OpenBB/ROADMAP.md

Roadmap 📍

Table of contents

• Discovery
• Behavioral Analysis
• Sell-side Equity Research
• Fundamental Analysis
• Technical Analysis
• Due Diligence
• Prediction Techniques
• Reports
• Comparison Analysis
• Exploratory Data Analysis
• Residual Analysis
• Portfolio Analysis
• FRED
• Options
• Credit Analysis
• Cryptocurrencies
• Screener

Additional

• Backend
• Frontend
• Developer Experience
• User Experience

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Discovery

Short term

• Top Losers (@didier) - PR #171
• ARK orders (@aia) - PR #140
• Add screener signals (e.g. top gainers, new highs, most volatile, oversold, major news, ...) from Finviz (@didier)

Long term

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Behavioral Analysis

Short term

• Implement a better Twitter client (@aia)
• Add FinBrain sentiment from news (@didier) - PR #223

Long term

• Add Stocktwits (@aia)

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Sell-side Equity Research

Short term

Long term

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

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Fundamental Analysis

Short term

• Rearrange FA menu to have AV and FMP as submenus (@didier) - PR #166
• Add Treasury Yield Curve data (@aia) - PR #281

Long term

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Technical Analysis

Short term

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

Long term

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Due Diligence

Short term

Long term

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Prediction Techniques

Short term

• Add several exponential smoothing techniques (@didier) - PR #132
• Allow backtesting (@didier) - PR #169
• Add averaging around multiple predictions (@didier) - PR #252
• CNN 1D (@didier)

Long term

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

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Reports

Short term

• Expand Due Diligence report (@aia)
• Add multi-ticker comparison report (@aia)
• Add Economy analysis report (@aia) - PR #205
• 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)

Long term

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Comparison Analysis

Short term

• 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)
• Perform quick screening across similar companies based on key metrics (overview, performance, financial, valuation) from Finviz (@didier)

Long term

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Exploratory Data Analysis

Short term

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

Long term

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Residual Analysis

Short term

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

Long term

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Portfolio Analysis

Short term

• Add alpaca (@jmaslek) - PR #259
• Add robinhood (@jmaslek) - PR #229
• Add Ally Invest (@jmaslek)
• Merge data from different brokers (@jmaslek)
• Add more options around merged portfolios
• Add Brokers (td, webull, etc) (@jmaslek)
• Refactoring

Long term

• Summaries / tear sheets (@jmaslek)
• Portfolio Optimization (@jmaslek)

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FRED

Short term

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

Long term

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Options

Short term

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

Long term

• Add max pain graph (@lolrenx)

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Credit Analysis

Short term

Long term

• Add FINRA
• Moodies data

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Cryptocurrencies

Short term

• Add Coingecko (@jmaslek) - PR #283
• Add Coinpaprika
• Add crypto charts

Long term

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Screener

Short term

• Add Screener menu with overview, valuation, financial, ownership, performance, technical commands based on filter presets from Finviz (@didier)
• Add README with explanation of how presets are stored and can be added by experienced users. (@didier)
• Analyse sectors performance, overview and valuation from Finviz (@didier)
• Analyse industry performance, overview and valuation from Finviz (@didier)

Long term

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Backend

Short term

• Logging (@aia)
• Secure storage of credentials (@aia)

Long term

• Add caching
• APIs
• GraphQL

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Frontend

Short term

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

Long term

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Developer Experience

Short term

• Add Windows CI (@aia) - PR #151
• Write a developer guide
• Add a docker CI
• Add Feature Flags (@aia) - PR #158
• Add ad-hoc builds (@aia) - PR #192
• Add test generators and test parametrization helpers (@aia) - PR #264
• Reorganize tests to separate Unit and Integration
• Versioning

Long term

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User Experience

Short term

• 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

Long term

• Add a WHL installation

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