renderTable()
Inventory Renderer
Turns every observed route, table, tab set, and control group into consistent review sections.
25 surfacesStocknear-inspired software outline
AlgoHunter product blueprint.
A visual PHP version of the Stocknear research document: every major route, surface, function, data dependency, account feature, admin operation, and monetization gate is organized into clean sections with animated flow graphics.
25
mapped public surfaces
15
stock-detail layers
189
screener filters
31 + 16
FMP modules + external groups
Executive architecture map
Data
Foundation
Product
Account
Admin
Money
Data Sources source
FMP Market + Fundamentals
SEC / Insider / 13F
FDA / Biotech
Government Contracts
Treasury / Fed / Macro
CFTC / Futures
Congress Trades
Dark Pools / Options
Energy / Weather / Geopolitical
Foundation shell
Credential Gate
FMP Facade - 31 modules
ExternalData - 16 groups
Safe Probe Controller
Global Search
Reusable Tables
Chart Shell
Export System
Product Surfaces app
Market Dashboard
Stock Detail
ETF Detail
Flow Suite
Screener + Lists
Calendars
Trackers
Pro Chart
Learning Center
Workspace + Ops scale
Watchlists
Alerts
Portfolios
Saved Screens + Filters
Admin API Sources
Readiness Bars
Credits
Plan Gates
Free / Terminal / Lab / Alpha / Lifetime
Research source notes
Observed pages and source surfaces.
Some Stocknear pages were gated or sparse when unauthenticated, so those areas are carried forward as gated or inferred product requirements.
Primary sitemap
https://stocknear.com/sitemap
Homepage
https://stocknear.com/
Example stock detail
https://stocknear.com/stocks/NVDA
Example ETF detail
https://stocknear.com/etf/SPY
Options flow
https://stocknear.com/options-flow
Market flow
https://stocknear.com/market-flow
Dark pool / unusual order flow
https://stocknear.com/unusual-order-flow
Stock screener
https://stocknear.com/stocks/screener
Pricing
https://stocknear.com/pricing
About
https://stocknear.com/about
Blueprint handoff
Turn the software outline into a shareable build packet.
This layer keeps the Stocknear-inspired document presentation-ready while adding official-source provenance and an exportable implementation bundle.
Workflow graphic
Source document to platform plan.
Each card explains the route from observed Stocknear behavior to AlgoHunter modules, source evidence, and follow-up work.
Inventory
Stocknear source outline
Research notes, sitemap groups, module cards, and detail-page templates stay visible as a structured build inventory.
Build Map
AlgoHunter route plan
Architecture, module graphics, priority phases, and readiness rows translate the outline into implementation surfaces.
Evidence
Official source previews
SEC, FINRA, CBOE, macro, policy, and issuer metadata attach source policy to the product blueprint.
Export
Shareable handoff
The JSON bundle preserves modules, build phases, source notes, preview routes, and readiness priorities for follow-up.
stocknearVisibleModuleCards()
Module Extractor
Reads the visible animated module cards so exports match the presentation layer exactly.
12 modulesloadStocknearExternalSourceController()
Source Preview Loader
Fetches official source metadata for SEC, FINRA, CBOE, macro, policy, and issuer evidence.
9 previewsexportStocknearHandoffBundle()
Blueprint Exporter
Packages workflow, function graphics, source policy, inventory, modules, phases, and next routes.
JSON handoffSource policy
What the exported blueprint carries.
Original Outline
Structured Stocknear inventory
The page keeps observed routes, tabs, tables, controls, gated notes, and inferred build requirements together.
Implementation Scope
Route-to-module handoff
Every module maps back to AlgoHunter surfaces, reusable components, and build priorities.
Source Provenance
External-data preview routes
Official-source metadata is fetched through the authenticated catalog without embedding credentials.
Demo Readiness
Blueprint export bundle
The export captures what to show, what is built, what needs review, and where to continue.
Official source previews
Evidence routes for the software outline.
Loading software blueprint source previews...
Functional sections
Every major function, broken into buildable modules.
Each module carries a small animated graphic, the function it explains, and the specific capabilities implied by the Stocknear outline.
Global Shell
App-wide navigation, command search, quick actions, footer/legal, theme behavior, and mobile action surfaces.
Search autocomplete
Module nav
Quick launches
Trust links
Market Dashboard
Entry surface with index flow, movers, news, earnings, analyst insight, and unusual options previews.
Index cards
Afterhours movers
News flow
Earnings preview
Security Detail
Shared stock research shell for overview, fundamentals, metrics, forecast, options, dark pool, insider, dividends, history, profile, and official SEC/issuer source maps.
Header actions
Tabbed research
Official sources
Export gates
ETF Detail
Leaner entity page focused on ETF overview, holdings, sector weights, options, unusual orders, distributions, history, profile, and issuer/fund source maps.
Fund profile
Source map
Sector weights
Distributions
Flow Suite
Options flow, market flow, and dark pool feeds powered by saved filters, modular filter chips, alert handoffs, broker replay handoffs, execution reconciliation, normalized venue-quality scorecards, remediation SLA escalation, broker certification audits, compliance attestations, signed evidence exports, retention dashboards, evidence packs, realized replay P/L, FIFO tax lots, wash-sale adjustments, broker tax forms, compliance archive delivery, statement import adapters, scheduled statement ingestion, statement reconciliation, regulator archive controls, regulator exam exports, regulator response SLA automation, connector credential vaults, response evidence templates, connector health attestations, response submission tracking, broker health SLO dashboards, acknowledgement ingestion, anomaly routing, acknowledgement exception queues, remediation runbooks, acknowledgement retry automation, verification evidence, retry escalation analytics, closure approvals, retry resolution evidence, closure audit exports, post-resolution monitoring, closure retention reviews, purge attestations, legal-hold release attestations, release audit exports, release retention packs, retry recurrence analytics, retry recurrence remediation routing, SLA breach escalation routing, breach resolution evidence, breach post-resolution monitoring, portfolio replay impact, incident exports, replay drilldowns, direct source overlays, and weighted provider reconciliation.
Live flow
Tax forms
Statement imports
Exam exports
Screener + Lists
Reusable data-table engine for screens, stock lists, market movers, cohort comparisons, collaboration, notifications, analytics, exports, indicators, and pagination.
189 filters
Cohort compare
Team screens
CSV export
Calendars
Earnings, dividend, and economic calendars with date strips, compact/detail modes, filters, source diagnostics/history, provider reconciliation, disagreement alerts, official source matches, freshness probes, imported delta checks, persisted snapshots, routed source-health alerts, alert handoffs, and account-scoped catalysts.
Official snapshots
Freshness probes
Delta checks
Source-health routes
Trackers
Analyst, hedge fund, Congress, politician, insider, and POTUS intelligence routes linked back to securities.
Analyst scores
13F ranks
Congress trades
SEC insider feed
Pro Chart
Advanced chart workspace with indicators, events, strategy themes, and user-created chart strategies.
Indicator registry
Strategy builder
Events
Timeframes
Monetization
Credits, exports, plan gates, trials, paid tiers, lifetime offer, and dataset entitlement logic.
Credits
Plan gates
Trials
Exports
Admin Ops
Credential registry, readiness bars, source control board, safe live probes, and scheduled probe history.
Probe controller
Source board
Readiness bars
Alerts
Data Layer
FMP facade, ExternalData facade, provider modules, credentials, safe probes, caching, and product controllers.
31 FMP modules
16 data groups
Cache policy
Controllers
Animated flow graphics
Navigation, intelligence, data, and user journeys.
These maps translate the Mermaid flow charts from the original build-flow doc into browser-native animated diagrams.
Product navigation map
Shell
Primary Nav
Global Search
Quick Actions
Footer / Legal
Entry
Home / Dashboard
News Flow
Market Movers
Earnings Preview
Flow Preview
Research
Stocks Directory
ETF Directory
Stock Detail
ETF Detail
Screener
Curated Lists
Workspace
Watchlist
Alerts
Portfolio
Saved Screens
Saved Filters
Stock detail page map
Header
Symbol / price
Watchlist
Alert
Pro Chart
Export
Core Tabs
Overview
Financials
Statistics
Metrics
Forecast
Profile
Trading
Unusual Orders
Options
Dark Pool Trades
Max Pain / Greeks
OI / GEX / DEX
Evidence
News
SEC Filings
13F
Insider
History
Dividends
Market intelligence map
Flow
Options Flow
Market Flow
Dark Pool
Saved Filters
Screen
Stock Screener
Popular Screens
Saved Analytics
Team Screens
Share Links
Backtest Handoff
Alert Handoff
CSV Export
Calendar
Earnings
Dividends
Economic
Date Strip
Trackers
Analysts
Hedge Funds
Congress
Insiders
POTUS
Datafeed / API implementation map
Built
FMP Facade
31 FMP Modules
ExternalData Facade
16 Groups
Admin
API Sources Page
Animated API Flow
Credential Registry
Readiness Bars
Probes
Safe Live Probes
Source Board
Probe History
Alerting
Wiring
Controllers
Dashboard Widgets
Alerts + Jobs
Research Pages
Cache Policy
User journey
From visitor to account workspace.
