ROADMAP_

Near-term — strategy engineering foundations

• Strategy IR — canonical schema for entry/exit/sizing/risk rules, the single source of truth behind every editor
• Multi-representation strategy editing — natural language, visual rule builder & code all mapping to the same Strategy IR
• Strategy versioning — diff, compare, rollback & fork across strategy iterations
• Experiment tracking — hypotheses, parameter sweeps, datasets & date ranges as first-class, reusable objects
• Research agent — surfaces candidate hypotheses from market data & news to investigate, never a stock to buy
• Batch backtesting — run hundreds of strategy × parameter × timeframe combinations in a single pass
• Realistic backtesting upgrades — slippage, commissions, corporate actions & survivorship-bias handling
• Walk-forward & out-of-sample validation
• Strategy Doctor — overfitting, lookahead-bias & parameter-stability diagnostics with inspectable evidence, plus a live pre-backtest overfitting heuristic
• AI-assisted backtest review — plain-language, trade-by-trade critique of results, distinct from Strategy Doctor's robustness scoring
• Paper trading engine — same deterministic runtime as backtest, fed by live market data
• Portfolio-level allocation & rebalancing strategies — weighted multi-asset rules alongside single-instrument entry/exit
• Cross-asset & correlation-based entry/exit conditions
• External signal ingestion — trigger strategies from TradingView webhook alerts

Longer horizon — execution & lifecycle

• Explicit strategy lifecycle — Draft → Backtested → Validated → Paper → Approved → Live → Paused → Archived
• Live broker execution — Zerodha, Dhan & Upstox adapters behind a common execution engine
• Generic outbound webhook automation — bridge alerts/signals to external execution ahead of full broker adapters
• AI permission model — tiered approval gates for logic changes, sizing changes & live deployment
• Live strategy monitoring & drift detection — rolling Sharpe, win rate & exposure vs. historical distribution, with news/macro correlation as an explanatory signal
• Multi-factor (AND/OR) alert conditions
• Risk engine — per-strategy capital allocation, daily max-drawdown auto-halt, position limits & kill switch
• Monte Carlo & regime-segmented robustness testing

Future — India F&O & ecosystem

• India options strategy builder — multi-leg, delta/IV-aware, margin & max-loss constrained
• Options margin calculator — pre-trade margin estimate built into the strategy builder
• IV skew & volatility surface analytics
• Options payoff visualization — today's P&L vs. expiry P&L curve with theta decay
• Pre-built options & technical strategy template library
• Automated adjustment & rolling execution for multi-leg option positions
• Strategy marketplace — publish, fork, compare & AI-modify community strategies
• Strategy leasing marketplace — providers monetize strategies, subscribers execute via their own broker
• API / MCP access — let external AI agents (Claude, ChatGPT, Cursor) operate on your strategies
• Multi-broker reconciliation & order audit trail

• Strategy IR design — canonical strategy representation underlying the next-gen strategy builder
• AI thesis simplification mode (ELI5)

• Watchlist — multi-watchlist management
• Dashboard — portfolio overview & quick-access hub
• Strategy builder + backtesting engine
• Quant terminal — statistical analysis & strategy building
• Chat-based terminal — LLM-powered strategy builder
• Screener — natural language filter engine
• Alerts — price, indicator, breadth & sector notifications with email delivery
• Smart alert suggestions — AI-generated alert recommendations
• Sector heatmap (NSE 500 coverage, interactive drill-down)
• Market breadth terminal (A/D ratio, MMI, sector breakdown)
• Sector-wise breadth breakdown
• Stock AI analysis (5-agent LangGraph pipeline)
• Crypto market mood index (CMI)
• DailyThesis — morning & afternoon market digest
• Feedback Center — bug reports, feature requests & upvoting