✓ PRODUCTION (works today · v6.2.0s)
- 11-point indicator framework + 13 risk pillars — daily-resolution audit on portfolio + watchlist tickers
- Regime engine — VIX + DXY + TNX classification (ACCUMULATION / DISTRIBUTION / NEUTRAL / GREED / FEAR)
- Multi-source data triangulation — Finnhub + MarketAux + GNews + price/volume + options chain
- 11 price-action triggers — flag breakouts, sweep-rejects, VWAP reclaims, EMA bounces, etc.
- Status light per position — ARMED / HOLD / WATCH / TIGHTEN / EXIT / COLD
- Hidden Tape Coach v1 — institutional flow inference with confidence badges (✓ HIGH / ● MEDIUM / ○ paired)
- Comparable Setups cross-ticker pattern detector ("3 tickers showing dark-pool ACCUM")
- E*TRADE + Tradier integration — read positions, balance, transactions; OAuth flow with daily token renew handling
- Raise-Stop automation — modify existing stop orders at the broker (preview → confirm → place)
- TP Ladder logic (40/40/20) — state machine with broker-as-source-of-truth reconciliation
- Options L1-L4 strategy library — 19 multi-leg shapes (covered call, CSP, verticals, condor, butterfly, calendar, diagonal, straddle, strangle, naked shorts, box)
- Permission-aware options gating — UI hides + server refuses strategies above your approved level
- Position tracking + journal — local-first, encrypted backup/restore, full P&L
- AI thesis (closed-loop narration) — Anthropic / OpenAI / Ollama BYOK
- Devil's Advocate — AI argues against the bullish case
- Catalyst Interpreter — daily news headlines per ticker, sentiment-tagged
- 8-layer broker safety chain — writes_enabled · circuit · rate · audit-fresh · trade-cap · daily-budget · HMAC token · symbol-cooldown
- Install wizard + +Add Ticker UX + completion checklist (v6.2)
- Local-first architecture — positions, P&L, broker tokens never leave your machine
⚒ IN ACTIVE BUILD · Hidden Tape v2 product line (v6.3 → v6.6, ~6 weeks)
The Hidden Tape v2 reframe: turning Hidden Tape from an inference panel into a forced-gate verification mechanism. Every framework verdict has to clear gamma + dark-pool sweep + whale analysis before becoming tradeable. AI verifies framework signals against external sources via Anthropic web_search tool. No more closed-loop narration; every claim cites a source with an explicit agreement %.
- v6.3 — Whale Confirmation module · cross-checks Point 11 hidden_tape + Point 5 whale_sentiment against FINRA short volume, SEC EDGAR Form 4 + 13F filings, public dark-pool aggregator content, and unusual options activity. Returns explicit agreement %, source citations, and flags for under-read / over-read / missed signals.
- v6.4 — Trap & Structure module · returns one of four verdicts: TRAP / FADE / CHASE OK / WAIT. Detects gap traps, liquidity sweeps, falling-knife risk, fade opportunities. Includes RSI exhaustion synthesis (RSI extreme + divergence + time + volume + at-key-level). Critical constraint: must be willing to say WAIT when signals conflict.
- v6.5 — Critical retail-tool gaps batch · Relative strength + sector leadership analysis (vs SPY, sector ETF, peer group). Float / short interest / borrow rate. Risk-reward enforcement (refuses trades below 1:2 R/R). Insider transactions (Form 4) surface.
- v6.6 — Entry/Exit Optimizer (synthesis) · single output answering "is this entry/exit timing optimized?" with whale + gamma + structure + exhaustion + relative strength all weighed.
Estimated ship: v6.3 ~ early May · v6.6 ~ mid-June 2026. Solo developer; timing slips. Subscribe to the blog for ship announcements.
⏳ PENDING EXTERNAL APPROVAL
- E*TRADE order placement scope · The dashboard's full preview → confirm → place workflow is built and tested, but E*TRADE / Morgan Stanley grants
orders:place scope separately from orders:modify. Raise-stop already works (uses orders:modify). New-order placement requires the additional scope upgrade. Application submitted; typical turnaround 2-4 weeks. Until approved: use E*TRADE web/mobile for order placement; Swing Deck handles framework, scoring, raise-stop, journal, and AI surfaces.
- Tradier full-trading integration · Read-only positions + raise-stop verified. Full preview/place under final testing.
○ DEFERRED (v7.x and beyond)
- Multi-timeframe alignment (daily + weekly + monthly synthesis)
- Volume profile (POC / VAH / VAL)
- Macro calendar awareness (FOMC, CPI, NFP, earnings windows)
- Pattern library beyond 11 PA primitives (cup-and-handle, head-and-shoulders, etc.)
- Position sizing optimizer (Kelly + volatility-adjusted)
- Performance attribution per setup type ("which setups make YOU money")
- Anchored VWAP from key dates (earnings, breakouts, crisis events)
- Vol surface analysis (skew, term structure)
- 13D/G activist filings tracking
- Revenge-trade detector — a new Pillar veto for rapid re-entry after a stop-out
✗ DELIBERATELY WON'T BUILD
Discipline is what we sell. These are popular features in other tools that actively work against discipline.
- Community / social feed — encourages FOMO and copy-trading, opposite of personal accountability
- Trade ideas from peers — outsources thinking, dilutes the framework
- AI chat box ("ask me anything") — we ship surface-bound AI, not free-text prompting (see v5.7 release post)
- Live streaming / real-time chat — distraction product
- Scalper / HFT features — different audience, different discipline
- Crypto-degen tools — out of scope; equity swing focus
- "AI signals" hype — every AI surface in Swing Deck shows its inputs and limits. We don't sell certainty we can't deliver.
This page is the source of truth for what Swing Deck does today. If something on the dashboard contradicts what's listed here, that's a documentation bug — please file an issue.
For infrastructure uptime, see /status. For pricing, see /pricing.