The page flow connects discovery surfaces to watchlists, alerts, saved filters, exports, credits, and paid plan gates.
Visitor
Lands on home or market dashboard
Search
Finds symbol, ETF, screen, or flow feed
Research
Opens stock, ETF, screener, or flow detail
Save
Adds watchlist, alert, saved screen, or saved filter
Export
Downloads data or opens Pro Chart
Gate
Credits and plan rules decide access
Upgrade
Plus, Pro, or Lifetime unlock deeper data
Workspace
Returns to account portfolio and monitoring views
Visual target
Use the existing AlgoHunter interface as the visual anchor.
The Stocknear outline is a product/navigation reference. The implementation should still feel like AlgoHunter: dark operating surface, compact information density, rich market tables, and clear trading workflows.
- Keep the app shell, dashboard density, and market-work tone consistent with the current site.
- Convert the outline into route/component tickets instead of building one giant page per module.
- Prioritize reusable tables, search, chart shells, filter builders, and security headers first.
Build priority and dependency map
Start with reusable foundation, then wire product surfaces.
The dependency ladder mirrors the source flow chart: foundation first, entity research next, intelligence and saved workflows after that, then monetization and operations.
Foundation
- Global Shell
- Global Search
- Reusable Data Table
- Chart Shell
Entity Research
- Security Detail Shell
- Stock Overview
- ETF Overview
- Profile / History / Dividends
Fundamentals
- Financials
- Statistics
- Metrics
- Forecast
Market Intelligence
- Options Flow
- Market Flow
- Dark Pool Flow
- Screener + Lists
- Calendars
Advanced Product
- Trackers
- Pro Chart Registry
- Saved Screens + Filters
- Alerts + Portfolio
Monetization + Ops
- Credits
- Plan Gates
- Exports
- Probe Automation
- Caching + Jobs
Full structured inventory
The original document, converted into clean PHP sections.
All major tables from the Stocknear outline are retained here so the visual page can also work as a detailed product spec.
Navigation foundation
Global Shell
| Area | Tabs / Controls | Information Shown | Build Notes |
|---|---|---|---|
| Top utility |
Logoglobal searchpopular tickersStart TrialLogin |
Search suggestions show symbol, company name, asset type; examples include KO, TSLA, AMD, SPY, NVDA | Build global command/search palette with symbol/entity autocomplete and asset badges |
| Primary nav |
HomeStocksETFsAnalystCalendarCongressFlow FeedScreenerTools |
High-level product modules | Treat as app-wide module navigation |
| Secondary shortcuts |
Hedge FundsPro ChartMarket NewsLearning Center |
Direct entry into high-value tools | Use as quick-launch strip or nested Tools menu |
| Floating/mobile actions | Home, Portfolio, Watchlist, Alert, Chat | Quick access actions, some gated | Match mobile bottom-nav behavior |
| Footer sections |
StocksIPOsETFsPortfolioLearning Center |
Content/product sections | Keep for public marketing/research pages |
| Footer services | Pricing Plan, Get Support, Install the App | Conversion/support actions | Keep persistent |
| Footer website/company |
LoginFAQSitemaptheme toggleAboutContactTermsPrivacyData DisclaimerImprint |
Trust/legal/navigation | Required for product completeness |
Entry surface
Homepage Blueprint
| Page | Route | Tabs / Sections | Data / Cards | Controls / Actions |
|---|---|---|---|---|
| Home | / |
Heroindex flow cardsafterhours moversnews flowanalyst insightupcoming earningsunusual options orders |
Real-time price pitch; market cards for S&P 500, NASDAQ, DOW, Russell; relative volume bull/bear; option flow bull/bear; afterhours gainers/losers table; news feed; analyst report; earnings card; unusual options table |
Global searchStart TrialLoginStart new chat |
Public route map
Sitemap Pages Inventory
| Group | Public Page / Route | Tabs / Subnav Seen | Main Information / Table Columns | Controls / Notes |
|---|---|---|---|---|
| AI | AI Agent / chat | Start new chat | Chat entry point | Gated/interactive |
| Directory | /stocks |
GeneralPerformanceFinancialsAnalystsDividendsIndicators |
Symbol, Name, Industry, Market Cap, Revenue | Download, pagination, 20 rows/page |
| Directory | /etf | No in-page tabs on public directory | ETF symbols supported | Download; directory count shown |
| Directory | ETF Provider | Provider directory | Provider/fund grouping | From sitemap; not deeply fetched |
| Flow | /options-flow |
Popular FiltersSaved FiltersLive FlowDateAdd Filters |
Real-time options flow |
Filter drawer has 19 filter types: Asset TypeBearish Premium %Bullish Premium %Contract TypeDate ExpirationExclude TickersExecutionFlow TypeInclude TickersLeg Type+54 more |
| Flow | /market-flow |
S&P 500 FlowFear & GreedSector FlowOpen InterestVolumeIntraday Bars |
Net volumenet call premiumnet put premiummost active sectoropen interestput/call ratiosvolumeintraday interval bars |
Interval controls: 5m15m30mrow alert handoffsbroker replay handoffsbroker execution status reconciliationpost-trade slippage analyticsbroker fill attribution benchmarksexecution alert routingbroker venue-quality scorecards+38 more |
| Flow | /unusual-order-flow |
Popular FiltersSaved FiltersLive FlowDateAdd Filters |
Dark pool/block/unusual order stream |
Filter drawer has 10 filters: Asset TypeExchangeExclude TickersInclude TickersPremiumSizeSize/Avg VolumeSize/VolumeTransaction TypeVolume+47 more |
| Calendar | /earnings-calendar |
Weekday/date tabsTime of DayDetails/CompactAccount Scope |
SymbolNameMarket CapRevenue EstimateEPS EstimateEarnings Time |
Downloadpaginationsource diagnostics/historyprovider reconciliationdisagreement alertsofficial source matchesfreshness probesimported delta checkspersisted snapshotsrouted source-health alerts+2 more |
| Calendar | /dividends-calendar |
Weekday/date tabsDetails/CompactAccount Scope |
SymbolNameMarket CapRevenueCash AmountEx-Dividend DatePayment Date |
Downloadpaginationsource diagnostics/historyprovider reconciliationdisagreement alertsofficial source matchesfreshness probesimported delta checkspersisted snapshotsrouted source-health alerts+2 more |
| Calendar | /economic-calendar | Date tabs, Country filter, Importance filter |
TimeCountryEventActualForecastPreviousImportance |
Downloadsource diagnostics/historyprovider reconciliationdisagreement alertsofficial macro source matchesfreshness probesimported delta checkspersisted snapshotsrouted source-health review links |
| News | /market-news | All Stocks, Markets, Press Releases |
News cards with source/time/titlemarket news list |
Pagination, More Market News |
| Institutional | /politicians | Party filter | US politicians/member directory | Congress trading module; public result sparse |
| Institutional | /hedge-funds | None visible |
RankNameAUMHoldingsTurnover3-Year PerformanceWin Rate |
Download, pagination; 7,238 institutes shown |
| Institutional | /insider-tracker | None visible |
SymbolNameMemberMarket CapSharesMarket ValueType |
Real-time SEC filing-driven insider trackerminimum transaction value called out |
| Analyst | /analysts/top-stocks |
GeneralPerformanceFinancialsAnalystsDividendsIndicators |
RankSymbolNameTop Analyst CountTop Analyst PT UpsideTop Analyst Price TargetTop RatingMarket Cap |
Download; includes analyst scoring education |
| Analyst | /analysts | Tutorial | Analyst list/rankings |
Scoring factors: Success RateAverage ReturnRating CountRecency |
| Screener | /stocks/screener |
GeneralFiltersPerformanceAnalystsDividendsFinancials |
Filtered stock table |
Popular ScreensSaved Screensshare linksteam collaborationsaved-screen analyticscohort performance comparisonsshared-screen notification polishBacktest handoffAlert handoffAdd Filters+3 more |
| Visual | /stocks/heatmap | Time Period | S&P 500 1D performance heatmap | Visual market map |
| Account | /watchlist | Watchlist module | Favorite stocks | Gated |
| Account | /alerts | Alert module | Price/notification alerts | Gated |
| Account | Portfolio | Portfolio module | Holdings/performance | Gated |
| Education | /learning-center |
AllFeaturesFundamentalsTermsTag filter |
Feature guidesfundamentals articles182 financial terms |
Article cards show titledescriptionread time |
| Pricing | /pricing | Monthly, Annual, credit/quota rules |
TerminalLabAlpha checkout cards plus Free/Lifetime entitlement matrix |
Shared usage rulesmonthly creditswatchlistsportfoliosalertssaved screenssaved flow filtersexportshistoryflow+1 more |
| Company | /about | Story sections | Positioning, founder story, metrics |
Metrics: investorscovered stocks/ETFsdata sourcesTrustpilot rating |
| Company/legal | Contact, Terms, Privacy, Data Disclaimer, Imprint, FAQ, Advertise | Static/legal/support content | Trust/compliance pages | Needed for public app completeness |
Security research shell
Stock Detail Page Template
| Layer | Tabs / Controls | Information / Data | Build Notes |
|---|---|---|---|
| Header actions | Watchlist, Alert, Pro Chart, Export Price | Export modal has start date, end date, interval selector: 1 Hour, 30 Min, 15 Min, 5 Min, 1 Min; estimated credit cost; Plus/Pro gating | Reuse across stock and ETF detail pages |
| Main stock tabs |
OverviewFinancialsStatisticsMetricsForecastUnusual OrdersOptionsInsiderDividendsHistory+1 more |
Full security research workflow | This is the core entity-page navigation |
| Overview chart tabs | 1D, 1W, 1M, 6M, YTD, 1Y, MAX | Price chart; price change; bid/ask; market cap; revenue; net income; beta; EPS; PE; forward PE; P/B; P/S; earnings date; volume; ranges; analyst rating; target; dividend; profile snapshot | Include Why Price Moved and News below overview |
| Overview news tabs | All, Videos, Press Releases | News list/cards by source and time | Add pagination |
| Financials subtabs |
IncomeBalance SheetCashflowRatiosCustom |
Statement tables | Period controls: Annual, Quarterly, TTM; controls: Chart Mode, Download, AI Summarize; shows upgrade-gated long history |
| Financials income fields |
RevenueNet IncomeEPS basic/dilutedEBITDAGross ProfitOperating IncomeEBITPretax IncomeCost of RevenueOperating Expenses+8 more |
Multi-period fiscal table | Include SEC filing links |
| Statistics subtabs |
OverviewETF HoldingsEarningsMarket CapShort InterestRevenueFail-to-Deliver |
Share stats, short selling, valuation, enterprise valuation, financial position/efficiency, taxes, price stats, income statement, balance sheet, cash flow, margins, dividends/yields, analyst forecast, fair value, splits, scores | This is a dense fundamentals dashboard |
| Metrics subtabs |
OverviewRevenue by Market PlatformRevenue by SegmentOperating Expense BreakdownOperating Income by SegmentData Center Revenue BreakdownRevenue by Geography |
Segment/business KPI tables | Period toggle: Quarterly, TTM; Download |
| Forecast subtabs |
OverviewAnalysts RatingsAI ForecastDCF Model |
Price target low/average/median/high, rating distribution over time, latest analyst insight, revenue/EPS forecasts | Toggle: All Analysts, Top Analysts |
