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Update roadmap with realistic timeline, progress tracking, and work estimates 

- Add concrete target dates for all phases (Mar 2026 – Sep 2026)
- Mark Phase 0 Week 1 tasks as complete, Week 2 as remaining
- Expand "What You Already Have" table with all completed components
- Add "Immediate TODO" section for current week priorities
- Add status column to phase overview and individual task tables
- Add total work remaining summary (~163h across all phases)
- Add pace-based timeline estimates (8h/week, 10h/week, 15h/week)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
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Manav Chaudhary 2026-03-16 11:05:24 -04:00
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docs/TradeDog_Roadmap_V2.md
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@ -7,22 +7,48 @@ For code snippets, schemas, and architecture patterns see [design_reference.md](
> **Scope decision (v2):** This platform is built for personal use only — one user, one brokerage account, runs locally. No auth, no KYC, no payment rails, no RIA registration required. The dashboard IS the product.
> **Last updated:** March 16, 2026
---
## What You Already Have
| Agent | Role | Status |
| -------------------- | ---------------------------------- | ------ |
| Fundamentals Analyst | Financials, earnings, insider data | ✅ Done |
| Sentiment Analyst | Reddit/Twitter mood scoring | ✅ Done |
| News Analyst | Macro/event impact | ✅ Done |
| Technical Analyst | Indicators, patterns | ✅ Done |
| Bull/Bear Researcher | Debate-based conviction | ✅ Done |
| Trader Agent | Decision synthesis | ✅ Done |
| Risk Manager | Exposure checks | ✅ Done |
| Fund Manager | Final approval | ✅ Done |
| Component | Role | Status |
| ----------------------- | -------------------------------------------- | ---------- |
| Fundamentals Analyst | Financials, earnings, insider data | ✅ Done |
| Sentiment Analyst | Reddit/Twitter mood scoring | ✅ Done |
| News Analyst | Macro/event impact | ✅ Done |
| Technical Analyst | Indicators, patterns | ✅ Done |
| Bull/Bear Researcher | Debate-based conviction | ✅ Done |
| Trader Agent | Decision synthesis | ✅ Done |
| Risk Manager | Exposure checks | ✅ Done |
| Fund Manager | Final approval | ✅ Done |
| LangGraph orchestration | Multi-agent pipeline with state management | ✅ Done |
| Multi-LLM support | OpenAI, Google, Anthropic, XAI, OpenRouter | ✅ Done |
| Data layer | yfinance + Alpha Vantage with fallback/cache | ✅ Done |
| Rich CLI | Interactive terminal UI with live output | ✅ Done |
| Docs & flow diagram | Architecture docs, propagation flow diagram | ✅ Done |
| Memory system | FinancialSituationMemory for learning | ✅ Done |
**What's missing:** Execution layer, auto-buy logic, exit/monitoring loop, position tracking, conviction scoring, risk config UI, dashboard, and notifications.
**What's missing:** Tests, execution layer, auto-buy logic, exit/monitoring loop, position tracking, conviction scoring, risk config UI, dashboard, and notifications.
**What exists but needs hardening:** Data validation, logging (still uses print), dependency pinning.
---
## Your Immediate TODO (This Week — Mar 16–22)
These are the remaining Phase 0 tasks you should tackle now:
1. **Set up `pytest`** with a conftest and one smoke test per agent (~3h)
2. **Create `dev` branch** — all new work goes there (~0.5h)
3. **Replace `print()` with `logging`** across `tradingagents/` (~3h)
4. **Pin all dependency versions** in `requirements.txt` (~1h)
5. **Add type hints/docstrings** to core functions (~4h)
6. **Create `docs/agent_contracts.md`** with each agent's I/O schema (~2h)
7. **Update `docs/architecture.md`** with the flow diagram (~1h)
