docs / 01-roadmap.md
Roadmap
iTrades Development Roadmap
Current Status
Current Stage: Phase 0 / Phase 1
Project bootstrap and production deployment are complete.
Architecture documentation and data modeling are currently in progress.
Phase 0 — Architecture & Application Blueprint
Goals
Define the application before implementing its business logic.
Deliverables
- Product vision
- Feature inventory
- Application architecture
- Database model
- Navigation structure
- Design system
- API conventions
- Architecture decision log
Status
In Progress
Phase 1 — Project Foundation
Goals
Establish the development and production environment.
Deliverables
- Next.js
- TypeScript
- Git
- GitHub
- Vercel
- Production domain
- Supabase project
- PostgreSQL
- Prisma
- Environment variables
- Authentication foundation
Status
In Progress
Completed
- Next.js project
- Git repository
- GitHub repository
- Vercel project
- Production deployment
- itrades.app domain
- Temporary landing page
Remaining
- Supabase
- PostgreSQL connection
- Prisma
- Authentication
Phase 1.5 — Application Shell
Deliverables
- Main layout
- Sidebar
- Header
- Navigation
- Theme system
- Responsive behavior
- Core UI components
Phase 2 — Trading Accounts
Deliverables
- Create account
- Edit account
- Archive account
- Account selector
- All Accounts view
- Account filtering
- Account-specific statistics
Phase 3 — Core Trade Engine
Deliverables
- Trades
- Executions
- Scale-ins
- Scale-outs
- Equities
- Options
- Futures
- Forex
- Crypto
- Automatic P&L calculations
- Commissions and fees
Phase 4 — TradingView
Deliverables
- Embedded charts
- Automatic symbol selection
- Trade date positioning
- Theme synchronization
- Architecture for entry/exit markers
- Execution visualization
Phase 5 — Trade Journal
Deliverables
- Trade notes
- Strategy
- Tags
- Ratings
- Screenshots
- Lessons learned
- Post-trade review
Phase 6 — Daily Journal
Deliverables
- Daily journal entries
- Market notes
- Trading goals
- Post-market review
- Daily statistics
- Zero-trade day support
Phase 7 — P&L Calendar
Deliverables
- Monthly calendar
- Daily P&L
- Profitable-day indicators
- Losing-day indicators
- Account filters
- Day detail view
Phase 8 — Dashboard & Analytics
Deliverables
- Daily P&L
- Weekly P&L
- Monthly P&L
- Annual P&L
- All-time P&L
- Win rate
- Profit factor
- Average winner
- Average loser
- Equity curve
- Performance charts
Phase 9 — Trade History & Search
Deliverables
- Trade table
- Search
- Filtering
- Sorting
- Date ranges
- Account filters
- Strategy filters
- Asset filters
Phase 10 — Reports & Export
Deliverables
- CSV export
- Excel export
- Account reports
- Monthly reports
- Annual reports
- Strategy reports
Phase 11 — Version 1 Polish
Deliverables
- Responsive design
- Accessibility
- Loading states
- Empty states
- Error handling
- Database optimization
- Security review
- Browser testing
- Production readiness
Version 1 Release
Version 1 is complete when the application provides reliable multi-account trade tracking, journaling, TradingView integration, performance analytics, calendar review, search, and reporting.