| Unusual Orders tab |
Key Price LevelsExchange BreakdownHottest Trades TodayHistorical Dark Pool Chart |
Support/resistance, dark pool activity, venue info, transaction table: Rank, Time, Price, Size, Size/Vol, Size/Avg Vol, Avg Paid, Type; historical table: Date, Long Volume, Short Volume, Long/Short, % Short Change | Weekly/Quarterly toggle; Pro gating for some data |
| Options subtabs |
OverviewContract LookupUnusual ActivityHottest ContractsMax PainGreeksExpected MoveOIGEXDEX |
IV, IV Rank, historical volatility, expected move, OI/volume summaries, option chain by expiration | Chain columns: Expiration, Call Vol, Put Vol, P/C Vol, Call OI, Put OI, P/C OI, IV, Expected Move, Max Pain |
| Insider subtabs | Insider Trading, 13F Institute, Transcripts | Insider transaction summary and table | Controls: Filter Type, AI Summarize, Download; columns: Name, Transaction Date, Shares, Price, Value, Type |
| Dividends tab | History | Yield, annual dividend, ex-div date, frequency, payout ratio, growth, dividend history, related stocks, news | History columns: Ex-Dividend Date, Cash Amount, Declaration Date, Record Date, Pay Date |
| History tab | 1M, 3M, YTD, 1Y, 3Y, 5Y, Max; Daily | Historical OHLC table | Columns: Date, Open, High, Low, Close, Adj Close, % Change, Volume |
| Profile subtabs | Overview, Employees | Company description, country, IPO date, industry, sector, employees, CEO, contact, stock details, executives, latest SEC filings, official SEC/issuer source map, and source health checklist | Stock details: ticker, exchange, fiscal year, currency, CIK, CUSIP, ISIN, EIN, SIC; official source widget links EDGAR, SEC submissions JSON, company facts JSON, latest filing, and issuer website |
Fund research shell
ETF Detail Page Template
| Layer | Tabs / Controls | Information / Data | Build Notes |
|---|---|---|---|
| Header actions | Watchlist, Alert, Pro Chart, Export Price | Same export modal and interval selector as stocks | Reuse security-header component |
| Main ETF tabs |
OverviewHoldingsUnusual OrdersOptionsDividendsHistory |
ETF research workflow | ETF is a leaner entity page than stock |
| Overview chart tabs | 1D, 1W, 1M, 6M, YTD, 1Y, MAX | ETF price chart and key stats | Include bid/ask, market cap, NAV, beta, EPS, PE, shares, inception date, volume, ranges, holdings count, expense ratio |
| ETF profile |
Aboutasset classtickerinceptionproviderwebsiteexchange |
Fund metadata | Provider links to provider page |
| Holdings/sector panels | Top Sectors, Top 10 Holdings | Sector weights; holding name, symbol, weight | Include View All Sectors and View More Holdings |
| Dividends panel | Recent distributions | Ex-dividend date, amount, payment date | Link to full dividend history |
| Why Price Moved / News | Narrative events, news tabs All/Videos | Same pattern as stocks | Reuse news module |
Market intelligence
Flow / Scanner Pages
| Page | Route | Tabs / Filters | Data Shown | Build Notes |
|---|---|---|---|---|
| Options Flow | /options-flow |
Popular FiltersSaved FiltersLive FlowPick a dateAdd FiltersNew FilterDelete Filter |
Live options orders/sweeps/blocks/unusual activity | Filter count is shown; saved filter CRUD, alert handoffs, broker replay handoffs, broker execution status reconciliation, post-trade slippage analytics, broker fill attribution benchmarks, execution alert routing, broker venue-quality scorecards, live broker venue normalization, automated execution remediation queues, remediation SLA escalation, broker adapter certification, external execution incident exports, broker certification audit history, broker-side order replay drilldowns, execution compliance attestations, portfolio-level replay impact, signed compliance evidence exports, realized P/L replay attribution, compliance evidence retention dashboards, FIFO tax-lot replay attribution, export retention evidence packs, wash-sale/corporate-action tax-lot adjustments, broker tax form exports, external compliance archive delivery, broker statement import adapters, scheduled broker statement ingestion, broker statement reconciliation, regulator-ready archive retention controls, regulator exam export workflows, regulator response SLA automation, broker connector credential vault, regulator response evidence templates, connector health attestation webhooks, regulator response submission tracking, broker health SLO dashboards, regulator acknowledgement ingestion, broker health anomaly routing, regulator acknowledgement exception queues, broker health remediation runbooks, regulator acknowledgement retry automation, broker health remediation verification evidence, regulator acknowledgement retry escalation analytics, broker health remediation closure approvals, regulator acknowledgement retry resolution evidence, broker health closure audit exports, regulator retry post-resolution monitoring, broker health closure retention reviews, regulator retry recurrence analytics, broker health closure retention purge attestations, regulator retry recurrence remediation routing, broker health purge legal-hold reviews, regulator retry remediation SLA evidence, broker health legal-hold release attestations, regulator retry SLA breach escalation routing, broker health release audit exports, regulator retry breach resolution evidence, broker health release retention packs, regulator retry breach post-resolution monitoring, broker health release purge attestations, regulator retry breach recurrence analytics, direct source overlays, weighted provider reconciliation, and live OPRA entitlement upgrade path are wired |
| Options Flow filter drawer | Same |
19 filters: Asset TypeBearish Premium %Bullish Premium %Contract TypeDate ExpirationExclude TickersExecutionFlow TypeInclude TickersLeg Type+9 more |
Filter builder | Critical to replicate as modular filter chips |
| Dark Pool / Unusual Order Flow | /unusual-order-flow |
Popular FiltersSaved FiltersLive FlowPick a dateAdd FiltersNew FilterDelete Filter |
Unusual block/dark pool style prints | Delayed-source disclosures, alert handoffs, broker replay handoffs, broker execution status reconciliation, post-trade slippage analytics, broker fill attribution benchmarks, execution alert routing, broker venue-quality scorecards, live broker venue normalization, automated execution remediation queues, remediation SLA escalation, broker adapter certification, external execution incident exports, broker certification audit history, broker-side order replay drilldowns, execution compliance attestations, portfolio-level replay impact, signed compliance evidence exports, realized P/L replay attribution, compliance evidence retention dashboards, FIFO tax-lot replay attribution, export retention evidence packs, wash-sale/corporate-action tax-lot adjustments, broker tax form exports, external compliance archive delivery, broker statement import adapters, scheduled broker statement ingestion, broker statement reconciliation, regulator-ready archive retention controls, regulator exam export workflows, regulator response SLA automation, broker connector credential vault, regulator response evidence templates, connector health attestation webhooks, regulator response submission tracking, broker health SLO dashboards, regulator acknowledgement ingestion, broker health anomaly routing, regulator acknowledgement exception queues, broker health remediation runbooks, regulator acknowledgement retry automation, broker health remediation verification evidence, regulator acknowledgement retry escalation analytics, broker health remediation closure approvals, regulator acknowledgement retry resolution evidence, broker health closure audit exports, regulator retry post-resolution monitoring, broker health closure retention reviews, regulator retry recurrence analytics, broker health closure retention purge attestations, regulator retry recurrence remediation routing, broker health purge legal-hold reviews, regulator retry remediation SLA 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archive legal archive purge attestations, broker health release archive prevention archive legal archive purge delivery evidence, regulator retry breach remediation prevention archive legal archive purge attestations, regulator retry breach remediation prevention archive legal archive purge delivery evidence, regulator retry breach remediation prevention archive legal archive SLA breach routing, broker health release archive prevention archive legal archive SLA breach routing, broker health release archive prevention archive legal archive SLA breach resolution routing, regulator retry breach remediation prevention archive legal archive purge retention evidence, regulator retry breach remediation prevention archive legal archive purge retention handoff, broker health release archive prevention archive legal archive SLA post-resolution routing, regulator retry breach remediation prevention archive legal archive purge retention delivery analytics, broker health release archive prevention archive legal archive SLA recurrence prevention routing, regulator retry breach remediation prevention archive legal archive purge retention delivery reconciliation, broker health release archive prevention archive legal archive SLA recurrence audit routing, regulator retry breach remediation prevention archive legal archive purge retention reconciliation audit exports, broker health release archive prevention archive legal archive SLA recurrence retention packs, regulator retry breach remediation prevention archive legal archive purge retention reconciliation retention packs, broker health release archive prevention archive legal archive SLA recurrence purge attestations, regulator retry breach remediation prevention archive legal archive purge retention reconciliation purge attestations, broker health release archive prevention archive legal archive SLA recurrence legal archive delivery, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive delivery, broker health release archive prevention archive legal archive SLA recurrence audit exports, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive SLA evidence, broker health release archive prevention archive legal archive SLA recurrence audit export retention packs, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive SLA breach routing, broker health release archive prevention archive legal archive SLA recurrence audit export purge attestations, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive SLA breach resolution routing, broker health release archive prevention archive legal archive SLA recurrence audit export legal archive delivery, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive SLA breach post-resolution routing, broker health release archive prevention archive legal archive SLA recurrence audit export legal archive SLA evidence, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive SLA breach recurrence prevention routing, broker health release archive prevention archive legal archive SLA recurrence audit export legal archive SLA breach routing, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive SLA breach recurrence audit routing, broker health release archive prevention archive legal archive SLA recurrence audit export legal archive SLA breach resolution routing, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive SLA breach recurrence audit export routing, broker health release archive prevention archive legal archive SLA recurrence audit export legal archive SLA breach post-resolution routing, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive SLA breach recurrence audit export retention routing, broker health release archive prevention archive legal archive SLA recurrence audit export legal archive SLA breach recurrence prevention routing, unusual analytics, FINRA/CBOE/OCC source overlays, weighted provider reconciliation, dark-pool notification routing, and dark-pool notification delivery analytics are wired |
