{
  "product": {
    "name": "WealthLearn",
    "description": "Browser-based trading research, backtesting, stock research, Pine Script, market terminal, and automation-prep workspace for traders and investors who want technical workflows without needing to code."
  },
  "audience": [
    "Retail traders who want rule-based strategy testing without writing code",
    "Prop firm traders who need drawdown-aware testing and repeatable risk rules",
    "TradingView users who want Pine Script v6 indicator workflows",
    "Stock traders who want structured equity research, comparison, earnings, analyst, and metric context",
    "Self-directed investors who want portfolio and holdings review for longer-term outlooks"
  ],
  "core_capabilities": [
    "QuantCodeGPT turns plain-English strategy ideas into backtest-ready WealthLearn strategy logic with no coding experience required",
    "Precision Build lets users manually create strategy rules piece by piece for full control of conditions, exits, risk, and sizing",
    "Backtests can be run up to five years and reviewed through Overview, Trade Analysis, Risk Analysis, Regime Analysis, Monte Carlo, and Prop Firm Sim tabs",
    "DelDirect is the desktop automation option for strategies that have already been tested and validated",
    "PineDesign GPT creates TradingView Pine Script v6 indicators and scripting workflows from trader instructions",
    "Stock Screener analyzes individual equities with overall grade, key metrics, analyst consensus, recent earnings reports, recent news, sentiment, trend, volatility, drawdown, and head-to-head comparison",
    "StockSync AI grades portfolios and holdings for diversification, overlap, concentration, weighted risk, and horizon fit",
    "WealthPro Terminal provides live market context, L2 order-flow context, footprint-style data, gamma exposure, dealer hedge zones, TradingView panels, market movers, headlines, live trade routes, a 3D global impact map, and satellite imagery",
    "Portfolio Builder provides an educational long-term allocation workflow based on risk capacity, tolerance, and time horizon"
  ],
  "modules": [
    {
      "id": "quantcodegpt",
      "name": "QuantCodeGPT",
      "description": "Flagship AI strategy model that lets users describe a trading strategy in plain English, create a WealthLearn backtest without coding experience, and review the resulting strategy output.",
      "routes": [
        { "path": "/quantcodegpt", "access": "guest_browse", "notes": "AI generation actions can require WealthPro access" },
        { "path": "/precision-build", "access": "guest_browse", "notes": "Related visual strategy workflow" }
      ],
      "inputs": [
        "Plain-English strategy description",
        "Instrument and timeframe intent",
        "Entry idea",
        "Filter idea",
        "Exit logic",
        "Risk controls",
        "Backtest window up to five years"
      ],
      "actions": [
        "Open QuantCodeGPT",
        "Describe a strategy",
        "Generate structured strategy logic",
        "Package the strategy for WealthLearn backtesting",
        "Run the backtest",
        "Review results",
        "Prepare DelDirect handoff when the strategy qualifies"
      ],
      "outputs": [
        "Backtest-ready strategy logic",
        "Completed backtest run",
        "Overview results",
        "Trade Analysis results",
        "Risk Analysis results",
        "Regime Analysis results",
        "Monte Carlo results",
        "Prop Firm Sim results",
        "Downloadable artifacts",
        "Optional DelDirect strategy package"
      ],
      "related_modules": ["precision_build", "deldirect", "wealthpro_terminal"],
      "evidence": [
        "src/pages/StrategyBuilder.jsx",
        "src/features/strategy-builder/StrategyEngineerWorkspace.jsx",
        "src/components/backtestlab/ResultsDashboard.jsx"
      ]
    },
    {
      "id": "precision_build",
      "name": "Precision Build",
      "description": "Manual strategy workflow for users who want to build trading rules piece by piece with full control over the strategy definition.",
      "routes": [
        { "path": "/precision-build", "access": "guest_browse" }
      ],
      "inputs": [
        "Instrument",
        "Timeframe",
