Core Philosophy

┌────────────────────────────────────────────────────────────────────────────────┐
│                                                                                │
│   ANALYZE           →          LEARN            →          EXPLAIN            │
│   76 quantitative               from every                  every decision    │
│   factors                       episode                     in plain language  │
│                                                                                │
│   ══════════════════════════════════════════════════════════════════════════   │
│                                                                                │
│   • Institutional-grade quant          • Self-improving CVRF beliefs          │
│   • Beyond Fama-French 5              • Walk-forward backtesting             │
│   • Real-time streaming               • LLM + template explanations          │
│                                                                                │
└────────────────────────────────────────────────────────────────────────────────┘

System Architecture

%%{init: {'theme': 'dark', 'themeVariables': { 'primaryColor': '#00d9ff', 'primaryTextColor': '#fff', 'primaryBorderColor': '#00d9ff', 'lineColor': '#00d9ff', 'secondaryColor': '#1a1a2e', 'tertiaryColor': '#0d1117', 'clusterBkg': '#0d1117', 'clusterBorder': '#00d9ff'}}}%%
flowchart TB
    subgraph PLATFORM["FRONTIER ALPHA PLATFORM"]
        direction TB
subgraph CLIENT["INTERFACE LAYER — React 19 + Vite 7"]             direction LR             PORTFOLIO["Portfolio\nDashboard\n━━━━━━━━━━\n58 Components\nZustand + RQ"]             FACTORS["Factor\nExplorer\n━━━━━━━━━━\nRecharts + D3\nVisualizations"]             EARNINGS["Earnings\nCalendar\n━━━━━━━━━━\nForecasts\nPositioning"]             CVRF_UI["CVRF Beliefs\nVisualization\n━━━━━━━━━━\nEpisode History\nConviction Map"]             DS_FAMILY["Family Design System\n━━━━━━━━━━\nGlass-slab + Sovereign\nGradient + Type Rails\nv1.1.0 polish"]         end
subgraph SERVER["INTELLIGENCE LAYER — Fastify 4 + Node 20"]             direction LR             FACTOR_ENGINE["Factor Engine\n━━━━━━━━━━\n80+ Factors\n6 Categories"]             CVRF_CORE["CVRF Manager\n━━━━━━━━━━\nBelief Updater\nEpisode Learning"]             ORACLE["Earnings Oracle\n━━━━━━━━━━\nBeat Rates\nExpected Moves"]             EXPLAINER["Cognitive\nExplainer\n━━━━━━━━━━\nGPT-4o + Template\nConfidence Scores"]         end
subgraph ENGINES["COMPUTE LAYER"]             direction LR             OPTIMIZER["Monte Carlo\nOptimizer\n━━━━━━━━━━\nMax Sharpe\nMin Variance"]             BACKTEST["Walk-Forward\nBacktest\n━━━━━━━━━━\nCVRF Integration\nHistorical Replay"]             RISK["Risk Alert\nSystem\n━━━━━━━━━━\n11 Alert Types\nReal-time"]         end
subgraph DATA["DATA LAYER"]             SUPABASE[("Supabase\nPostgreSQL + RLS\n━━━━━━━━━━\nReal-time Subs\n6 Migrations")]             POLYGON["Polygon.io\n━━━━━━━━━━\nWebSocket Stream\nReal-time Quotes"]             ALPHA["Alpha Vantage\n━━━━━━━━━━\nFundamentals\nKen French"]         end     end
INVESTOR(("INVESTOR"))
INVESTOR <==>|"Browser + PWA"| PORTFOLIO     INVESTOR <==>|"Push Alerts"| RISK     PORTFOLIO --> FACTOR_ENGINE     FACTORS --> FACTOR_ENGINE     EARNINGS --> ORACLE     CVRFUI --> CVRFCORE     FACTOR_ENGINE --> EXPLAINER     CVRF_CORE --> OPTIMIZER     CVRF_CORE --> BACKTEST     ORACLE --> EXPLAINER     OPTIMIZER --> RISK     FACTOR_ENGINE -.->|"scores"| SUPABASE     CVRF_CORE -.->|"beliefs"| SUPABASE     FACTOR_ENGINE -.->|"quotes"| POLYGON     ORACLE -.->|"fundamentals"| ALPHA
style PLATFORM fill:#0d1117,stroke:#00d9ff,stroke-width:3px     style CLIENT fill:#1a1a2e,stroke:#00d9ff,stroke-width:2px     style SERVER fill:#1a1a2e,stroke:#9945ff,stroke-width:2px     style ENGINES fill:#1a1a2e,stroke:#ffd700,stroke-width:2px     style DATA fill:#16213e,stroke:#00d9ff,stroke-width:2px     style INVESTOR fill:#00d9ff,stroke:#fff,stroke-width:2px,color:#0d1117

