What's next on AlphaLens
Everything we've shipped recently, what we're building now, and what's coming in the next 90 days. Timelines shift; we keep this honest.
Last updated · May 9, 2026
38 tracked initiatives
Shipped
The product you can use today.
Public product roadmap
This page. A transparent view of what's shipped, what's building, and what's coming next on Free and Pro.
Guided signup & broker connect
90-second onboarding: pick your trading style, connect Alpaca or IBKR, and land on a dashboard already populated with your positions and metrics.
Onboarding rewrite for broker expansion
Refreshed signup with clearer broker-connect paths and tier-aware steps, ready for the broker expansion landing this quarter.
Weekly portfolio email
Weekly portfolio snapshot in your inbox: KPIs, best and worst trades, benchmark comparison, dividends, and engagement insights.
Free Sharpe ratio calculator
Public calculator at /tools/sharpe-ratio-calculator with full PSR math. Paste returns, pick periodicity, get an annualized Sharpe.
Feature-gating foundation
Tier-aware primitives plus visible Pro badges and lock states across the app so paid features are gated consistently and clearly.
Stripe billing + Pro tier
Self-serve upgrade to AlphaLens Pro. Activates tier-gated features and a customer portal for managing subscriptions.
Pricing page + upgrade flow
Public /pricing page with Free vs Pro comparison, monthly/annual toggle, FAQ, and a one-click Stripe Checkout.
Mobile-responsive dashboard
Terminal layout reflows for phones: bottom tabbar, single-column charts, full-screen symbol overlay. iOS Safari + Chrome Android.
Shareable trader scorecard
Public, opt-in page with your Sharpe, return, heatmap, drawdown, and win rate — with clear performance disclosures.
Rolling Sharpe ratio chart
30, 60, and 90-day rolling Sharpe so you can see when your edge actually showed up — and when it stopped.
Returns by hold time
Bucket your trades by how long you held them — see whether your day, swing, or position trades carry the portfolio.
Unified dashboard chart panel
All performance and risk charts redesigned into a single grid you can rearrange and maximize — no more tabbed-off views.
Risk-adjusted metrics terminal
Sharpe, Sortino, Calmar, PSR, max drawdown, win rate, profit factor, monthly heatmap — all the metrics Alpaca and IBKR don't give you.
TWR and IRR calculations
Time-weighted and money-weighted returns that correctly account for deposits and withdrawals across all connected accounts.
SPY benchmark comparison
Per-account portfolio vs SPY chart with indexed comparison. Understand your true alpha at a glance.
Strategy attribution (v1)
Tag Alpaca orders by strategy via client_order_id patterns. Break down returns and risk metrics per strategy.
Interactive Brokers integration
Connect IBKR alongside Alpaca via OAuth1. Positions, orders, and performance merge into one unified portfolio view.
Live price streaming
WebSocket quotes from Polygon drive dashboard KPIs, positions, and symbol charts — with TradingView-style flash transitions.
Symbol chart overlay
Click any ticker for OHLCV candles, technicals (SMA/EMA/RSI/MACD), and an at-a-glance company overview.
Drawdown chart: peak and valley markers
Peak and valley markers plus shaded drawdown and recovery periods on the drawdown chart, so every cycle reads at a glance.
Single-ticker overlay refresh
Refreshed symbol overlay: a clearer headline strip with live price and 52-week range, technicals on the chart, your position summary, and recent activity.
Market session indicator in the app bar
See at a glance whether US equities are pre-market, in regular hours, after-hours, or closed — with a tooltip for the next session transition.
In progress
Actively building this sprint.
Pro upgrade prompts and gating polish
Contextual upgrade prompts on every locked screen, routed straight to the right pricing path, plus a full audit of where Pro gates apply.
Pro tags + upgrade paths everywhere
Pro features get visible badges and one-click upgrade paths from any locked screen, so it's always clear what unlocks what.
Pro risk-metrics expansion
Probabilistic Sharpe, Omega, Calmar with MAR display, and an underwater equity curve — rounding out the Pro risk dashboard.
Trader Scorecard themes
Pick from Modern, Quantitative, Editorial, or Neon styles when you share your scorecard.
Account profile self-service
Edit your display name, email, password, avatar, and timezone, plus see and revoke active sessions — all from a new Profile tab in Settings.
Multi-account performance vs SPY
Each connected account benchmarked against SPY from its own inception, side-by-side on one chart so you can compare strategies at a glance.
Email alerts
Get emailed when drawdown crosses a threshold, rolling Sharpe drops below a target, or a position moves more than X% intraday.
Live open-positions rail
On wide screens, a persistent right rail shows your open positions with live prices and day P&L — one click jumps to the symbol overlay.
Planned
Next 90 days. Roughly in priority order.
Connect 20+ brokers
Schwab, Fidelity, Robinhood, Webull, Coinbase, Kraken, and more — alongside the existing Alpaca and IBKR connections.
Trade duration distribution
Histogram of how long you hold trades, so you can see whether your edge concentrates in scalps, swings, or position trades.
Multi-benchmark + custom benchmarks
Compare against QQQ, IWM, a 60/40 blend, or any ticker you type. Overlay up to three benchmarks on one chart.
Strategy attribution 2.0
Named strategies with colors, benchmarks, and per-strategy reports: equity curve, Sharpe, contribution to total return.
Sortino ratio calculator
Second free calculator at /tools/sortino-ratio-calculator. Downside-only volatility for traders who hate symmetric penalties.
Dashboard visual hierarchy refresh
Variable card sizes, hero KPIs, and a header strip so the metrics that matter most catch the eye first — no more uniform grid.
IBKR onboarding polish
Step-by-step guided connect flow with annotated screenshots, per-field validation, and a "Test connection" button.