QuantaTrade AI — Roadmap & Gantt Chart¶
Timeline Overview¶
Total Duration: 10 weeks (Phase 1: 5 weeks, Phase 2: 5 weeks)
Start Date: TBD (pending contract signature)
Gantt Chart¶
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gantt
title QuantaTrade AI — Full Delivery Timeline
dateFormat YYYY-MM-DD
axisFormat %b %d
section Phase 1 — Core Platform
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
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, 0dPhase 1 — Core Platform¶
Milestone 1: Hybrid Execution Engine (Week 1)¶
Objective: Foundational trading and execution layer.
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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:#ddf4ff
style Safeguards fill:#ddf4ffAcceptance 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)¶
Part A — Smart Contracts v1
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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:#ddf4ff
style Operations fill:#fff8c5Allocation 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)¶
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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:#ddf4ff
style Admin fill:#ddf4ff
style Backend fill:#ddf4ffAcceptance 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)¶
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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:#fff8c5
style Trading fill:#ddf4ff
style StratEngine fill:#ddf4ff
style Monetization fill:#ddf4ffAcceptance Criteria: - [ ] Users cannot trade without KYC approval - [ ] Strategies execute and report correctly - [ ] Risk limits actively enforced
Milestone 5: $QTRA Token Utility & Monetization (Week 5)¶
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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:#ddf4ff
style Deflationary Mechanics fill:#ddf4ff
style Auditability fill:#ddf4ffAcceptance 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)¶
| 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)¶
| 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)¶
| 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)¶
| 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)¶
| 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¶
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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¶
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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:#ddf4ff
style M2 fill:#ddf4ff
style M3 fill:#ddf4ff
style M4 fill:#fff8c5
style M5 fill:#fff8c5
style P2M1 fill:#ddf4ff
style P2M2 fill:#ddf4ff
style P2M3 fill:#ddf4ff
style P2M4 fill:#fff8c5
style P2M5 fill:#fff8c5Critical 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