Comprehensive catalog of QuantumVest features with module mapping, CLI/API availability, and version information.
AI & Machine Learning Features
Feature
Short description
Module / File
CLI flag / API
Example (path)
Notes
LSTM Price Prediction Long Short-Term Memory neural network for price forecasting
data_pipeline/lstm_model.pyAPI: /predictions/stocks/{symbol}
examples/ai-prediction.md Supports 1d, 1w, 1m timeframes
Sentiment Analysis NLP-based market sentiment from news and social media
ai_models/advanced_ai_models.pyAPI: /predictions/{symbol}/sentiment
-
Requires news API keys
Pattern Recognition Technical chart pattern identification
ai_models/advanced_ai_models.pyAPI: /predictions/patterns/{symbol}
-
Detects 20+ patterns
Anomaly Detection Unusual market behavior detection
data_pipeline/feature_engineering.pyAPI: /market/anomalies
-
Real-time monitoring
Model Training Train custom prediction models
ai_models/train_prediction_model.pyCLI: train_prediction_model.py --symbol AAPL
examples/model-training.md Requires historical data
Model Evaluation Evaluate model performance and accuracy
data_pipeline/model_evaluator.pyCLI: python train_optimization_model.py --evaluate
-
Generates metrics reports
Feature Engineering Automated feature extraction from raw data
data_pipeline/feature_engineering.pyLibrary only
-
100+ technical indicators
Portfolio Optimization AI AI-powered portfolio rebalancing
ai_models/train_optimization_model.pyAPI: /portfolios/{id}/optimize
examples/portfolio-management.md Uses ML for optimization
Feature
Short description
Module / File
CLI flag / API
Example (path)
Notes
Stock Data Fetching Real-time and historical stock market data
data_pipeline/stock_api.pyAPI: /data/stocks/{symbol} CLI: data_fetcher.py --symbol AAPL
examples/market-data.md Supports major exchanges
Crypto Data Fetching Real-time cryptocurrency market data
data_pipeline/crypto_api.pyAPI: /data/crypto/{symbol}
examples/crypto-data.md 1000+ cryptocurrencies
Asset Search Search across all asset types
api_routes.pyAPI: /assets/search?q=apple
-
Fuzzy matching enabled
Historical Data Historical price and volume data
data_pipeline/stock_api.py, crypto_api.pyAPI: /data/{type}/{symbol}/history
-
Up to 10 years history
Multi-Asset Support Stocks, crypto, ETFs, bonds, commodities, forex, options, futures
models.py (AssetType enum)API: All /data/* endpoints
-
8 asset types
Data Storage Persistent storage of market data
data_pipeline/data_storage.pyBackground service
-
Time-series optimized
Data Pipeline Automated data collection and processing
data_pipeline/data_fetcher.pyCLI: data_fetcher.py
-
Runs on schedule
Portfolio Management Features
Feature
Short description
Module / File
CLI flag / API
Example (path)
Notes
Portfolio Creation Create and manage multiple portfolios
portfolio_service.pyAPI: POST /portfolios
examples/portfolio-management.md Unlimited portfolios
Position Tracking Track individual asset positions
models.py (Position model)API: /portfolios/{id}/positions
examples/portfolio-management.md Real-time valuation
Transaction Management Record buy/sell/dividend transactions
models.py (Transaction model)API: POST /portfolios/{id}/transactions
-
Full transaction history
Performance Analytics Portfolio performance metrics
portfolio_service.pyAPI: /portfolios/{id}/analytics
examples/portfolio-management.md 20+ metrics
Multi-Currency Support Support for multiple base currencies
models.py (Portfolio.currency)API: /portfolios (currency param)
-
50+ currencies
Cost Basis Tracking Track purchase cost and unrealized gains
portfolio_service.pyAPI: /portfolios/{id}
-
FIFO, LIFO, Average
Dividend Tracking Track dividend income
models.py (Transaction.DIVIDEND)API: /portfolios/{id}/dividends
-
Automatic recording
Portfolio Optimization Modern Portfolio Theory optimization
financial_services.py (PortfolioOptimizationService)API: POST /portfolios/{id}/optimize
examples/portfolio-management.md Risk-return optimization
Feature
Short description
Module / File
CLI flag / API
Example (path)
Notes
Value at Risk (VaR) Calculate portfolio VaR at multiple confidence levels
risk_management.py (RiskManagementService)API: /portfolios/{id}/risk
examples/risk-analysis.md 95%, 99% confidence
Expected Shortfall (CVaR) Conditional Value at Risk calculation
risk_management.pyAPI: /portfolios/{id}/risk
examples/risk-analysis.md Tail risk measure
Sharpe Ratio Risk-adjusted return calculation
financial_services.py (PerformanceAnalyticsService)API: /portfolios/{id}/metrics
-
Industry standard
Sortino Ratio Downside risk-adjusted return
financial_services.pyAPI: /portfolios/{id}/metrics
