Roadmap

Search stocks, ETFs, and crypto with composite scores, bull/bear cases, and risk context.

Educational allocation models with backtests, trend filters, and rebalance schedules.

Guided questionnaire that suggests a research-oriented portfolio in minutes.

Practice with virtual cash and optional autopilot rebalances on signal days.

Public documentation for rebalance cadence, risk alerts, and no-day-trading rules.

Walk-forward and trend-filter simulations fill at the next open, charge paper costs on measured turnover, and label long-window results as simulated — not a live track record.

Connect your Coinbase, Alpaca, or E*TRADE account and optionally auto-rebalance model portfolios there.

Coinbase Advanced Trade, Alpaca, and E*TRADE (OAuth) connections.

Autopilot-inspired narrative portfolios — Jim Simons Tracker → `hedge-fund-mirror`, Burry Tracker → `burry-value`, AI World War III → `defense-ai-regime`, Inverse Cramer → `contrarian-pulse`, Pelosi Tracker+ → `congressional-tracker`, White House → `white-house-tracker`. See AUTOPILOT_INSPIRED_PORTFOLIOS.md.

Sandbox keys, OAuth callback registration with E*TRADE support, migration deploy, and token renew/revoke hardening. See ETRADE_SETUP.md.

Generation 6.7–6.8 tested rank consensus, residual ranking, online experts, and pairwise tournament rank on the existing ETF tape. See docs/generation-6-7-rank-consensus.md, docs/generation-6-7-residual-rank.md, docs/generation-6-7-online-experts.md, and docs/generation-6-8-tournament-rank.md. Outright futures remain the next data expansion.

Generation 6.9 added the outright-futures qualification path and one preregistered managed-trend sleeve. Import Norgate contract CSVs, export bars, then run research:gen6-9:futures. Yahoo continuous futures stay rejected. See docs/generation-6-9-futures-procurement.md and docs/generation-6-3-futures-roadmap.md.

Restrict dynamic portfolios to names that existed on each date. Daily universe snapshots start now; a multi-year history still needs time (or a membership file). Until then, long-window Quant Sharpe stays research-only.

Replay candidate selection from stored daily scores instead of today’s ranks or price-factor proxies. API is in place; walk-forward uses snapshots once the archive is long enough.

Quarterly SEC 13F refresh + static-plus-edgar-ma200 resolver so `hedge-fund-mirror` tracks institutional mega-shifts without raw EDGAR swap-in. Static core stays; EDGAR satellites gated by MA200 and universe MC compare. See AUTOPILOT_INSPIRED_PORTFOLIOS.md §Roadmap — EDGAR hybrid universe.

Congressional STOCK Act disclosures for `congressional-tracker` (client stub + lag ranking shipped). Wire live `QUIVER_API_KEY` feed and promote if lag backtest / MC rescue holds — lobbying and institutional holdings are follow-ons. See AUTOPILOT_INSPIRED_PORTFOLIOS.md.