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Bill 1347e3939f docs: add web UI feature to v0.4.0 roadmap

Add comprehensive web dashboard interface to planned features for v0.4.0.

Web UI Features:
- Job management dashboard
  * View/monitor active, pending, and completed jobs
  * Start new simulations with form-based configuration
  * Real-time job progress monitoring
  * 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 Server-Sent Events
  * Responsive design for mobile access
  * Chart library for visualizations
  * Single container deployment alongside API

The web UI will provide an accessible interface for users who prefer
graphical interaction over API calls, while maintaining the same
functionality available through the REST API.

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

Co-Authored-By: Claude <noreply@anthropic.com>

2025-10-31 17:22:31 -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)

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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