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OpenBB/ROADMAP.md
jmaslek dab2489d87 Add csv option for portfolio (#502) 
* Add custom portfolio that can be updated from csv file

* Add custom portfolio that can be updated from csv file
2021-06-16 16:45:44 -04:00

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# Roadmap 📍
## Table of contents
* [Discovery](#Discovery)
* [Behavioral Analysis](#Behavioral-Analysis)
* [Sell-side Equity Research](#Sell-side-Equity-Research)
* [Fundamental Analysis](#Fundamental-Analysis)
* [Technical Analysis](#Technical-Analysis)
* [Due Diligence](#Due-Diligence)
* [Prediction Techniques](#Prediction-Techniques)
* [Reports](#Reports)
* [Comparison Analysis](#Comparison-Analysis)
* [Exploratory Data Analysis](#Exploratory-Data-Analysis)
* [Residual Analysis](#Residual-Analysis)
* [Portfolio Analysis](#Portfolio-Analysis)
* [Brokers](#Brokers)
* [Portfolio Optimization](#Portfolio-Optimization)
* [Economy](#Economy)
* [Options](#Options)
* [Credit Analysis](#Credit-Analysis)
* [Cryptocurrencies](#Cryptocurrencies)
* [Screener](#Screener)
* [Forex](#Forex)
* [Backtesting](#Backtesting)
* [Resource Collection](#Resource-Collection)
* [Government](#Government)
* [ETF](#ETF)
## Additional
* [Backend](#Backend)
* [Frontend](#Frontend)
* [Developer Experience](#Developer-Experience)
* [User Experience](#User-Experience)
---
## Discovery
* [x] Top Losers (@didier) - [PR #171](https://github.com/DidierRLopes/GamestonkTerminal/pull/171)
* [x] ARK orders (@aia) - [PR #140](https://github.com/DidierRLopes/GamestonkTerminal/pull/140)
* [x] Analyse sectors/industry performance, overview and valuation from Finviz (@didier) - [PR #315](https://github.com/DidierRLopes/GamestonkTerminal/pull/315)
* [x] Add latest and trending news commands (@hinxx) - [PR #347](https://github.com/DidierRLopes/GamestonkTerminal/pull/347)
* [x] Add top ratings updates (@hinxx) - [PR #357](https://github.com/DidierRLopes/GamestonkTerminal/pull/357)
* [x] Add dark pool (ATS) data of tickers with growing trades activity (@didier) - [PR #372](https://github.com/DidierRLopes/GamestonkTerminal/pull/372)
* [x] Past and future IPOs calendar (@didier) - [PR #432](https://github.com/DidierRLopes/GamestonkTerminal/pull/432)
* [x] Short volume and dark pool short information (stockgrid) (@jmaslek) - [PR #496](https://github.com/GamestonkTerminal/GamestonkTerminal/pull/496
**NEXT**
---
## Behavioral Analysis
* [x] Add FinBrain sentiment from news (@didier) - [PR #223](https://github.com/DidierRLopes/GamestonkTerminal/pull/223)
* [x] Sentiment stats from Finnhub (@didier) - [PR #433](https://github.com/DidierRLopes/GamestonkTerminal/pull/433)
**NEXT**
* [ ] Implement a better Twitter client (@aia)
* [ ] Add Stocktwits (@aia)
---
## Sell-side Equity Research
* [x] Add stockanalysis to research menu - [PR #185](https://github.com/DidierRLopes/GamestonkTerminal/pull/185)
**NEXT**
* [ ] Add logic to Equity pull data from Bank of America, Charles Schwab
---
## Fundamental Analysis
* [x] Rearrange FA menu to have AV and FMP as submenus (@didier) - [PR #166](https://github.com/DidierRLopes/GamestonkTerminal/pull/166)
* [x] Add Fundamental Analysis score (@didier) - [PR #383](https://github.com/DidierRLopes/GamestonkTerminal/pull/383)
**NEXT**
* [ ] Add Treasury Yield Curve data (@aia) - [PR #281](https://github.com/DidierRLopes/GamestonkTerminal/pull/281)
---
## Technical Analysis
* [x] Add initial implementation of trendline analysis (@aia) - [PR #173](https://github.com/DidierRLopes/GamestonkTerminal/pull/173)