**Total: ~14.5 hours this week** — then Phase 0 is complete and you move to data hardening.
---
@ -41,22 +67,30 @@ These items are **not needed** when building for yourself:
---
## Phase Overview
## Phase Overview (Updated March 16, 2026)
| Phase | Focus | Duration | Milestone |
| ------ | ---------------------------------------- | ---------- | --------- |
| **0** | Codebase audit and cleanup | 1-2 weeks | v0.1 |
| **1** | Data layer hardening + watchlist | 1-2 weeks | v0.1 |
| **2** | Paper trading execution layer | 3-4 weeks | v0.1 |
| **3** | Conviction scoring + signal control | 2-3 weeks | v0.2 |
| **4** | Position monitoring and auto-exit | 3-4 weeks | v0.2 |
| **5** | Portfolio-level risk controls | 2-3 weeks | v0.3 |
| **6** | Dashboard and observability *(main UI)* | 2-3 weeks | v0.3 |
| **6B** | Risk config UI *(new)* | 1 week | v0.3 |
| **6C** | Telegram notifications *(new)* | 1 week | v0.3 |
| **7** | Live trading (gradual rollout) | Ongoing | v1.0 |
| Phase | Focus | Target Dates | Status | Milestone |
| ------ | ---------------------------------------- | ------------------------- | -------------- | --------- |
| **0** | Codebase audit and cleanup | Mar 16 – Mar 30, 2026 | 🟡 In Progress | v0.1 |
| **1** | Data layer hardening + watchlist | Mar 31 – Apr 13, 2026 | ⬜ Not Started | v0.1 |
| **2** | Paper trading execution layer | Apr 14 – May 11, 2026 | ⬜ Not Started | v0.1 |
| **3** | Conviction scoring + signal control | May 12 – Jun 1, 2026 | ⬜ Not Started | v0.2 |
| **4** | Position monitoring and auto-exit | Jun 2 – Jun 29, 2026 | ⬜ Not Started | v0.2 |
| **5** | Portfolio-level risk controls | Jun 30 – Jul 13, 2026 | ⬜ Not Started | v0.3 |
| **6** | Dashboard and observability *(main UI)* | Jul 14 – Aug 3, 2026 | ⬜ Not Started | v0.3 |
| **6B** | Risk config UI | Aug 4 – Aug 10, 2026 | ⬜ Not Started | v0.3 |
| **6C** | Telegram notifications | Aug 11 – Aug 17, 2026 | ⬜ Not Started | v0.3 |
| **7** | Live trading (gradual rollout) | Aug 18, 2026 → Ongoing | ⬜ Not Started | v1.0 |
**Total realistic timeline: 6-8 months** at a sustainable pace.
**Milestone targets:**
- **v0.1** (Minimal end-to-end loop): **~May 11, 2026**
- **v0.2** (Conviction + auto-exit): **~Jun 29, 2026**
- **v0.3** (Dashboard + risk controls): **~Aug 17, 2026**
- **v1.0** (Live trading): **~Sep 2026** (after 60+ days paper trading)
**Total realistic timeline: ~5 months** of building (Mar–Aug 2026), then ongoing live trading rollout.
**Assumptions:** You're working ~10-15 hours/week with Claude handling heavy implementation. If you can commit more hours, phases compress. If life gets busy, add buffer weeks between phases.
---
@ -70,31 +104,33 @@ These items are **not needed** when building for yourself:
