Product Roadmap

Building the Agentic Finance
Stack

From SoSoValue data ingestion to SoDEX on-chain fill — with no fabricated metrics and explicit live/stale/simulated states at every step.

Phase 1

Foundation & Agent Pipeline

Completed
  • SoSoValue Terminal API — ETF flows, news sentiment, fundraising, currency data
  • SoDEX testnet integration — tickers, klines, orderbook, account state, batch orders
  • Five-agent pipeline: Journalist → Chart Analyst → Strategist → Sentinel → Broker
  • POST /api/agents/pipeline/trigger — generates SSI index + sentinel dry-run
  • Chart Analyst — SoDEX klines, RSI/SMA, OpenRouter with deterministic fallback
  • Research page — live OHLCV charts, Signals tab, Confluence, Sentiment panels
  • Copy-trade wizard — wagmi + MetaMask on ValueChain testnet (chain 138565)
  • Sentinel — 8 deterministic risk rules with circuit breaker
  • Broker — POST /api/broker/execute with real accountID + symbolID resolution
  • Performance page — verified session trades only (no fabricated KPIs)
  • MCP tool registry (7 tools) for Claude / Cursor
  • WebSocket hub + SSE newsletter stream
  • Smoke tests + DEMO.md verification checklist

Phase 2

Buildathon Hardening & Live Production

Completed
  • SoDEX API parsing fix — current field shapes (lastPx, object klines, time normalization)
  • Removed static strategy catalog — pipeline-generated indices only
  • Removed mock performance metrics (68% win rate, fake PnL curves, Kelly assumptions)
  • Health endpoint probes live SoSoValue + SoDEX connectivity
  • Chart Analyst trigger returns newsletter content (not empty agent status)
  • Price meta.source tracking — seed/CoinGecko/SoDEX explicitly labeled
  • AgentStatusBar polls live pipeline progress
  • OpenRouter model updated to ~anthropic/claude-sonnet-latest
  • Copy-trade audit trail + persisted trade store
  • Explicit SIMULATED vs LIVE execution badges
  • SoDEX signing hardening — DecimalString funds, yParity, batchNewOrder, cancel-only skip
  • Auto-Copy grants — one EIP-712 signature, Sentinel-gated fills after pipeline
  • Performance analytics — equity curve, by-asset / by-strategy, Auto-Copy vs manual
  • Guided product journey — Home → Discover → News → Strategies → Trade → Results

Phase 3

Intelligence & Discovery

In Progress
  • Opportunity Discovery Engine — ETF + sentiment + SoDEX TA scoring
  • Verified Signal Ledger — evidence → thesis → execution → outcome proof chain
  • Index Publisher Studio — off-chain composer with rebalance history
  • Multi-timeframe confluence signals on Research page
  • Alert system — RSI extremes, ETF flow events, price targets
  • Deeper Auto-Copy attribution and social copy profiles (preview)

Phase 4

Mainnet & Ecosystem

Upcoming
  • SoDEX mainnet deployment with real assets
  • SSI Protocol on-chain index minting via SoSoValue Index API
  • Social copy-trade profiles and subscriber leaderboard
  • Perps copy-trade with leverage caps
  • Institutional API tier with higher rate limits
  • DAO governance for Sentinel rule changes

Ready to verify? Run the pipeline, then open Research or Copy Trade.

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Bloom AI — Agentic Finance, Fully On-Chain