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Phase 4 of docs/DESIGN.md. Eleven grouped tools (quotes, history, screen,
company, analysis, compare, shareholders, investor holdings, search,
ownership changes, status); ownership_sync is listed only with
--allow-sync. Live results keep the Fetched envelope, errors use the CLI's
{error, code, message} body, and investor tools on an empty database
point at the sync path.
idx-core gains Period/Interval FromStr, Investor::status, a ticker
filter on changes, and Display for ErrorCode (now used by the CLI too).
CLI output and goldens are unchanged.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
34 lines
1.3 KiB
Markdown
34 lines
1.3 KiB
Markdown
# Roadmap
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Open work only. Shipped behavior is described in `README.md` and `docs/`;
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history lives in git.
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## Stocks
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- `market summary`: IHSG index and market breadth
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- `market movers`: top gainers, losers, and volume
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- `market sectors`: sector performance overview
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- `screen query "<EXPR>"`: filter stocks by expression
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- `screen presets` / `screen run <PRESET>`: built-in screener presets
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(graduate `screen` out of `stocks` only if these grow into a richer workflow)
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- Multi-period financial statements (today `financials` is single-period)
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## Workflow
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- `watchlist`: named symbol sets usable by other commands
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- `alerts`: price alerts with a daemon
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- CSV/TSV output
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- Additional providers (Alpha Vantage, Twelve Data, IDX official)
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## Agent integration
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- Publish `idx-mcp` (crates.io, npm, release assets); see `docs/DESIGN.md` phase 5
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- JSON Schema export for command output
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- Composite `analyze` command (quote, fundamentals, ownership, sentiment)
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## Known limits
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- Yahoo can return `429` from datacenter IPs; requests retry with backoff but
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can still fail.
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- `stocks technical` reports the SMA200 trend as unavailable when fewer than
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200 daily candles are returned.
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- MSN's `low-pe` screen returned no priced stocks on 2026-10-14 (upstream;
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other filters work).
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- MSN history for IDX is price-only (`1mo`, `3mo`, `1y`); Yahoo stays the
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default OHLCV source.
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