| Dark Pool filter drawer | Same |
10 filters: Asset TypeExchangeExclude TickersInclude TickersPremiumSizeSize/Avg VolumeSize/VolumeTransaction TypeVolume |
Filter builder | Similar saved-filter UX to options |
| Market Flow | /market-flow |
S&P 500 FlowFear & GreedSector FlowOpen InterestVolumeIntraday Bars |
Market-wide options sentiment, OI/volume totals, put-call ratios, active sector | Intraday interval buttons, alert handoffs, broker replay handoffs, broker execution status reconciliation, post-trade slippage analytics, broker fill attribution benchmarks, execution alert routing, broker venue-quality scorecards, live broker venue normalization, automated execution remediation queues, remediation SLA escalation, broker adapter certification, external execution incident exports, broker certification audit history, broker-side order replay drilldowns, execution compliance attestations, portfolio-level replay impact, signed compliance evidence exports, realized P/L replay attribution, compliance evidence retention dashboards, FIFO tax-lot replay attribution, export retention evidence packs, wash-sale/corporate-action tax-lot adjustments, broker tax form exports, external compliance archive delivery, broker statement import adapters, scheduled broker statement ingestion, broker statement reconciliation, regulator-ready archive retention controls, regulator exam export workflows, regulator response SLA automation, broker connector credential vault, regulator response evidence templates, connector health attestation webhooks, regulator response submission tracking, broker health SLO dashboards, regulator acknowledgement ingestion, broker health anomaly routing, regulator acknowledgement exception queues, broker health remediation runbooks, regulator acknowledgement retry automation, broker health remediation verification evidence, regulator acknowledgement retry escalation analytics, broker health remediation closure approvals, regulator acknowledgement retry resolution evidence, broker health closure audit exports, regulator retry post-resolution monitoring, broker health closure retention reviews, regulator retry recurrence analytics, broker health closure retention purge attestations, regulator retry recurrence remediation routing, broker health purge legal-hold reviews, regulator retry remediation SLA evidence, broker health legal-hold release attestations, regulator retry SLA breach escalation routing, broker health release audit exports, regulator retry breach resolution evidence, broker health release retention packs, regulator retry breach post-resolution monitoring, broker health release purge attestations, regulator retry breach recurrence analytics, source overlays, weighted provider reconciliation, and live OPRA entitlement upgrade path are wired |
Reusable list engine
Screener And List Template
| Template Area | Tabs / Controls | Repeated Information | Pages Using It |
|---|---|---|---|
| List shell |
BreadcrumbtitledescriptioncountDownloadIndicators |
Reusable list/table page | Options lists, market movers, fundamental stock lists, analyst lists |
| Indicator tabs |
GeneralPerformanceFinancialsAnalystsDividendsIndicators |
Column-group selector | Stocks directory and most stock-list pages |
| Pagination | Previous, Page X of Y, Next, Back to Top | 20 rows/page pattern | Most directory/list pages |
| Upsell/sidebar | Pro Subscription, Watchlist, Stock Screener | Conversion and internal routing | Many list pages |
| Stock Screener |
Popular ScreensSaved Screensshare linksteam collaborationsaved-screen analyticscohort performance comparisonsshared-screen notification polishBacktest handoffAlert handoffAdd Filters+3 more |
Filtered universe count, export cost, sign-in/credits, current result basket handoff to /backtesting and /alerts | /stocks/screener |
Curated screens
Stock List Pages From Sitemap
| Page | Route | Description / Inclusion Logic | Table Columns Observed / Expected |
|---|---|---|---|
| Highest Open Interest | /list/highest-open-interest | Stocks with highest total options OI |
RankSymbolNameTotal OIChange OIPrice% ChangeIV RankTotal Premium |
| Highest Open Interest Change | /list/highest-open-interest-change | Largest OI changes |
RankSymbolNameTotal OIChange OIPrice% ChangeIV RankTotal Premium |
| Highest IV Rank | /list/highest-option-iv-rank | Highest implied-volatility rank |
RankSymbolNameTotal OIChange OIPrice% ChangeIV RankTotal Premium |
| Highest Option Premium | /list/highest-option-premium | Highest option premiums |
RankSymbolNameTotal OIChange OIPrice% ChangeIV RankTotal Premium |
| Dividend Growth Stocks | /list/dividend-growth-stocks | Dividend-growth stock screen |
Public fetch sparseuse standard list shell plus dividend metrics |
| Safe Dividend Stocks | /list/safe-dividend-stocks | Safer dividend stock screen |
Public fetch sparseuse standard list shell plus yield/payout/safety metrics |
| High Free Cash Flow Yield Stocks | /list/high-free-cash-flow-yield-stocks | FCF-yield screen |
Public fetch sparseuse standard list shell plus FCF yield/value metrics |
| Undervalued Growth Stocks | /list/undervalued-growth-stocks | Forward PE <= 20, ROE >= 12%, debt/equity <= 1.5, revenue growth years, market cap > $2B |
RankSymbolNameForward PEROEDebt/EquityRevenue Growth YearsPrice% ChangeMarket Cap |
| Low PE High ROE Stocks | /list/low-pe-high-roe-stocks | PE <= 15, ROE >= 15%, market cap > $1B |
RankSymbolNamePE RatioROEPrice% ChangeMarket Cap |
| Strong Balance Sheet Stocks | /list/strong-balance-sheet-stocks | Altman Z >= 3, current ratio >= 1.5, debt/equity <= 1.2, market cap > $1B |
RankSymbolNameZ-ScoreCurrent RatioDebt/EquityPrice% ChangeMarket Cap |
| Piotroski 8-9 Stocks | /list/piotroski-8-9-stocks | High Piotroski F-score screen |
Public fetch sparseuse standard list shell plus F-score columns |
| Net Cash Stocks | /list/net-cash-stocks | Net debt below zero, market cap > $1B |
RankSymbolNameNet DebtPrice% ChangeMarket Cap |
| Earnings Growth Stocks This Month | /list/earnings-growth-stocks-this-month | Earnings in next 30 days, EPS growth estimate >= 15%, market cap > $1B |
RankSymbolNameEarnings DateEst. EPS GrowthPrice% ChangeMarket Cap |
| High Analyst Upside Stocks | /list/high-analyst-upside-stocks | Upside >= 20%, analyst count >= 5, Buy/Strong Buy, market cap > $1B |
RankSymbolNameUpsideAnalyst CountRatingPrice% ChangeMarket Cap |
Mover family
Market Movers
| Page | Route | Tabs | Timeframe Tabs | Columns |
|---|---|---|---|---|
| Top Stock Gainers | /market-mover/gainers |
GainersLosersActivePre-MarketAfter-Hours |
Today, Week, Month, Year, 3 Years, 5 Years |
RankSymbolNameMarket CapPrice% ChangeVolume |
| Top Stock Losers | /market-mover/losers | Same | Same |
RankSymbolNameMarket CapPrice% ChangeVolume |
| Most Active Stocks | /market-mover/active | Same | Same/likely |
RankSymbolNameMarket CapPrice% ChangeVolume |
| Premarket Gainers | /market-mover/premarket-gainers | Market mover family | Premarket context | Same mover table style |
| Premarket Losers | /market-mover/premarket-losers | Market mover family | Premarket context | Same mover table style |
| Afterhours Gainers | /market-mover/afterhours-gainers | Market mover family | After-hours context | Same mover table style |
| Afterhours Losers | /market-mover/afterhours-losers | Market mover family | After-hours context | Same mover table style |
Scheduled events
Calendars
| Page | Route | Tabs / Controls | Columns / Data | Build Notes |
|---|---|---|---|---|
| Earnings Calendar | /earnings-calendar |
Time of DayDetails/Compactweekday tabsAccount Scope |
SymbolNameMarket CapRevenue EstimateEPS EstimateEarnings Time |
Date strip, compact/detail mode, pagination, CSV export, source diagnostics/history, provider reconciliation, disagreement alerts, official source matches, freshness probes, imported delta checks, persisted snapshots, routed source-health alerts, alert/reminder handoff, and watchlist/portfolio catalyst scopes are wired |
| Dividends Calendar | /dividends-calendar | Details/Compact, weekday tabs, Account Scope |
SymbolNameMarket CapRevenueCash AmountEx-Dividend DatePayment Date |
Ex/pay date focus, quote enrichment, compact/detail mode, pagination, CSV export, source diagnostics/history, provider reconciliation, disagreement alerts, official source matches, freshness probes, imported delta checks, persisted snapshots, routed source-health alerts, alert/reminder handoff, and watchlist/portfolio catalyst scopes are wired |
| Economic Calendar | /economic-calendar | Date tabs, Country filter, Importance filter |
TimeCountryEventActualForecastPreviousImportance |
Macro release calendar with diagnostics/history, provider reconciliation, official source matches, freshness probes, imported delta checks, persisted snapshots, and routed source-health review links |
Research tracking
Analyst / Institutional / Insider
| Page | Route | Tabs / Controls | Data | Build Notes |
|---|---|---|---|---|
| Top Analyst Stocks | /analysts/top-stocks |
GeneralPerformanceFinancialsAnalystsDividendsIndicators |
Rank, Symbol, Name, Top Analyst Count, Top Analyst PT Upside, Top Analyst Price Target, Top Rating, Market Cap | Includes educational Pro upsell and score explanation |
| Top Wall Street Analysts | /analysts | Tutorial | Analyst ranking list; scoring factors | Score criteria: success rate, average return, rating count, recency |
| Hedge Funds | /hedge-funds | None visible | Rank, Name, AUM, Holdings, Turnover, 3-Year Performance, Win Rate | 13F/institutional directory |
| Congress / Politicians | /politicians | Party filter | Member directory | Needs trade/member detail pages later |
| Insider Tracker | /insider-tracker | None visible | Symbol, Name, Member, Market Cap, Shares, Market Value, Type | SEC filing-backed insider feed |
| POTUS Tracker | Sitemap route | Not deeply fetched | Presidential tracking page | Add to roadmap as political trades/news module |
Advanced chart product
Pro Chart
| Page | Route | Tabs / Controls | Information | Build Notes |
