Quarterly Product Drops

One major product each quarter. No overload. Maximum anticipation.

We are moving to a cleaner cadence: one flagship release per quarter, then polish and optimization. This keeps users excited, gives each product room to breathe, and gives us time to refine quality before the next launch.

Product psychology principle: every quarter must feel like a meaningful unlock, not a crowded patch.
Q3 2026 · Dashboard Intelligence Upgrade
Now / Upgrade

Flagship Product

Deepen [ohlcv_chart.html](static/ohlcv_chart.html) into the daily command center with better collective analysis and DCA rule guidance.

  • Primary page: ohlcv_chart.html
  • Companion: watchlist.html, market_outlook.html
  • User hook: "Am I in buy, pause, or reduce mode today?"

Retention Goal

Build a daily check-in habit around state-driven decisions.

Q4 2026 · Screener Builder Experience
Next

Flagship Product

Promote [screener.html](static/screener.html) as the single discovery engine with stronger draft actions and DCA-first portfolio guidance.

  • Primary page: screener.html
  • Companion: emerging_opportunities.html
  • User hook: "Find candidates, build draft, take action."

Retention Goal

Weekly research ritual and watchlist-to-draft conversion.

Q1 2027 · Stock Comparison Engine
Planned

Flagship Product

Launch [comparison.html](static/comparison.html) as the decision room for narrowing top picks from screener outputs.

  • Primary page: comparison.html
  • Companion: peer_heatmap.html
  • User hook: "Which one is best right now, and why?"

Retention Goal

Convert candidates into conviction-backed choices.

Q2 2027 · DCA Simulator Program
Planned

Flagship Product

Expand [dca_simulator.html](static/dca_simulator.html) into the practice lab where users test rules before real capital deployment.

  • Primary page: dca_simulator.html
  • Companion: ohlcv_chart.html
  • User hook: "Test first, then deploy with confidence."

Retention Goal

Monthly scenario planning and strategy confidence building.

Q3 2027 · Portfolio Tracker System
Planned

Flagship Product

Position [portfolio_tracker.html](static/portfolio_tracker.html) as the portfolio operating system for real holdings, drift, and review cycles.

  • Primary page: portfolio_tracker.html
  • Companion: watchlist.html
  • User hook: "Stay aligned without over-trading."

Retention Goal

Bi-weekly management loop and lower churn from inactive accounts.

Q4 2027 · Institutional & Intelligence Layer
Planned

Flagship Product

Scale [institutional_13f.html](static/institutional_13f.html) as the institutional lens product with tighter integration into comparison and screener flows.

  • Primary page: institutional_13f.html
  • Companion: peer_heatmap.html, comparison.html
  • User hook: "See where smart money pressure aligns with your setup."

Retention Goal

Create a premium weekly insight loop for advanced users.

This roadmap intentionally ships one new product focus per quarter. We keep [contact_us.html](static/contact_us.html), [beta_access.html](static/beta_access.html), and [admin.html](static/admin.html) as continuous support/governance infrastructure rather than product drops.