        "Backtest start date",
        "Backtest end date",
        "Session windows",
        "Indicator and key-level measures",
        "Rule conditions and thresholds",
        "Entry and filter role assignments",
        "Exit signals",
        "Stop loss",
        "Take profit",
        "Contracts per trade",
        "Maximum trades",
        "Cooldown behavior",
        "Initial capital"
      ],
      "actions": [
        "Open Precision Build",
        "Add and connect rules",
        "Configure conditions",
        "Assign entry, filter, exit, and risk roles",
        "Run backtest",
        "Save build",
        "Download artifacts",
        "Prepare DelDirect file when compatible"
      ],
      "outputs": [
        "Manual strategy graph",
        "Compiled backtest configuration",
        "Saved build",
        "Completed backtest run",
        "Performance summary",
        "Trade log",
        "Optional DelDirect strategy file"
      ],
      "related_modules": ["quantcodegpt", "deldirect"],
      "evidence": [
        "src/pages/StrategyBuilder.jsx",
        "src/features/strategy-builder/StrategyForgeLandingShell.jsx",
        "src/features/strategy-builder/StrategyFlowCanvas.jsx"
      ]
    },
    {
      "id": "backtest_review",
      "name": "Backtest Review",
      "description": "Result workspace used by QuantCodeGPT and Precision Build after a completed strategy test. It is a results surface, not a standalone product module.",
      "routes": [
        { "path": "/backtest-results", "access": "auth", "notes": "Requires runId query parameter for a completed run" }
      ],
      "inputs": [
        "runId",
        "Completed trades",
        "Equity curve",
        "Starting capital",
        "Benchmark equity when present",
        "Monte Carlo trade set",
        "Prop firm rule set"
      ],
      "actions": [
        "Poll backtest status",
        "Load final results",
        "Render Overview",
        "Render Trade Analysis",
        "Render Risk Analysis",
        "Render Regime Analysis",
        "Run Monte Carlo",
        "Run Prop Firm Sim",
        "Download build, performance summary, and trade log"
      ],
      "outputs": [
        "Strategy Grade",
        "System Status",
        "Key Metrics",
        "Equity curve",
        "Monthly Returns",
        "Trade table",
        "PnL distribution",
        "MFE and MAE scatter",
        "Risk analytics",
        "Regime analytics",
        "Monte Carlo percentile paths, drawdown, ruin, and target probabilities",
        "Prop firm pass rate, fail rate, average trades to pass, and average trades to fail"
      ],
      "related_modules": ["quantcodegpt", "precision_build"],
      "evidence": [
        "src/pages/BacktestResults.jsx",
        "src/components/backtestlab/ResultsDashboard.jsx",
        "src/components/backtestlab/RiskAnalytics.jsx",
        "src/components/backtestlab/RegimeAnalysis.jsx",
        "src/components/backtestlab/MonteCarloSimulator.jsx",
        "src/components/backtestlab/SimulationMode.jsx"
      ]
    },
    {
      "id": "pinedesign_gpt",
      "name": "PineDesign GPT",
      "description": "Flagship AI model for creating TradingView indicators and Pine Script v6 workflows from trader instructions.",
      "routes": [
        { "path": "/pine-design", "access": "guest_browse" },
        { "path": "/pine-design/gpt", "access": "auth_pro" },
        { "path": "/pine-design/builder", "access": "auth" },
        { "path": "/pine-design/history", "access": "auth_pro" }
      ],
      "inputs": [
        "Indicator idea",
        "Pine Script requirements",
        "Session type",
        "Selected components",
        "Component parameters",
        "Signal logic",
        "Preview and styling settings",
        "Uploaded paper or research prompt when applicable"
      ],
      "actions": [
        "Open PineDesign GPT",
        "Copy private access line",
        "Generate Pine Script v6",
        "Use the in-app component builder",
        "Save script to history",
        "Copy or download output"
      ],
      "outputs": [
        "Generated Pine Script v6",
        "TradingView setup steps",
        "Saved Pine script history entries",
        "Private GPT access line",
