Complete overhaul of how capital is allocated across strategies. The stability sleeve (ETF holdings) now fills FIRST before any active trading begins. Each risk profile has enforced strategy allocations with hard trade limits, preventing overtrading and ensuring conservative profiles actually behave conservatively.

• •Stability-first capital flow: ETF sleeve fills before active trading unlocks
• •Enforced strategy mix per profile (e.g., Conservative: 65% stability, 20% momentum, 15% mean-reversion)
• •Hard trade limits: Conservative max 4 trades/day, Aggressive max 15 trades/day
• •Regime-aware ETF portfolios: Defensive (TLT, GLD, BND), Balanced (SPY, QQQ, TLT), Aggressive (SPY, QQQ, IWM, SMH)
• •Strategy-specific exit rules: Stability positions have NO trailing stops, only 8% stop loss
• •Enhanced macro engine: VIX equivalent, credit spread, trend strength for regime detection
• •Automatic regime change detection triggers stability rebalancing
• •Per-client state persistence for allocations and positions

Revolutionary update enabling clients to link multiple trading accounts under a single user profile. Perfect for managing separate paper and live accounts, or running different risk strategies simultaneously. All accounts are consolidated into unified reports and dashboard views.

• •Link unlimited accounts to a single user profile
• •Unified reporting: single daily/weekly/monthly email combining all accounts
• •Dashboard consolidation: view total portfolio value across all accounts
• •Per-account breakdown: see individual performance and positions
• •Independent risk profiles: run different strategies per account
• •Seamless account management: add/remove accounts without system restart
• •Perfect for paper → live transitions or multi-strategy portfolios

Revolutionary macro signal integration using crowd-sourced probability forecasts from Polymarket. Unlike traditional news sentiment (opinions), these are probabilistic expectations backed by real money—often ahead of mainstream media. Used for regime detection, headline validation, and event-driven risk adjustment.

• •Fed rate cut/hike probabilities → dovish/hawkish score (-1 to +1)
• •Recession probability tracking for macro risk assessment
• •Policy uncertainty measurement from election/regulatory markets
• •Headline validation: confirms or contradicts news sentiment
• •Risk multiplier blending: Technical (50%) + News (30%) + Polymarket (20%)
• •Agreement boosts confidence (+15%), disagreement reduces it (-20%)
• •Expected impact: 10-20% drawdown reduction, 15-25% false positive reduction

Revolutionary system that maximizes bot productivity during the ~17.5 hours when markets are closed. The bot now runs sophisticated analysis, intelligence gathering, and preparation tasks overnight—transforming downtime into strategic advantage.

• •Two-stage pre-market prep (T-60min, T-15min) with locked risk multipliers
• •Automated post-market analysis: pattern detection, problem ticker identification, strategy tuning
• •Overnight intelligence: news sweeps every 2 hours, pre-market gap scanner, earnings calendar
• •Administrative tasks: log rotation, cache pruning, database housekeeping at 2 AM
• •State persistence across all time windows for seamless market-open execution
• •Dynamic client reload: detects new accounts every 30min without restart

Professional terminal-style analytics platform (renamed from 'Wrapped') that displays comprehensive platform performance metrics. Features a Bloomberg-inspired design with grid backgrounds, terminal panels, and dense information display.

• •All 5 risk strategies displayed with performance breakdown
• •'Awaiting Data' state for strategies without active clients
• •Smart AUM formatting (hundreds/thousands, scalable to millions)
• •Monthly performance charts with best/worst month indicators
• •Real-time metrics: Profit Factor, Sharpe Ratio, Win Rate, Max Drawdown
• •Terminal aesthetic: mono fonts, grid backgrounds, animated scan lines

Revolutionary update that decouples risk profiles from simple leverage scaling. Each profile now gets a unique MIX of strategies—momentum, mean-reversion, and stability—creating truly differentiated approaches that reduce correlation between profiles.

• •Three distinct strategy types: Momentum, Mean-Reversion, Stability
• •Profile-specific allocations (e.g., Aggressive: 45% momentum, 25% mean-reversion, 30% stability)
• •Conservative profiles weighted heavily to stability sleeve
• •Strategy router for intelligent capital allocation
• •Reduced correlation between risk profile returns

Added a negatively-correlated mean-reversion strategy based on RSI(2) extremes. When momentum strategies struggle in choppy markets, mean-reversion tends to excel—providing smoother overall returns.

• •RSI(2) oversold bounce detection (long opportunities)
• •RSI(2) overbought fade detection (short opportunities)
• •200 EMA trend filter to avoid catching falling knives
• •Volume confirmation requirements
• •Naturally hedges momentum strategy drawdowns

Intelligent system that dynamically adjusts signal weights based on market regime. In volatile markets, we reduce sentiment weight and tighten thresholds. In trending markets, we trust momentum more. In choppy sideways action, we become extra cautious.

