This document outlines the planned roadmap for Part B and the innovation layer features we aim to implement.
- Productionize core services and add robust order persistence and portfolio management.
- Improve the market UX with richer charting features (indicators, annotations, multi-chart layouts).
- Add user-level data persistence (trade history, positions, P&L) and a simulated trading environment with realistic fills.
- Add CI/CD and deployment scripts (Docker, infra IaC) for reproducible deployments.
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Smart Order Routing (Innovation)
- Build an order simulator that estimates slippage and fill probability per symbol and quantity.
- Provide an "estimated execution" cost and show expected slippage to the user before order placement.
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Strategy Backtester & Live Paper Trading
- Integrate a backtest engine that can run strategies over historical Yahoo data.
- Provide live paper trading that records orders against live quotes and computes portfolio P&L.
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Social / Leaderboards
- Add a simple leaderboard showing top performers in paper trading competitions.
- Allow users to share strategies and results.
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Data Tiering & Caching
- Add a persistent cache (Redis) and background workers to fetch and normalize Yahoo data to reduce cold-start times.
- Reliable trade persistence and accurate portfolio P&L.
- Charts with indicators and responsive UX across devices.
- Ability to run a 1-month backtest and compare results to paper trading.
- Yahoo API rate limits — mitigate with caching and a paid data provider if necessary.
- Data accuracy and fill realism — mitigate with improved slippage models and optional integrations with real market data providers.