**Goal:** Understand every file before adding anything. Establish a clean, documented, testable base.
**Duration:** 1-2 weeks
**Target:** Mar 16 – Mar 30, 2026 | **Status:** 🟡 In Progress
### Week 1 — Read and Map
### Week 1 — Read and Map (Mar 16–22)
| # | Task | ~Hours | Files |
| --- | ---------------------------------------------------------------------------- | ------ | ---------------------------------------------------------------------------- |
| 0.1 | Read all files under `tradingagents/` top to bottom | 4h | `tradingagents/**` |
| 0.2 | Draw a flow diagram of how `TradingAgentsGraph.propagate()` calls each agent | 2h | `tradingagents/graph/trading_graph.py`, `tradingagents/graph/propagation.py` |
| 0.3 | Document what each agent returns (format, fields, meaning) | 3h | `tradingagents/agents/**` |
| 0.4 | Map all data API calls and endpoints used across dataflows | 2h | `tradingagents/dataflows/**` |
| 0.5 | Review all config options in `default_config.py` | 1h | `tradingagents/default_config.py` |
| 0.6 | Run `main.py` and `test.py` end-to-end in your environment | 2h | `main.py`, `test.py` |
| 0.7 | Set up `.env` with all required API keys | 1h | `.env`, `.env.example` |
| # | Task | ~Hours | Status | Files |
| --- | ---------------------------------------------------------------------------- | ------ | ------ | ---------------------------------------------------------------------------- |
| 0.1 | Read all files under `tradingagents/` top to bottom | 4h | ✅ Done | `tradingagents/**` |
| 0.2 | Draw a flow diagram of how `TradingAgentsGraph.propagate()` calls each agent | 2h | ✅ Done | `docs/propagate_flow_diagram.html` |
| 0.3 | Document what each agent returns (format, fields, meaning) | 3h | ✅ Done | `docs/tradingAgents.md` |
| 0.4 | Map all data API calls and endpoints used across dataflows | 2h | ✅ Done | `docs/design_reference.md` |
| 0.5 | Review all config options in `default_config.py` | 1h | ✅ Done | `tradingagents/default_config.py` |
| 0.6 | Run `main.py` and `test.py` end-to-end in your environment | 2h | ✅ Done | `main.py`, `test.py` |
| 0.7 | Set up `.env` with all required API keys | 1h | ✅ Done | `.env`, `.env.example` |
### Week 2 — Clean and Prepare
### Week 2 — Clean and Prepare (Mar 23–30)
| # | Task | ~Hours | Files |
| ---- | -------------------------------------------------------------------------------- | ------ | ------------------------------------------- |
| 0.8 | Add type hints and docstrings to functions missing them | 4h | `tradingagents/**` |
| 0.9 | Create `docs/agent_contracts.md` documenting each agent's I/O schema | 2h | `docs/agent_contracts.md` |
| 0.10 | Set up `pytest` with a conftest and one smoke test per agent | 3h | `tests/conftest.py`, `tests/test_agents.py` |
| 0.11 | Create `dev` branch — all new work goes there, only tested code merges to `main` | 0.5h | git |
| 0.12 | Replace all `print()` with Python `logging` module calls | 3h | `tradingagents/**` |
| 0.13 | Pin all dependency versions in `requirements.txt` | 1h | `requirements.txt` |
| 0.14 | Update `docs/architecture.md` with your flow diagram from 0.2 | 1h | `docs/architecture.md` |
| # | Task | ~Hours | Status | Files |
| ---- | -------------------------------------------------------------------------------- | ------ | -------------- | ------------------------------------------- |
| 0.8 | Add type hints and docstrings to functions missing them | 4h | ⬜ Not Started | `tradingagents/**` |
| 0.9 | Create `docs/agent_contracts.md` documenting each agent's I/O schema | 2h | ⬜ Not Started | `docs/agent_contracts.md` |
| 0.10 | Set up `pytest` with a conftest and one smoke test per agent | 3h | ⬜ Not Started | `tests/conftest.py`, `tests/test_agents.py` |
| 0.11 | Create `dev` branch — all new work goes there, only tested code merges to `main` | 0.5h | ⬜ Not Started | git |
| 0.12 | Replace all `print()` with Python `logging` module calls | 3h | ⬜ Not Started | `tradingagents/**` |
| 0.13 | Pin all dependency versions in `requirements.txt` | 1h | ⬜ Not Started | `requirements.txt` |
| 0.14 | Update `docs/architecture.md` with your flow diagram from 0.2 | 1h | ⬜ Not Started | `docs/architecture.md` |
**Remaining effort for Phase 0:** ~14.5 hours (about 1 week at ~2-3h/day)
### Decision Points (resolve before moving on)
@ -115,7 +151,7 @@ These items are **not needed** when building for yourself:
**Goal:** Make the data layer robust and production-grade. Reliable, clean OHLCV and fundamental data before any money touches the system.
**Duration:** 1-2 weeks
**Target:** Mar 31 – Apr 13, 2026 | **Status:** ⬜ Not Started
**Prereqs:** Phase 0 complete
@ -147,7 +183,7 @@ See [design_reference.md — Watchlist Design](design_reference.md#watchlist-des
**Goal:** Connect the agent decision to an actual order. Paper trading only, no real money. This is the most critical phase.
**Duration:** 3-4 weeks
**Target:** Apr 14 – May 11, 2026 | **Status:** ⬜ Not Started
**Prereqs:** Phase 1 complete
@ -186,7 +222,7 @@ See [design_reference.md — Execution Layer Architecture](design_reference.md#e
**Goal:** Not every agent decision should trigger a buy. Add conviction scoring so the platform only buys when multiple agents agree strongly.