-
Focus on downside
Beta Calculation Market correlation coefficient
risk_management.pyAPI: /portfolios/{id}/risk
-
vs. market index
Volatility Analysis Historical and implied volatility
risk_management.pyAPI: /portfolios/{id}/risk
examples/risk-analysis.md Standard deviation
Stress Testing Portfolio stress under scenarios
risk_management.pyAPI: POST /portfolios/{id}/stress-test
examples/risk-analysis.md Multiple scenarios
Monte Carlo Simulation Probability-based outcome projections
financial_services.pyAPI: /portfolios/{id}/simulate
-
10,000 simulations
Correlation Analysis Cross-asset correlation matrix
risk_management.pyAPI: /portfolios/{id}/correlations
-
Diversification insights
Exposure Tracking Sector, geography, asset type exposure
financial_services.pyAPI: /portfolios/{id}/exposure
-
Risk concentration
Feature
Short description
Module / File
CLI flag / API
Example (path)
Notes
On-Chain Data Analysis Analyze blockchain transaction patterns
blockchain_service.pyAPI: /blockchain/metrics/{chain}
examples/blockchain.md ETH, BSC supported
Whale Movement Tracking Monitor large holder activities
blockchain_service.pyAPI: /blockchain/whales/{asset}
examples/blockchain.md Configurable threshold
Smart Money Flow Institutional investor behavior analysis
blockchain_service.pyAPI: /blockchain/smart-money/{asset}
-
Top 100 wallets
Network Health Metrics Blockchain fundamentals (active addresses, tx volume)
blockchain_service.pyAPI: /blockchain/health/{chain}
-
Real-time metrics
DeFi Protocol Analytics Yield, TVL, risk metrics for DeFi
blockchain_service.pyAPI: /blockchain/defi/{protocol}
-
50+ protocols
Smart Contract Interaction Read blockchain smart contracts
blockchain/contracts/*.solLibrary only
-
Data collection only
Web3 Integration Web3 wallet connection support
web-frontend/src/services/Frontend only
-
MetaMask, WalletConnect
Authentication & Security Features
Feature
Short description
Module / File
CLI flag / API
Example (path)
Notes
JWT Authentication JSON Web Token-based authentication
auth.py (AuthService)API: /auth/login, /auth/refresh
examples/authentication.md Access + refresh tokens
User Registration New user account creation
auth.pyAPI: POST /auth/register
examples/authentication.md Email verification
Password Hashing Secure password storage with bcrypt
models.py (User.set_password)Library only
-
bcrypt + salt
Role-Based Access Control User roles and permissions
models.py (UserRole enum), auth.pyAPI: All authenticated endpoints
-
5 roles: admin, portfolio_manager, analyst, client, viewer
Rate Limiting API request rate limiting
auth.py (@rate_limit decorator)All API endpoints
-
Per-user tier limits
Two-Factor Authentication 2FA support (database ready)
models.py (User.two_factor_enabled)Not implemented yet
-
Future feature
Account Locking Lock account after failed login attempts
models.py (User.account_locked_until)API: /auth/login
-
5 attempts = 30min lock
Audit Logging Track all user actions
models.py (AuditLog), security.py (AuditService)Background service
-
Compliance requirement
KYC/AML Status Know Your Customer / Anti-Money Laundering tracking
models.py (User.kyc_status, aml_status)API: /auth/profile
-
Regulatory compliance
Encryption Service Data encryption/decryption
security.py (EncryptionService)Library only
-
AES-256
Threat Detection Suspicious activity detection
security.py (ThreatDetectionService)Background service
-
ML-based anomalies
Feature
Short description
Module / File
CLI flag / API
Example (path)
Notes
WebSocket Streaming Real-time data streaming to clients
websocket_service.pyWS: /ws
examples/websocket.md Live price updates
Price Alerts Automated price alert notifications
models.py (Alert), financial_services.py (AlertService)API: /alerts
-
Email/SMS/push
Portfolio Updates Real-time portfolio value updates
websocket_service.pyWS: Channel 'portfolio_updates'
-
Live P&L
Market Notifications Significant market event notifications
financial_services.py (AlertService)API: /alerts
-
Configurable triggers
Live Dashboard Real-time dashboard data feed
Frontend + WebSocket
Frontend only
-
Auto-refresh
Analytics & Reporting Features
Feature
Short description
Module / File
CLI flag / API
Example (path)
Notes
Performance Reports Comprehensive performance analytics
financial_services.py (PerformanceAnalyticsService)API: /portfolios/{id}/reports
-
PDF/Excel export
Tax Reporting Capital gains/loss reports
financial_services.pyAPI: /portfolios/{id}/tax-report
-
US tax year support
Benchmark Comparison Compare portfolio vs. benchmarks
financial_services.pyAPI: /portfolios/{id}/benchmark
-
S&P500, NASDAQ, etc.
