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Roadmap

Planned

  • [ ] Portfolio rebalancing suggestions
  • [ ] Multi-account support
  • [ ] Custom screening filters
  • [ ] Tax-lot awareness

Under Consideration

  • [ ] Alternative broker integrations
  • [ ] Web-based dashboard mode
  • [ ] Plugin system for custom data sources
  • [ ] Alerts and notifications

Completed

  • [x] Seasonals view with TradingView-style chart and period returns table (v0.2.0)
  • [x] Watchlist dashboard with concentration, sector, overlap metrics (v0.2.0)
  • [x] Fund metadata via Yahoo Finance — category, expense ratio, beta, returns, description (v0.2.0)
  • [x] Price history service with local caching (v0.2.0)
  • [x] Optional [charts] dependency for high-resolution matplotlib charts (v0.2.0)
  • [x] Dividend yield display in fund overview via yfinance (v0.2.0)
  • [x] ETF research workspace (v0.1.0)
  • [x] Portfolio analytics workspace (v0.1.0)
  • [x] IBKR integration (v0.1.0)
  • [x] EDGAR + alternative web data sources (v0.1.0)
  • [x] Overlap analysis between ETFs (v0.1.0)