• •Regime-aware sentiment/technical/macro weight adjustment
• •Automatic threshold tightening in choppy markets
• •Position size reduction in high volatility
• •Wednesday penalty (historically weak day)
• •Volatility regime detection integration

Based on trading analysis showing 83 instances of repeat losses on the same ticker in one day, we now block new entries after 2 losses on any ticker per day. This prevents the 'death by 1000 cuts' pattern.

• •Tracks losses per ticker per day per client
• •Blocks new entries after configurable threshold (default: 2)
• •Prevents repeat loss patterns identified in analysis
• •Configurable via MAX_SAME_DAY_LOSSES_PER_TICKER

Data-driven time-of-day multipliers based on actual trading performance. Hours that historically lose money (like 11pm ET with -$1,807) are now heavily penalized or blocked entirely.

• •23:00 ET: 0.3x multiplier (was -$1,807 losses)
• •18:00 ET: 0.3x multiplier (13% win rate)
• •20:00 ET: 0.9x multiplier (best extended hour +$2,221)
• •Hour-by-hour performance analysis

Critical fix to the Aggressive profile which was misconfigured with 90% position sizing per trade. Based on comprehensive trading analysis showing the profile was overtrading and ignoring macro signals.

• •Position sizing: 90% → 12% per trade (was betting entire account!)
• •Max trades per day: 50 → 20
• •Daily loss stop: 9% → 3.5%
• •Macro sensitivity: 0.15 → 0.55 (actually listens now)
• •FinBERT sentiment engine enabled

New comprehensive analysis script for deep-diving into trading performance. Parses trade logs, calculates P/L by ticker/day/hour, identifies loss patterns, and generates actionable suggestions.

• •Full P/L analysis with percentage and dollar amounts
• •Aggregation by ticker, day, hour, weekday, month
• •Loss pattern detection (repeat losses, streaks, bad hours)
• •'Death by 1000 cuts' identification
• •CSV export for further analysis

Major upgrade to signal processing with 6 new contextual multipliers. The system now analyzes sector-level sentiment, news velocity, daily trend alignment, earnings proximity, and portfolio concentration—all as soft multipliers that shape position sizing rather than hard blocks.

• •Sector sentiment aggregation across buckets
• •News velocity detection for breaking headlines
• •Daily timeframe trend confirmation
• •Earnings calendar integration for event risk
• •Correlation-aware bucket concentration limits
• •Confidence scoring for smarter position sizing

Streamlined the signup experience with Clerk authentication. Users now stay logged in across browser sessions—no need to re-link your Alpaca account every time you visit.

• •Secure third-party authentication via Clerk
• •Persistent sessions linked to your account
• •Simplified onboarding flow

Major improvements to how we process market news and sentiment signals. Smarter filtering, better source weighting, and more reliable signal generation.

• •Source trust weighting for news feeds
• •Clickbait detection and penalties
• •Freshness boosters for breaking news
• •Optional FinBERT integration for advanced sentiment

Introduced a multi-factor scoring system that combines sentiment, macro conditions, technical strength, and liquidity into a unified signal score.

• •Blended sentiment + macro + technicals
• •Liquidity checks (30-min dollar volume)
• •Catalyst freshness weighting
• •Full transparency via logged scores

Technical and volatility checks now act as 'boosters' or 'speedbumps' rather than hard blocks. This allows the system to be more adaptive while still respecting risk boundaries.

• •Smoother entry decisions
• •Configurable strictness levels
• •Better opportunity capture

Macro event overlays now automatically expire after a configurable period, preventing stale data from affecting trading decisions.

• •45-day default TTL for events
• •Automatic cleanup each cycle
• •Fresh macro data every session

Consolidated risk profiles into five clear tiers: Highly Conservative, Conservative, Balanced, Risky, and Hyper Risky. Each has curated parameters for position sizing, trade frequency, and exposure limits.

• •Clear risk tier definitions
• •Tailored parameters per profile
• •Easy profile selection during onboarding

Rebuilt the marketing experience around the SOIL → ROOTS → BRANCHES → LEAVES storytelling framework. Clearer messaging, better trust signals, and streamlined user journeys.

• •Tree-based narrative structure
• •Enhanced Alpaca trust messaging
• •Improved FAQ coverage

Launched the complete customer onboarding flow with encrypted Alpaca key storage, personalized dashboards, and secure session management.

• •Three-step onboarding wizard
• •AES-256 encrypted key storage
• •Real-time dashboard with 15s refresh
• •Vercel KV persistence

Introduced macro regime detection using ETF proxies (SPY, QQQ, IWM, etc.) to adjust position sizing and bias based on broader market conditions.

• •Multi-ETF regime detection
• •Risk multiplier adjustments
• •Macro stress index visualization
• •Automatic trading pauses in extreme conditions