* [x] Add technical summary report provided by FinBrain (@didier) - [PR #294](https://github.com/DidierRLopes/GamestonkTerminal/pull/294)
* [x] Add recommendation based on technical indicators from Tradingview (@didier) - [PR #301](https://github.com/DidierRLopes/GamestonkTerminal/pull/301)
* [x] Add view of stock historical price with trendlines (support, resistance) by Finviz (@didier) - [PR #317](https://github.com/DidierRLopes/GamestonkTerminal/pull/317)
* [x] Add auto-recognition of major TA patterns (@didier) - [PR #429](https://github.com/DidierRLopes/GamestonkTerminal/pull/429)
**NEXT**
---
## Due Diligence
* [x] Add dark pools (ATS) vs Non-ATS data over time (@didier) - [PR #363](https://github.com/DidierRLopes/GamestonkTerminal/pull/363)
* [x] Add failure to deliver command (@hinxx) - [PR #366](https://github.com/DidierRLopes/GamestonkTerminal/pull/366)
* [x] Ratings over time (@didier) - [PR #431](https://github.com/DidierRLopes/GamestonkTerminal/pull/431)
* [x] Add short volume from stockgrid (@jmaslek) - [PR #496](https://github.com/GamestonkTerminal/GamestonkTerminal/pull/496)
**NEXT**
---
## Prediction Techniques
* [x] Add several exponential smoothing techniques (@didier) - [PR #132](https://github.com/DidierRLopes/GamestonkTerminal/pull/132)
* [x] Allow backtesting (@didier) - [PR #169](https://github.com/DidierRLopes/GamestonkTerminal/pull/169)
* [x] Add averaging around multiple predictions (@didier) - [PR #252](https://github.com/DidierRLopes/GamestonkTerminal/pull/252)
* [x] CNN 1D (@jmaslek) - [PR #436](https://github.com/GamestonkTerminal/GamestonkTerminal/pull/436)
**NEXT**
* [ ] Combine Sentiment Analysis with Chart data - [IS #240](https://github.com/DidierRLopes/GamestonkTerminal/issues/240)
* [ ] Cross-Validation methods (Forward Chaining, K-Fold, Group K-Fold) (@didier)
---
## Reports
* [x] Add Economy analysis report (@aia) - [PR #205](https://github.com/DidierRLopes/GamestonkTerminal/pull/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
* [x] Add multi-ticker historical data comparison (@didier) - [PR #141](https://github.com/DidierRLopes/GamestonkTerminal/pull/141)
* [x] Add multi-ticker financials comparison (@didier) - [PR #237](https://github.com/DidierRLopes/GamestonkTerminal/pull/237)
* [x] Add multi-ticker sentiment comparison (@didier) - [PR #250](https://github.com/DidierRLopes/GamestonkTerminal/pull/250)
* [x] Get similar companies from Finviz based on Industry and Sector (and possibly country) from Finviz (@didier) - [PR #323](https://github.com/DidierRLopes/GamestonkTerminal/pull/323)
* [x] Output brief screen (overview, performance, financial, valuation) across similar companies (@didier) - [PR #323](https://github.com/DidierRLopes/GamestonkTerminal/pull/323)
* [x] Add command to take tickers to portfolio optimization (@jmaslek) - [PR #329](https://github.com/DidierRLopes/GamestonkTerminal/pull/329)
**NEXT**
---
## Exploratory Data Analysis
* [x] Summary statistics, cdf, histogram, box-whiskers, cusum, decompose (@didier) - [PR #289](https://github.com/DidierRLopes/GamestonkTerminal/pull/289)
**NEXT**
---
## Residual Analysis
* [x] Residuals analysis menu with histogram, qqplot, acf, hypothesis tests (e.g. Kurtosis, Jarques-Bera, ARCH, ADF) (@didier) - [PR #292](https://github.com/DidierRLopes/GamestonkTerminal/pull/292)
**NEXT**
---
## Brokers
*[ ] Port from current portfolio menu
**NEXT**
* [ ] Merge data from different brokers
