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). Currently in closed beta
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
"Why is my BTG score dropping?" Natural language questions about your holdings
Future
Live Brokerage Sync
Via Plaid
Future
Earnings Calendar Integration
Stay ahead of key company events
Future
Sector Heat Maps
See which sectors are hot and cold
Future
Floating AI Chat Bubble
Android Bubbles API — chat with Danu from anywhere on your phone, even outside the app
Future
Smart Knowledge Base
AI learns from the questions users ask most and builds an evolving library of investing guides and answers