Two-Tier Deployment

%%{init: {'theme': 'dark', 'themeVariables': { 'primaryColor': '#00d9ff', 'primaryTextColor': '#fff', 'primaryBorderColor': '#00d9ff', 'lineColor': '#00d9ff', 'secondaryColor': '#1a1a2e', 'tertiaryColor': '#0d1117', 'clusterBkg': '#0d1117', 'clusterBorder': '#00d9ff'}}}%%
flowchart LR
    USER(("INVESTOR"))
subgraph VERCEL["VERCEL — Serverless"]         SPA["React 19 SPA<br/>━━━━━━━━━━<br/>frontier-alpha.<br/>metaventionsai.com"]         REST["Fastify REST<br/>━━━━━━━━━━<br/>buildApp() in<br/>api/fastify.ts"]     end
subgraph RAILWAY["RAILWAY — Always-on Node"]         FASTIFY["Standalone Fastify<br/>━━━━━━━━━━<br/>api.frontier-alpha.<br/>metaventionsai.com"]         WS["Polygon WebSocket<br/>━━━━━━━━━━<br/>Real-time quote<br/>fan-out"]     end
subgraph SHARED["SHARED — Same Codebase"]         SRC["src/app.ts<br/>buildApp()"]         ROUTES["src/routes/*.ts<br/>19 modules"]     end
USER -->|"HTTPS"| SPA     SPA -->|"REST same-origin<br/>VITEAPIURL=''"| REST     SPA -->|"WSS<br/>VITEWSURL"| WS     WS --> FASTIFY     REST -.->|"imports"| SRC     FASTIFY -.->|"imports"| SRC     SRC --> ROUTES
style VERCEL fill:#1a1a2e,stroke:#00d9ff,stroke-width:2px     style RAILWAY fill:#1a1a2e,stroke:#9945ff,stroke-width:2px     style SHARED fill:#16213e,stroke:#ffd700,stroke-width:2px     style USER fill:#00d9ff,stroke:#fff,stroke-width:2px,color:#0d1117

Production URLs

| Surface | URL | Runtime | Notes | |:--------|:----|:-------:|:------| | SPA + REST API | frontier-alpha.metaventionsai.com | Vercel | Apex domain — serves the React SPA and same-origin Fastify REST via api/fastify.ts catch-all | | WebSocket + REST | frontier-alpha-api-production.up.railway.app | Railway | Always-on Fastify with @fastify/websocket — hosts Polygon WS fan-out | | API subdomain | api.frontier-alpha.metaventionsai.com | Railway | Custom domain, TLS provisioning in progress |

Client config:

• VITEAPIURL='' — same-origin REST (Vercel)
• VITEWSURL=wss://frontier-alpha-api-production.up.railway.app/ws/quotes — Railway WebSocket

Backend Integrations (13 of 14 live — verified by /api/v1/health/integrations)

| Integration | Status | Provider | |:------------|:------:|:---------| | Supabase auth + RLS | ✅ Live | service-role JWT | | Polygon REST | ✅ Live | Polygon.io | | Polygon WebSocket | ✅ Live (Railway-hosted) | Polygon.io | | Alpha Vantage | ✅ Live | Alpha Vantage | | LLM explainer | ✅ Live | DeepSeek (preferred) / OpenAI fallback | | Stripe billing | ✅ Live | Pro $29 + Enterprise $99 — BILLING_ENABLED kill switch + comp-customer guard | | Connect Alpaca | ✅ Live (Pro+) | per-user encrypted credentials (AES-256-GCM) | | Paper trading | ✅ Live | Internal SimulatedBroker (Supabase + Polygon WS) | | VAPID web push | ✅ Live | self-generated keys | | Email | ✅ Live | Resend — welcome + subscription-confirmed + alert-fired + weekly-digest | | Weekly digest cron | ✅ Live | Vercel cron, Mondays 13:00 UTC, real portfolio metrics | | ML sentiment | ✅ Live | DeepSeek llm-classification | | Rate limiter | ✅ Live | Supabase Postgres — ratelimitcheck RPC, atomic UPSERT, durable across cold starts |

