Feature tracker
Live build status — MVP phases · Competitive sprint tracker
Working features
Everything XMarktPro does today — 35 features across 3 development phases.
| Feature | Description | Plan | Benefit to user | Phase / Sprint |
|---|---|---|---|---|
| Phase 1 — MVP Core15 | ||||
| Google & Email Authentication | Sign in with Google OAuth or email + password; JWT sessions with protected routes. | Free | Secure, fast access with the login method you prefer. | P1 · Auth |
| Account & Profile Management | Edit name/email, change password, view account stats, delete account. | Free | Full control over your account and data. | P1 · Auth |
| Market Dashboard | Live colored ticker strip (indices, top stocks, BTC) with market-status indicator. | Free | A real-time market snapshot the moment you log in. | P1 · Dashboard |
| Top Movers | Top gainers, losers, and most-active tables, refreshed through the trading day. | Free | Instantly see what's moving today. | P1 · Dashboard |
| Featured Stocks Grid | Popular stocks with inline sparklines and quick stats. | Free | Track headline names at a glance. | P1 · Dashboard |
| Global Stock Search | Typeahead search across stocks and ETFs with keyboard navigation. | Free | Find any ticker in seconds. | P1 · Stocks |
| Stock Detail & Interactive Charts | Price chart (1D–ALL ranges), company overview, key stats (P/E, market cap, 52-week). | Free | Deep-dive any stock with pro-grade charts. | P1 · Stocks |
| Financial News Feed | Dashboard carousel, per-stock news, and a global news page with topic filters and sentiment. | Free | Stay on top of market-moving headlines. | P1 · News |
| Portfolio Tracking | Holdings table with live profit/loss and an allocation pie chart. | Free | Know your real-time gains/losses and allocation. | P1 · Portfolio |
| Watchlist | Track stocks you don't own yet in a dedicated list. | Free | Monitor candidates before you buy. | P1 · Portfolio |
| Transaction History | A running record of your holdings activity. | Free | A clear log of your portfolio changes. | P1 · Portfolio |
| Price Alerts | Create/delete price alerts delivered by email and in-app. | Free | Get notified the moment a stock hits your target. | P1 · Alerts |
| In-app Notifications | Notification bell with unread count, dropdown, and mark-as-read. | Free | Never miss an alert or update. | P1 · Alerts |
| Theming & Responsive UI | Dark mode default + light toggle, collapsible sidebar, mobile nav, skeletons, toasts. | Free | A polished, comfortable experience on any device. | P1 · UX |
| Accessibility (WCAG) | Keyboard navigation, focus traps, ARIA roles, fully labeled forms. | Free | Usable by everyone, including assistive technology. | P1 · UX |
| Phase 2 — Billing & Claude AI8 | ||||
| Stripe Subscriptions | Stripe Checkout + Customer Portal; monthly/yearly plans; pricing and billing pages. | Free+PRO | Upgrade, manage, or cancel in a click. | P2 · Billing |
| Plan Gating & Lifecycle Emails | FREE→PRO access gate plus welcome, cancellation, and renewal-reminder emails. | Free+PRO | Transparent billing and timely reminders. | P2 · Billing |
| AI Stock Analysis | Claude generates a balanced bull/bear summary for any stock. | PRO | An instant, balanced research brief. | P2 · AI |
| AI Portfolio Health Report | Health score with diversification and concentration read. | PRO | Understand your portfolio's risks at a glance. | P2 · AI |
| AI News Summaries | Claude tl;dr of news articles inside the news modal. | PRO | Grasp the takeaway without reading the full piece. | P2 · AI |
| AI Technical Interpretation | Deterministic SMA/EMA/RSI/MACD/Bollinger with a plain-English Claude read. | PRO | Understand what the indicators actually mean. | P2 · AI |
| AI Risk & Compliance Scoring | Concentration score with bands, diversification warnings, and an AI explanation. | PRO | Spot over-concentration before it hurts. | P2 · AI |
| Smart Natural-Language Screener | Describe what you want in plain English; screens a curated large-cap universe with rationale. | PRO | Find stocks by describing them in plain English. | P2 · AI |
| Phase 3 · Sprint 1 — Free Tier Depth4 | ||||
| Earnings Calendar | Upcoming earnings with week/2-week/month ranges and portfolio/watchlist filters. | Free | Never miss an earnings date for stocks you own. | P3 · S1 |
| Analyst Ratings & Price Targets | Consensus rating distribution plus low/median/high price-target range and upside. | Free | Wall Street's view in one click. | P3 · S1 |
| Sector Performance Heatmap | Color-graded grid of all 11 market sectors. | Free | See where the market's money is rotating at a glance. | P3 · S1 |
| Economy (Calendar + Indicators) | FRED forward release calendar with impact filters, macro indicators, and Treasury yield curve. | Free | Track the macro backdrop and rate environment. | P3 · S1 |
| Phase 3 · Sprint 2 — PRO Conversion4 | ||||
| Portfolio vs Benchmark | Time-weighted return charted against the S&P 500 / Nasdaq 100. | PRO | Know if you're actually beating the market. | P3 · S2 |
| Dividend Tracker & Income Calculator | Forward dividend income calculator, plus a PRO Claude dividend-safety rating. | Free+PRO | See your passive income — and whether it's safe. | P3 · S2 |
| Weekly Portfolio Digest Email | Automated Sunday recap: week-over-week change, best/worst mover, upcoming earnings. | PRO | Your week, summarized automatically. | P3 · S2 |
| Insider Trading Activity | SEC Form 4 buys/sells with transaction-type, since-date, and minimum-value filters. | Free+PRO | See what company executives are doing with their own shares. | P3 · S2 |
| Phase 3 · Sprint 3 — AI PRO Moat4 | ||||
| AI Fair Value Estimate | Claude estimates a fair-value range; a live gauge reads cheap/fair/rich vs the current price. | PRO | An AI analyst's take on whether a stock is cheap or expensive. | P3 · S3 |
| Financial Statements Viewer | Income statement, balance sheet, and cash flow with an Annual/Quarterly toggle (last 5 periods). | Free | Five years of financials in one clean tab. | P3 · S3 |
| AI Earnings Preview | Consensus estimates plus a 4-quarter beat/miss record fed into a Claude preview. | PRO | Know what to expect before the report drops. | P3 · S3 |
| AI Stock Comparison | Compare 2–4 stocks: normalized performance chart, key-metrics table, and a Claude narrative. | PRO | Compare names side-by-side with an AI read. | P3 · S3 |
Full catalogue → docs/XMarktPro_WORKING_FEATURES.md