Unified AI Conviction & Factor Alignment: Synthesizes multi-factor quantitative models, options flow dynamics, and adversarial stress tests into a single institutional-grade conviction score (0-100).
Enhanced portfolio management with advanced analytics.
Simplified trading for beginners with guided workflows.
Centralized view for stocks, options, and crypto assets.
Integration with brokerage accounts for real-time data.
AI-driven insights and recommendations.
Note: AI portfolio prompts now include per-account cash and a total cash summary when available.
Historical data analysis for informed decision-making.
Cross-platform access for iOS and Android users.
Community-driven features for shared insights and discussions.
Social Discussion & Comment Threads: Granular discussions on shared trade ideas and public portfolios with author-pinned comments, community sentiment polling, comment upvoting, and moderation reporting.
Enhanced security and privacy for user data.
Secure OAuth Token Storage: Encrypted credential storage leveraging platform Keychain (iOS/macOS) and Android Keystore with automatic legacy migration.
Balance Visibility Toggle: Global privacy mask for sensitive P&L and equity data, including portfolio-chart axes, annotations, tooltips, and summary values.
Watchlist Management: Comprehensive tools to create, edit, and manage custom watchlists with real-time data tracking.
Synchronized Position Scroll: Synchronized multi-column scrolling across position detail rows for equities, options, forex, and futures positions.
Advanced charting tools for technical analysis.
Generative Actions: AI-driven actions and insights directly within the UI for enhanced decision making.
Agentic Reasoning Mode: Deep multi-step analysis workflow with institutional-grade GEX orchestration for signal generation.
Instrument Charting: Advanced charting capabilities on instrument details pages, including benchmark comparisons with configurable date ranges and interactive technical overlays (SMA, EMA, VWAP, Bollinger Bands).
Instrument Notes: Private, persistent trading journal per instrument with Markdown support and AI-Assisted Drafting.
Integration with social media for sentiment analysis.
Futures position monitoring with enriched contract/product metadata, real-time Open P&L calculation, and lazy bounded scrolling optimization (SliverMainAxisGroup).
Futures Order Entry: Full modal order sheet supporting Market and Limit orders, live quotes with estimated notional calculations, and two-step confirmation review.
Futures Auto-Trading: Automated futures strategy execution with settings, performance tracking, activity logs, and emergency stop controls.
Custom Indicators: Create and integrate personalized technical indicators into the trading system.
Trading Strategies: Switch between pre-defined trading styles (e.g., Momentum, Mean Reversion) instantly.
Advanced Exit Strategies: Implement Partial, Time-Based, and Market Close exits for precise trade management.
Correlation Analysis: Portfolio diversification analysis with correlation matrix heatmap.
Stock Universe: Monitoring of S&P 500 and popular high-volume stocks with automated database seeding.
Event Study Analyzer: Compare asset, benchmark, and abnormal returns around dated events with rolling volatility, beta, and correlation.
Alpha Factor Discovery: Research engine to discovering predictive alpha factors by analyzing correlation with future returns.
ML Optimization: Benefit from Machine Learning enhanced signal accuracy.
Copy Trading Dashboard: Centralized hub for managing copy trading activities and history.
Approval Workflow: Review and approve auto-generated copy trade requests.
Multi-Leg Order Entry Templates & Spread Builder: 1-tap pre-configured structural order pads for Vertical Spreads, Straddles, Strangles, Iron Condors, and Calendar Spreads with real-time net debit/credit and risk/reward analytics.
Options Strategy Roll Assistant: 1-tap rolling wizard for covered calls, cash-secured puts, and spreads with real-time net credit/debit, breakeven updates, Greeks shift comparison, and multi-leg order execution.
Multi-Leg Options Defense & Roll Playbook: Automated threat detection engine and tactical advisory playbook for tested options positions, short legs, and credit spreads with 1-tap transfer to the Roll Assistant.
iOS Live Activities & Dynamic Island Widget: Real-time lock screen widget for active option positions, mark price updates, P&L status, and intraday 0DTE trailing stops during market hours.
Offline Mode & Resilient Caching: Persistent local cache for portfolio holdings, accounts, watchlists, quotes, and AI trade signals with reactive sync lifecycle and contextual status banners.