|---|---|---|---|---|
| Pro Chart | /chart/NVDA | Timeframe, Indicators, Events, Strategy Theme | Full-screen chart workspace | Treat as a separate advanced chart product |
| Indicator drawer | Same |
SearchPersonalSelected FavoritesBuilt-in |
Indicator library | Categories include Technicals, Fundamentals, Options, Statistics |
| Technical indicator groups | Same |
TrendMomentumVolatilityVolumePrice Levels |
Examples: ADX, Aroon, Donchian, EMA, MA, Parabolic SAR, CCI, MACD, ROC, RSI, Stochastic, TTM Squeeze, Williams %R, ATR, Bollinger, Chaikin Volatility, Historical Volatility, VWAP, OBV, MFI, Fibonacci, Pivot Points, Psychological Levels | Build indicator registry, not hardcoded UI |
| Strategy builder | Same |
New Chart StrategyStrategy NameCreate StrategyDelete Strategy |
User-created chart strategies | Gated/persistent feature |
Plan and credits
Pricing / Monetization Model
| Tier | Price / Terms | Included / Limited Features | Build Implication |
|---|---|---|---|
| Free | Free |
Shared plan matrix covers starter monthly creditssmall watchlist/portfolio capacityalert limitsanalyst followssaved screenssaved flow filtersand gated exports |
Acquisition tier is enforced by the same credit helper used by /usage and product controllers |
| Terminal | $199/mo or annual checkout |
Paid credit lane with expanded research limitsexport accesshistory accessflow accessand account discovery routes |
Checkout CTAs, registration reconciliation, and usage display share plan aliases |
| Lab | $297/mo or annual checkout |
System Architect lane with higher creditssaved research capacityflow filtersalertsand pro research workflows |
Primary paid tier for saved workflows and heavier stock/flow research |
| Alpha | $449/mo or annual checkout |
Highest recurring lane with the broadest quotasAI accessexportshistoryand flow usage |
Advanced tier for full platform capacity and future payment analytics |
| Lifetime | Lifetime offer |
Long-lived access lane included in the same FreeTerminalLabAlphaLifetime matrix |
Lifetime rules stay visible on /pricing and enforceable through shared entitlements |
Route-to-module plan
Recommended AlgoHunter Structure Based On Stocknear
| Build Area | Route Pattern | Modules To Build |
|---|---|---|
| Global shell | All pages | Command search, module nav, quick actions, footer/legal, theme |
| Market dashboard | / or /markets | Index cards, movers, news flow, earnings, unusual options, analyst insight |
| Security detail | /stocks/{symbol} | Shared header/actions, tabs: Overview, Financials, Statistics, Metrics, Forecast, Unusual Orders, Options, Insider, Dividends, History, Profile, official SEC/issuer source widgets, stock research cache metadata, admin cache observability for watched symbols, render QA automation, authenticated screenshot capture runner, visual-diff retention, scheduled artifact workflow, render QA alert routing, listing-page visual coverage, cross-platform visual coverage, admin alert triage dashboard, persistent screenshot result ingestion, owner trend reporting, owner assignment workflows, auto-routed remediation tickets, external remediation integrations, screenshot thumbnails in tickets, release-blocking policy controls, release train dashboards, external issue-provider deep sync, visual baseline approval workflow, release readiness automation, multi-provider issue backfill, baseline artifact promotion jobs, signed promotion manifests, production deployment hooks, rollback evidence packs, per-surface SLA reporting, release SLO scorecards, cross-module deployment evidence reuse, release SLO breach remediation evidence, cross-surface deployment evidence retention exports, release SLO breach remediation export delivery attestations, retention purge review workflows, retention purge execution approvals, stakeholder notification receipts, purge execution evidence packs, post-purge monitoring dashboards, post-purge anomaly routing, recurrence prevention evidence, recurrence prevention audit exports, recurrence closure approvals, recurrence closure legal archive delivery, recurrence closure SLA evidence, recurrence closure archive breach escalation, recurrence closure archive breach resolution evidence, recurrence closure archive breach post-resolution monitoring, recurrence closure archive breach recurrence prevention, recurrence closure archive breach prevention audit exports, recurrence closure archive breach prevention retention packs, recurrence closure archive breach prevention purge attestations, recurrence closure archive breach prevention legal archive delivery, recurrence closure archive breach prevention archive SLA evidence, recurrence closure archive breach prevention archive breach escalation, recurrence closure archive breach prevention archive breach resolution evidence, recurrence closure archive breach prevention archive breach post-resolution monitoring, recurrence closure archive breach prevention archive recurrence prevention, recurrence closure archive breach prevention archive audit exports, recurrence closure archive breach prevention archive retention packs, recurrence closure archive breach prevention archive purge attestations, recurrence closure archive breach prevention archive legal archive delivery, recurrence closure archive breach prevention archive legal archive SLA evidence, recurrence closure archive breach prevention archive legal archive breach escalation, recurrence closure archive breach prevention archive legal archive breach resolution evidence, recurrence closure archive breach prevention archive legal archive breach post-resolution monitoring, recurrence closure archive breach prevention archive legal archive recurrence prevention, recurrence closure archive breach prevention archive legal archive audit exports, recurrence closure archive breach prevention archive legal archive retention packs, recurrence closure archive breach prevention archive legal archive purge attestations, recurrence closure archive breach prevention archive legal archive purge delivery evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach escalation, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach resolution evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach post-resolution monitoring, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach recurrence prevention, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach audit exports, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach retention packs, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach purge attestations, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive delivery, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive SLA evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach escalation, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach resolution evidence, 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| ETF detail | /etf/{symbol} | Shared header/actions, tabs: Overview, Holdings, Unusual Orders, Options, Dividends, History, Profile, issuer/fund source widgets, cached section/period URL state, server-side cache metadata, admin cache observability for watched symbols, render QA automation, authenticated screenshot capture runner, visual-diff retention, scheduled artifact workflow, render QA alert routing, listing-page visual coverage, cross-platform visual coverage, admin alert triage dashboard, persistent screenshot result ingestion, owner trend reporting, owner assignment workflows, auto-routed remediation tickets, external remediation integrations, screenshot thumbnails in tickets, release-blocking policy controls, release train dashboards, external issue-provider deep sync, visual baseline approval workflow, release readiness automation, multi-provider issue backfill, baseline artifact promotion jobs, signed promotion manifests, production deployment hooks, rollback evidence packs, per-surface SLA reporting, release SLO scorecards, cross-module deployment evidence reuse, release SLO breach remediation evidence, cross-surface deployment evidence retention exports, release SLO breach remediation export delivery attestations, retention purge review workflows, retention purge execution approvals, stakeholder notification receipts, purge execution evidence packs, post-purge monitoring dashboards, post-purge anomaly routing, recurrence prevention evidence, recurrence prevention audit exports, recurrence closure approvals, recurrence closure legal archive delivery, recurrence closure SLA evidence, recurrence closure archive breach escalation, recurrence closure archive breach resolution evidence, recurrence closure archive breach post-resolution monitoring, recurrence closure archive breach recurrence prevention, recurrence closure archive breach prevention audit exports, recurrence closure archive breach prevention retention packs, recurrence closure archive breach prevention purge attestations, recurrence closure archive breach prevention legal archive delivery, recurrence closure archive breach prevention archive SLA evidence, recurrence closure archive breach prevention archive breach escalation, recurrence closure archive breach prevention archive breach resolution evidence, recurrence closure archive breach prevention archive breach post-resolution monitoring, recurrence closure archive breach prevention archive recurrence prevention, recurrence closure archive breach prevention archive audit exports, recurrence closure archive breach prevention archive retention packs, recurrence closure archive breach prevention archive purge attestations, recurrence closure archive breach prevention archive legal archive delivery, recurrence closure archive breach prevention archive legal archive SLA evidence, recurrence closure archive breach prevention archive legal archive breach escalation, recurrence closure archive breach prevention archive 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| Flow suite | /options-flow, /market-flow, /unusual-order-flow | Saved filters, filter builder, live/delayed feed, date controls, sentiment totals, alert handoffs, broker replay handoffs, broker execution status reconciliation, post-trade slippage analytics, broker fill attribution benchmarks, execution alert routing, broker venue-quality scorecards, live broker venue normalization, automated execution remediation queues, remediation SLA escalation, broker adapter certification, external execution incident exports, broker certification audit history, broker-side order replay drilldowns, execution compliance attestations, portfolio-level replay impact, signed compliance evidence exports, realized P/L replay attribution, compliance evidence retention dashboards, FIFO tax-lot replay attribution, export retention evidence packs, wash-sale/corporate-action tax-lot adjustments, broker tax form exports, external compliance archive delivery, broker statement import adapters, scheduled broker statement ingestion, broker statement