Roadmap

1

Product Establishment

5 weeks • Completed

Product Infrastructure

Week 1 • June 9-15, 2025

Completed

Establishing the foundational infrastructure for Archipelago. Setting up authentication, database architecture, payment systems, and initial branding to create a solid base for development.

Key Objectives
Branding starting point
Messaging guidelines and UI starting point
Auth, database, and Stripe integration

Enhanced Auth (Clerk)

Week 2 • June 16-22, 2025

Completed

Upgrading authentication with Clerk for social login capabilities. Migrating existing database and unifying backend authentication with robust user management systems.

Key Objectives
Log in with Google
Port existing database
Secure and unify backend auth with user management

API and Market Data

Week 3 • June 23-29, 2025

Completed

Building core API infrastructure and market data pipelines. Implementing Redis caching, data collection scripts, and React Query for efficient data management across the application.

Key Objectives
Data database tied to user accounts
Docker image and Redis caching setup
API calls for preferences, watchlist, market data
Account-based watchlist and preferences backend

Bubble Chart

Week 4 • June 30-July 6, 2025

Completed

Porting the bubble chart visualization to the new architecture. Setting up automated data collection with cron jobs and importing initial watchlists for testing.

Key Objectives
Port bubble chart to new product
Cron for data collection
Import biotech watchlist

Audit & Fixes

Week 5 • July 7-13, 2025

Completed

Comprehensive audit and hardening phase. Implementing proper logging, fixing database schemas, strengthening security, optimizing frontend caching, and standardizing error handling across the platform.

Key Objectives
Proper logging and database schema fixes
Security hardening and JWT validation
Frontend hook and caching optimization
SEO and structured data implementation
2

Tool Development

11 weeks • Completed

Treemap and Unified Dashboard

Week 6

Completed

Introducing treemap visualizations and unifying macro/micro dashboards. Optimizing APIs to support multiple visualization types and creating a cohesive analytics experience.

Key Objectives
Treemap visualization implementation
Macro/Micro dashboard integration
API optimizations

Expanded DB and API

Week 7

Completed

Major database expansion with 17 new metrics including OHLC data, calculated metrics, earnings data, and cross-section z-scores. Enhanced market data collector with multi-phase processing.

Key Objectives
OHLC data (open, high, low, close, prevClose)
Calculated metrics (clv, gapPct, turnoverMcapRatio)
Earnings data and cross-section z-scores
Enhanced 3-phase market data collection process

Fundamental Data Integration

Week 8

Completed

Integrating fundamental financial data into the platform. Adding earnings endpoints, fundamental metrics (P/E, P/S ratios), and expanded company profiles to enrich market analysis capabilities.

Key Objectives
Earnings endpoints setup
Fundamental data (revenue, income)
Calculated fundamental metrics (P/E, P/S)
Integrated fundamentals into micro data display

Search & UI Enhancement

Week 9

Completed

Complete search rewrite using snapshot API with lexicographic queries. Building full-screen detail panels, advanced filter controls with metric locking, and enhanced watchlist functionality.

Key Objectives
Prefix-based search with exact ticker matching
Volume-based ranking for popular stocks
Full-screen TickerDetailPanel with backdrop dismiss
Filter controls with metric locking capability

Time Series & Configuration

Week 10

Completed

Implementing time series data infrastructure with 5-minute intervals over 5-year spans. Adding configuration saving for custom filter setups and resolving watchlist management issues.

Key Objectives
Configuration saving feature (custom filter setups)
Watchlist issues resolved (delisted stocks)
Time series data with 5-minute intervals
Advanced momentum analysis capabilities

Database Expansion & Advanced Time Series

Week 11

Completed

Massive database expansion to 50 million bars. Building multi-period time series charts, market comparison tools against SPY and sector ETFs, and minute-by-minute data collection systems.

Key Objectives
Database expansion to 50 million bars
Time series charts with multiple time periods
Market comparison against SPY and sector ETFs
Minute-by-minute data collection for entire year

Time Series Completion & Guest Access

Week 12

Completed

Finishing time series implementation with automated collection for new listings, materialized views, and TimescaleDB migration. Creating guest account access for product demonstrations.

Key Objectives
Time series collection for newly added listings
Handle today (amalgamate existing and today)
Create materialized views and migrate to TimescaleDB
Create guest account

Time Scale Metrics & DB Improvements

Week 13

Completed

Architecture redesign achieving 100-1000x performance improvement (7-45s → 50-200ms). Pre-calculated time scale metrics with background processing and enhanced multi-selector interface.

Key Objectives
Time scale metrics architecture - 100-1000x performance boost
Pre-calculated metrics table with 7 time periods
Enhanced multi-selector with touch optimization
Database performance optimization with critical indexes

CANSLIM Screen

Week 14

Completed

Building the CANSLIM screening tool to identify stocks meeting William O'Neil's growth criteria. Implementing filters for Current earnings, Annual earnings growth, New products/management, Supply and demand, Leader or laggard, Institutional sponsorship, and Market direction.