Feature Access & Beta Labs Gating Architecture: Remote Config kill switches, explicit per-user grants, public rollouts, admin-only access, and synchronized Beta Labs opt-ins with safety disclaimers for high-risk trading features.
Beta-Weighted Portfolio Greeks Engine: Portfolio-wide beta-weighting ($\Delta_{\beta-SPY}$, $\Delta_{\beta-QQQ}$, $\Delta_{\beta-DIA}$, $\Delta_{\beta-IWM}$) and aggregate Gamma, Vega, and Theta across stocks, options, crypto, futures, and forex to quantify true dollar market risk.
Advanced Order Types: Execute Trailing Stop, Stop-Limit, and Time-in-Force (GTC, IOC, etc.) orders for better risk management.
Trade Signal Notifications: Configurable push notifications for trade signals with filtering by type, symbol, and confidence. New: Rich notifications with charts and actionable data.
Crypto Trading: Dedicated interface for trading cryptocurrencies with advanced order management, modernized technical analysis card and bottom sheet modal, candlestick charts, preset tools, and adaptive volume handling.
Forex Trading: Comprehensive currency pairs trading (EUR/USD, USD/JPY, GBP/USD, etc.) with standardized lot sizing (Micro, Mini, Standard), Stop orders, live pip calculation, and Paper/Demo trading support.
Carry Trade Optimizer: Interest rate differential matrix, Central Bank policy rate monitor (10 central banks), Carry-to-Risk ratio scoring, unwind risk analysis, and automated basket optimizer.
Home Widgets: iOS Home Screen widgets for portfolio, watchlists, and trade signals.
Custom Alerts: Configurable price and event-based alerts for instruments and portfolio events.
Order Templates: Save and reuse order configurations for faster execution.
Multi-Account Aggregation: Support for viewing aggregated positions across multiple brokerage accounts with navigation controls.
Model Context Protocol (MCP) Integration: Secure on-device sandbox client executing localized tools for portfolio inspection, real-time balances, advanced trading strategy executions, and trace views.
Mobile CI/CD: Standardized build and deployment workflows for iOS and Android.
TestFlight Deployment: App Store Connect setup and validated iOS deployment workflow.
Testing Standards: Required UI, state, data-integrity, and regression testing patterns.
Pattern Day Trader (PDT) Protection & Counter: Real-time rolling 5-business-day counter for equities and options, visual meters, FINRA Rule 4210 $25,000 equity tracking, and automated Action Center risk alerts.
Unified Risk & Margin Health and Collateral Tracking: Real-time margin maintenance buffer tracking, true segregated buying powers (equities, options, crypto), collateral holds breakdown, and Action Center deficit warnings.
Margin Calls & Financing Costs: Real-time margin call deficit demands and resolution tracking (/margin/calls/) with monthly margin interest debit history and borrowing APR transparency (/cash_journal/margin_interest_charges/).
Instrument-Specific Buying Power & Trade Warnings: Real-time buying power per instrument (/accounts/{account}/instrument_buying_power/{id}/) with margin requirement tags (50% Marginable, 100% Cash Required), short-selling limits, and high-volatility/regulatory trade warnings (/instruments/{id}/v2/warnings/).
Options Collateral & Tier Upgrades: Chain-level cash and equity collateral breakdown (/options/chains/{id}/collateral/) and upgrade eligibility (/options/should_show_options_upgrade_on_sdp/) with interactive metrics and Level 3 upgrade application.
Combo Orders (Stock + Option Packages): Atomic execution, monitoring, and history for multi-leg stock and option packages (Covered Calls, Collars, Married Puts, Straddles) via /combo/orders/.
Instrument Previous Positions & Cost Basis Lookback: Reconstructed historical trading cycles (round trips) via FIFO tax lot matching from filled orders, with win rates, hold durations, average buy/sell prices, and realized P&L.
Banking, ACH Transfers & Linked Accounts: Monitor bank deposits, withdrawals, clearing status timelines, and linked bank accounts (/ach/transfers/, /ach/relationships/).
Tax Documents, Account Statements & ADR Fees: Download Form 1099 tax documents, monthly account statements, trade confirmations, and track ADR pass-through fees and foreign tax withholding (/documents/, /corp_actions/adr_fees/, /tax_info/).