Diagnostic endpoint: GET /api/v1/health/integrations

When you outgrow the Polygon free tier

Frontier Alpha runs on Polygon's free tier (5 requests/min) by default. The cache layer (src/data/cache/ — Memory + Supabase composite) and the boot-time + hourly cache warmer (src/data/CacheWarmer.ts) are designed to keep solo-user dashboard loads inside that ceiling. When you cross any of these thresholds, upgrade:

• A second active user joins (the warmer already keeps the top-held symbols hot, but parallel synchronous traffic from two dashboards exhausts the 5/min budget on cold paths)
• /api/v1/health/errors shows sustained 429s on Polygon endpoints
• The cache miss ratio (getCacheTelemetry().total.misses / total) stays > 50% across a normal trading day

Modular Architecture

Every subsystem is a module — swap implementations with a config change, zero code changes.

75+ modules · 124 API endpoints (33 route modules) · 966 server + 266 client tests · 22 subsystems · 17 migrations · 13/14 integrations live · Two-tier deploy

| Subsystem | Module | Ships with | Extend | |-----------|--------|------------|--------| | Factor Analysis | FactorEngine | 76 factors across 6 categories (momentum, value, quality, volatility, size, sentiment), Fama-French + custom | Custom factor plugins via factors/ | | CVRF Intelligence | CVRFManager | Belief updater, concept extractor, episode manager, persistent storage, conviction tracking | Custom belief models via cvrf/ | | Cognitive Explainer | ExplanationService | DeepSeek (primary) + OpenAI (fallback) + template, confidence scores, source attribution | Any OpenAI-compatible LLM | | Portfolio Optimization | PortfolioOptimizer | Monte Carlo simulation, max Sharpe, min variance, risk parity, CVRF-weighted | Custom objective functions | | Backtesting | WalkForwardEngine | Walk-forward engine, CVRF integration, historical data loader, episode replay | Custom strategies via backtest/ | | Earnings Oracle | EarningsOracle | Calendar, consensus estimates, beat rates, expected moves, historical reactions | Custom data sources | | Risk System | RiskAlertSystem | 11 alert types (drawdown, volatility, concentration, factor drift, stop loss, take profit + 5 more) | Custom alert types | | Market Data | MarketDataProvider | Polygon.io (WebSocket streaming), Alpha Vantage (fundamentals), Ken French Library | Any data provider | | Trading | BrokerAdapter | Internal SimulatedBroker (paper trading on Polygon WS + Supabase), order management, preview, market clock, position tracking | Any broker API | | Billing | StripeService | Stripe checkout, customer portal, webhook, Pro $29 + Enterprise $99 tiers, idempotent product registration | Any payment provider | | Options | GreeksCalculator | Implied volatility surface, Greeks calculation, strategy builder, chain analysis | Custom pricing models | | ML Engine | NeuralFactorModel | Regime detection, factor attribution, neural models, training pipeline | Custom models via ml/ | | Tax Optimization | TaxLotTracker | Lot tracking, loss harvesting, wash sale detection, efficient rebalancer, reporting | Custom tax rules | | SEC Monitoring | SECFilingMonitor | Edgar filings, real-time filing alerts, SEC document parsing | Custom filing types | | Sentiment | SentimentAnalyzer | News sentiment scoring, social signal processing | Custom sentiment sources | | Notifications | PushService | VAPID Web Push, SSE streaming, alert delivery, browser push | Custom channels | | Analytics | PerformanceAttribution | Return attribution, factor decomposition, Brinson-style analysis | Custom attribution models | | Cache | RedisCache | Redis-backed caching with LRU eviction | Any cache backend | | Auth | AuthMiddleware | JWT + API key authentication, Supabase Row Level Security, rate limiting | Custom auth providers | | Social | SharingService | Portfolio sharing, leaderboards, public profiles, social discovery | Custom social features | | Multi-Currency | MultiCurrency | Currency conversion, international market support | Custom currency providers | | Observability | MetricsCollector | Structured logging (Pino), performance metrics, error tracking | Prometheus, OTel (planned) |

