Roadmap

AI analyst in Slack — 30K chunks, 29 brokers, sourced answers

Morning intelligence report — thematic buckets, high-impact flags

Chat → polished deliverable. IC-ready, LP-ready, social-ready.

Bloomberg-style dashboard — F1–F8 command strip. Chat + Reports live.

Fix 3 compounding bugs, full corpus re-ingest, full date coverage

Credential architecture — all 8 sections go live with real data

Corpus access from Claude Desktop, Cursor, any MCP workspace

Central bank minutes, earnings, policy docs into the corpus

Slack alerts when new reports arrive and are indexed

Institutional memory — decision trails, entity graph, temporal reasoning

On-chain metrics, exchange flows, anomaly detection — 24/7

Cross-asset radar — FX, rates, commodities, conviction scoring

Regulatory filings, sanctions, elections, policy monitoring

Structured transcript intelligence — metrics, guidance, tone shifts

Track broker view evolution, narrative drift detection

5-page Bloomberg-style interface — portfolio, journal, market, session, risk

Real-time price feeds, volume, volatility — R2 writes to dashboard

Real-time X/social sentiment via Grok — narrative shifts before price

QuantOracle MCP — 63 quant tools, pattern detection, support/resistance

Decision chain UI, position sizing rules, mandatory reflection gates

90-day documented paper period — hard gate before live capital

Monthly LP letters from portfolio data — performance attribution auto-generated

Pre-meeting research, talking points, personalized follow-up

2–3 pieces/week — newsletters, LinkedIn, analysis. IS + EN.

LP relationships, meetings, follow-ups as knowledge graph entities

Overnight macro scenario analysis — Claude extended thinking

Continuous partner monitoring — filings, AUM, personnel, news

Per-analyst filtered digests and alerts by coverage area

Identifies missing brokers and underrepresented topics

Fine-tuned model on Viska's macro framework — quantitative signals from qualitative conviction

Paper → live via Alpaca. Human approval on every trade.

Complete codebase — all agents, skills, configs. Kristján as contributor.

Architecture docs, runbooks, configuration guides

Real-time status of all agents, pipelines, and data flows