Factor Analysis Multi-factor investment analysis
services/quant_analysis.pyAPI: /portfolios/{id}/factors
-
Fama-French factors
Attribution Analysis Performance attribution by asset/sector
financial_services.pyAPI: /portfolios/{id}/attribution
-
Contribution analysis
Custom Reports User-defined report templates
financial_services.pyAPI: /reports/custom
-
Template engine
Feature
Short description
Module / File
CLI flag / API
Example (path)
Notes
REST API Comprehensive RESTful API
api_routes.pyAPI: All /api/v1/* endpoints
API.md OpenAPI/Swagger docs
Webhooks Event-driven webhooks
api_routes.pyAPI: /webhooks
-
Custom event subscriptions
Data Export Export data in multiple formats
financial_services.pyAPI: /export/{format}
-
CSV, JSON, Excel
Third-Party APIs Integration with external data providers
data_pipeline/*.pyConfiguration
-
Alpha Vantage, CoinGecko, etc.
Celery Task Queue Asynchronous background tasks
Background service
Configuration
-
Data fetching, model training
Mobile App Support React Native mobile application
mobile-frontend/Mobile app
-
iOS and Android
Feature Availability by Version
Feature Category
Free Tier
Standard Tier
Premium Tier
Enterprise
Basic Predictions
✅ Limited
✅ Full
✅ Full
✅ Full
Advanced AI Models
❌
✅
✅
✅
Portfolio Management
✅ 3 portfolios
✅ 10 portfolios
✅ Unlimited
✅ Unlimited
Risk Management
✅ Basic
✅ Full
✅ Full + Simulations
✅ Full + Custom
Blockchain Analytics
❌
✅
✅
✅
Real-Time Data
❌ 15min delay
✅ Real-time
✅ Real-time
✅ Real-time
API Rate Limit
100/hour
1,000/hour
10,000/hour
Unlimited
Historical Data
1 year
5 years
10 years
Unlimited
Custom Reports
❌
✅
✅
✅
Webhooks
❌
❌
✅
✅
Priority Support
❌
✅
✅
✅ Dedicated
Planned Features (Future Versions)
Feature
Target Version
Status
Priority
Options Trading Support
v1.1
Planned
High
Futures Contract Analysis
v1.1
Planned
Medium
Advanced Backtesting Engine
v1.2
Planned
High
Social Trading / Copy Trading
v1.3
Planned
Medium
Robo-Advisor
v1.2
In Progress
High
AI Portfolio Manager
v1.3
Planned
High
Mobile Trading Integration
v1.2
Planned
Medium
Voice Command Interface
v2.0
Planned
Low
AR/VR Dashboard
v2.0
Research
Low
Feature
Required Service
Configuration
Stock Data
Alpha Vantage API
ALPHA_VANTAGE_API_KEY
Crypto Data
CoinGecko API
COINGECKO_API_KEY (optional)
Blockchain Data
Ethereum/BSC Node
ETHEREUM_NODE_URL
Email Notifications
SMTP Server
Email config in .env
SMS Notifications
Twilio
TWILIO_* config
Cloud Storage
AWS S3 / MinIO
S3_* config
Feature Category
Unit Tests
Integration Tests
E2E Tests
Coverage
Authentication
✅
✅
✅
95%
Portfolio Management
✅
✅
✅
90%
Market Data
✅
✅
⚠️ Partial85%
AI Predictions
✅
✅
❌
80%
Risk Management
✅
✅
❌
85%
Blockchain
✅
⚠️ Partial❌
75%
WebSocket
✅
⚠️ Partial❌
70%
API Endpoints
✅
✅
✅
88%
Platform
Web
Mobile (iOS)
Mobile (Android)
API
CLI
Authentication
✅
✅
✅
✅
❌
Portfolio Management
✅
✅
✅
✅
⚠️ Limited
Market Data
✅
✅
✅
✅
✅
AI Predictions
✅
✅
✅
✅
❌
Risk Analysis
✅
⚠️ Limited⚠️ Limited✅
❌
Blockchain
✅
❌
❌
✅
❌
Admin Features
✅
❌
❌
✅
✅
For detailed documentation on each feature:
Feature matrix last updated: December 2024 | Version 1.0.0