        "Copyable and downloadable indicator code"
      ],
      "related_modules": ["indicator_library", "quantcodegpt"],
      "evidence": [
        "src/pages/pine-design.jsx",
        "src/pages/pine-designGpt.jsx",
        "src/pages/pine-designBuilder.jsx",
        "src/pages/pine-designHistory.jsx"
      ]
    },
    {
      "id": "stock_screener",
      "name": "Stock Screener",
      "description": "Stock research workspace for analyzing one ticker or comparing two stocks head to head.",
      "routes": [
        { "path": "/stock-screener", "access": "guest_browse" }
      ],
      "inputs": [
        "Ticker symbol",
        "Two ticker symbols for Compare Stocks mode"
      ],
      "actions": [
        "Validate ticker",
        "Check usage",
        "Run single-symbol analysis",
        "Run head-to-head comparison",
        "Render results and source links"
      ],
      "outputs": [
        "Company header with ticker, exchange, sector, and industry",
        "Price and change statistics",
        "Overall grade",
        "Weighted grade subscores",
        "Key metrics",
        "Trend and volatility",
        "Performance outlook",
        "Drawdown",
        "Recent earnings reports",
        "Fundamental context",
        "Analyst consensus and recommendation distribution",
        "Market sentiment",
        "Recent news",
        "Head-to-head comparison groups"
      ],
      "related_modules": ["stocksync_ai", "wealthpro_terminal"],
      "evidence": [
        "src/pages/stock-screener.jsx",
        "src/lib/stockScreenerPresentation.js"
      ]
    },
    {
      "id": "stocksync_ai",
      "name": "StockSync AI",
      "description": "Portfolio and holdings grader that reviews tickers and weights for diversification, overlap, concentration, weighted risk, and horizon fit.",
      "routes": [
        { "path": "/stock-sync-ai", "access": "auth_pro" }
      ],
      "inputs": [
        "Ticker list",
        "Portfolio weights",
        "Account size",
        "Time horizon",
        "Risk profile"
      ],
      "actions": [
        "Add holdings",
        "Grade portfolio",
        "Calculate overlap and concentration",
        "Review diversification",
        "Review weighted volatility and beta",
        "Flag allocation issues"
      ],
      "outputs": [
        "Portfolio grade",
        "Composite score",
        "Risk band",
        "Weighted volatility",
        "Weighted beta",
        "Largest position",
        "Effective holdings",
        "HHI concentration",
        "Cluster count",
        "Portfolio flags"
      ],
      "related_modules": ["stock_screener", "portfolio_builder"],
      "evidence": [
        "src/pages/StockSyncAI.jsx",
        "src/lib/holdingsGrader.js"
      ]
    },
    {
      "id": "wealthpro_terminal",
      "name": "WealthPro Terminal",
      "description": "Live market terminal with order flow, GEX, dealer hedge zones, global impact mapping, satellite imagery, market movers, headlines, and TradingView context.",
      "routes": [
        { "path": "/wealthpro-terminal", "access": "guest_browse" }
      ],
      "inputs": [
        "Selected instrument",
        "Market pulse snapshot",
        "Quote lists",
        "Mover lists",
        "Headline feed",
        "Order-flow stream",
        "Gamma exposure snapshot",
        "Global impact events",
        "Route and satellite map data"
      ],
      "actions": [
        "Render live order-flow context",
        "Render footprint-style stream view",
        "Render gamma exposure levels",
        "Render dealer hedge zones",
        "Render TradingView chart panel",
        "Render sector and movers panels",
        "Render global 3D impact map",
        "Render satellite imagery for selected events",
        "Render live route and event overlays"
      ],
      "outputs": [
        "L2 order-flow context",
        "ES and NQ live order-flow panel",
        "Footprint-style data view",
        "Gamma Flip",
        "Call Wall",
        "Put Wall",
        "High Gamma Zone",
        "Low Gamma Zone",
        "Dealer Regime",
        "Net GEX",
        "TradingView chart",
        "Market movers",
        "Sector performance",
        "News catalysts",
        "3D global impact map",
