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Tradesimple Roadmap

A trade journaling platform for Wealthsimple, under active development. Roadmap items: Secure app login with SSO, MFA Use audited external key vault service to protect session token; Hashicorp Vault, AWS or Bitwarden Secrets manager, etc Wealthsimple Account session management - see login history with device, IP, userAgent with option to disconnect any active sessions Ability to connect multiple Wealthsimple accounts Dashboard with account and trading metrics - win rate, annualized returns, comparison to S&P500 or other, net P&L, P&L calendar - filter by date, filter by account, filter by symbol Trading tab showing all trades - symbol, entry and exit date, time, quantity, price, amount, net P&L and other insights Holdings showing current open positions with dynamic UI - pin favourites, sorting, filtering, reorder holdings by drag and drop Watchlist AI features: analyze stock history and option chain to provide suggestions on possible setups analyze your winning trades as a basis to provide suggestions on similar setups analyze your winning trades to provide insights on areas to improve Smart CSV import for easy use without connecting WS accounts CSV Exports Analytics and Reporting Automatic backups to external backup services GDPR, SOC-2, ISO27001 certification/compliance

gomarcd About 1 year ago