Platform Support

• ✅ Vercel — Serverless + static deployment (production)
• ✅ Docker — Full-stack containerized (docker-compose.yml)
• ✅ Railway — Auto-deploy from git (railway.toml)
• ✅ Render — Alternative PaaS deployment (render.yaml)
• ✅ Local — npm run dev:all (API port 3000, client port 5173)
• 🚧 Python ML — Optional uvicorn engine (port 8000)

CVRF Engine (Full-Stack Belief System)

All custom, zero external ML dependencies — no scikit-learn, no TensorFlow, no framework lock-in:

| Layer | Implementation | |-------|---------------| | Concept Extraction | ConceptExtractor.ts — extract investment beliefs from factor analysis | | Belief Management | CVRFManager.ts — orchestrate belief lifecycle, conviction tracking | | Reinforcement | BeliefUpdater.ts — reinforce correct beliefs, weaken incorrect ones | | Episode Tracking | EpisodeManager.ts — temporal windows, regime change detection | | Persistence | PersistentCVRFManager.ts — Supabase-backed survival across restarts | | Integration | integration.ts — connect beliefs to optimizer and backtest runner |

The system automatically learns, reinforces, and manages beliefs via episodes.

# CVRF Configuration
CVRFLEARNINGRATE=0.1
CVRFDECAYRATE=0.05
CVRFMINCONVICTION=0.1
CVRFMAXCONVICTION=1.0
CVRFEPISODEWINDOW=30

ML Pipeline (Neural Factor Intelligence)

| Layer | Implementation | |-------|---------------| | Regime Detection | RegimeDetector.ts — identify bull, bear, and transitional market regimes | | Neural Factors | NeuralFactorModel.ts — learned factor representations beyond Fama-French | | Attribution | FactorAttribution.ts — decompose returns into factor contributions | | Training | TrainingPipeline.ts — walk-forward training with out-of-sample validation | | Python Bridge | ml/main.py — optional uvicorn FastAPI engine for heavy compute |

# ML Configuration
MLENGINEURL=http://localhost:8000
MLREGIMELOOKBACK=252
MLRETRAININTERVAL=30

Client Architecture

| Layer | Implementation | |-------|---------------| | Pages | 19 views — Dashboard, Portfolio, Factors, CVRF, Earnings, Options, Tax, Trading, Backtest, ML, Social, Settings | | Components | 68 React 19 components across 18 domains (portfolio, charts, cvrf, trading, risk, earnings, options + more) | | State | 6 Zustand stores — portfolioStore, quotesStore, alertsStore, authStore, themeStore, dataSourceStore | | Data Fetching | React Query + custom hooks — useQuotes, useTrading, useNotifications + 6 more | | Real-time | WebSocket → SSE → Polling progressive fallback via wsClient | | API Layer | 7 typed API modules — client, cvrf, earnings, factors, portfolio, websocket + trading hooks | | PWA | Service Worker, Web Push API, offline caching, installable | | Design System | Family-aligned with metaventionsai.com, careers.metaventionsai.com, friendlyface.metaventionsai.com — see DESIGN-SYSTEM.md |

Design System (v1.1.0 — UI Family Polish)

Status: Shipped 2026-05-07 across 35 files in PRs #3 and #4 — five rounds of family-aesthetic alignment with the metaventionsai ecosystem.

