Product Roadmap
The PerpetuWealth Roadmap
From Q3 2026 MVP through 2027 autotrader — every phase maps to a tier journey: T1–T3 manual alpha, T4–T5 education & signals, T6+ PerpetuWealth automation.
v3.4 → v4 Blueprint
Five Phases, Three Tier Journeys
Each phase unlocks features aligned to your membership tier. Start with manual momentum at T1–T3, add catalysts and community at T4–T5, then graduate to full autotrader at T6+.
Phase 0
Foundation & MVP
T1–T3
Tier-forked dashboard, portfolio intel, focus lists, momentum journal, and position calculator — the core manual momentum workflow.
Phase 1
Catalyst Layer
T4–T5
Earnings calendar, IPO tracker, advanced ORB-R & retrace scan tabs, and AI trade plans for swing traders.
Phase 2
Education & Community
T4–T5
Structured momentum course, private Discord live room, and published blog content for playbook mastery.
Phase 3
AI Intelligence
T6+ Beta
Autotrader beta, AI video recaps, weekly options overlay, and pyramid/hedge layer previews for early adopters.
Phase 4
Full Autonomy
T6+
Hands-off PerpetuWealth autotrader — IBKR execution, live rebalance, concierge support, and alpha network.
Timeline
Milestone by Milestone
Phase 0
Members MVP Launch
T1–T3
The v3.4 blueprint goes live: core members area modules ship for active traders who execute ORB-R, Sweep/Cross, AVWAP, and Retracement setups manually.
- Tier-forked Dashboard — regime read, RS counters, playbook radar
- Portfolio Intel + Market Intel + Focus Lists
- Momentum Journal with ORB-R, Retrace, AVWAP playbook tags
- Position calculator + daily RS≥80 alpha lists
- Public site, help centre, blog & tutorials
Phase 0
Members MVP Launch
T1–T3
The v3.4 blueprint goes live: core members area modules ship for active traders who execute ORB-R, Sweep/Cross, AVWAP, and Retracement setups manually.
- Tier-forked Dashboard — regime read, RS counters, playbook radar
- Portfolio Intel + Market Intel + Focus Lists
- Momentum Journal with ORB-R, Retrace, AVWAP playbook tags
- Position calculator + daily RS≥80 alpha lists
- Public site, help centre, blog & tutorials
Phase 1
T4–T5 Catalyst Expansion
T4–T5
Swing traders unlock the catalyst layer — earnings, IPOs, and advanced scan filters that sit on top of the T1–T3 workflow.
- Earnings calendar with BMO/AMC tags + EPS estimates
- IPO tracker with prime-zone alerts
- Advanced ORB-R & Sweep/Cross scan tabs
- AI trade plans + playbook adherence reviews
Phase 1
T4–T5 Catalyst Expansion
T4–T5
Swing traders unlock the catalyst layer — earnings, IPOs, and advanced scan filters that sit on top of the T1–T3 workflow.
- Earnings calendar with BMO/AMC tags + EPS estimates
- IPO tracker with prime-zone alerts
- Advanced ORB-R & Sweep/Cross scan tabs
- AI trade plans + playbook adherence reviews
Phase 2
Course & Discord Community
T4–T5
Structured education and a verified member alpha network — the bridge between manual execution and full automation.
- Momentum Course: ORB-R, retrace, AVWAP, risk modules
- Private Discord — live trade room + ORB-R alerts
- Weekly blog publishing + strategy deep dives
- Leaderboard + verified member network
Phase 2
Course & Discord Community
T4–T5
Structured education and a verified member alpha network — the bridge between manual execution and full automation.
- Momentum Course: ORB-R, retrace, AVWAP, risk modules
- Private Discord — live trade room + ORB-R alerts
- Weekly blog publishing + strategy deep dives
- Leaderboard + verified member network
Phase 3
Autotrader Beta & AI Layer
T6+ Early Access
T6+ founding members get early autotrader beta — AI recaps, options overlay, and pyramid previews before full launch.
- Autotrader beta (T6+ concierge onboarding)
- AI video trade recaps + regime briefings
- Weekly options overlay — 1 contract per £10k
- Pyramid entries + hedge layer preview
Phase 3
Autotrader Beta & AI Layer
T6+ Early Access
T6+ founding members get early autotrader beta — AI recaps, options overlay, and pyramid previews before full launch.
- Autotrader beta (T6+ concierge onboarding)
- AI video trade recaps + regime briefings
- Weekly options overlay — 1 contract per £10k
- Pyramid entries + hedge layer preview
Phase 4
PerpetuWealth Full Autotrader
T6+
The v4 vision realised: hands-off institutional alpha with zero discretion in the loop — disciplined, self-improving, unstoppable.
- Full autotrader execution via IBKR routing
- Live portfolio rebalance + multi-TP brackets
- Concierge support + custom alpha list tuning
- Invitation-only alpha network (future)
Phase 4
PerpetuWealth Full Autotrader
T6+
The v4 vision realised: hands-off institutional alpha with zero discretion in the loop — disciplined, self-improving, unstoppable.
- Full autotrader execution via IBKR routing
- Live portfolio rebalance + multi-TP brackets
- Concierge support + custom alpha list tuning
- Invitation-only alpha network (future)
Product Vision
PerpetuWealth Roadmap — Q3 2026 to 2027 Autotrader
PerpetuWealth Phase 0 (Q3 2026) launches the T1–T3 members MVP: dashboard, portfolio intel, market intel, focus lists, momentum journal, and position calculator. Traders execute ORB-R, Sweep/Cross, AVWAP, and 50% Retracement setups manually with RS≥80 alpha lists.
Phase 1 and Phase 2 expand T4–T5 with earnings calendar, IPO tracker, advanced scan filters, AI trade plans, momentum course, and private Discord community in mid-to-late 2026. Phase 3 opens autotrader beta for T6+ with AI video recaps and options overlay in H1 2027.
Phase 4 delivers the full PerpetuWealth autotrader in 2027 — IBKR execution, pyramid entries, live portfolio rebalance, and concierge support. Every phase aligns with the v3.4/v4 blueprint for a disciplined, self-improving perpetual wealth machine.
Common Questions
When does the members area MVP launch?
Q3 2026. T1–T3 members get dashboard, lists, journal, and calculator as the first milestone.
When are course and Discord available?
Mid-to-late 2026 for T4–T5 members. Course covers ORB-R, retrace, AVWAP, and risk modules.
When does autotrader go live?
Autotrader beta opens H1 2027 for T6+ early access. Full execution launches in 2027.
Be part of the PerpetuWealth future
Founding members lock in pricing before Q4 2026 expansion.
47 founding-member spots remaining

