# 🗺️ NOFX Roadmap

**Language:** [English](README.md) | [中文](README.zh-CN.md)

Strategic plan for NOFX development and universal market expansion.

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## 📋 Overview

NOFX is on a mission to become the **Universal AI Trading Operating System** for all financial markets. Our proven infrastructure on crypto markets is being extended to stocks, futures, options, forex, and beyond.

**Vision:** Same architecture. Same agent framework. All markets.

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## 🎯 Short-Term Roadmap

### Phase 1: Core Infrastructure Enhancement

#### 1.1 Security Enhancements
**Goal:** Protect sensitive data and reduce security vulnerabilities

- **Credential Management**
  - [ ] Implement AES-256 encryption for API keys in database
  - [ ] Add encryption for private keys (Hyperliquid, Aster)
  - [ ] Use hardware security module (HSM) support for production
  - [ ] Implement key rotation mechanism
  - [ ] Add audit logging for all credential access

- **Application Security**
  - [ ] Input validation and sanitization (prevent SQL injection, XSS)
  - [ ] Rate limiting for API endpoints
  - [ ] CORS policy configuration
  - [ ] JWT token expiration and refresh mechanism
  - [ ] Implement RBAC (Role-Based Access Control) for multi-user support
  - [ ] Add IP whitelisting for API access
  - [ ] Security headers (CSP, HSTS, X-Frame-Options)

- **Operational Security**
  - [ ] Secure password hashing (bcrypt with salt)
  - [ ] 2FA enhancement (backup codes, multiple TOTP devices)
  - [ ] Session management (auto-logout, concurrent session limits)
  - [ ] Secrets management (environment variables, vault integration)
  - [ ] Regular dependency vulnerability scanning

#### 1.2 Enhanced AI Capabilities
**Goal:** Richer prompts, flexible configuration, support for more AI models

- **Prompt System Overhaul**
  - [ ] Template engine for dynamic prompt generation
  - [ ] Multi-language prompt support (chain-of-thought, few-shot, zero-shot)
  - [ ] Market condition-based prompt switching (bull, bear, sideways)
  - [ ] Historical performance feedback integration in prompts
  - [ ] Prompt versioning and A/B testing framework
  - [ ] User-customizable prompt templates via web interface

- **AI Model Integration**
  - [ ] OpenAI GPT-4/GPT-4 Turbo support
  - [ ] Anthropic Claude 3 (Opus, Sonnet, Haiku) integration
  - [ ] Google Gemini Pro support
  - [ ] Local LLM support (Llama, Mistral via Ollama)
  - [ ] Multi-model ensemble (voting, weighted average)
  - [ ] Model performance tracking and auto-selection
  - [ ] Fallback mechanism when primary model fails

- **AI Decision Engine**
  - [ ] Confidence scoring for each decision
  - [ ] Explanation generation (why this trade?)
  - [ ] Risk assessment integration in AI reasoning
  - [ ] Market regime detection (trend, mean-reversion, high volatility)
  - [ ] Cross-validation with technical indicators

#### 1.3 Exchange Integration Expansion
**Goal:** Support more CEX and popular perp-DEX, both spot and futures

- **Centralized Exchanges (CEX)**
  - [ ] **OKX** - Futures + Spot trading
  - [ ] **Bybit** - Futures + Spot trading
  - [ ] **Bitget** - Futures + Spot trading
  - [ ] **Gate.io** - Futures + Spot trading
  - [ ] **KuCoin** - Futures + Spot trading
  - [ ] Unified CEX interface for easy addition of new exchanges

- **Decentralized Perpetual Exchanges (Perp-DEX)**
  - [x] **Hyperliquid** (Ethereum L1) - High-performance orderbook DEX (✅ Supported)
  - [x] **Aster** (Multi-chain) - Binance-compatible API DEX (✅ Supported)
  - [ ] **Lighter** (Arbitrum) - Gasless orderbook DEX with off-chain matching
  - [ ] **EdgeX** (Multi-chain) - Professional derivatives DEX
  - [ ] Unified DEX interface for consistent integration
  - [ ] Enhanced Hyperliquid integration (testnet support, advanced order types)
  - [ ] Enhanced Aster integration (cross-chain support, wallet management)

