Product Roadmap

The current priority order is trust and stability first, advisor-ready reporting second, then deeper API and MCP maturity.

0-7 Days

  • Repair public trust/commercial pages.
  • Normalize demo vs paid API behavior.
  • Make API errors return clean JSON.

2-4 Weeks

  • Simplify first-run hub experience.
  • Improve empty, loading, and error states.
  • Audit responsive layouts and CTA clarity.

4-8 Weeks

  • Client-ready Portfolio PDF.
  • Proposal Mode and Retirement PDF.
  • Firm branding and advisor disclaimers.

8-12 Weeks

  • Remote MCP OAuth validation.
  • Complete compute-unit documentation.
  • Harden SDK/package status and examples.