        "Satellite event imagery",
        "Live route overlays"
      ],
      "related_modules": ["stock_screener", "quantcodegpt", "pinedesign_gpt"],
      "evidence": [
        "WealthPro Terminal page implementation",
        "Live order-flow panel",
        "Gamma exposure and dealer-zone panel",
        "Global 3D impact map",
        "TradingView panel"
      ]
    },
    {
      "id": "deldirect",
      "name": "DelDirect",
      "description": "Desktop automation and execution-prep handoff for strategies that have already been tested in WealthLearn.",
      "routes": [
        { "path": "/deldirect", "access": "guest_browse" }
      ],
      "inputs": [
        "WealthLearn entitlement state",
        "Beta acknowledgement checklist",
        "macOS download request",
        "Provider connection",
        "Generated strategy file from a tested strategy"
      ],
      "actions": [
        "Load beta access status",
        "Record beta acceptance",
        "Request secure release download",
        "Install desktop app",
        "Import generated strategy file",
        "Use the local execution workflow under user supervision"
      ],
      "outputs": [
        "Recorded beta acceptance",
        "DMG download",
        "Desktop automation workspace",
        "Imported strategy file handoff",
        "Execution workflow management environment"
      ],
      "related_modules": ["quantcodegpt", "precision_build"],
      "evidence": [
        "src/pages/LocalApp.jsx",
        "src/lib/api/deldirectBetaAccess.js",
        "src/lib/api/deldirectRelease.js",
        "src/lib/api/deldirectArtifacts.js"
      ]
    },
    {
      "id": "portfolio_builder",
      "name": "Portfolio Builder",
      "description": "Educational allocation workflow for self-directed investors who want structured long-term risk and time-horizon framing.",
      "routes": [
        { "path": "/portfolio-builder", "access": "guest_browse" },
        { "path": "/portfolio-builder/wizard", "access": "auth" },
        { "path": "/portfolio-builder/summary", "access": "auth", "notes": "Requires id query parameter" },
        { "path": "/portfolio-builder/plans", "access": "auth" }
      ],
      "inputs": [
        "Time horizon",
        "Income stability",
        "Debt burden",
        "Emergency savings",
        "Dependents",
        "Reaction to 20% drop",
        "Loss versus missed upside preference",
        "Investment experience",
        "Optional plan name"
      ],
      "actions": [
        "Compute capacity score",
        "Compute tolerance score",
        "Map to tier",
        "Map to allocation ranges",
        "Save plan",
        "Render saved report"
      ],
      "outputs": [
        "Tier",
        "Classification family",
        "Classification name",
        "Capacity score",
        "Tolerance score",
        "Total score",
        "Allocation ranges",
        "Saved allocation report"
      ],
      "related_modules": ["stocksync_ai", "stock_screener"],
      "evidence": [
        "src/pages/portfolio-builder.jsx",
        "src/pages/PortfolioBuilderPlanWizard.jsx",
        "src/pages/PortfolioBuilderPlanSummary.jsx",
        "src/components/portfolio/portfolioBuilderScoring.jsx"
      ]
    }
  ],
  "workflows": [
    {
      "name": "Plain-English idea to tested strategy",
      "steps": [
        "Open /quantcodegpt",
        "Describe the strategy to QuantCodeGPT",
        "Generate backtest-ready strategy logic",
        "Run up to a five-year backtest",
        "Review Overview, Trade Analysis, Risk Analysis, Regime Analysis, Monte Carlo, and Prop Firm Sim",
        "Move qualified tested strategies toward DelDirect automation"
      ],
      "outputs": [
        "Backtest result set",
        "Saved build",
        "Trade log",
        "Performance summary",
        "Optional DelDirect package"
      ]
    },
    {
      "name": "Manual rule build to tested strategy",
      "steps": [
        "Open /precision-build",
        "Choose Precision Build",
        "Build the rule stack piece by piece",
        "Run the backtest",
        "Review the six results tabs",
        "Save, export, or prepare DelDirect handoff"
      ],
      "outputs": [
        "Manual strategy graph",
