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Roadmap

This is directional, not a promise. If something here matters to you, open an issue — user pull is what actually moves items up.

v0.0.1 — Scaffold ✅ (shipped 2026-04-20)

  • Canonical schema, Dhan adapter, FIFO round-trip engine, CLI, 5 tests.

v0.1 — Web UI

  • FastAPI + HTMX UI.
  • Calendar heatmap (month view, P&L-coloured days, expiry days marked).
  • Trade list with filters (date range, symbol, strategy, tag).
  • Trade detail page with notes and tags.
  • Daily note page (one markdown area + tag bucket per date).

v0.2 — Attachments

  • Image / video / audio / PDF uploads with thumbnails.
  • Attach to a trade or a daily note.
  • Client-side image resize before upload (bandwidth-friendly).
  • Optional Whisper transcription for voice memos (local, no cloud).

v0.3 — Mobile PWA + public launch

  • Installable PWA shell (manifest, service worker, offline).
  • Quick-capture screen (camera + mic + tag-to-today's-trades).
  • Analytics: equity curve, stats strip (WR / PF / expectancy), R-multiple histogram.
  • Launch: r/IndianStreetBets, HN Show, X / fintwit.

v0.4 — Broker expansion

  • Zerodha (Kite) — largest retail base in India.
  • Fyers — OAuth, good WebSocket.
  • Upstox — OAuth, solid REST.

v0.5 — Strategy auto-tagger

  • Detect iron condor / short straddle / strangle / BTST / expiry-day-selling from leg structure + timing.
  • User override per trade.

v0.6 — Playbook rules

  • Pre-trade checklist enforced at place-time (mobile widget / Telegram bot).
  • Score per trade. Correlate score with P&L.

v1.0 — Tax engine + ITR export

  • F&O P&L as non-speculative business income.
  • Intraday equity as speculation.
  • SEBI turnover formula.
  • ITR-3 schedule output (Sch-BP, Sch-CG, Sch-OS).
  • 44AB audit-flag detection.

Beyond

  • Angel One adapter (TOTP auth).
  • Groww / ICICI Direct / HDFC Sec — contract-note PDF/email parsing (no retail API).
  • Telegram / WhatsApp daily digest.
  • Public profiles with verified P&L badge.
  • Self-hosted hosted mode (multi-user) with per-user encryption key.

Non-goals

  • Algo execution. khata is a journal, not a trading engine. No order placement, ever.
  • Hosted SaaS run by the maintainer. Self-host only — the trust posture is the product.
  • Advisory / tip / signal features. Requires SEBI registration; not our domain.