**Duration:** 2-3 weeks
**Target:** May 12 – Jun 1, 2026 | **Status:** ⬜ Not Started
**Prereqs:** Phase 2 complete
@ -218,7 +254,7 @@ See [design_reference.md — Conviction Scoring Design](design_reference.md#conv
**Goal:** Once a position is open, a monitoring loop checks it on a schedule and auto-exits based on predefined rules (profit target, trailing stop, stop loss, reversal, time-based).
**Duration:** 3-4 weeks
**Target:** Jun 2 – Jun 29, 2026 | **Status:** ⬜ Not Started
**Prereqs:** Phase 3 complete
@ -259,7 +295,7 @@ See [design_reference.md — Exit Conditions and Rules](design_reference.md#exit
**Goal:** Protect the portfolio as a whole, not just individual positions. Enforce hard limits on exposure, concentration, and drawdown.
**Duration:** 2-3 weeks
**Target:** Jun 30 – Jul 13, 2026 | **Status:** ⬜ Not Started
**Prereqs:** Phase 4 complete
@ -293,7 +329,7 @@ See [design_reference.md — Portfolio Guard Design](design_reference.md#portfol
**Goal:** The Streamlit dashboard is not just a dev tool — for this personal platform, it IS the product. This is how you interact with your running trading system every day.
**Duration:** 2-3 weeks
**Target:** Jul 14 – Aug 3, 2026 | **Status:** ⬜ Not Started
**Prereqs:** Phase 5 complete
@ -325,7 +361,7 @@ See [design_reference.md — Dashboard Specs](design_reference.md#dashboard-spec
**Goal:** Replace manual edits to `default_config.py` with a dedicated settings page in the dashboard. You should be able to tune your risk parameters without touching code.
**Duration:** 1 week
**Target:** Aug 4 – Aug 10, 2026 | **Status:** ⬜ Not Started
**Prereqs:** Phase 6 complete
@ -359,7 +395,7 @@ See [design_reference.md — Dashboard Specs](design_reference.md#dashboard-spec
**Goal:** Know what your engine is doing without staring at the dashboard. Telegram gives you mobile-first awareness of every meaningful event.
**Duration:** 1 week
**Target:** Aug 11 – Aug 17, 2026 | **Status:** ⬜ Not Started
**Prereqs:** Phase 6 complete (Phase 6B optional but recommended first)
@ -421,7 +457,7 @@ Best: MSFT +11.2% | Worst: META -4.1%
**Goal:** Graduate from paper to live trading. Never rush this phase.
**Duration:** Ongoing
**Target:** Aug 18, 2026 → Ongoing | **Status:** ⬜ Not Started
**Prereqs:** All previous phases complete + all graduation criteria met
@ -561,4 +597,26 @@ TradeDog/
---
*Finish each phase completely before starting the next. The order matters.*
*Finish each phase completely before starting the next. The order matters.*
---
## Total Work Remaining (Estimated Hours)
| Phase | Focus | Est. Hours | Target Completion |
| ------ | ---------------------------- | ---------- | ----------------- |
| **0** | Audit & cleanup (remaining) | ~14.5h | Mar 30, 2026 |
| **1** | Data hardening + watchlist | ~19h | Apr 13, 2026 |
| **2** | Paper trading execution | ~25h | May 11, 2026 |
| **3** | Conviction scoring | ~20h | Jun 1, 2026 |
| **4** | Position monitoring | ~21h | Jun 29, 2026 |
| **5** | Portfolio risk controls | ~20h | Jul 13, 2026 |
| **6** | Streamlit dashboard | ~20.5h | Aug 3, 2026 |
| **6B** | Risk config UI | ~13h | Aug 10, 2026 |
| **6C** | Telegram notifications | ~10h | Aug 17, 2026 |
| **7** | Live trading rollout | Ongoing | Sep 2026+ |
| **---**| **TOTAL BUILD** | **~163h** | **~5 months** |
At **10h/week** = ~16 weeks (~4 months). At **15h/week** = ~11 weeks (~3 months). At **8h/week** = ~20 weeks (~5 months).
With Claude handling the heavy coding, realistically you guide the architecture and review — actual keyboard time is lower per task.