← Back to Dashboard

Help & Product Roadmap

Current capabilities and upcoming enhancements for the AlphaPebble investment platform

✅ Currently Available (MVP Demo)

  • ✓Real Market Data: Yahoo Finance API integration for Indian NSE stocks (RELIANCE.NS, INFY.NS, TCS.NS, HDFCBANK.NS, etc.)
  • ✓SMA Strategy: SMA(50/200) crossover detection with buy/sell signals and trade simulation
  • ✓Portfolio Analytics: Multi-ticker analysis with hit rates, returns, and signal distribution
  • ✓Interactive Dashboard: Portfolio KPIs, Historical Tape, Benchmark Comparison, Model Snapshot tabs
  • ✓Data Export: CSV and Excel download capabilities for offline analysis
  • ✓Cloud Deployment: Cloudflare Workers backend + Pages frontend with global edge distribution
  • ✓Rate Limit Protection: Automatic retry logic and request staggering for API reliability

🚧 In Development (Phase 1: Core Model)

  • ○Excel Feature Pipeline: Integrate 27 core factors from ingestion.py (technical + fundamental)
  • ○ML Ensemble Models: RandomForest/GradientBoosting/Logistic classifiers replacing rule-based SMA
  • ○Python FastAPI Backend: Deploy full model serving layer with Celery task scheduling
  • ○Automated Model Refresh: Daily training jobs after market close with version control

📋 Roadmap (Phase 2: Production-Ready)

Data & Integrations

  • • Macro indicators integration (interest rates, inflation, sector performance)
  • • Excel model storage in encrypted object store with audit logging
  • • Redis/DuckDB caching for sub-second dashboard response times
  • • Incremental data refresh to minimize API calls

Workflow Automation

  • • Celery Beat scheduler for periodic signal generation
  • • Partner review & approve workflow with immutable decision logs
  • • CI/CD gates with pytest + backtest validation before deployment
  • • Notification system for high-confidence signals

UX Enhancements

  • • Advisor chatbot: Ask "Why is RELIANCE a BUY?" with natural language explanations
  • • Model explainability: SHAP values and factor attribution visualizations
  • • Custom portfolio builder with constraint configuration
  • • Real-time alert system for position changes

🔐 Roadmap (Phase 3: Governance & Scale)

Governance & Metrics

  • • Prometheus/Grafana monitoring: accuracy, latency, hit rate, analyst time saved
  • • Role-based access control (RBAC) with Partner/Analyst/Viewer permissions
  • • Investment constraint enforcement (position limits, sector exposure rules)
  • • Security scans, secrets vault, data encryption at rest

Scalability & Architecture

  • • Docker Compose → Kubernetes deployment with horizontal autoscaling
  • • Feature store for alternative data sources (sentiment, satellite, ESG)
  • • Vector database for semantic search across research notes
  • • Modular API design for Phase 4 features (position sizing, fund aggregation)

💡 How to Use

Running a Strategy

Enter Indian NSE stock symbols (e.g., RELIANCE.NS, INFY.NS, TCS.NS, HDFCBANK.NS), configure SMA periods (default 50/200), set date range, and click "Run Strategy". Results appear in Portfolio KPIs tab.

Understanding Signals

BUY: SMA(short) crossed above SMA(long) - bullish momentum
SELL: SMA(short) crossed below SMA(long) - bearish momentum
HOLD: No crossover detected in recent data

Interpreting Metrics

Hit Rate: Percentage of trades that were profitable
Total Return: Cumulative % gain/loss from simulated trades
Num Trades: Count of completed buy-sell cycles in backtest

Exporting Data

Click the Export button in the dashboard to download results as CSV or Excel for offline analysis, reconciliation with existing spreadsheets, or sharing with team members.

⚠️ Current Limitations

  • !Single Strategy: Only SMA crossover available; ML ensemble and 27-factor model not yet deployed
  • !No Fundamental Data: Analysis based purely on price/volume technical indicators
  • !Rate Limits: Yahoo Finance may throttle requests; system retries automatically but may take 5-10s
  • !No Real-Time Updates: Data refreshed on-demand only; no streaming quotes or live alerts
  • !Demo Authentication: No user accounts or RBAC; suitable for Partner preview only

📞 Support

For questions, feature requests, or technical support, contact the AlphaPebble engineering team. This is an MVP demonstration build - production deployment requires completion of Phase 2 & 3 roadmap items.