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Roadmap 📍

Table of contents

Additional

Discovery

  • Top Losers (@didier) - PR #171
  • ARK orders (@aia) - PR #140
  • Analyse sectors/industry performance, overview and valuation from Finviz (@didier) - PR #315
  • Add latest and trending news commands (@hinxx) - PR #347
  • Add top ratings updates (@hinxx) - PR #357

NEXT

Behavioral Analysis

  • Add FinBrain sentiment from news (@didier) - PR #223

NEXT

  • Implement a better Twitter client (@aia)
  • Add Stocktwits (@aia)

Sell-side Equity Research

  • Add stockanalysis to research menu - PR #185

NEXT

  • Add logic to Equity pull data from Bank of America, Charles Schwab

Fundamental Analysis

  • Rearrange FA menu to have AV and FMP as submenus (@didier) - PR #166

NEXT

  • Add Treasury Yield Curve data (@aia) - PR #281

Technical Analysis

  • Add initial implementation of trendline analysis (@aia) - PR #173
  • Add technical summary report provided by FinBrain (@didier) - PR #294
  • Add recommendation based on technical indicators from Tradingview (@didier) - PR #301
  • Add view of stock historical price with trendlines (support, resistance) by Finviz (@didier) - PR #317

NEXT

  • Add auto-recognition of major TA patterns (@didier)

Due Diligence

  • Add dark pools (ATS) vs Non-ATS data over time (@didier) - PR #363
  • Add failure to deliver command (@hinxx) - PR #366

NEXT

Prediction Techniques

  • Add several exponential smoothing techniques (@didier) - PR #132
  • Allow backtesting (@didier) - PR #169
  • Add averaging around multiple predictions (@didier) - PR #252

NEXT

  • CNN 1D (@didier)
  • Combine Sentiment Analysis with Chart data - IS #240
  • Cross-Validation methods (Forward Chaining, K-Fold, Group K-Fold) (@didier)

Reports

  • Add Economy analysis report (@aia) - PR #205

NEXT

  • Expand Due Diligence report (@aia)
  • Add multi-ticker comparison report (@aia)
  • Add interest rate analysis to Economy report (@aia)
  • Add a report for major business categories - growth vs value, cyclicals, small-cap vs large-caps (@aia)

Comparison Analysis

  • Add multi-ticker historical data comparison (@didier) - PR #141
  • Add multi-ticker financials comparison (@didier) - PR #237
  • Add multi-ticker sentiment comparison (@didier) - PR #250
  • Get similar companies from Finviz based on Industry and Sector (and possibly country) from Finviz (@didier) - PR #323
  • Output brief screen (overview, performance, financial, valuation) across similar companies (@didier) - PR #323
  • Add command to take tickers to portfolio optimization (@jmaslek) - PR #329

NEXT

Exploratory Data Analysis

  • Summary statistics, cdf, histogram, box-whiskers, cusum, decompose (@didier) - PR #289

NEXT

Residual Analysis

  • Residuals analysis menu with histogram, qqplot, acf, hypothesis tests (e.g. Kurtosis, Jarques-Bera, ARCH, ADF) (@didier) - PR #292

NEXT

Portfolio Analysis

  • Add alpaca (@jmaslek) - PR #259
  • Add robinhood (@jmaslek) - PR #229
  • Add Ally Invest (@jmaslek) - PR #267

NEXT

  • Merge data from different brokers (@jmaslek)
  • Add more options around merged portfolios
  • Add Brokers (td, webull, etc) (@jmaslek)
  • Refactoring
  • Summaries / tear sheets (@jmaslek)

Portfolio Optimization

  • Basic Optimization through PyPortFolioOpt(@jmaslek) - PR #329
  • Add command to maximise the quadratic utility(@didier) - PR #349

NEXT

  • Allow for more custom optimization constrains

FRED

  • Implement Economic data (gpd, unemployment rate, ...) (@jmaslek) - PR #167

NEXT

Options

  • Add Volume graph (@lolrenx) - PR #209
  • Add Open Interest graph (@lolrenx) - PR #209

NEXT

  • Add max pain graph (@lolrenx)

Credit Analysis

NEXT

  • Add FINRA
  • Moodies data

Cryptocurrencies

  • Add Coingecko (@jmaslek) - PR #283

NEXT

Screener

  • Add Screener menu with overview, valuation, financial, ownership, performance, technical commands based on filter presets from Finviz (@didier) - PR #314
  • Add README with explanation of how presets are stored and can be added by experienced users. (@didier) - PR #314
  • Add screener signals (e.g. top gainers, new highs, most volatile, oversold, major news, ...) from Finviz (@didier) - PR #314
  • Plot screener historical using Yahoo Finance data (@didier) - PR #319
  • Add command to take tickers to portfolio optimization (@didier) - PR #349

NEXT

Backend

NEXT

  • Logging (@aia)
  • Secure storage of credentials (@aia)
  • Add caching
  • APIs
  • GraphQL

Frontend

  • Add terminal flair (@aia) - PR #131
  • Prompt-toolkit (@ricleal) - PR #142
  • Add thought of the day (@aia) - PR #233

NEXT

Developer Experience

  • Add Windows CI (@aia) - PR #151
  • Add Feature Flags (@aia) - PR #158
  • Add ad-hoc builds (@aia) - PR #192
  • Add test generators and test parametrization helpers (@aia) - PR #264

NEXT

  • Write a developer guide
  • Add a docker CI
  • Reorganize tests to separate Unit and Integration
  • Versioning

User Experience

NEXT

  • Publish Docker
  • Most commands to have export flag to save output into csv/txt file
  • Most commands to have save flag to save image into png/jpg file
  • Add a WHL installation