🗺️ Product Roadmap
From content portal to quant finance web app — a 40-week, 4-phase build plan.
QBAI’s evolution follows a deliberate arc: from definitive news and analysis portal for quant/AI investing, to interactive tools that turn static knowledge into actionable personal finance utilities, to live data and analytics dashboards — and finally to a full quant finance web app where users can screen, backtest, and manage strategies using our proprietary methodologies. Each phase builds on the last, adding a new layer of interactivity and user value, all on a static-first Astro + Cloudflare stack designed for a solo builder.
Showing all 29 features
1 · Foundation
9 featuresNews + analysis portal · Weeks 1–6
Harden the existing content platform, improve discoverability, and introduce the first app-like surfaces.
The existing editorial foundation — 51 published posts and static analysis pages.
JSON-backed head-to-head AI model comparisons with automated judging.
Central /tools index page categorizing all current and future interactive utilities.
Auto-generated static pages per covered stock (NVDA, PLTR, META, …) with latest analysis, key fundamentals, and links to the full post.
One-page dashboard aggregating index levels, commodity prices, and crypto prices via a lightweight client-side fetch.
Star tickers client-side and see their latest prices on the dashboard.
Privacy-friendly newsletter form (Mailchimp, Buttondown) to capture emails and build an audience.
Improve meta descriptions, add JSON-LD structured data, and optimize the sitemap.
Run get-prices.py on a schedule (GitHub Actions / Cloudflare Cron Trigger) to keep price data fresh.
2 · Interactive Tools
7 featuresClient-side finance apps v1 · Weeks 7–12
Launch self-contained, client-side financial calculators and checkers that establish QBAI as a tools destination.
Input account size, risk %, entry/stop price to calculate position size and share count.
Visualize portfolio growth with contributions, inflation, and tax adjustments.
Input free cash flow, growth rate, discount rate, and terminal value to get an intrinsic value estimate.
Compare P/E, EV/EBITDA, and P/S ratios against a user-defined peer group.
Visualize long/short call & put strategies (incl. spreads) at expiration — P&L plotted against underlying price.
Check diversification against target weights (sector, asset class) and highlight over/underweight positions.
Client-side filtering of a static S&P 500 dataset on metrics like market cap, P/E, and dividend yield.
3 · Data & Analytics
6 featuresLive, personalized dashboards · Weeks 13–21
Transform static tools into live analytics dashboards with real market data and performance tracking.
Embed lightweight-charts (~35KB, Apache-2.0) for candlestick/line charts with volume on all ticker pages.
Enhance Phase 1 pages with live price, key stats (P/E, EPS, market cap), 52-week high/low, and news headlines via API.
Track total return, CAGR, Sharpe, Sortino, max drawdown, alpha/beta, and win rate for a user-defined period.
Centralize Finnhub, Twelve Data, and Alpha Vantage calls behind a Cloudflare Pages Function.
Cache API responses in Cloudflare KV (e.g., a quote for 60 seconds) to stay within free-tier limits.
Cloudflare Cron Trigger refreshes a watchlist of key tickers on a schedule.
4 · Quant Web App
7 featuresScreening · backtesting · strategy lab · Weeks 22–40
Deliver the full QBAI vision: an integrated platform for screening, backtesting, and strategy development.
Fundamental filters (market cap, P/E, PEG, margins) + technical filters (RSI, MACD, MA crossovers, 52-week highs) in a sortable table with sparklines.
Define a strategy (e.g., RSI < 30 & price > SMA(200)), run it against historical data, and get equity curves, drawdown charts, and performance stats.
Explore QBAI methodologies: pairs trading (spread, z-score, entry/exit signals) and HMM regime detection on indices.
Extend the portfolio tracker with Value at Risk, Conditional VaR, correlation matrix, and rolling volatility.
Set price alerts (e.g., “Notify me when NVDA crosses $500”) triggered by cron, delivered via email or browser notification.
Auth via Clerk/Supabase; store saved strategies, watchlists, and portfolio history in Cloudflare D1 (SQLite).
Premium tier: unlimited backtests, advanced Strategy Lab parameters, real-time alerts, and priority data refresh.