Roadmap
What's live today and what's coming next. Under-construction areas are hidden from the sidebar until they ship.
Live now
Available in the app today.
Discover & AI scores
Search stocks, ETFs, and crypto with composite scores, bull/bear cases, and risk context.
Model portfolios
Educational allocation models with backtests, trend filters, and rebalance schedules.
Portfolio Advisor
Guided questionnaire that suggests a research-oriented portfolio in minutes.
Paper trading & autopilot
Practice with virtual cash and optional autopilot rebalances on signal days.
Trading logic docs
Public documentation for rebalance cadence, risk alerts, and no-day-trading rules.
Live auto-trading
Connect Coinbase, Alpaca, or E*TRADE and auto-execute model portfolios with real money.
Exchange integrations
Coinbase Advanced Trade, Alpaca, and E*TRADE (OAuth) connections.
In progress
Actively being built or rolling out.
Narrative portfolios (Autopilot-inspired)
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.
E*TRADE go-live
Sandbox keys, OAuth callback registration with E*TRADE support, migration deploy, and token renew/revoke hardening. See ETRADE_SETUP.md.
Planned
On the list — not yet in the sidebar.
Hedge Fund Mirror — EDGAR hybrid universe
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.
Quiver Quantitative data
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.
E*TRADE token lifecycle
Renew access tokens after idle periods and revoke on disconnect per E*TRADE OAuth requirements.
Watchlists
Track assets with score-based alerts and morning briefing integration.
Alerts
Price, score, and portfolio notifications delivered on your schedule.
Portfolio compare
Side-by-side comparison of model portfolios — returns, risk, and holdings overlap.
Saved portfolios
Bookmark favorite models and revisit them from one place.