| Layer | Pattern | |-------|---------| | Visual language | Glass-slab surfaces (glass-slab, glass-slab-floating, glass-modal) + sovereign-spectrum gradient (magenta → amethyst → cyan) + 3px type-colored rails on banners + mono uppercase kickers | | Motion grammar | 4-keyframe set defined site-wide (fade-in, slide-in-left, slide-in-right, pulse-subtle) bound to motion tokens (--motion-duration-base, --motion-duration-slow, --motion-ease-out) | | Interaction tokens | animate-press (replaces hover-scale jank), animate-lift (hover translateY), animate-stagger, animate-enter | | Anti-CLS posture | tabular-nums on every numeric metric + explicit min-h on every chart wrapper + size-matched skeletons | | Banner pattern | Toast / SectionErrorBoundary / ConnectionStatus / ModelStatusBanner share the type-rail before-pseudo + colored shadow glow | | Active route rail | Sidebar + MobileNav use sovereign-gradient before-pseudo for active state (replaces color swap) | | CTA primary | bg-[image:var(--gradient-sovereign)] + sovereign-bar 3px top rail on every modal and page header |

Screenshots: Captured 2026-05-08 against the v1.2.2 production deploy — show the v1.1.0 family aesthetic in flight (sovereign gradient, glass-slab surfaces, halo title gradient, mono kicker register).

Landing — desktop hero Sovereign gradient title · Live factor radar · v1.3.3	Pricing — Free / Pro / Enterprise Stripe live billing wired
Landing — mobile Family-aligned with metaventionsai.com	Login — desktop Terms of Service and Privacy Policy linked (target=_blank)

Core Systems

Factor Engine 80+ Quantitative Factors Six research-backed categories going beyond Fama-French 5: momentum, value, quality, volatility, size, sentiment, macro, and sector exposures. FactorEngine.ts SentimentAnalyzer.ts	CVRF Intelligence Self-Improving Belief System Conceptual Verbal Reinforcement Framework. Learns episode-over-episode — reinforces correct beliefs, weakens incorrect ones. Investment convictions that evolve. CVRFManager.ts BeliefUpdater.ts EpisodeManager.ts
Earnings Oracle Forecast + Position + React Calendar, consensus estimates, historical reactions, options-implied expected moves, beat rates, and pre/post-earnings positioning recommendations. EarningsOracle.ts	Cognitive Explainer GPT-4o + Template Dual-Mode Every recommendation explained in plain language. LLM mode for rich narratives, template fallback for zero-API operation. Confidence scores and source attribution. ExplanationService.ts CognitiveInsight.tsx
Portfolio Optimizer Monte Carlo Simulation Max Sharpe, min variance, and risk parity strategies. CVRF-integrated belief weighting. Walk-forward backtesting against real market history. optimizer/ backtest/	Risk + Streaming Real-time Market Intelligence 11 risk alert types (drawdown, volatility, concentration + 8 more). WebSocket → SSE → Polling fallback. Browser push notifications for earnings and risk events. notifications/ trading/

Component Registry

| Layer | Component | Description | Tech | Status | |:-----:|:----------|:------------|:-----|:------:| | Interface | 58 Components | Portfolio, Factors, Earnings, CVRF, Risk, Options, Charts | React 19, Tailwind | Production | | Intelligence | Factor Engine | 80+ factor exposures across 6 categories | TypeScript | v1.2.0 | | Intelligence | CVRF Manager | Episodic learning with belief persistence | TypeScript, Supabase | v1.2.0 | | Intelligence | Earnings Oracle | Forecasts, beat rates, expected moves | TypeScript | v1.2.0 | | Intelligence | Cognitive Explainer | DeepSeek (preferred) + OpenAI fallback + template | DeepSeek, OpenAI | v1.2.0 | | Compute | Portfolio Optimizer | Monte Carlo, max Sharpe, min variance, risk parity | TypeScript | v1.2.0 | | Compute | Walk-Forward Backtest | CVRF-integrated historical replay | TypeScript | v1.2.0 | | Compute | Risk Alert System | 11 alert types, real-time monitoring | TypeScript | v1.2.0 | | Compute | Paper Trading | Internal SimulatedBroker on Polygon WS + Supabase | TypeScript | v1.2.0 | | Compute | Stripe Billing | Pro $29 + Enterprise $99 with checkout + portal | Stripe | v1.2.0 | | Data | Supabase | PostgreSQL + RLS, real-time subscriptions, paper-trading tables | Supabase | Active | | Data | Polygon REST | Snapshots, history, fundamentals | REST | Active | | Data | Polygon WebSocket | Real-time quotes (Railway-hosted) | WS | Active | | Data | Alpha Vantage | Fundamentals, earnings, Ken French Library | REST | Active |

