Product Roadmap

Where Grade My Investments is headed — published openly because a platform's direction is part of what you're evaluating. A living document; order and scope evolve with what users teach us

DIRECTION

rendering diagram…

flowchart LR
    subgraph DONE[Shipped foundation]
      D1[Reports + ML grading]
      D2[Billing + free tier]
      D3[4 client surfaces]
    end
    subgraph NOW[Live growth layer - Aug 2026]
      G1[2,500+ public grade pages]
      G2[Report sharing +<br/>verbatim dashboards]
      G3[Social card pipeline]
    end
    subgraph NEXT[Planned waves]
      MACRO[MACRO ADVISOR<br/>the economy as a roadmap:<br/>employment, GDP, inflation,<br/>rates -> where to invest]
      W1[Recurring reports +<br/>Claude comparison]
      W2[Alerts, watchlists,<br/>benchmarking, screener]
      W3[Earnings events, broker<br/>sync, crypto coverage]
    end
    DONE --> NOW --> NEXT
    MACRO -. connects company grades<br/>to the macro tide .-> W2

Shipped foundation → growth features live now → the planned waves — headlined by the Macro Advisor, connecting company-level grades to the economy they live in.

The Flagship: Macro Advisor

GMI today answers "how healthy is this company?" The Macro Advisor will answer the question that sits above it: "what kind of economy is this, and what tends to work in it?"

The vision: pull the government's own economic firehose — employment and payrolls (BLS), GDP and income (BEA), inflation, rates and yield curves, housing, industrial production, consumer sentiment — the myriad of official series the pros watch and retail rarely sees assembled. Then do what GMI does best: turn hard data into a legible roadmap. Where is the cycle? Which regimes do these indicators resemble? Which sectors and styles have historically done well from here — and which of your graded holdings sit with or against that tide?

It's the same architecture philosophy as everything on this site: authoritative data with provenance, deterministic-where-possible analysis, AI for synthesis and explanation — and the result connected directly to your portfolio, not left as an abstract chart. Company grades told you what to look at; the Macro Advisor will help with when and where.

Planned Waves

Wave	Feature	What it does
★	Macro Advisor	Government economic data (employment, GDP, inflation, rates) synthesized into an investable read on the economy — connected to your holdings' sector exposure
11	Recurring reports + Claude comparison	Scheduled report runs with AI-written analysis of what changed since last time — your portfolio's diff, narrated
12	Price & technical alerts	Notifications when holdings cross price, grade, or technical thresholds
13	Watchlist dashboard	A live grade-centric home for the stocks you track between full reports
14	Portfolio benchmarking	Your graded portfolio measured against indexes and model portfolios
15	Earnings calendar & events	Upcoming earnings for your holdings, wired to refresh cadence and alerts
16	Stock screener	Query the graded universe: "A-grade, dividend > 2%, debt/equity < 1"
17	Broker integration	Read-only holdings sync so positions arrive without CSVs (long-term)
18	Cryptocurrency coverage	Extending the grading discipline to digital assets, provenance rules intact

Order reflects current thinking, not promises — waves have reordered before when reality voted (report sharing and social cards jumped the entire queue in a single week of August 2026 because the growth need was immediate). What won't change: the data-provenance, transparency, and lean-economics principles every wave must satisfy.

Shipped — the Track Record

Ten planned waves delivered, plus the unplanned ones reality demanded: position reports · symbol-list templates · Claude AI analysis & report comparison · ETF/mutual-fund holdings import · HTML reports · blog & content system · contextual help & UX polish · the AI Report Dashboard · admin billing queue & history · auth/ownership hardening — then the free tier, the 2,500-page public grade universe, report sharing with verbatim dashboards, and the social card pipeline.

The delivery pattern to judge us by: features here ship in days-to-weeks, fully across all three surfaces (web, admin, mobile), tested, documented on this site, and dogfooded on real money before they're announced.