30 lines
1.9 KiB
Markdown
30 lines
1.9 KiB
Markdown
# HEART.md — Purpose & Meaning
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## The Why
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Invest Copilot exists to democratize institutional-grade investment research. Retail investors deserve the same analytical depth that hedge funds and institutional players have access to — not as a luxury, but as a right.
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## Core Mission
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Build a single, cohesive platform where a retail investor can:
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1. **Research** stocks with institutional-quality data (prices, fundamentals, SEC filings, insider trades, sentiment)
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2. **Organize** their universe into watchlists and sectors
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3. **Strategy** — build, backtest, and apply technical/fundamental strategies
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4. **Monitor** — real-time alerts when conditions are met
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5. **Screen** — custom screeners with TradingView-level flexibility
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6. **Rotate** — detect sector rotation signals via ETF monitoring
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## Guiding Principles
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- **Institutional quality, retail accessibility** — Every feature must be as rigorous as what professionals use, but as approachable as a consumer app.
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- **Mobile-first, offline-capable** — Investors don't live at their desks. The PWA must work on the go.
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- **Data integrity above all** — Financial decisions are built on this data. If the data is wrong, everything downstream is wrong.
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- **Progressive disclosure** — Summary → drill-down. Don't overwhelm. Surface what matters, let depth be earned.
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- **Dark-first, data-dense** — Financial data is dense. Dark mode reduces eye strain. Monospace for numbers. OKLch for perceptually uniform color semantics.
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## What Success Looks Like
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A retail investor opens Invest Copilot on their phone during their commute, checks their watchlist, sees an alert triggered by their strategy, drills into the SEC filing that caused it, and makes an informed decision — all before they arrive at work.
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That is the topology of purpose. Every line of code, every API endpoint, every database query serves that topology.
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