QUANTERY

Feature roadmap

Where Quantery is headed — what's recently shipped, what's being built right now, and what's planned next. Statuses here are honest: only items under “Shipped” are live today, and the rest of the roadmap is direction, not a dated promise. Own the app? Your requests genuinely steer this list — see below.

Shipped Live now

  • Universes: S&P 500, Nasdaq-100, Dow 30, and your own lists

    A new Universes page lets a thesis target a standard index universe (S&P 500, Nasdaq-100, Dow 30) or a named custom ticker list, and scans, backtests, and data jobs follow it. Index membership is point-in-time: you fetch the history with your own FMP key, and backtests resolve membership on each rebalance date where that history reaches. Where it does not, the report says so and records the fallback to current membership. Details in the docs. Release notes.

  • Data transparency: every number down to its filing

    Every value a scan produces can now explain itself. Click any feature value in a scan's table (or the Explain buttons on a company page) and a panel shows the rule that fired, the recorded (run) and live (today) values when they differ, and the exact inputs behind the number: fiscal period, filing date, source, and a link to the filing on SEC EDGAR where it is stored. Run history is interactive too: open any past run’s survivors, or use Compare to diff two runs (added, dropped, still passing, with score change and rank movement). A Data coverage card on every company page says plainly what your local data holds for that name, gaps and failed attempts included. And your AI assistant gets the same audit trail: three new read-only MCP tools read raw point-in-time fundamentals with filing identity, explain any survivor, and report per-symbol coverage. Details in the docs.

  • Free daily prices, no key required

    An optional Yahoo Finance (unofficial) source fills daily prices, market caps, and sectors with no API key. Enable it during onboarding or in Settings and your computer pulls from Yahoo’s publicly accessible endpoints directly; nothing is proxied or redistributed. It is unofficial, so it may change or stop working at any time, and the paid providers keep working through the same interface either way. Details in the docs.

  • Live run queue — see and steer what the app is doing

    Quantery keeps your research database consistent by running data pulls, screens, and backtests one at a time — and now that queue is visible everywhere. A banner on every page shows what’s running, its progress and time remaining, and what’s waiting in line; anything queued says so honestly instead of looking stuck. From there you can jump your screen to the front with Run next, pause the remaining data pulls (the current one finishes safely), cancel a job that hasn’t started, or flip on Notify when done (off by default) and get on with something else.

  • AI MCP server + thesis-building tools

    Your AI assistant can now drive Quantery. Describe a thesis in plain language — a statement (“profitable small caps under tangible book, down big, with cash to survive”), an existing strategy you already follow, or a formula — and it becomes a quantitative screen you can run and backtest immediately. The app exposes a local MCP server (off by default; one toggle in Settings) that Claude Code, Claude Desktop, and any MCP-capable assistant can connect to: browse your data, build and validate theses, run scans and backtests. Local-only, token-protected, and it uses your own AI subscription or keys — like everything else. Setup guide in the docs.

In progress Being built now

  • Signed & notarized installers

    Apple notarization for macOS and Windows code signing are both underway (signing is already wired into our release pipeline, pending identity verification). Once live, the first-open Gatekeeper / SmartScreen extra step on the download page goes away.

  • Auto-updates on macOS

    Windows and Linux already update in-app. macOS auto-update is blocked on the signed builds above (unsigned macOS apps can't self-update) and ships as soon as signing lands.

  • Deeper documentation

    Expanded guides, a full thesis-spec reference, and worked examples — growing the getting-started docs into a proper manual.

Planned Coming soon

  • More options-data providers Integration coming soon

    The options-chain layer is becoming a pluggable interface with multiple backends — Tradier, Polygon, ORATS and others are under evaluation — so options history isn't tied to a single vendor. Alpha Vantage (chains back to 2008) is the one live today.

  • International & ADR fundamentals

    IFRS-aware fundamentals so ADRs and foreign filers screen as cleanly as US GAAP names do today.

  • Additional market-data providers Integration coming soon

    More price/universe sources behind the same bring-your-own-keys provider interface, so you can pick the data vendor that fits your budget. The first alternative source, free Yahoo Finance (unofficial) prices, is live today (see Shipped above).

  • OS-keychain storage for API keys

    Your keys already never leave your machine; this moves them from a locked-down local file into the operating system's keychain (macOS Keychain / Windows DPAPI) for defense in depth.

  • Opt-in crash reporting

    A privacy-conscious, strictly opt-in way to send us crash details so bugs get fixed faster. Off by default, in keeping with the local-first design — your research data is never part of it.

Own Quantery? Tell us what to build.

This roadmap is steered by the people who use the app. If you want a feature, an integration, or a data source that isn't listed here — or something listed here matters enough to move up — say so. Every request is read.

Request a feature Get support

In the app: Settings → Feature Request / Bug Report pre-fills an email with your version and platform. Or write to [email protected] directly.