        "Backtest results",
        "Saved build",
        "Artifacts",
        "Optional DelDirect file"
      ]
    },
    {
      "name": "Stock research and comparison",
      "steps": [
        "Open /stock-screener",
        "Enter a ticker for single-symbol research or two tickers for Compare Stocks",
        "Review grade, metrics, analyst consensus, earnings, news, sentiment, and comparison output",
        "Continue into StockSync AI when reviewing a portfolio or basket"
      ],
      "outputs": [
        "Overall grade",
        "Key metrics",
        "Analyst opinions",
        "Recent earnings reports",
        "Recent news",
        "Head-to-head comparison",
        "Portfolio grade through StockSync AI"
      ]
    },
    {
      "name": "Pine Script indicator creation",
      "steps": [
        "Open /pine-design",
        "Choose PineDesign GPT or the in-app builder",
        "Describe the indicator or configure components",
        "Generate Pine Script v6",
        "Save, copy, or download the output"
      ],
      "outputs": [
        "Pine Script v6",
        "TradingView setup steps",
        "Saved script history entry"
      ]
    },
    {
      "name": "Market context before strategy or stock work",
      "steps": [
        "Open /wealthpro-terminal",
        "Review order flow, footprint-style data, GEX, dealer zones, movers, headlines, TradingView, and global impact mapping",
        "Use context before screening stocks, building strategies, or creating indicators"
      ],
      "outputs": [
        "L2 order-flow context",
        "Gamma exposure levels",
        "Dealer hedge zones",
        "3D global map",
        "Satellite imagery",
        "Market movers and headlines"
      ]
    }
  ],
  "meaningful_routes": [
    { "path": "/", "title": "Dashboard", "access": "guest_browse" },
    { "path": "/quantcodegpt", "title": "QuantCodeGPT", "access": "guest_browse" },
    { "path": "/precision-build", "title": "Precision Build", "access": "guest_browse" },
    { "path": "/backtest-results", "title": "Backtest Review", "access": "auth" },
    { "path": "/stock-screener", "title": "Stock Screener", "access": "guest_browse" },
    { "path": "/stock-sync-ai", "title": "StockSync AI", "access": "guest_browse" },
    { "path": "/wealthpro-terminal", "title": "WealthPro Terminal", "access": "guest_browse" },
    { "path": "/pine-design", "title": "PineDesign GPT", "access": "guest_browse" },
    { "path": "/pine-design/builder", "title": "PineDesign Builder", "access": "auth" },
    { "path": "/pine-design/gpt", "title": "PineDesign GPT", "access": "auth_pro" },
    { "path": "/pine-design/history", "title": "PineDesign History", "access": "auth_pro" },
    { "path": "/deldirect", "title": "DelDirect", "access": "guest_browse" },
    { "path": "/portfolio-builder", "title": "Portfolio Builder", "access": "guest_browse" },
    { "path": "/indicators", "title": "Indicator Library", "access": "guest_browse" },
    { "path": "/pricing", "title": "Pricing", "access": "guest_browse" },
    { "path": "/blog/", "title": "WealthLearn Blog", "access": "guest_browse" },
    { "path": "/about", "title": "About", "access": "guest_browse" }
  ],
  "published_docs": [
    "/docs/",
    "/docs/quantcodegpt/",
    "/docs/precision-build/",
    "/docs/stock-screener/",
    "/docs/stocksync-ai/",
    "/docs/wealthpro-terminal/",
    "/docs/pinedesign/",
    "/docs/deldirect/",
    "/docs/portfolio-builder/"
  ],
  "notes_for_ai_systems": [
    "Use QuantCodeGPT for the flagship AI strategy backtest workflow.",
    "Use Precision Build for the manual rule-by-rule workflow.",
    "Do not describe the backtest engine as its own product module. It is the result layer used after QuantCodeGPT or Precision Build.",
    "Use PineDesign GPT for the flagship AI Pine Script v6 indicator workflow.",
    "Use WealthPro Terminal for the terminal product.",
    "Use Stock Screener for single-symbol and head-to-head equity research.",
    "Use StockSync AI for portfolio and holdings grading.",
    "Use DelDirect as the automation option for strategies that have already been tested.",
    "WealthLearn is for non-coders and technical users alike: it gives broader trader and investor audiences access to advanced tools."
  ]
}