reconciliation, regulator-ready archive retention controls, regulator exam export workflows, regulator response SLA automation, broker connector credential vault, regulator response evidence templates, connector health attestation webhooks, regulator response submission tracking, broker health SLO dashboards, regulator acknowledgement ingestion, broker health anomaly routing, regulator acknowledgement exception queues, broker health remediation runbooks, regulator acknowledgement retry automation, broker health remediation verification evidence, regulator acknowledgement retry escalation analytics, broker health remediation closure approvals, regulator acknowledgement retry resolution evidence, broker health closure audit exports, regulator retry post-resolution monitoring, broker health closure retention reviews, regulator retry recurrence analytics, broker health closure retention purge attestations, regulator retry recurrence remediation routing, broker health purge legal-hold reviews, regulator retry remediation SLA evidence, broker health legal-hold release attestations, regulator retry SLA breach escalation routing, broker health release audit exports, regulator retry breach resolution evidence, broker health release retention packs, regulator retry breach post-resolution monitoring, broker health release purge attestations, regulator retry breach recurrence analytics, broker health release legal archive delivery, regulator retry breach remediation routing, broker health release archive SLA evidence, regulator retry breach remediation SLA tracking, broker health release archive breach escalation, regulator retry breach remediation closure evidence, broker health release archive breach resolution evidence, regulator retry breach remediation post-closure monitoring, broker health release archive post-resolution monitoring, regulator retry breach remediation recurrence prevention, broker health release archive 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legal archive purge retention reconciliation legal archive SLA breach post-resolution routing, broker health release archive prevention archive legal archive SLA recurrence audit export legal archive SLA evidence, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive SLA breach recurrence prevention routing, broker health release archive prevention archive legal archive SLA recurrence audit export legal archive SLA breach routing, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive SLA breach recurrence audit routing, broker health release archive prevention archive legal archive SLA recurrence audit export legal archive SLA breach resolution routing, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive SLA breach recurrence audit export routing, broker health release archive prevention archive legal archive SLA recurrence audit export legal archive SLA breach post-resolution routing, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive SLA breach recurrence audit export retention routing, broker health release archive prevention archive legal archive SLA recurrence audit export legal archive SLA breach recurrence prevention routing, unusual analytics, direct dark-pool source overlays, weighted provider reconciliation, live OPRA entitlement upgrade path, dark-pool notification routing, dark-pool notification delivery analytics |
| Screener suite | /stocks/screener, /lists/* | Reusable data-table engine, column group tabs, saved screens, share links, team collaboration, saved-screen analytics, cohort performance comparisons, shared-screen notification polish, backtest handoff, alert handoff, exports, pagination |
| Calendar suite | /calendar/earnings, /calendar/dividends, /calendar/economic | Date strip, compact/detail toggle, country/importance filters, downloads, source diagnostics/history, provider reconciliation, disagreement alerts, official source matches, freshness probes, imported delta checks, persisted snapshots, routed source-health alerts, alert/reminder handoffs, watchlist/portfolio catalyst scopes |
| Research tracking | /analysts, /hedge-funds, /congress, /insiders | Analyst ranks, 13F/institutional, politician trades, insider transactions |
| Education | /learning-center, /terms/* | Features/fundamentals/terms taxonomy |
| Monetization | /pricing, /usage, admin plan access | Credits, gated exports, gated history, gated pro datasets, saved screen/filter limits, checkout, usage ledger, plan overrides |
Current state
Implementation Readiness Matrix
| Area | Current State | Improvement Needed | Priority |
|---|---|---|---|
| FMP data layer | Built, tested, and wired across core stock, ETF, market, calendar, options, flow, and tracker controllers | Keep promoting high-value wrapper endpoints into source-specific product widgets | High |
| ExternalData layer | Built and tested with cache profiles | Promote more ExternalData-backed source widgets into product pages | High |
| Admin API Sources | Built with animated flow, probes, scheduled sweeps, and alerting | Tune alert destinations, probe retention, and operational reporting | Medium |
| Global shell | Built across homepage, shared nav, tools, trust center, and dashboard footer | Expand to any legacy pages still using bespoke shells | Medium |
| Stocknear structure docs | Detailed tab/table inventory exists | Convert into route/component tickets | High |
| Flow chart docs | Improved with grouped Mermaid maps | Keep updated as implementation starts | Medium |
| Stock/ETF detail pages | Built with friendly stock routes, ETF directory/detail routes, research tabs, actions, exports, source-backed sections, official SEC/issuer source widgets, ETF issuer/fund source widgets, cached URL-state navigation, ETF server-side cache instrumentation, stock research server-side cache instrumentation, admin cache observability for watched high-traffic symbols, credential-free stock/ETF render QA automation, authenticated screenshot capture runner, visual-diff retention, scheduled artifact workflow, render QA alert routing, listing-page visual coverage, cross-platform visual coverage, admin alert triage dashboard, persistent screenshot result ingestion, owner trend reporting, owner assignment workflows, auto-routed remediation tickets, external remediation integrations, screenshot thumbnails in tickets, release-blocking policy controls, release train dashboards, external issue-provider deep sync, visual baseline approval workflow, release readiness automation, multi-provider issue backfill, baseline artifact promotion jobs, signed promotion manifests, production deployment hooks, rollback evidence packs, per-surface SLA reporting, release SLO scorecards, cross-module deployment evidence reuse, release SLO breach remediation evidence, cross-surface deployment evidence retention exports, release SLO breach remediation export delivery attestations, retention purge review workflows, retention purge execution approvals, stakeholder notification receipts, purge execution evidence packs, post-purge monitoring dashboards, post-purge anomaly routing, recurrence prevention evidence, recurrence prevention audit exports, recurrence closure approvals, recurrence closure legal archive delivery, recurrence closure SLA evidence, recurrence closure archive breach escalation, recurrence closure archive breach resolution evidence, recurrence closure archive breach post-resolution monitoring, recurrence closure archive breach recurrence prevention, recurrence closure archive breach prevention audit exports, recurrence closure archive breach prevention retention packs, recurrence closure archive breach prevention purge attestations, recurrence closure archive breach prevention legal archive delivery, recurrence closure archive breach prevention archive SLA evidence, recurrence closure archive breach prevention archive breach escalation, recurrence closure archive breach prevention archive breach resolution evidence, recurrence closure archive breach prevention archive breach post-resolution monitoring, recurrence closure archive breach prevention archive recurrence prevention, recurrence closure archive breach prevention archive audit exports, recurrence closure archive breach prevention archive retention packs, recurrence closure archive breach prevention archive purge attestations, recurrence closure archive breach prevention archive legal archive delivery, recurrence closure archive breach prevention archive legal archive SLA evidence, recurrence closure archive breach prevention archive legal archive breach escalation, recurrence closure archive breach prevention archive legal archive breach resolution evidence, recurrence closure archive breach prevention archive legal archive breach post-resolution monitoring, recurrence closure archive breach prevention archive legal archive recurrence prevention, recurrence closure archive breach prevention archive legal archive audit exports, recurrence closure archive breach prevention archive legal archive retention packs, recurrence closure archive breach prevention archive legal archive purge attestations, recurrence closure archive breach prevention archive legal archive purge delivery evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach escalation, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach resolution evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach post-resolution monitoring, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach recurrence prevention, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach audit exports, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach retention packs, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach purge attestations, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive delivery, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive SLA evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach escalation, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach resolution evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach post-resolution monitoring, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach recurrence prevention, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach audit exports, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach retention packs, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach purge attestations, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive delivery, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive SLA evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach escalation, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach resolution evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach post-resolution monitoring, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach recurrence prevention, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach audit exports, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach retention packs, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach purge