Roadmap
This is our active and planned working sequence. The Changelog records shipped work.
Sequence: Daily Trading foundation → 4h Trading and Kraken history → position execution charts → historical indicator reads and ATR protection → stop-risk sizing and Trading metrics → Supertrend and position-bound exits → managed positions → credible perpetual backtesting → execution readiness
0.1.7 Foundation
Status: Complete
Direction: Establish separate DCA and Trading areas, a daily Trading strategy contract, dedicated Trading price history, and the first visible BTC long and short strategies.
Operational outcome: Daily Trading research is visible in Trading Lab while existing DCA behavior remains unchanged.
Decision gate: Complete.
0.1.7.1 4h Trading and Kraken history
Status: Complete
Direction: Keep 4h as the first intraday Trading timeframe and rebuild Trading history from the best available official Kraken BTC/USD candles.
Operational outcome: Daily and 4h Trading support uses one independently audited Kraken-only market database.
Decision gate: Complete.
0.1.7.2 Position execution charts
Status: Complete
Direction: Show complete long and short position lifecycles and require take-profit and stop-loss protection resolved with Kraken 1-minute history.
Operational outcome: Trading results make entry, holding period, protection levels, exit reason, and exact execution visible.
Decision gate: Complete.
0.1.7.3 Historical indicator reads and ATR protection
Status: Complete
Direction: Give every technical indicator one explicit historical-read contract and allow Trading entry protection to use resolved numeric expressions.
Operational outcome: ATR and historical indicator values can define fixed take-profit and stop-loss distances from the actual position entry.
Decision gate: Complete.
0.1.7.4 Stop-risk sizing and Trading metrics
Status: Complete
Direction: Size selected positions from planned stop-price loss, apply the fixed fee model, and replace placeholder Trading KPIs with backend-calculated metrics.
Operational outcome: Trading reports expose the leverage required by stop-risk sizing and present account, risk, trade, and position-opening activity consistently.
Decision gate: Complete.
0.1.7.5 Supertrend and position-bound exits
Status: Complete
Direction: Add a reusable Supertrend indicator and let an opened position own named completed-candle exit conditions.
Operational outcome: A 4h Supertrend strategy can open on trend flips, retain fixed ATR protection, and schedule a full close from conditions bound to that position.
Decision gate: Complete.
0.1.7.6 Managed positions
Status: Complete
Direction: Let one Trading position close portions at fixed targets and tighten its shared stop after confirmed fills or completed candles.
Operational outcome: Fixed and managed Supertrend results can be compared with auditable partial position exits and protection history.
Decision gate: Complete.
0.1.7.7 Credible backtesting
Status: Planned
Direction: Include the funding, margin, leverage, and liquidation effects needed for credible perpetual results.
Operational outcome: Results become suitable for broader strategy decisions, with material data limitations stated directly.
Decision gate: Confirm sufficient funding and mark-price coverage and approve the first leverage range.
Later: execution readiness
Status: Deferred
Direction: Decide whether and how proven strategy behavior should connect to execution after historical simulation is established.
Operational outcome: Execution readiness can be assessed separately from strategy research.
Decision gate: Complete a separate operational safety review before approving signing or live access.
Data policy
- DCA uses Kraken spot data.
- Trading historical research currently uses official Kraken BTC/USD spot candles.
- Source omissions are retained and reported rather than filled with invented market candles.
- Funding and mark-price limitations remain explicit.