| Phase/Milestone | Month | Tasks | Deliverables |
|---|---|---|---|
| 1 Preparation | Aug 2024 | – Brainstorm ideas and confirm topic (10) – Perform background research on algorithmic trading (20) – Conduct market research on investment apps (15) | |
| 2 Planning | Sep 2024 | – Consult project supervisor (5) – Define project scope (5) – Define project objectives (5) – Define main features (5) – Research on various algorithmic trading strategies (20) – Prepare the detailed project plan (15) – Prepare the project web page (5) | 2 Oct 2024 – Detailed project plan – Project web page |
| 3 Implementation | Oct 2024 | – Research and implement various algorithmic trading strategies (40) – Perform back testing in different markets and various market conditions (20) | |
| Nov 2024 | – Propose enhancements on existing algorithmic trading strategies (30) – Explore the feasibility of incorporating different textual data (30) | ||
| 4 Prototyping | Dec 2024 | – Explore the feasibility of related articles collection and summarisation (10) – Design and implement the dashboard to summarize key insights (20) – Design and implement the integrated investment app (20) | |
| 5 Testing | Jan 2025 | – Minimal Viable Product (MVP) prototype ready (10) – Prepare the interim report (20) | 27 Jan 2024 • Preliminary implementation and prototype • Prototype testing • Interim Report |
| 6 Fine-tuning | Feb 2025 | – Implement remaining functionalities (30) – Improve the product according to feedback from stakeholders (30) | |
| Mar 2025 | – Implement the final algorithmic trading strategy (20) – Cut off back testing and organise the results (20) | ||
| Apr 2025 | – Prepare the final report (20) – Prepare for the final presentation (10) – Prepare the poster (5) | 22 Apr 2025 – Implementation of the final product – Final Report |
Note: Estimated learning hours for each milestone are indicated inside the parenthesis