Corporate Action Splits & Cash-in-Lieu Tracking: Comprehensive tracking of stock splits, reverse splits, adjusted cost basis, and fractional share cash-in-lieu payments with tax reporting transparency (/corp_actions/v2/split_payments/).
Multi-Account, Retirement & Connected Agents: Support for Traditional/Roth IRAs (ira_traditional, ira_roth), annual IRS contribution limits and Robinhood Gold match calculations (/retirement/history/), spending accounts (/rhy/accounts/), connected external OAuth agents (/oauth2/list_external_tokens/), and Midlands Notification Center (/midlands/notifications/stack/, /inbox/threads/).
Short Float & Live Borrow Availability: Real-time short interest (pc_freefloat, days to cover, shares short), borrow availability, borrow fee rates, and short squeeze risk modeling.
Retail Order Flow & Robinhood Sentiment: First-party Robinhood customer order flow dynamics, net buy/sell ratios, volume trends, and historical daily sentiment tracking.
Institutional & Hedge Fund Tracking: Real-time hedge fund sentiment, quarterly manager holdings, and transaction history directly from Robinhood marketdata endpoints.
Congress & Political Trading Tracker: Real-time monitoring and smart alerts for congressional STOCK Act filings, filing lag metrics, and portfolio overlap matching across stocks and options.
RiskGuard: Advanced risk validation for manual and automated trading, including Dynamic Position Sizing.
Autonomous Account Risk Circuit Breakers & Tilt Guardrails: User-configurable automated account protection against emotional and revenge trading with daily loss limits, portfolio drawdown tracking, margin buffer cushion, and mandatory cooling-off order lockouts.
Autonomous Agentic Risk Copilot: Continuous background and portfolio monitoring service evaluating overnight gap risk, earnings hazard warnings for open positions, and suggested delta hedges.
Schwab Integration: Schwab account linking, portfolio and order history, single-leg and multi-leg option order placement, and Real-Time WebSocket Streamer (wss://streamer-api.schwab.com/ws) for sub-second Level 1 equity/option quotes, Greeks, order/account activity notifications, live chart streaming, and futures/forex feeds.
Options Flow Analysis: Real-time monitoring of institutional option orders with 30+ smart flags, alerts, a notifications feed, and structured definition, detection-reason, and recommendation guidance.
Gamma Exposure (GEX) Analysis Pro: Real-time monitoring of portfolio and symbol-level GEX, Call/Put Walls, Gamma Flip and transition levels, dealer-regime breadth and concentration, interactive strike scrubbing, Spot-Shift sensitivity, and an on-device Black-Scholes fallback engine.
Twelve Data Migration: Migration plan and phased rollout strategy for market data ingestion.
Risk Heatmap: Interactive treemap visualization of portfolio exposure and performance with sector/symbol grouping and smart “Others” aggregation.
Portfolio Analytics: Professional-grade dashboard with Sharpe, Sortino, Alpha, Beta, rolling volatility, rolling beta, rolling correlation, and other advanced risk/return metrics compared against major benchmarks (SPY, QQQ, DIA, IWM, and Custom Tickers). New: Custom Benchmark comparison in performance charts, Portfolio Stress Testing, Aggregate Option Greeks, and Tail Risk & Liquidity Scoring.
Portfolio Redesign: Progressive-disclosure information architecture for the Portfolio tab — an Overview answering “what happened / what should I do”, an Action Center alert feed, and six drill-down sections.
Trade Signals Widget: Dedicated home screen widget for viewing and filtering real-time trade signals. New: News sentiment multipliers dynamically adjust signal confidence scores.
News Intelligence: Sentiment analysis, breaking news summarization, catalyst extraction, and Event Impact Prediction for upcoming catalysts.
Capital Gains & Holding Period Breakdown: Short-term vs. long-term holding period tracking, countdown timers toward long-term tax qualification, and tax liability projections.
Specific Tax Lot Matching (HIFO/LIFO): Select specific tax lots or tax-minimization sorting rules (FIFO, LIFO, HIFO, Low Cost, Tax Minimizer) at order entry.
Investor Groups 2.0 & Collaborative Analytics: Real-time group activity feed with member filtering and trade inspection, live group chat and messaging, shared analysis boards with automated risk/reward calculations and comments, and audited verified track records for group leaders.
