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