QuantaTrade AI — Roadmap & Gantt Chart¶

Timeline Overview¶

Total Duration: 10 weeks (Phase 1: 5 weeks, Phase 2: 5 weeks)
Total Budget:   $400,000 (10 milestones x $40,000)
Start Date:     TBD (pending contract signature)

Gantt Chart¶

gantt
    title QuantaTrade AI — Full Delivery Timeline
    dateFormat YYYY-MM-DD
    axisFormat %b %d

    section Phase 1 — Core Platform ($200K)
    M1: Hybrid Execution Engine           :p1m1, 2026-04-07, 7d
    M1 Review & Approval                  :milestone, after p1m1, 0d
    M2: Smart Contracts & Custody          :p1m2, after p1m1, 7d
    M2 Review & Approval                  :milestone, after p1m2, 0d
    M3: Presale Platform & Dashboard       :p1m3, after p1m2, 7d
    M3 Review & Approval                  :milestone, after p1m3, 0d
    M4: Compliance & Trading Platform      :p1m4, after p1m3, 7d
    M4 Review & Approval                  :milestone, after p1m4, 0d
    M5: Token Utility & Monetization       :p1m5, after p1m4, 7d
    Phase 1 Complete                       :milestone, after p1m5, 0d

    section Phase 2 — Advanced ($200K)
    M1: Market Data & Intelligence         :p2m1, after p1m5, 7d
    M1 Review & Approval                  :milestone, after p2m1, 0d
    M2: Signals, AI & Research             :p2m2, after p2m1, 7d
    M2 Review & Approval                  :milestone, after p2m2, 0d
    M3: Margin & Derivatives               :p2m3, after p2m2, 7d
    M3 Review & Approval                  :milestone, after p2m3, 0d
    M4: Liquidity & Market Making          :p2m4, after p2m3, 7d
    M4 Review & Approval                  :milestone, after p2m4, 0d
    M5: Portfolio & Institutional          :p2m5, after p2m4, 7d
    Phase 2 Complete                       :milestone, after p2m5, 0d

Phase 1 — Core Platform¶

Milestone 1: Hybrid Execution Engine (Week 1) — $40K¶

Objective: Foundational trading and execution layer.

graph LR
    subgraph Deliverables
        UI[Platform UI/UX]
        CLOB[Central Limit Order Book]
        ME[Matching Engine]
        EVR[External Venue Routing<br/>REST + WebSocket]
        SOR[Smart Order Routing]
        OMS[Order Management System]
        PMS[Portfolio Management System]
        LED[Double-Entry Ledger]
    end

    subgraph Safeguards
        KS[Strategy Kill-Switches]
        VF[Venue Failover Routing]
        SC[Slippage Controls]
        MO[Manual Override Controls]
    end

    UI --> OMS
    OMS --> SOR
    SOR --> ME
    SOR --> EVR
    ME --> LED
    OMS --> PMS
    PMS --> LED

    style Deliverables fill:#e8f5e9
    style Safeguards fill:#fff3e0

Acceptance Criteria: - [ ] Orders placed, routed, executed, and reconciled - [ ] Internal and external liquidity execution verified - [ ] Ledger produces auditable trade and balance records

Reuse from QuantaTrade: exchange-core2 matching engine, order-router, ledger patterns

Milestone 2: Smart Contracts, Custody & Treasury (Week 2) — $40K¶

Part A — Smart Contracts v1

graph TB
    subgraph Contracts
        TOKEN[ERC20 Token Contract<br/>Supply controls, minting,<br/>role-based permissions]
        SALE[SaleManager Contract<br/>USDC payments, round caps,<br/>whitelist gating, 6 rounds]
        VEST[Allocation & Vesting<br/>Merkle imports for Pre-Seed/Seed,<br/>claim-based vesting, TGE gate]
    end

    subgraph Operations
        DEPLOY[Deployment Scripts<br/>Testnet deployment]
        VERIFY[Contract Verification<br/>Explorer artifacts]
        TEST[Automated Tests<br/>90%+ coverage]
    end

    TOKEN --> SALE
    SALE --> VEST
    DEPLOY --> TOKEN
    DEPLOY --> SALE
    DEPLOY --> VEST
    TEST --> TOKEN
    TEST --> SALE
    TEST --> VEST

    style Contracts fill:#e1f5fe
    style Operations fill:#f3e5f5

Allocation Requirements: - Pre-Seed total: 130,000,000 $QTRA - Seed total: 160,000,000 $QTRA

Part B — Custody & Treasury Infrastructure

Component	Details
BitGo Integration	Institutional custody, wallet provisioning, policy enforcement
Multi-Sig Controls	Approval flows, role-based signing hierarchy
Stablecoin Rails	USDC/USDT on Ethereum, BSC, Solana, Tron
Fiat Rails	SEPA, SWIFT, ACH + auto fiat-to-stablecoin conversion
Treasury Allocation	50% active trading / 50% liquidity reserve, role-based limits