ESG Scoring: Comprehensive Environmental, Social, and Governance scoring for individual instruments and portfolio-wide weighted averages to align investments with values.
AI Trading Coach: Behavioral analysis tool that assigns a Trader Archetype and Discipline Score based on execution history. Features Coaching Personas (Drill Sergeant, Zen Master), Sub-score breakdowns (Risk, Consistency), and an Accountability Loop with tracked challenges.
Sentiment Analysis: Retained for a future Alpha Feed focused on news, social, and community signals; its aggregate market card is currently hidden to avoid conflicting with Macro Assessment.
Whale Watch: Track insider transactions and institutional ownership with snapshot-based accumulation ranking and explicit holdings fallback labels.
Insider Activity: Track officer and director trading behavior with detailed Buy/Sell transaction analysis.
Institutional Ownership: Monitor top institutional holders, position changes, and smart money flow sentiment.
SEC EDGAR Disclosures: Review 13F institutional holdings, Form 4 insider buying clusters, 8-K material events, and portfolio overlap context.
Macro Assessment: The single aggregate market-state view, combining sentiment, volatility, breadth, yields, trend, and cross-asset indicators into a consistent Risk On/Off score and detailed dashboard.
Deep Linking & Referrals: Seamless navigation into the app from external links with a built-in referral tracking system for user growth.
Investment Profile Feature
This feature adds investment profile configuration to user settings, allowing users to specify their investment goals, time horizon, risk tolerance, and portfolio value. These preferences are then integrated into AI Portfolio Recommendations to provide personalized financial advice.
Model changes
Added optional fields on the User model: investmentGoals, timeHorizon, riskTolerance, totalPortfolioValue.
AI integration
GenerativeService.portfolioPrompt() now accepts a user parameter and includes an “Investment Profile” section when available.
The prompt also includes per-account cash (portfolioCash) and an aggregated total cash across accounts when user.accounts is present.
UI
New Investment Profile Settings widget under user settings for editing goals, time horizon, risk tolerance, and portfolio value.
Developer notes
The AI generation pipelines accept an optional user parameter and pass it through to generateContent().
When user is not provided, behavior is backward compatible.
Trade Signals Feature
The Trade Signals feature provides AI-powered automatic trading capabilities using agentic trading with multi-indicator correlation and risk assessment.
Signal Strength Visualization: Weighted signal strength scores (0-100) with filtering by minimum strength threshold
Sparkline Previews: Mini trend lines on signal cards for quick pattern context
Indicator Documentation Widget: In-app technical reference for all 19 indicators with detailed explanations of signals, configuration, and technical details
Intraday Trading: Support for multiple time intervals (15-minute, hourly, daily) for different trading strategies
Real-Time Updates: Firestore snapshot listeners provide automatic signal refresh without manual polling
Market Hours Intelligence: Automatically shows intraday signals during market hours and daily signals after hours
DST-aware market status detection
Intelligent default interval selection based on trading hours
Automatic switching between signal types
Market Status Indicators: Visual feedback showing current market state
Market status chip in Search widget filter area
Market status banner in Instrument widget above interval selector
Color-coded states: Green (Market Open), Blue (After Hours)
Real-time updates for market open/close transitions
The Backtesting Interface enables users to test trading strategies on historical data using the same multi-indicator system as live trading. This feature allows strategy validation, parameter optimization, and performance analysis before committing capital.
Key Features
Historical Data Access: Fetch OHLCV data for any symbol with multiple intervals (daily, hourly, 15-min)
Strategy Builder: Configure all 9 technical indicators with the same parameters as live trading
Performance Metrics: Comprehensive analysis including Sharpe ratio, max drawdown, win rate, profit factor
Visual Results: Trade-by-trade breakdown with entry/exit reasons and equity curves
Template System: Save and reuse backtest configurations
Export Reports: Save results as JSON for external analysis
Result Comparison: Compare multiple backtests side-by-side
Architecture
Frontend: Flutter UI with 3-tab interface (Run, History, Templates)
Backend: Firebase Functions for backtest execution using existing market data infrastructure
Storage: Firestore for backtest history and templates (last 50 runs per user)
Integration: Uses exact same evaluateAllIndicators() logic as live trading for consistency
Usage Flow
Navigate to User Settings → Backtesting
Configure symbol, date range, interval, and capital
Enable desired indicators and set risk parameters (TP/SL/trailing stop)
The Futures Positions feature enriches raw futures holdings with contract & product metadata (root symbol, expiration, currency, multiplier) and real-time last trade prices to compute transparent Open P&L per contract.