* [ ] Add more options around merged portfolios
* [ ] Add Brokers (td, webull, etc)
---
## Portfolio Analysis
* [x] Add alpaca (@jmaslek) - [PR #259](https://github.com/DidierRLopes/GamestonkTerminal/pull/229)
* [x] Add robinhood (@jmaslek) - [PR #229](https://github.com/DidierRLopes/GamestonkTerminal/pull/229)
* [x] Add Ally Invest (@jmaslek) - [PR #267](https://github.com/DidierRLopes/GamestonkTerminal/pull/267)
* [x] Degiro support (@deel) - [PR #381](https://github.com/DidierRLopes/GamestonkTerminal/pull/381)
* [x] Degiro improvement (@Chavithra) - [PR #445](https://github.com/DidierRLopes/GamestonkTerminal/pull/381)
* [x] Add custom csv integration (jmaslek) - [PR #502](https://github.com/GamestonkTerminal/GamestonkTerminal/pull/502)
**NEXT**
* [ ] Port to new Broker Menu
* [ ] Refactoring
* [ ] Summaries / tear sheets (potentially QuantStats)
* [ ] Add plots for `group` functions
* [ ] Add more functionality for custom portfolio viewing (suggested XRay)
___
## Portfolio Optimization
* [x] Basic Optimization through PyPortFolioOpt(@jmaslek) - [PR #329](https://github.com/DidierRLopes/GamestonkTerminal/pull/329)
* [x] Add command to maximise the quadratic utility(@didier) - [PR #349](https://github.com/DidierRLopes/GamestonkTerminal/pull/349)
**NEXT**
* [ ] Allow for more custom optimization constrains
---
## Economy
* [x] Implement Economic data (gpd, unemployment rate, ...) (@jmaslek) - [PR #167](https://github.com/DidierRLopes/GamestonkTerminal/pull/167)
* [x] Refactor FRED to ECON menu and add VIX view (@jmaslek) - [PR #405](https://github.com/DidierRLopes/GamestonkTerminal/pull/405)
* [x] Output economic impact events calendar (@didier) - [PR #430](https://github.com/DidierRLopes/GamestonkTerminal/pull/430)
**NEXT**
---
## Options
* [x] Add Volume graph (@lolrenx) - [PR #209](https://github.com/DidierRLopes/GamestonkTerminal/pull/209)
* [x] Add Open Interest graph (@lolrenx) - [PR #209](https://github.com/DidierRLopes/GamestonkTerminal/pull/209)
* [x] Add options information data (IV rank, etc) (@jmaslek) - [PR #375](https://github.com/DidierRLopes/GamestonkTerminal/pull/375)
**NEXT**
* [ ] Add max pain graph (@lolrenx)
---
## Credit Analysis
**NEXT**
* [ ] Add FINRA
* [ ] Moodies data
---
## Cryptocurrencies
* [x] Add Coingecko (@jmaslek) - [PR #283](https://github.com/DidierRLopes/GamestonkTerminal/pull/283)
* [x] Add top coins from CG (@jmaslek) [PR #428](#https://github.com/DidierRLopes/GamestonkTerminal/pull/428)
* [x] view top coins from coinmarketcap (@jmaslek) - [PR #378](https://github.com/DidierRLopes/GamestonkTerminal/pull/378)
* [x] Add binance (@jmaslek) [PR #428](#https://github.com/DidierRLopes/GamestonkTerminal/pull/428)
* [x] Add crypto ta (@jmaslek) [PR #452](https://github.com/GamestonkTerminal/GamestonkTerminal/pull/452)
**NEXT**
* [ ] Add [Coinpaprika](https://coinpaprika.com/api/)
* [ ] Add top altcoin lists
---
## Screener
* [x] Add Screener menu with overview, valuation, financial, ownership, performance, technical commands based on filter presets from Finviz (@didier) - [PR #314](https://github.com/DidierRLopes/GamestonkTerminal/pull/314)
* [x] Add README with explanation of how presets are stored and can be added by experienced users. (@didier) - [PR #314](https://github.com/DidierRLopes/GamestonkTerminal/pull/314)
* [x] Add screener signals (e.g. top gainers, new highs, most volatile, oversold, major news, ...) from Finviz (@didier) - [PR #314](https://github.com/DidierRLopes/GamestonkTerminal/pull/314)
