pending, and completed jobs
  - Start new simulations with form-based configuration
  - Monitor job progress in real-time
  - Cancel running jobs
- Results visualization
  - Performance charts (P&L over time, cumulative returns)
  - Position history timeline
  - Model comparison views
  - Trade log explorer with filtering
- Configuration management
  - Model configuration editor
  - Date range selection with calendar picker
  - Price data coverage visualization
- Technical implementation
  - Modern frontend framework (React, Vue.js, or Svelte)
  - Real-time updates via WebSocket or SSE
  - Responsive design for mobile access
  - Chart library (Plotly.js, Chart.js, or Recharts)
  - Served alongside API (single container deployment)

Development Infrastructure

Migration to uv Package Manager - Modern Python package management
- Replace pip with uv for dependency management
- Create pyproject.toml with project metadata and dependencies
- Update Dockerfile to use uv for faster, more reliable builds
- Update development documentation and workflows
- Benefits:
  - 10-100x faster dependency resolution and installation
  - Better dependency locking and reproducibility
  - Unified tool for virtual environments and package management
  - Drop-in pip replacement with improved UX

Contributing

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

To propose a new feature:

Open an issue with the feature-request label
Describe the use case and expected behavior
Discuss implementation approach with maintainers
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

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