Year 2 Roadmap

From signal-grade intelligence
to live, audited execution.

Year 1 delivered the desk. Year 2 walks the regulated path from paper trading to real capital — five milestones, a compliance-gated live toggle, and a waitlist that unlocks each one in sequence. Join below to be the first through the gate when each milestone ships.

5 milestones
1 signup list
Notify on every ship
The path

Five sequential milestones — no skip-ahead, no shortcuts.

Each milestone is fully independent — paper reinforcement stands on its own, the regulatory bridge stands on its own — but real capital only unlocks when all five land and meet the compliance opinion. That ordering is the point.

  1. Now
    Trader intelligence and source readiness
    In progress
    The scanner, charts, paper-trading journal, and performance surfaces are available. Correlation and portfolio scenarios now report only from provider-backed history; short-interest and macro stay unavailable until their data sources are attributable and timestamped.
    • · Cross-asset correlation: Pearson over 60 aligned daily returns
    • · Paper stress scenarios: −20% and −40% broad-equity shocks with beta-one exposure
    • · Short-interest and macro values withheld until authoritative feeds and freshness contracts exist
  2. Q1
    Paper-trading reinforcement
    In progress
    Tighten the paper-trading spine before any capital touches real markets — extended backtest corpus, slippage-realistic fills, and a portfolio-level risk envelope.
    • · Slippage + fill-latency model
    • · Portfolio heat + concentration limits
    • · Replay any signal across 20+ years of history
  3. Q2
    Broker-API regulatory bridge
    Planned
    Build the regulated corridor before a live order is ever sent — broker partnerships, KYC/AML sourcing, audit trail, written compliance opinion, and per-user eligibility scoring.
    • · Broker-API partner integration
    • · KYC/AML sourcing + audit log
    • · Per-account eligibility gating
  4. Q3
    Adaptive sizing + risk envelope
    Planned
    Promote from fixed-notional to adaptive sizing — position weight follows conviction, volatility, and the same risk envelope the paper desk already enforces.
    • · Conviction-weighted sizing
    • · Volatility-scaled exposure caps
    • · Drawdown circuit-breakers
  5. Q4
    Compliance-gated live execution toggle
    Planned
    The final gate — per-account enablement, manual approval queue, and a soft-launch cohort of existing customers before the toggle opens to the broader waitlist.
    • · Admin approval queue
    • · Soft-launch with existing customers
    • · Public toggle after milestone review
Join the list

One signup list. Notify-on-every-ship.

The same list powers the in-dashboard upsell and every public surface — your email lands once, in one place, and you hear from us only when a milestone moves. No drip campaigns, no follow-up noise.

Year 2 waitlist