* [x] Plot screener historical using Yahoo Finance data (@didier) - [PR #319](https://github.com/DidierRLopes/GamestonkTerminal/pull/319)
* [x] Add command to take tickers to portfolio optimization (@didier) - [PR #349](https://github.com/DidierRLopes/GamestonkTerminal/pull/349)
* [x] Add flags to save screeners and run papermill on returned tickers (@alokan) - [PR #414](https://github.com/DidierRLopes/GamestonkTerminal/pull/414)
* [x] Add several new screener presets (@Traceabl3) - [PR #447](https://github.com/DidierRLopes/GamestonkTerminal/pull/447)
**NEXT**
---
## Forex
* [x] Add entire forex menu through Oanda (@alokan) - [PR #360](https://github.com/DidierRLopes/GamestonkTerminal/pull/360)
* [x] Add EDA menu, Behavioural Analysis menu, Due Diligence from other users in Reddit, and latest news regarding currency provided. (@alokan) - [PR #387](https://github.com/DidierRLopes/GamestonkTerminal/pull/387)
**NEXT**
---
## Resource Collection
* [x] Add hfletters and learn commands to resource collection (@didier) - [PR #427](https://github.com/DidierRLopes/GamestonkTerminal/pull/427)
* [x] Add arxiv, finra, edgar, fred (@didier) - [PR #438](https://github.com/DidierRLopes/GamestonkTerminal/pull/438)
**NEXT**
---
## Backtesting
* [x] Add simple backtest menu with simple strategies and benchmarks (@jmaslek) [PR #415](https://github.com/DidierRLopes/GamestonkTerminal/pull/415)
**NEXT**
---
## Government
* [x] Add congress data (@didier) [PR #438](https://github.com/DidierRLopes/GamestonkTerminal/pull/438)
* [x] Add senate and house data (@didier) [PR #446](https://github.com/DidierRLopes/GamestonkTerminal/pull/446)
* [x] Add government contracts (@didier) [PR #453](https://github.com/DidierRLopes/GamestonkTerminal/pull/453)
**NEXT**
---
## ETF
* [x] Add ETF data (@jmaslek) [PR #454](https://github.com/GamestonkTerminal/GamestonkTerminal/pull/454)
**NEXT**
---
## Backend
**NEXT**
* [ ] Logging (@aia)
* [ ] Secure storage of credentials (@aia)
* [ ] Add caching
* [ ] APIs
* [ ] GraphQL
---
## Frontend
* [x] Add terminal flair (@aia) - [PR #131](https://github.com/DidierRLopes/GamestonkTerminal/pull/131)
* [x] Prompt-toolkit (@ricleal) - [PR #142](https://github.com/DidierRLopes/GamestonkTerminal/pull/142)
* [x] Add thought of the day (@aia) - [PR #233](https://github.com/DidierRLopes/GamestonkTerminal/pull/233)
**NEXT**
---
## Developer Experience
* [x] Add Windows CI (@aia) - [PR #151](https://github.com/DidierRLopes/GamestonkTerminal/pull/151)
* [x] Add Feature Flags (@aia) - [PR #158](https://github.com/DidierRLopes/GamestonkTerminal/pull/158)
* [x] Add ad-hoc builds (@aia) - [PR #192](https://github.com/DidierRLopes/GamestonkTerminal/pull/192)
* [x] Add test generators and test parametrization helpers (@aia) - [PR #264](https://github.com/DidierRLopes/GamestonkTerminal/pull/264)
* [x] Sphinx documentation https://gamestonk-terminal.readthedocs.io/en/latest/index.html (@piiq) - [PR #413](https://github.com/DidierRLopes/GamestonkTerminal/pull/413)
**NEXT**
* [ ] Write a developer guide
* [ ] Add a docker CI
* [ ] Reorganize tests to separate Unit and Integration
* [ ] Versioning
---
## User Experience
* [x] Add reset command to allow update API keys (@didier) - [PR #440](https://github.com/DidierRLopes/GamestonkTerminal/pull/440)
* [x] Add update command to automatically update terminal (@didier) - [PR #441](https://github.com/DidierRLopes/GamestonkTerminal/pull/441)
**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
---
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