attestations, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive delivery, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive SLA evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach escalation, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach resolution evidence, and recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach post-resolution monitoring, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach recurrence prevention, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach audit exports, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach retention packs, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach purge attestations, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive delivery, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive SLA evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach escalation, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach resolution evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach post-resolution monitoring, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach recurrence prevention, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach audit exports, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach purge attestations, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach post-resolution monitoring, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach recurrence prevention, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach audit exports, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach retention packs, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach purge attestations, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive delivery, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive SLA evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach escalation, and recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach resolution evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach post-resolution monitoring, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach recurrence prevention, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach audit exports, and recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach retention packs, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach purge attestations, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive delivery, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive SLA evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach escalation, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach resolution evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach post-resolution monitoring, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach recurrence prevention, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach audit exports, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach retention packs, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach purge attestations, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive delivery, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive SLA evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach escalation, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach resolution evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach post-resolution monitoring, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach recurrence prevention, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach audit exports, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach retention packs, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach purge attestations, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive delivery, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive SLA evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach escalation, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach resolution evidence, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach post-resolution monitoring, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach recurrence prevention, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach audit exports, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach retention packs, recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach purge attestations | Add recurrence closure archive breach prevention archive legal archive purge delivery SLA breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive breach legal archive delivery | High |
| Flow suite | Built with saved filters, advanced filter drawer, presets, row actions, exports, alert handoffs, broker replay handoffs, broker execution status reconciliation, post-trade slippage analytics, broker fill attribution benchmarks, execution alert routing, broker venue-quality scorecards, live broker venue normalization, automated execution remediation queues, remediation SLA escalation, broker adapter certification, external execution incident exports, broker certification audit history, broker-side order replay drilldowns, execution compliance attestations, portfolio-level replay impact, signed compliance evidence exports, realized P/L replay attribution, compliance evidence retention dashboards, FIFO tax-lot replay attribution, export retention evidence packs, wash-sale/corporate-action tax-lot adjustments, broker tax form exports, external compliance archive delivery, broker statement import adapters, scheduled broker statement ingestion, broker statement reconciliation, regulator-ready archive retention controls, regulator exam export workflows, regulator response SLA automation, broker connector credential vault, regulator response evidence templates, connector health attestation webhooks, regulator response submission tracking, broker health SLO dashboards, regulator acknowledgement ingestion, broker health anomaly routing, regulator acknowledgement exception queues, broker health remediation runbooks, regulator acknowledgement retry automation, broker health remediation verification evidence, regulator acknowledgement retry escalation analytics, broker health remediation closure approvals, regulator acknowledgement retry resolution evidence, broker health closure audit exports, regulator retry post-resolution monitoring, broker health closure retention reviews, regulator retry recurrence analytics, broker health closure retention purge attestations, regulator retry recurrence remediation routing, broker health purge legal-hold reviews, regulator retry remediation SLA evidence, broker health legal-hold release attestations, regulator retry SLA breach escalation routing, broker health release audit exports, regulator retry breach resolution evidence, broker health release retention packs, regulator retry breach post-resolution monitoring, broker health release purge attestations, regulator retry breach recurrence analytics, broker health release legal archive delivery, regulator retry breach remediation routing, broker health release archive SLA evidence, regulator retry breach remediation SLA tracking, broker health release archive breach escalation, regulator retry breach remediation closure evidence, broker health release archive breach resolution evidence, regulator retry breach remediation post-closure monitoring, broker health release archive post-resolution monitoring, regulator retry breach remediation recurrence prevention, broker health release archive recurrence prevention, regulator retry breach remediation prevention audit exports, broker health release archive prevention audit exports, broker health release archive prevention retention packs, regulator retry breach remediation prevention retention packs, broker health release archive prevention purge attestations, broker health release archive prevention legal archive delivery, broker health release archive prevention archive SLA evidence, broker health release archive prevention archive breach escalation, broker health release archive prevention archive breach resolution evidence, regulator retry breach remediation prevention purge attestations, regulator retry breach remediation prevention legal archive delivery, regulator retry breach remediation prevention archive SLA evidence, regulator retry breach remediation prevention archive breach escalation, regulator retry breach remediation prevention archive breach resolution evidence, regulator retry breach remediation prevention archive post-resolution monitoring, broker health release archive prevention archive post-resolution monitoring, regulator retry breach remediation prevention archive recurrence prevention, broker health release archive prevention archive recurrence prevention, regulator retry breach remediation prevention archive audit exports, broker health release archive prevention archive audit exports, regulator retry breach remediation prevention archive retention packs, broker health release archive prevention archive retention packs, regulator retry breach remediation prevention archive purge attestations, broker health release archive prevention archive purge attestations, broker health release archive prevention archive legal archive delivery, broker health release archive prevention archive legal archive SLA evidence, broker health release archive prevention archive legal archive breach escalation, broker health release archive prevention archive legal archive breach resolution evidence, broker health release archive prevention archive legal archive post-resolution monitoring, regulator retry breach remediation prevention archive legal archive delivery, regulator retry breach remediation prevention archive legal archive SLA evidence, regulator retry breach remediation prevention archive legal archive breach escalation, regulator retry breach remediation prevention archive legal archive breach resolution evidence, regulator retry breach remediation prevention archive legal archive post-resolution monitoring, regulator retry breach remediation prevention archive legal archive recurrence prevention, broker health release archive prevention archive legal archive recurrence prevention, regulator retry breach remediation prevention archive legal archive audit exports, broker health release archive prevention archive legal archive audit exports, regulator retry breach remediation prevention archive legal archive retention packs, broker health release archive prevention archive legal archive retention packs, broker health release archive prevention archive legal archive purge attestations, broker health release archive prevention archive legal archive purge delivery evidence, regulator retry breach remediation prevention archive legal archive purge attestations, regulator retry breach remediation prevention archive legal archive purge delivery evidence, regulator retry breach remediation prevention archive legal archive SLA breach routing, broker health release archive prevention archive legal archive SLA breach routing, broker health release archive prevention archive legal archive SLA breach resolution routing, regulator retry