Key Objectives
CANSLIM criteria filtering system
Growth metrics visualization
Stock ranking and scoring mechanism
Integration with existing watchlist functionality

Earnings Section

Week 15

Completed

Creating comprehensive earnings analysis tools with multiple visualizations. Building earnings performance displays and historical earnings charts to track company financial results over time and identify trends.

Key Objectives
Earnings performance visualization
Earnings history chart with time series data
Surprise analysis (actual vs estimated)
Quarter-over-quarter comparison tools

Sentiment Screen Mock-up

Week 16

Completed

Designing a sentiment analysis screen combining multiple data sources. Mockup includes analyst consensus ratings, social media sentiment tracking, news aggregation, key events timeline, and AI-powered summary generation for comprehensive market sentiment.

Key Objectives
Analyst consensus display
Social media sentiment integration
News and key events timeline
AI summary generation for sentiment analysis
3

Frontend Redesign

4 weeks • In progress

Design System & Core UI

Week 17 • Oct 28-Nov 3, 2024

Completed

Establishing a cohesive, professional, and intuitive design language. Moving away from experimental aesthetics toward a refined, production-ready interface that feels familiar yet distinctly Archipelago.

Key Objectives
Implement new design system with semantic color tokens
Refactor all dashboard layouts for consistency
Establish reusable component patterns with shadcn
Ensure both light and dark mode

Data Integration

Week 18 • Nov 21-27, 2024

Completed

Transitioning from mock-first development to live data. Connecting the refined UI to real market data, ensuring seamless data flow, proper error handling, and responsive visualizations with production-grade performance.

Key Objectives
Replace mock hooks with real API endpoints
Implement data caching strategy with TanStack Query
Add loading states and error boundaries
Test with live market data feeds

Core Functionality

Week 19 • Nov 28-Dec 4, 2024

Completed

Building out the essential features that make Archipelago useful. Focus on watchlist management, user settings, and feedback mechanisms—the foundations that transform a demo into a tool people actually use daily.

Key Objectives
Complete watchlist CRUD operations
Build comprehensive settings interface
Implement user feedback system
Add keyboard shortcuts and accessibility features
20

Micro Section Port

Week 20 • Dec 5-11, 2024

In Progress

Porting the micro section—market data for individual tickers—to the new design system. Fully migrating CANSLIM screening, Earnings analysis, and Time Series charts to the refined UI while maintaining all analytical capabilities.

Key Objectives
Port individual ticker market data displays
Rebuild CANSLIM section with new design system
Migrate Earnings section visualizations
Port time series charts and multi-period selectors
To-Do List
  • Move chart type selector to improved location
  • Enhanced filtering beyond outliers
  • Deploy new version to production
  • Node size assignment functionality
  • Local storage for user preferences
  • Saved views management system
4

Launch Preparation

4 weeks • Upcoming

21

Payment Infrastructure

Week 21 • Dec 12-18, 2024

Making Archipelago a business. Integrating Stripe for subscription management, building transparent pricing tiers, and ensuring smooth checkout flows. The transition from free tool to sustainable product.

Key Objectives
Integrate Stripe subscription system
Build pricing page with tier comparison
Implement checkout flow and payment confirmation
Add subscription management dashboard
22

Marketing & Public Presence

Week 22 • Dec 19-25, 2024

Crafting the public face of Archipelago. Building SEO-optimized marketing pages, creating compelling product demonstrations, and gathering testimonials. Making sure anyone who lands on our site immediately understands the value proposition.

Key Objectives
Optimize all marketing pages for SEO
Create interactive product and media
Build testimonial collection system
Develop social proof and case studies
23

Documentation & Onboarding

Week 23 • Dec 26-Jan 1, 2025

Ensuring new users can extract value immediately. Comprehensive documentation, interactive onboarding flows, and contextual help that reduces time-to-insight. Making Archipelago approachable without sacrificing power.

Key Objectives
Write comprehensive user documentation
Build interactive onboarding flow
Create contextual tooltips and guided tours
Develop video tutorials for key features
24

Demo Videos & Content

Week 24 • Jan 2-8, 2025

Showing, not telling. Producing high-quality demo videos that demonstrate Archipelago's unique value—the 'aha' moments where patterns become visible, where insights crystallize. Marketing content that mirrors the product's clarity.

Key Objectives
Produce feature demonstration videos
Create use-case walkthroughs
Develop quick-start video series
Build shareable product highlights
Strategic Vision

Archipelago delivers uniquely performant financial visualization tools, harnessing precise d3 visualizations and robust market data to illuminate specific high-value insights. Rejecting generalized information dumps, we build focused, purposeful tools—each optimized to distill complexity into clear strategy, revealing the signals buried beneath market noise.

Tools that swiftly pay for themselves.
Every Archipelago tool is intentionally crafted, designed to surface insights unavailable anywhere else.
Instant clarity that sparks the realization: 'I would've never caught that without Archipelago.'

Growth Targets

User Milestones

Initial milestone50 active users
First major milestone100 active users
Growth phase1,000 active users

Valuation Scenarios

Conservative valuation (5x ARR)$500,000
Moderate valuation (10x ARR)$1,000,000
Aggressive valuation (15x ARR)$1,500,000
Join the journey
"We're building tools that reveal what's hidden. Tools that pay for themselves in the insights they surface."

— Archipelago team