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Your preferences and an honest registry of what this app can and cannot do today.
Account
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Workspace preferences
Capability registry
| Area | Capability | Status | Notes |
|---|---|---|---|
| AI | Assistant chat (workspace-context aware) | implemented | aiService → InvokeLLM; context from open records and watchlist quotes. |
| AI | Evidence-backed research Q&A & conclusion drafts | implemented | Requires verified sources with extracted text; consumes integration credits per call; outputs labelled AI draft. |
| AI | Document text extraction | implemented | ExtractDataFromUploadedFile; credit-based; runs only on explicit user action. |
| AI | Claim-check AI assistance | not implemented | Claim review is manual by design; AI assist intentionally not wired (citation presence ≠ verified support). |
| Market data | Stock & crypto quotes | implemented | Free public providers; Live/Delayed/EOD/Demo/Unavailable labelled per quote; no paid feed configured. |
| Market data | News feed | implemented | Finnhub free tier where available. |
| Market data | Paid fundamentals provider | not configured | No paid data provider account configured. |
| Storage | Private document storage | implemented | UploadPrivateFile + short-lived signed URLs (max 1 h); default for new document uploads. |
| Storage | Public file storage (legacy) | implemented | Older research uploads used public URLs; kept readable for compatibility, not for new uploads. |
| Exports | CSV / Markdown export + browser print | verified | Pure export builders covered by unit tests. Native DOCX/PPTX/PDF servers are NOT implemented — PDF is browser-print only. |
| Scenarios | Deterministic scenario calculator | verified | Pure arithmetic (FV = P×(1+r)^n); rule tests pass; persisted as owner-scoped ScenarioModel records. |
| Auth & access | Login + owner-only row-level security | implemented | Platform auth; per-entity owner RLS on workspace entities. |
| Auth & access | Organizations / multi-tenant isolation | not implemented | Single-owner model; org isolation pending. |
| Auth & access | SSO (Workspace SSO) | not implemented | Platform capability not enabled for this app. |
| Auth & access | Central audit trail | not implemented | Per-module activity logs exist; no central immutable audit log. |
| Integrations | OAuth connectors (Drive, Slack, Sheets, …) | not configured | Requires Builder+ plan; no connector is connected or configured; no secrets held. |
| Payments | Subscriptions (PayPal) | implemented | Checkout + notify form + webhook code exist; webhook is unverified end-to-end. Excluded from this stage's scope. |
| Ops | Backups | not implemented | Platform-managed storage; app-level export (CSV/Markdown) is the only user-facing backup. |
| Ops | Monitoring & alerting | not implemented | Platform runtime logs only; no uptime/error alerting. |
| Ops | Custom domain | not configured | Published on the base44.app subdomain. |
| Security | Frontend secret hygiene | not configured | KNOWN ISSUE: some API keys are still referenced in frontend code; remediation requires the backend proxy migration before real customer use. |
"Verified" reflects automated unit/rule tests; browser UI checks may still be pending. Integrations (OAuth connectors) require a Builder+ plan and none are configured — no fake connected switches are shown. Organization/SSO and central audit are not implemented.