FIML Roadmaps¶

This directory contains comprehensive planning documents for major FIML initiatives.

Unified Educational Bot¶

A multi-platform educational trading bot powered by FIML with BYOK (Bring Your Own Key) architecture.

Documents¶

1. Master Plan (38KB)
2. Complete architecture and design
3. 11 core components with AI agent prompts
4. BYOK implementation strategy
5. 3-phase roadmap (16 weeks)

6. Success metrics & cost structure

7. Quick Reference (7KB)

8. TL;DR overview
9. Component summary
10. Tech stack

11. Quick navigation

12. Visual Roadmap (13KB)

13. Day-by-day timeline
14. Milestone checklist
15. Dependency graph
16. Resource allocation

Key Features¶

Platform Support: - 📱 Telegram (MVP - Weeks 1-8) - 🌐 Web (Phase 2 - Weeks 9-12) - 💬 WhatsApp (Phase 3 - Weeks 13-16)

BYOK Model: - Users provide own API keys - Compliance-friendly - Cost-efficient - Scalable

Educational Focus: - Real market data via FIML - AI mentors (Maya, Theo, Zara) - Interactive lessons & quizzes - Historical simulations - Gamification (XP, streaks, badges) - 100% compliance (no advice)

Quick Start¶

# Read the master plan
cat docs/roadmaps/UNIFIED_EDUCATIONAL_BOT_MASTER_PLAN.md

# Or the quick reference
cat docs/roadmaps/EDUCATIONAL_BOT_QUICK_REFERENCE.md

Architecture at a Glance¶

┌────────────────────────────────┐
│  Telegram | Web | WhatsApp    │ ← Platform Interfaces
└────────────────────────────────┘
              ↓
┌────────────────────────────────┐
│   Unified Bot Gateway          │ ← Message Router
└────────────────────────────────┘
              ↓
┌────────────────────────────────┐
│  Educational Orchestration     │ ← Lessons, Quizzes, AI
└────────────────────────────────┘
              ↓
┌────────────────────────────────┐
│   FIML Integration Layer       │ ← Data + Compliance
└────────────────────────────────┘
              ↓
┌────────────────────────────────┐
│  User's API Keys → Providers   │ ← BYOK Model
└────────────────────────────────┘

Implementation Timeline¶

Components (11 Total)¶

Each component has a detailed AI agent prompt ready for implementation:

1. UserKeyOnboardingService - Key collection
2. FIMLProviderConfigurator - Per-user config
3. UnifiedBotGateway - Message routing
4. TelegramBotAdapter - Telegram integration
5. WebInterfaceAdapter - Web UI
6. LessonContentEngine - Dynamic lessons
7. QuizSystem - Interactive quizzes
8. AIMentorService - AI personas
9. GamificationEngine - XP & progression
10. FIMLEducationalDataAdapter - Educational data
11. EducationalComplianceFilter - Safety checks

Success Metrics¶

Phase 1 Targets (Week 8): - Beta Users: 50-100 - Lesson Completion: >60% - Uptime: >99% - Compliance: 100%

Phase 3 Targets (Week 16): - Total Users: 2,000+ - Free → Pro: >15% - MRR: \(5,000+ - LTV: >\)100

Tech Stack¶

Cost Structure¶

Per-User Monthly: - Free: \(2.00 cost → -\)2.00 margin (70% users) - Pro: \(6.00 cost → +\)9.00 margin (25% users) - Premium: \(8.00 cost → +\)27.00 margin (5% users)

Break-even: 15% conversion to Pro

Future Roadmaps¶

Additional roadmaps will be added here as new initiatives are planned.

Quick Links¶

• 🏠- Main Documentation
• 📘- FIML Blueprint
• Trading Education Bot
• 🧪 Test Report

Status: In Development (Phase 1 MVP Implemented) Next: Phase 2: Web Interface

Implementation Status (Verified)¶

• Telegram Bot: Implemented (TelegramBotAdapter)
• Lesson Engine: Implemented (LessonContentEngine)
• Quiz System: Implemented (QuizSystem)
• Gateway: Implemented (UnifiedBotGateway)
  Version: 1.0