CVRF — Episodic Learning Engine

┌──────────────────────────────────────────────────────────────────────────────────┐
│                       CVRF — EPISODIC LEARNING LOOP                              │
├──────────────────────────────────────────────────────────────────────────────────┤
│                                                                                   │
│  Episode N                                                                        │
│    │                                                                              │
│    ▼                                                                              │
│  [Concept Extractor] → Extract investment beliefs from factor analysis           │
│    │                                                                              │
│    ▼                                                                              │
│  [Belief Updater] → Compare predictions vs actual market outcomes                │
│    │                   Reinforce correct beliefs (↑ conviction)                   │
│    │                   Weaken incorrect beliefs  (↓ conviction)                   │
│    ▼                                                                              │
│  [Episode Manager] → Track performance across time windows                       │
│    │                   Detect market regime changes                               │
│    ▼                                                                              │
│  [Persistent CVRF] → Store beliefs in Supabase (survive restarts)                │
│    │                                                                              │
│    ▼                                                                              │
│  Episode N+1 → Better recommendations, stronger convictions                      │
│                                                                                   │
└──────────────────────────────────────────────────────────────────────────────────┘

Quick Start

# 1. Clone and install
git clone https://github.com/Dicoangelo/frontier-alpha.git
cd frontier-alpha && npm install && cd client && npm install && cd ..
2. Configure environment
cp .env.example .env
Edit .env with your Polygon.io and Alpha Vantage API keys
(optional — mock data works without them)
3. Start development
npm run dev:all

The client opens at http://localhost:5173 and the API at http://localhost:3000/api/v1/health.

API

| Endpoint | Method | Description | |:---------|:------:|:------------| | /api/v1/health | GET | Health check | | /api/v1/health/integrations | GET | Integration diagnostic (13 of 14 live — only Vercel WS by-design remains degraded) | | /api/openapi | GET | OpenAPI specification | | /api/v1/quotes/:symbol | GET | Real-time quote | | /api/v1/portfolio/factors/:symbols | GET | Factor exposures | | /api/v1/portfolio/optimize | POST | Portfolio optimization (Pro gated) | | /api/v1/earnings/forecast/:symbol | GET | Earnings forecast | | /api/v1/cvrf/beliefs | GET | Current CVRF beliefs (Pro gated) | | /api/v1/billing/checkout | POST | Stripe checkout session — 409 for comp accounts | | /api/v1/broker/connect | POST | Connect Alpaca (Pro+) — AES-256-GCM at rest | | /api/v1/broker/status | GET | Active broker — simulated, alpaca-env, or alpaca-user | | /api/v1/broker/disconnect | POST | Revoke Alpaca creds + fall back to SimulatedBroker | | /api/v1/digest/run | GET | Weekly digest cron (Vercel-scheduled, CRON_SECRET-gated) | | /ws/quotes | WSS | Polygon real-time quote stream (Railway) |

# Real-time quote
curl https://frontier-alpha.metaventionsai.com/api/v1/quotes/AAPL
Factor exposures
curl https://frontier-alpha.metaventionsai.com/api/v1/portfolio/factors/AAPL,NVDA,MSFT
Optimize a portfolio
curl -X POST https://frontier-alpha.metaventionsai.com/api/v1/portfolio/optimize \
  -H "Content-Type: application/json" \
  -d '{"symbols": ["AAPL","NVDA","MSFT","GOOGL","AMZN"], "config": {"objective": "max_sharpe"}}'
Earnings forecast
curl https://frontier-alpha.metaventionsai.com/api/v1/earnings/forecast/NVDA
CVRF beliefs
curl https://frontier-alpha.metaventionsai.com/api/v1/cvrf/beliefs

Development

npm run dev:all          # Start API + client concurrently
npm run dev              # API server only (port 3000)
npm run client:dev       # Client only (port 5173)
npm test                 # Run server tests (watch mode)
npm run test:unit        # Server unit tests (single run)
npm run test:all         # All tests (server + client) — 205 total
npm run test:coverage    # Coverage report
npm run lint             # ESLint
npm run build            # Production build
npm run db:migrate       # Apply Supabase migrations
npm run ml:start         # Optional Python ML engine (port 8000)

