Stock Market Analysis MCP Server

# Stock Market MCP Server - Enhancement Roadmap **Version:** 0.3.0 → 1.0.0 | **Updated:** January 2025 ## 📊 Progress Overview | Phase | Status | Progress | Items | |-------|--------|----------|-------| | Quick Wins | 🟡 | 0/10 | High-impact, easy wins | | Phase 1: Foundation | 🟡 | 0/8 | Infrastructure & testing | | Phase 2: Performance | 🟡 | 0/6 | Speed & scalability | | Phase 3: Core Features | 🟡 | 0/12 | Analysis tools | | Phase 4: Advanced | 🟡 | 0/10 | Trading & optimization | | Phase 5: Nice-to-Have | 🟡 | 0/8 | Polish & extras | **Total:** 0/54 (0%) | 🟡 Not Started 🔵 In Progress 🟢 Complete --- ## 🚀 Quick Wins - [ ] **Simple Caching** [High/Easy/2-4h] - In-memory cache for prices, 80% API reduction | `cache.py` - [ ] **Logging System** [High/Easy/1-2h] - Structured logging for debugging | `logger.py` - [ ] **Configuration File** [High/Easy/1-2h] - YAML config management | `config.yaml` - [ ] **Earnings Calendar** [High/Easy/2-3h] - Upcoming earnings dates | `earnings.py` - [ ] **Financial Ratios** [High/Easy/2-3h] - P/B, ROE, ROA, debt ratios | `fundamentals.py` - [ ] **News Headlines** [Med/Easy/2-3h] - Recent news for stocks | `news.py` - [ ] **Batch Price Updates** [Med/Easy/2-3h] - Update all portfolio prices | `portfolio.py` - [ ] **Correlation Matrix** [Med/Easy/2-3h] - Holdings correlation | `portfolio.py` - [ ] **Export to CSV** [Med/Easy/1-2h] - Export portfolio/transactions | `portfolio.py` - [ ] **Bollinger Bands** [Med/Easy/2-3h] - Volatility indicator | `analysis.py` --- ## 🏗️ Phase 1: Foundation - [ ] **Unit Tests** [High/Med/1-2d] - pytest framework, 80%+ coverage | `tests/` - [ ] **Mock API Responses** [High/Med/4-6h] - Mock yfinance for testing | `tests/fixtures/` - [ ] **Type Checking** [Med/Easy/2-3h] - mypy static analysis | `mypy.ini` - [ ] **Code Formatting** [Med/Easy/1-2h] - black, flake8, isort | `.flake8` - [ ] **Error Handling** [High/Med/3-4h] - Custom exceptions | `exceptions.py` - [ ] **Retry Logic** [High/Med/3-4h] - Exponential backoff, circuit breaker | `retry.py` - [ ] **Data Validation** [Med/Med/4-6h] - Pydantic models | `models.py` - [ ] **Environment Variables** [Low/Easy/1h] - .env configuration | `.env.example` --- ## ⚡ Phase 2: Performance - [ ] **SQLite Migration** [High/Med/1-2d] - Replace JSON with SQLite/SQLAlchemy | `database.py` - [ ] **Data Migration Script** [High/Easy/2-3h] - JSON to SQLite converter | `migrate.py` - [ ] **Async API Calls** [High/Hard/2-3d] - asyncio for concurrent fetching, 5-10x faster | `async_data.py` - [ ] **Job Scheduler** [Med/Med/4-6h] - Scheduled tasks for alerts/updates | `scheduler.py` - [ ] **Redis Cache** [Med/Med/4-6h] - Distributed caching | `cache.py` - [ ] **Request Batching** [Med/Med/3-4h] - Batch API requests | `batch.py` --- ## 📈 Phase 3: Core Features **Technical Analysis:** - [ ] **Stochastic Oscillator** [Med/Med/3-4h] - %K/%D momentum indicator | `analysis.py` - [ ] **On-Balance Volume** [Med/Easy/2-3h] - Volume-based momentum | `analysis.py` - [ ] **VWAP** [Med/Med/2-3h] - Volume-weighted average price | `analysis.py` - [ ] **Fibonacci Retracement** [Med/Med/3-4h] - Support/resistance levels | `analysis.py` - [ ] **Ichimoku Cloud** [Low/Hard/6-8h] - Complex trend indicator | `analysis.py` - [ ] **Support/Resistance** [Med/Hard/6-8h] - Auto-identify key levels | `levels.py` **Fundamental Analysis:** - [ ] **Financial Statements** [High/Med/4-6h] - Income, balance sheet, cash flow | `fundamentals.py` - [ ] **Extended Ratios** [High/Med/4-6h] - Margin, turnover, coverage, ROIC | `fundamentals.py` - [ ] **DCF Valuation** [Med/Hard/1-2d] - Intrinsic value model | `fundamentals.py` - [ ] **Peer Comparison** [Med/Med/4-6h] - Compare to sector peers | `fundamentals.py` **Screeners:** - [ ] **Stock