Roadmap
Where we're headed — building the most transparent trading community on the internet. The later this roadmap goes, the more it's shaped by member votes — not by a silent product team. Shipped items are checked, in-progress are open.
Phase 1
Trust, Stability & Operator Tools
Q1 2026 Completed
- Unified data freshness labels (LIVE, T-1, ESTIMATED, STALE)
- Trade deduplication hardening + anti-spam alert windows
- Dashboard loading resilience (non-blocking tab UX)
- Admin poller observability + manual run controls
- Dev/build cache isolation for stable local workflow
- Core terminal stack: live portfolio, analytics, risk, PWA
Phase 2
Decision-Quality UX
Q2 2026 Completed
- Research split: Company Brief + Live Intel
- Live Intel metadata: why-it-matters, confidence, priority, evidence
- Source attribution: Google News, Reddit, HotCopper, CEO.ca
- Per-symbol changed/freshness cues and catalyst/risk extraction
- Server-side intel cache + TTL for lower latency and cost
- Persisted intel snapshots for robust change tracking
- Field Notes — founder's long-form research publications
- Equity-history SSoT: permanent track record, no lifetime data cap
- IBKR session auto-reauth keepalive with competing-session guard
- Analytics rebuild: 4-tab Performance / Allocation / Risk / Data view
- WCAG 2.1 AA accessibility sprint — full terminal
Phase 3
Platform Resilience & Observability
Q3 2026 In Progress
- Automated daily reconciliation (NAV, cash, positions, trades)
- Audit trail + granular platform roles
- Internal SLO dashboards + latency threshold alerts
- Large-table virtualization and incremental data fetch
Phase 4
Community Layer
Q4 2026+ · shaped by member votes Planned
- Community feature voting — public ballot, shipped-vs-voted transparency, members steer priorities
- Founder threads — per-position private channels for direct reasoning, not a broadcast feed
- Founder AMAs and position post-mortems — live sessions, also the calls that aged badly, archived on the record
- Structured symbol channels — member-led debate threads pinned to the positions themselves
- Automated signal posting and ranked catalyst feeds — surfaced next to the community discussion, not instead of it
- Advanced options and macro overlays — built in the direction members vote them, not against it