Documentation

| Document | Description | |:---------|:------------| | API Reference | Complete endpoint documentation with examples | | User Guide | End-user guide: features, workflows, PWA installation | | Developer Guide | Setup, architecture decisions, testing, deployment | | Protocol | Discovery and innovation protocol | | Changelog | Version history and feature log |

Tech Stack

Roadmap

• [x] Factor Engine (76 factors across 6 categories)
• [x] Portfolio Optimizer (Monte Carlo, max Sharpe, min variance, risk parity)
• [x] CVRF Intelligence (episodic learning, belief persistence)
• [x] Cognitive Explainer (DeepSeek primary + OpenAI fallback + template) ✅ v1.2.0
• [x] Earnings Oracle (calendar, forecasts, historical reactions)
• [x] Walk-Forward Backtest (CVRF-integrated historical replay)
• [x] Risk Alert System (11 alert types, real-time monitoring)
• [x] Push Notifications (browser push for risk + earnings events)
• [x] PWA Support (installable, offline caching)
• [x] Real-time Streaming (Polygon WebSocket on Railway, fan-out to client) ✅ v1.2.0
• [x] Options Chain Analysis
• [x] Supabase Auth + RLS
• [x] Vercel Deployment + CI/CD
• [x] UI family-aesthetic polish — 35 files across 5 rounds (PRs #3 + #4, v1.1.0)
• [x] Stripe Live Billing — Pro $29 + Enterprise $99 + checkout return flow ✅ v1.2.0
• [x] Internal Paper Trading — SimulatedBroker on Polygon WS + 3 Supabase tables ✅ v1.2.0
• [x] Two-tier Deployment — Vercel SPA + REST + Railway WebSocket ✅ v1.2.0
• [x] Subscription gating (UpgradeGate on Optimize + CVRF) ✅ v1.2.0
• [x] Demo workflow — landing → signup → dashboard handoff ✅ v1.2.0
• [x] Email wave — welcome + subscription-confirmed + alert-fired + weekly-digest ✅ v1.2.0
• [x] Connect Alpaca for Pro+ users — AES-256-GCM encrypted creds, paper/live toggle ✅ v1.2.0
• [x] BILLING_ENABLED kill switch — default-off gate prevents accidental live charges ✅ v1.2.0
• [x] Weekly digest cron with real portfolio metrics — Mondays 13:00 UTC ✅ v1.2.1
• [x] Comp-customer guard — webhook clobber protection for founder/lifetime accounts ✅ v1.2.2
• [x] Health endpoint surfaces v1.2.x integrations + email provider trim ✅ v1.2.3
• [x] VITE env-newline regression fix + Terms / Privacy pages ✅ v1.2.4
• [x] Durable rate limiter on Supabase Postgres — no Upstash needed ✅ v1.2.5

• [ ] Social sentiment aggregation (X, Reddit, StockTwits)
• [ ] Multi-portfolio management
• [ ] Sector rotation signals
• [ ] Advanced options strategies (spreads, iron condors)
• [ ] Mobile companion app
• [ ] Collaborative portfolios
• [ ] Webhook integrations (Slack, Discord alerts)

Vision

╔══════════════════════════════════════════════════════════════════════════════╗
║                                                                              ║
║   "The best investment tools don't just analyze —                           ║
║    they learn, explain, and evolve with the market."                        ║
║                                                                              ║
║   ════════════════════════════════════════════════════════════════════════   ║
║                                                                              ║
║   FRONTIER ALPHA IS BUILDING TOWARD:                                         ║
║                                                                              ║
║   ▸ Every retail investor has institutional-grade intelligence               ║
║   ▸ Recommendations you can understand and verify                           ║
║   ▸ Belief systems that compound knowledge over time                        ║
║   ▸ AI that explains itself — never a black box                             ║
║                                                                              ║
║   ════════════════════════════════════════════════════════════════════════   ║
║                                                                              ║
║   "Let the invention be hidden in your vision."                              ║
║                                                                              ║
╚══════════════════════════════════════════════════════════════════════════════╝

Contact