Screener** [High/Hard/1-2d] - Multi-parameter filtering | `screener.py` - [ ] **Unusual Volume** [Med/Med/3-4h] - Abnormal volume detector | `screener.py` --- ## 🎯 Phase 4: Advanced **Options:** - [ ] **Options Chain** [High/Med/4-6h] - Fetch options data (calls/puts) | `options.py` - [ ] **Greeks Calculator** [High/Hard/1-2d] - Delta, Gamma, Theta, Vega, Rho | `options.py` - [ ] **Implied Volatility** [Med/Hard/6-8h] - IV calculation from prices | `options.py` - [ ] **Options Strategies** [Med/Hard/1-2d] - Analyze spreads, P&L profiles | `options.py` **Portfolio Optimization:** - [ ] **Efficient Frontier** [High/Hard/2-3d] - MPT optimal weights | `optimization.py` - [ ] **Monte Carlo** [Med/Hard/1-2d] - Simulate future portfolio values | `optimization.py` - [ ] **Rebalancing** [High/Med/4-6h] - Maintain target allocation | `portfolio.py` - [ ] **Tax Loss Harvesting** [Med/Med/4-6h] - Identify loss opportunities | `portfolio.py` **Backtesting:** - [ ] **Backtest Framework** [High/Hard/3-5d] - Test strategies on historical data | `backtesting/` - [ ] **Strategy Library** [Med/Med/2-3d] - Pre-built strategies | `strategies/` --- ## 🌟 Phase 5: Nice-to-Have **Market Intelligence:** - [ ] **Economic Calendar** [Med/Med/4-6h] - Fed meetings, GDP, etc. | `economic.py` - [ ] **Insider Trading** [Low/Med/4-6h] - Track insider buys/sells | `insider.py` - [ ] **Analyst Ratings** [Med/Med/4-6h] - Aggregate recommendations | `fundamentals.py` - [ ] **IPO Calendar** [Low/Med/3-4h] - Upcoming IPOs | `ipo.py` **Visualization & Export:** - [ ] **Chart Generation** [Med/Med/1-2d] - Candlestick, line, volume charts | `charts.py` - [ ] **PDF Reports** [Low/Med/1-2d] - Portfolio reports with charts | `reports.py` - [ ] **Excel Export** [Med/Easy/2-3h] - Export with formatting | `portfolio.py` - [ ] **Email Alerts** [Low/Med/3-4h] - Email notifications | `alerts.py` --- ## 📚 Quick Reference **By Priority:** - **High (15):** Caching, Logging, Config, Testing, Error Handling, Retry, SQLite, Async, Earnings, Ratios, Screener, Statements, Options Chain, Greeks, Efficient Frontier, Rebalancing, Backtesting - **Medium (25):** News, Correlation, Batch, CSV, Bollinger, Type Check, Validation, Redis, All Indicators, DCF, Peer Compare, Options Strategies, Monte Carlo, Tax Loss, Calendar, Ratings, Charts - **Low (14):** Env Vars, Ichimoku, Insider, IPO, PDF, Email **By Complexity:** - **Easy (13):** Logging, Config, CSV, Ratios, News, Earnings, Batch, Bollinger, OBV, Formatting, Env, Excel - **Medium (26):** Most infrastructure, fundamentals, indicators, portfolio tools - **Hard (15):** Async, Support/Resistance, Ichimoku, DCF, Screener, Greeks, IV, Options, Efficient Frontier, Monte Carlo, Backtesting --- ## 💡 Key Notes **Recommended Order:** Quick Wins → Foundation → Performance → Core Features → Advanced → Nice-to-Have **Key Dependencies:** - Phase 1: `pytest, mypy, black, pydantic, tenacity, pyyaml` - Phase 2: `sqlalchemy, aiohttp, apscheduler, redis` - Phase 3: `scipy` - Phase 4: `cvxpy, backtrader` - Phase 5: `matplotlib, plotly, reportlab, openpyxl` **Performance Targets (Post-Phase 2):** - Portfolio view: <1s | Comparisons: <2s | Sector: <3s | Risk: <2s | Alerts: <30s **API Best Practices:** - Cache all responses (TTL: 60s prices, 1d historical, 1w fundamentals) - Implement rate limiting (< 2000 req/hour for yfinance) - Use exponential backoff on failures - Batch requests when possible **Testing:** - Mock API calls for fast unit tests (80%+ coverage) - Integration tests with real API (nightly) - Performance benchmarks for critical paths --- ## 📝 How to Use 1. Check off items: `- [x]` 2. Update phase status: 🟡 → 🔵 → 🟢 3. Update completion % in overview table 4. Track as you build! **This is a living document - adjust based on your needs. Not everything needs implementation!**