- **Spot + Futures Support**
  - [ ] Dual-mode trading (spot arbitrage, futures hedging)
  - [ ] Cross-exchange arbitrage detection
  - [ ] Unified position tracking across spot and futures
  - [ ] Auto-conversion between spot and perpetual strategies

- **Exchange Infrastructure**
  - [ ] **Trading Data Analysis API Integration** (In-house developed)
    - [ ] AI500 integration - In-house AI-powered coin selection model
    - [ ] OI (Open Interest) Analysis - Real-time open interest tracking and anomaly detection
    - [ ] NetFlow Analysis - On-chain fund flow analysis for market sentiment
    - [ ] Market sentiment aggregator - Combine multiple data sources for enhanced AI decision making
    - [ ] Custom indicator API - Support for proprietary technical indicators
  - [ ] Automatic precision handling (quantity, price decimals)
  - [ ] Order type abstraction (market, limit, stop-loss, take-profit)
  - [ ] Unified error handling and retry logic
  - [ ] WebSocket support for real-time data
  - [ ] Rate limit management per exchange

#### 1.4 Project Structure Refactoring
**Goal:** Clear hierarchy, high cohesion, low coupling, easy to extend and maintain

- **Architecture Redesign**
  - [ ] Implement layered architecture (Presentation → Business Logic → Data Access)
  - [ ] Apply SOLID principles (especially Liskov Substitution Principle for exchange adapters)
  - [ ] Extract common interfaces for all exchange implementations
  - [ ] Separate concerns: trading logic, data fetching, decision making, execution
  - [ ] Implement dependency injection for better testability

- **Code Organization**
  - [ ] Refactor monolithic modules into smaller, focused packages
  - [ ] Create abstract base classes for traders, exchanges, AI models
  - [ ] Implement factory pattern for exchange/AI model creation
  - [ ] Standardize error handling and logging across all modules
  - [ ] Remove circular dependencies and improve import structure

- **Configuration Management**
  - [ ] Centralize all configuration in structured config files
  - [ ] Implement hot-reload for non-critical configuration changes
  - [ ] Validate configurations at startup with clear error messages
  - [ ] Support environment-specific configs (dev/staging/production)

#### 1.5 User Experience Improvements
**Goal:** Enhanced web interface, better monitoring, and alerting system

- **Web Interface Enhancements**
  - [ ] Mobile-responsive design (tablet and phone support)
  - [ ] Dark/Light theme toggle with user preference saving
  - [ ] Advanced charting with TradingView widget integration
  - [ ] Real-time WebSocket updates (replace polling for positions/orders)
  - [ ] Drag-and-drop dashboard customization
  - [ ] Multi-language support (EN, CN, RU, UK)

- **Configuration Interface**
  - [ ] Visual strategy builder (no-code flow diagram)
  - [ ] Live configuration preview before saving
  - [ ] Configuration templates for common strategies
  - [ ] Bulk trader management (start/stop multiple traders)
  - [ ] Exchange credential testing (verify before saving)
  - [ ] AI model testing interface (test prompts before deployment)

- **Monitoring & Analytics**
  - [ ] Real-time performance dashboard with key metrics
  - [ ] Equity curve visualization (per trader, per exchange, overall)
  - [ ] Drawdown analysis and risk metrics
  - [ ] Trade history with filtering and search
  - [ ] P&L breakdown by symbol, time period, strategy
  - [ ] Comparison view (multiple traders side-by-side)
  - [ ] Export functionality (CSV, JSON, PDF reports)

- **Alert & Notification System**
  - [ ] Multi-channel alerts (Email, Telegram, Discord, Webhook)
  - [ ] Configurable alert rules (profit threshold, loss limit, error detection)
  - [ ] Alert priority levels (critical, warning, info)
  - [ ] Alert history and acknowledgment tracking
  - [ ] Daily/Weekly performance summary emails
  - [ ] System health monitoring (API connectivity, database status)