Acceptance Criteria: - [ ] Private round purchase with whitelist passes - [ ] Public round purchase passes - [ ] Round caps strictly enforced - [ ] Claim logic matches vesting schedules - [ ] Funds securely deposited and withdrawn via BitGo - [ ] Multi-sig approvals enforced - [ ] Treasury balances visible and auditable

Milestone 3: Presale Platform & Investor Dashboard (Week 3) — $40K¶

graph TB
    subgraph Frontend
        PSA[Presale Web App<br/>Wallet connect, 6 round pages,<br/>buy flow, claim portal]
        INV[Investor Dashboard<br/>Holdings by round, vesting schedule,<br/>claimable amounts, tx history]
    end

    subgraph Admin
        AP[Admin Panel<br/>Configure rounds, CSV uploads,<br/>Merkle root generation,<br/>freeze allocations, set TGE,<br/>export CSV reports, audit logs]
    end

    subgraph Backend
        IDX[On-Chain Indexer<br/>Purchases, allocations,<br/>claims, vesting state]
        REC[Reconciliation Engine<br/>On-chain vs off-chain totals]
    end

    PSA --> IDX
    INV --> IDX
    AP --> IDX
    IDX --> REC

    style Frontend fill:#e8f5e9
    style Admin fill:#fff3e0
    style Backend fill:#e1f5fe

Acceptance Criteria: - [ ] User connects and buys in Private A (whitelist enforced) - [ ] User buys in Public (open) - [ ] User sees receipt and claims per vesting schedule - [ ] Admin exports reconcile exactly to on-chain totals - [ ] End-to-end flow works in staging

Milestone 4: Compliance & Trading Platform (Week 4) — $40K¶

graph TB
    subgraph Compliance
        AUTH[User Accounts<br/>Email + MFA]
        KYC[Tiered KYC<br/>Retail / HNWI / Institutional]
        AML[AML Monitoring<br/>Transaction screening]
        SANC[Sanctions Screening]
        AUDIT[Immutable Audit Logging]
    end

    subgraph Trading
        SPOT[Spot Trading Interface<br/>Order placement & analytics]
        PORT[Portfolio Dashboard<br/>Real-time P&L]
        STRAT[Strategy Monitor Dashboard]
    end

    subgraph StratEngine["Strategy Engine (Python)"]
        MR[Mean Reversion]
        FSA[Funding Spread Arbitrage]
        RISK[Risk Controls<br/>Max drawdown, exposure caps,<br/>exchange-specific kill-switches]
    end

    subgraph Monetization
        SUB[Subscription Management]
    end

    AUTH --> KYC
    KYC -->|approved| SPOT
    SPOT --> PORT
    STRAT --> StratEngine
    MR --> RISK
    FSA --> RISK

    style Compliance fill:#fce4ec
    style Trading fill:#e8f5e9
    style StratEngine fill:#e1f5fe
    style Monetization fill:#fff3e0

Acceptance Criteria: - [ ] Users cannot trade without KYC approval - [ ] Strategies execute and report correctly - [ ] Risk limits actively enforced

Milestone 5: $QTRA Token Utility & Monetization (Week 5) — $40K¶

graph LR
    subgraph Token Utility
        STAKE[Staking<br/>Lock $QTRA, earn rewards]
        DISC[Subscription Discounts<br/>Pay with $QTRA]
        REBATE[Trading Fee Rebates<br/>Based on $QTRA holdings]
    end

    subgraph Deflationary Mechanics
        PROFIT[Monthly Profit Calculation]
        BUYBACK[Automated Buyback Execution]
        BURN[Automated Token Burn]
    end

    subgraph Auditability
        ONCHAIN[On-Chain Audit Trail]
    end

    STAKE --> ONCHAIN
    PROFIT --> BUYBACK
    BUYBACK --> BURN
    BURN --> ONCHAIN

    style Token Utility fill:#e8f5e9
    style Deflationary Mechanics fill:#fff3e0
    style Auditability fill:#e1f5fe

Acceptance Criteria: - [ ] Staking and rewards functional - [ ] Buyback and burn logic executes correctly - [ ] Token utilities applied correctly

Phase 1 Completion: Platform live and revenue-ready. Trading, custody, compliance, and monetization operational.

Phase 2 — Advanced Features¶

Milestone 1: Advanced Market Data & Intelligence (Week 6) — $40K¶

Deliverable	Details
Depth of Market (DOM)	Full order book visualization
L2/L3 Visualization	Level 2 and Level 3 market data
Liquidity Analytics	Real-time liquidity metrics
News Feeds	News aggregation and event feeds
Sentiment Engine	Social, news, macro sentiment analysis
Microstructure Analytics	Order flow, trade impact, spread analytics

Acceptance: DOM renders in real time, analytics update continuously, feeds stable.

