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ai/doc/plan.md
Tim Olson 47471b7700 Expand model tag support: add GLM-5.1, simplify Anthropic IDs, scan tags anywhere in message
- Flink update_bars debouncing
- update_bars subscription idempotency bugfix
- Price decimal correction bugfix of previous commit
- Add GLM-5.1 model tag alongside renamed GLM-5
- Use short Anthropic model IDs (sonnet/haiku/opus) instead of full version strings
- Allow @tags anywhere in message content, not just at start
- Return hasOtherContent flag instead of trimmed rest string
- Only trigger greeting stream when tag has no other content
- Update workspace knowledge base references to platform/workspace and platform/shapes
- Hierarchical knowledge base catalog
- 151 Trading Strategies knowledge base articles
- Shapes knowledge base article
- MutateShapes tool instead of workspace patch
2026-04-28 15:05:15 -04:00

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# Development Plan
* Triggers
* Alerts
* Needs Email/Telegram channels
* Screeners
* Strategy UI
* Backtesting TV integration
* Paper Trading
* User secrets
* Live Execution
* Sandbox <=> Dexorder auth
* Chat channels
* MCP channel (with or without images)
* Telegram cookie binding
* Needs user secrets vault
* TradingView indicator import tool
* Results persistence: ~~research analysis~~, backtests, strategy performance metrics, etc.
* Free tier with token limits and sandbox shutdown
* Registration
* System email
* Performance analysis
* Custom pre-session scanners / summaries
* Saved prompts (Create /presession prompt command for easy re-use)
https://github.com/wangzhe3224/awesome-systematic-trading
https://papers.ssrn.com/sol3/papers.cfm?abstract_id=3247865 151 trading strategies
https://vectorbt.dev/
https://github.com/shiyu-coder/Kronos
https://x.com/RohOnChain/status/2041180375838498950?s=20 combining signals