### Phase 2: Testing & Stability

#### 2.1 Quality Assurance
- [ ] Comprehensive unit test coverage (>80%)
- [ ] Integration tests for all exchange adapters
- [ ] Load testing (100+ concurrent traders)
- [ ] Security audit (API key encryption, SQL injection prevention)

#### 2.2 Documentation
- [ ] Complete API reference documentation
- [ ] Video tutorials for beginners
- [ ] Strategy development guide
- [ ] Troubleshooting playbook

#### 2.3 Community Features
- [ ] Public strategy marketplace (share/sell strategies)
- [ ] Leaderboard with verified performance
- [ ] Community forum integration
- [ ] Bug bounty program

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## 🚀 Long-Term Roadmap

### Phase 3: Universal Market Expansion

**Goal:** Extend the proven crypto trading infrastructure to all major financial markets.

#### 3.1 Stock Markets
- [ ] US Equities (Interactive Brokers, Alpaca Markets)
- [ ] Asian Markets (A-shares, Hong Kong, Japan)
- [ ] Fundamental analysis integration (earnings, P/E, dividends)
- [ ] AI-powered stock screening

#### 3.2 Futures Markets
- [ ] Commodity Futures (Energy, Metals, Agriculture)
- [ ] Index Futures (S&P 500, NASDAQ, Dow Jones, VIX)
- [ ] Rollover management and spread trading

#### 3.3 Options Trading
- [ ] Options chain data and Greeks calculation
- [ ] Equity, Index, and Crypto options
- [ ] Options strategy builder

#### 3.4 Forex Markets
- [ ] Major currency pairs and exotic pairs
- [ ] Interest rate analysis and carry trade support

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### Phase 4: Advanced AI & Automation

**Goal:** Implement cutting-edge AI technologies for autonomous trading.

- [ ] Multi-Agent orchestration (specialized agents with dynamic coordination)
- [ ] Reinforcement Learning (DQN, PPO, transfer learning)
- [ ] Alternative data integration (social sentiment, news, on-chain analytics)

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### Phase 5: Enterprise & Scaling

**Goal:** Scale infrastructure for institutional use and high-volume trading.

- [ ] Database migration (PostgreSQL/MySQL, Redis, TimescaleDB)
- [ ] Microservices architecture with Kubernetes deployment
- [ ] Multi-user RBAC and white-label solutions
- [ ] Advanced analytics and compliance reporting

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## 📊 Key Metrics & Milestones

### Short-Term Targets
- [ ] **100+** supported trading pairs across all exchanges
- [ ] **10,000+** active trader instances
- [ ] **5+** new exchange integrations
- [ ] **80%+** test coverage
- [ ] **99.9%** uptime

### Long-Term Targets
- [ ] **All major asset classes** supported (crypto, stocks, futures, options, forex)
- [ ] **50,000+** active users
- [ ] **Enterprise tier** launched
- [ ] **Institutional partnerships** established

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## 🤝 Community Involvement

We welcome community contributions to accelerate our roadmap:

- **Vote on Features**: Join our [Telegram community](https://t.me/nofx_dev_community) to vote on priority features
- **Contribute Code**: Check our [Contributing Guide](../../CONTRIBUTING.md)
- **Bug Bounties**: Report issues and earn rewards
- **Strategy Sharing**: Share your successful strategies

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## 📝 Roadmap Updates

This roadmap is reviewed and updated quarterly based on:
- Community feedback
- Market demands
- Technical feasibility
- Resource availability

**Last Updated:** 2025-11-01

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## 📚 Related Documentation

- [Architecture Documentation](../architecture/README.md) - Technical architecture details
- [Getting Started](../getting-started/README.md) - Setup and deployment
- [Contributing Guide](../../CONTRIBUTING.md) - How to contribute
- [Changelog](../../CHANGELOG.md) - Version history

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