Phase 1
Core Platform
Stock screener, portfolio tracking, investor style scoring, AI analysis (RACE briefs)
Phase 2
Notifications & Alerts
Push, Telegram, Discord integration. Live monitor, daily digest, take-profit rules
Phase 3
Portfolio Replay
Backtest your strategy against real historical data. Compare holdings vs S&P 500
Phase 4
UI Polish & Knowledge Base
Education guides, investor profiles, market basics. News feed. BYOAI support
Phase 5
Google Play Launch
Developer account, store listing, subscription tiers (Free/Pro/Elite). Closed testing with 28 testers — production launch coming soon
Phase 6
Automated Alerts
Daily sell signals + style-aware take profit. Runs at market close. Fundamental deterioration detection
Phase 7
AI Portfolio Insights
Daily portfolio health check with news-aware AI brief. Easy Read / Deep Dive modes. Style-aware blend support
Phase 8
Contextual AI + News
AI analysis references recent headlines and price action. Timely briefs, not just static fundamentals
Phase 9
Guided Onboarding
Investor style quiz matches you to Buffett, Graham, or Lynch. Progressive tab tours on first visit. Replay or retake anytime from Profile
Phase 10
CSV Portfolio Import
Bulk import from Fidelity, Schwab, Robinhood, Vanguard, E*Trade. Preview & select positions before importing. Merge or replace modes
Phase 11
More Investor Styles
Added Dalio, Wood, Templeton, Soros — now 16 frameworks total across Free, Pro, and Elite tiers
Phase 12
Cross-Style Comparison
See how any stock scores across all investor styles. Side-by-side radar chart
Phase 13
AI Chat
Action-capable conversational AI. Ask about your holdings, run screeners, get portfolio insights — all from natural language
Phase 14
Stability & Testing
Global state refactor, automated testing across scoring functions and API endpoints. Finance app = trust = tests
Phase 15
iOS App Store Launch
Danu comes to iPhone. Same features, same experience. TestFlight beta followed by full App Store release
Phase 16
Credit Earning & Referrals
Earn AI credits by watching short ads. Invite friends and both get bonus credits. More ways to use the AI without upgrading
Phase 17
Daily Pick Notifications
Wake up to the top-scoring stock for your investor style. Personalized daily signal delivered straight to your phone
Future
Live Brokerage Sync
Connect your brokerage account via Plaid. Auto-sync holdings, no more manual entry
Future
Earnings Calendar
See upcoming earnings dates for your holdings. Never get caught off guard by a report
Future
Sector Heat Maps
Visual overview of which sectors are running hot and which are cooling off
Future
More Investor Styles
Neff, Burry, Bogle, Tepper, and more. Expanding the framework library beyond 16 styles