breach remediation prevention archive legal archive purge retention evidence, regulator retry breach remediation prevention archive legal archive purge retention handoff, broker health release archive prevention archive legal archive SLA post-resolution routing, regulator retry breach remediation prevention archive legal archive purge retention delivery analytics, broker health release archive prevention archive legal archive SLA recurrence prevention routing, regulator retry breach remediation prevention archive legal archive purge retention delivery reconciliation, broker health release archive prevention archive legal archive SLA recurrence audit routing, regulator retry breach remediation prevention archive legal archive purge retention reconciliation audit exports, broker health release archive prevention archive legal archive SLA recurrence retention packs, regulator retry breach remediation prevention archive legal archive purge retention reconciliation retention packs, broker health release archive prevention archive legal archive SLA recurrence purge attestations, regulator retry breach remediation prevention archive legal archive purge retention reconciliation purge attestations, broker health release archive prevention archive legal archive SLA recurrence legal archive delivery, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive delivery, broker health release archive prevention archive legal archive SLA recurrence audit exports, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive SLA evidence, broker health release archive prevention archive legal archive SLA recurrence audit export retention packs, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive SLA breach routing, broker health release archive prevention archive legal archive SLA recurrence audit export purge attestations, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive SLA breach resolution routing, broker health release archive prevention archive legal archive SLA recurrence audit export legal archive delivery, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive SLA breach post-resolution routing, broker health release archive prevention archive legal archive SLA recurrence audit export legal archive SLA evidence, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive SLA breach recurrence prevention routing, broker health release archive prevention archive legal archive SLA recurrence audit export legal archive SLA breach routing, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive SLA breach recurrence audit routing, broker health release archive prevention archive legal archive SLA recurrence audit export legal archive SLA breach resolution routing, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive SLA breach recurrence audit export routing, broker health release archive prevention archive legal archive SLA recurrence audit export legal archive SLA breach post-resolution routing, regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive SLA breach recurrence audit export retention routing, broker health release archive prevention archive legal archive SLA recurrence audit export legal archive SLA breach recurrence prevention routing, unusual analytics, direct dark-pool source overlays, weighted provider reconciliation, live OPRA entitlement upgrade path, dark-pool notification routing, dark-pool notification delivery analytics, and data-source disclosures | Add regulator retry breach remediation prevention archive legal archive purge retention reconciliation legal archive SLA breach recurrence audit export purge routing and broker health release archive prevention archive legal archive SLA recurrence audit export legal archive SLA breach recurrence audit routing | High |
| Screener/lists | Built with reusable screen/list routes, saved screens, share links, team collaboration, saved-screen analytics, cohort performance comparisons, portfolio/watchlist-relative cohort cards, portfolio-relative alert handoffs, saved-screen notification SLA controls, portfolio-relative alert delivery health rollups, saved-screen notification escalation routing, notification retry automation, escalation closure evidence, delivery recurrence prevention, retry outcome scorecards, prevention runbooks, retry outcome export packs, external provider dashboards, delivery prevention approval workflow, export retention attestations, approval expiry alerts, retention renewal exports, renewal notification routing, expiry audit history, renewal digest scheduling, expiry audit retention analytics, renewal digest delivery health, audit retention purge attestations, post-attestation monitoring, renewal evidence export receipts, export receipt delivery analytics, post-monitor recurrence routing, receipt delivery SLA breach escalation, recurrence closure evidence, receipt SLA breach closure attestations, recurrence evidence retention packs, receipt closure post-attestation monitoring, recurrence retention purge receipts, receipt closure monitor recurrence routing, recurrence purge legal-hold reviews, receipt closure route SLA evidence, recurrence legal-hold release attestations, receipt closure route post-SLA monitoring, legal-hold release audit exports, receipt closure post-SLA recurrence prevention, legal-hold release audit retention packs, receipt closure post-SLA prevention audit exports, legal-hold release audit retention purge attestations, post-SLA prevention audit retention packs, post-SLA prevention audit purge attestations, post-SLA prevention audit purge delivery evidence, legal-hold release audit retention purge delivery evidence, release audit retention purge delivery SLA evidence, release audit retention purge delivery SLA post-resolution monitoring, post-SLA prevention audit purge delivery SLA evidence, release audit retention purge delivery SLA recurrence prevention, post-SLA prevention audit purge delivery SLA post-resolution monitoring, release audit retention purge delivery SLA recurrence audit exports, post-SLA prevention audit purge delivery SLA recurrence prevention, release audit retention purge delivery SLA recurrence audit retention packs, post-SLA prevention audit purge delivery SLA recurrence audit exports, release audit retention purge delivery SLA recurrence audit retention purge attestations, post-SLA prevention audit purge delivery SLA recurrence audit retention packs, release audit retention purge delivery SLA recurrence audit retention purge delivery evidence, post-SLA prevention audit purge delivery SLA recurrence audit retention purge attestations, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA evidence, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery evidence, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA post-resolution monitoring, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA evidence, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA post-resolution monitoring, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence prevention, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit exports, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA recurrence prevention, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention packs, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit exports, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge attestations, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention packs, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery evidence, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge attestations, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA evidence, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery evidence, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA post-resolution monitoring, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA evidence, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA post-resolution monitoring, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence prevention, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit exports, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence prevention, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention packs, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit exports, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge attestations, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention packs, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery evidence, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge attestations, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA evidence, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery evidence, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA post-resolution monitoring, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA evidence, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence prevention, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA post-resolution monitoring, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit exports, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence prevention, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention packs, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit exports, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge attestations, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention packs, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery evidence, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge attestations, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA evidence, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery evidence, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA post-resolution monitoring, post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA evidence, release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence prevention, shared-screen notification delivery analytics, backtest handoff, alert handoff, exports, pagination, and FMP enrichment | Add saved-screen post-SLA prevention audit purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA post-resolution monitoring and release audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit retention purge delivery SLA recurrence audit exports | High |
| Calendars | Built with route aliases, date strips, filters, compact/detail views, pagination, exports, source diagnostics/history, provider reconciliation, disagreement alerts, official source matches, freshness probes, imported delta checks, persisted snapshots, routed source-health alerts, alert/reminder handoffs, watchlist/portfolio catalyst scopes, and FMP calendar feeds | Add anomaly notification delivery, owner assignment, and source retention controls | Medium |
| Trackers | Built for analysts, hedge funds, Congress/POTUS, and insiders | Expand source-specific deep links and additional official-source overlays | Medium |
| Monetization | Built with shared credits, quotas, checkout, usage, and admin overrides | Expand payment-provider polish, renewal analytics, and plan-change reporting | Medium |