Key Components
Metadata Enrichment: Contract and product details fetched before quote integration.
Live Quotes: Last trade price used for immediate Open P&L visibility.
Open P&L Calculation:(lastTradePrice - avgTradePrice) * quantity * multiplier per position.
UI Display: Color-coded Open P&L and concise contract summary in the positions widget.
Service-Oriented: Logic contained in service layer; no secrets moved client-side.
Limitations (Initial Version)
No margin requirement or leverage analytics.
No contract roll alerts or calendar spread tracking.
No Greeks or term structure metrics.
Roadmap
Margin & risk metrics (SPAN-style), realized/day P&L, roll detection, Greeks & volatility surfaces, contract seasonality analytics, VAR integration.
The conversational AI coaching assistant has been upgraded with Model Context Protocol (MCP) support and automated proposal parsing for direct, secure mobile brokerage integration. Read more about the technical capabilities in MCP Integration.
Key Capabilities
Local MCP Client: Implemented a secure, high-performance local MCP Dart client utilizing package:mcp_dart in generative_service.dart. Gemini can dynamically discover, inspect, and execute real-time brokerage actions (details, accounts, positions, watchlists) as native tools.
Secure OAuth Authentication Webview: An in-app, secure OAuth2 login overlay in mcp_oauth_webview.dart targeting the agent trading scopes directly.
Interactive Tool Execution Visualcards: Displays real-time API call traces (ToolExecutionCard) on the screen in chat_widget.dart. Users can expand execution logs, pretty-print JSON arguments/responses, and control data pagination/truncation.
Chat Trade Proposal Overlays: Intercepts structured text payloads ([TRADE_PROPOSAL]) and renders beautifully designed Native Order checkout cards (AgenticTradeCard). Review margin, compute estimated cost, and execute orders natively straight from a chat block.
Switchable Multi-Account Syncing: Dynamically routes AI assistant inquiries and actions to the selected active portfolio configured under User Settings via account_store.dart.
Investor Groups Feature
The Investor Groups feature enables collaborative portfolio sharing and community building among investors.
Key Components
Group Creation: Create public or private investor groups with customizable settings
Member Management: Join, leave, and manage group memberships with comprehensive invitation system
Send invitations to users by searching for them in real-time
Accept or decline invitations from dedicated “Invitations” tab
Cancel pending invitations before they’re accepted
View all pending invitations in one place
Admin Controls: Group creators and admins can manage members with full control
Promote members to admin role
Demote admins back to regular members
Remove members from groups
Send and manage invitations
Edit group details and settings
Portfolio Sharing: View portfolios shared within your groups
Private Group Portfolio Viewing: Tap any member in a private group to view their shared portfolio including stocks, ETFs, and options orders
Discovery: Browse and join public groups or search for specific communities
User Interface
InvestorGroupsWidget: Main interface with “My Groups”, “Invitations”, and “Discover” tabs
My Groups: View all groups you’re a member of
Invitations: Dedicated tab showing all pending invitations with accept/decline actions
Discover: Browse public groups and join new communities
Group Details: View member lists with avatars, group information, and tappable members for portfolio viewing (private groups only)
Portfolio Navigation: Seamless navigation from member list to SharedPortfolioWidget showing real-time orders and transactions
Member Management: Comprehensive 3-tab admin interface
Members Tab: View all members, promote/demote admins, remove members
Pending Tab: View and cancel pending invitations
Invite Tab: Search users in real-time and send invitations
Creation Form: Simple form with name, description, and privacy toggle
Technical Implementation
InvestorGroup Model: Full serialization support with member/admin/invitation tracking
id, name, description, isPrivate fields
members, admins, pendingInvitations arrays
createdBy, createdAt, updatedAt timestamps
Firestore Integration: 15+ service methods for comprehensive functionality