14. Version Roadmap - IBD Growth Strategy

V1.0 — Current (April 2026)¶

Two-strategy scoring (IRA + Brokerage)
CAPM/WACC risk adjustment with beta penalty
Cross-strategy conviction signals
Automated Etrade ingestion and normalization
Weekly performance tracker with KPI dashboard
Baseline period: Weeks 1-12 (April - July 2026)

V2.0 — Planned (Q3 2026, after 12-week V1 baseline)¶

Full specification: The eight Enhancements (1–8) are documented in §13 Future Enhancements: (1) market regime filter (Market Pulse); (2) sector-relative ranking (Enhancement 2b: smart RISK/WATCH for holdings off IBD lists is specified with Enhancement 2); (3) MPT performance metrics and institutional sponsorship scoring; (4) calculated beta (regression); (5) conviction correlation filter; (6) weekly journal integration; (7) volume analysis layer (CMF, OBV, volume ratio); (8) entry signal generator and paper trading validation.

V3.0 — Future considerations¶

Data source independence (replace IBD with calculated RS/EPS metrics from raw price data via Polygon.io or Tiingo)
Email/SMS alerts when conviction list changes
Options overlay for covered calls on conviction stocks
Multi-user SaaS architecture
Mobile dashboard
Backtesting engine using accumulated weekly snapshots