Milestone 2: Signals, AI & Quant Research (Week 7) — $40K¶

Deliverable	Details
Strategy Signal Engine	Automated signal generation
AI Prediction Scanners	ML-based price prediction
Multi-Symbol Ranking	Cross-asset ranking tools
Backtesting Environment	Historical strategy testing
Custom Signal Builder	User-defined signal creation
Quant Research Workspace	Jupyter-like research environment

Acceptance: Signals generate consistently, backtests reliable, custom signals build and execute.

Milestone 3: Margin Trading & Derivatives (Week 8) — $40K¶

Deliverable	Details
Margin Accounts	Isolated and cross margin
Collateral Management	Multi-asset collateral
Risk & Liquidation Engine	Real-time margin calculations
Perpetuals Architecture	Ready for perpetual futures

Acceptance: Margin calculations correct, liquidations trigger correctly, risk limits enforced under stress.

Milestone 4: Exchange Liquidity & Market Making (Week 9) — $40K¶

Deliverable	Details
Internal MM Engine	Automated market making
Liquidity Provisioning	Internal liquidity management
External Incentives	Maker rebates, fee tiering
Spread Management	Dynamic spread optimization

Acceptance: Liquidity improves measurably, incentives calculate correctly, MM within risk limits.

Milestone 5: Portfolio Intelligence & Institutional (Week 10) — $40K¶

Deliverable	Details
Portfolio Optimization	Modern portfolio theory engine
Risk-Adjusted Allocation	Factor-based allocation models
Tax Efficiency Tools	Tax-loss harvesting, reporting
Performance Attribution	Return decomposition
Institutional Dashboards	Enterprise-grade reporting

Acceptance: Analytics accurate, allocation models functional, dashboards display full insights.

Payment Schedule¶

xychart-beta
    title "Cumulative Payment Schedule ($K)"
    x-axis ["W1", "W2", "W3", "W4", "W5", "W6", "W7", "W8", "W9", "W10"]
    y-axis "USD (thousands)" 0 --> 420
    bar [40, 80, 120, 160, 200, 240, 280, 320, 360, 400]
    line [40, 80, 120, 160, 200, 240, 280, 320, 360, 400]

Critical Path & Dependencies¶

graph LR
    M1[M1: Execution Engine] --> M2[M2: Contracts & Custody]
    M2 --> M3[M3: Presale Platform]
    M1 --> M4[M4: Compliance & Trading]
    M2 --> M5[M5: Token Utility]
    M4 --> M5

    M5 --> P2M1[P2-M1: Market Data]
    M4 --> P2M2[P2-M2: AI & Signals]
    M1 --> P2M3[P2-M3: Margin & Derivs]
    M1 --> P2M4[P2-M4: Liquidity & MM]
    P2M3 --> P2M5[P2-M5: Portfolio & Inst.]
    P2M2 --> P2M5

    style M1 fill:#e8f5e9
    style M2 fill:#e1f5fe
    style M3 fill:#fff3e0
    style M4 fill:#fce4ec
    style M5 fill:#f3e5f5
    style P2M1 fill:#e8f5e9
    style P2M2 fill:#e1f5fe
    style P2M3 fill:#fff3e0
    style P2M4 fill:#fce4ec
    style P2M5 fill:#f3e5f5

Critical path: M1 → M2 → M3 (presale must launch on schedule) and M1 → M4 → M5 (trading must be live before token utility).

Risk Register¶

Risk	Impact	Likelihood	Mitigation
1-week milestones too aggressive	Missed deadlines, quality issues	High	Reuse QuantaTrade codebase; pre-build scaffolding; negotiate buffer weeks
BitGo integration delays	M2 blocked	Medium	Start sandbox setup in Week 0; parallel-path with mock custody
KYC provider onboarding	M4 blocked	Medium	Select provider before Phase 1 starts; use Sumsub (known from QuantaTrade)
Smart contract audit needed	Launch delay	High	Code to audit standards from day 1; schedule auditor for Week 4
Chain selection uncertainty	Rework risk	Medium	Decide chain before M2; default to Base/Arbitrum for low gas
Scope creep between milestones	Budget overrun	Medium	Enforce frozen scope per contract; written change orders only
Token economics not finalized	Contracts can't be written	High	Require finalized tokenomics before contract signature

Pre-Work (Week 0 — Before Contract Starts)¶

Before Week 1 kicks off, these must be resolved:

Chain selection finalized (Ethereum L1? Base? Arbitrum? Solana?)
Tokenomics document finalized (total supply, round allocations, vesting schedules)
BitGo sandbox account provisioned
KYC provider selected and sandbox access obtained
Design system and wireframes for trading UI agreed upon
QuantaTrade codebase components identified for reuse
Cloud infrastructure accounts provisioned (GCP/AWS)
CI/CD pipeline scaffolding ready