Company Roadmap

Cory's Entities Product Roadmap

A general overview of progress across Cory's Entities: CorysEntities S.M.B., Doc-OS, and Cory's Trading Bot. Timelines, features, and priorities are subject to change without notice, and nothing here is a commitment to ship on any particular date.

Cory's Trading Bot is not currently open for purchase: billing hasn't been enabled for it, and live (real-money) trading is intentionally disabled while paper trading is validated. See the risk disclaimer for details.

Products actively shipping

65+

Updates shipped since our late July 2026 sync

August 18, 2026

Roadmap last synced

Fresh off the pipeline

Recently shipped across the ecosystem

A lot has landed since our last roadmap sync in late July 2026. Here are the highlights — the full breakdown for each product is below.

Aug
Trading Bot
Per-account trading profiles: custom bot aggressiveness and Discord alert nicknames
Aug
Trading Bot
Subscription tiers shipped: Stripe billing, feature gating, and account UI
Aug
Doc-OS
Template marketplace: publish and browse public templates
Aug
Trading Bot
Risk & safety suite: circuit breaker, event-risk veto, cross-account exposure limits, Gate Health dashboard
Aug
Trading Bot
AI Command Center dashboard with trade explainability and a bot-vs-SPY benchmark
Jul
Doc-OS
In-place PDF Layout Editor — edit PDFs without losing the original layout
Jul
Doc-OS
Native mobile app shell (iOS/Android) with offline support
Jul
Doc-OS
Real SAML SSO with automatic team-invite acceptance
Aug
Trading Bot
Closed cross-account data leaks across trade journal, analytics, dashboard, and strategies
Aug
CorysEntities S.M.B.
Branded app icon, footer links, and legal page polish

In Development

CorysEntities S.M.B.

AI marketing automation for campaign generation, scheduling, direct publishing, and analytics.

Build progress9/21 shipped

Completed

DoneAI campaign generation
DoneDirect publishing to Facebook, Instagram, LinkedIn, X, TikTok, and YouTube Shorts
DoneCalendar view (month and week)
DoneSubscription billing with plan-based usage limits
DonePlatform integrations with secure login and permissions handling
DoneReal-time AI content safety moderation
DoneBrand voice, brand kits, and saved prompt library
DoneAccount settings, admin roles, onboarding, and dark mode
DoneBranded app icon, footer navigation, and legal pagesNew

In Progress

NowTikTok and YouTube Shorts support (built, pending platform review before posts go public)
NowAutomatic reconnect when a connected account's access expires
NowUnified cross-platform analytics view

Next Up

NextAI performance-based optimization suggestions
NextFinish automatic reconnect across all platforms
NextPassword recovery flow
NextAdditional safeguards against manipulated AI prompts

Future

LaterTeam and agency workspaces
LaterClient roles and approvals
LaterAdditional platform coverage
LaterWhite-label options
LaterExpanded AI capabilities

In Development — Beta

Doc-OS

AI-powered document workspace for generation, exports, brand kits, templates, team collaboration, and client portals.

Build progress16/26 shipped

Completed

DoneAI document generation
DoneStructured document editor
DonePDF and DOCX export, PDF import with OCR
DoneSaved documents, favorites, template previews
DoneBrand kits
DoneTeam collaboration: shared docs, roles, comments, review and approval
DoneClient portal with approvals, e-signature-style flow, and audit logging
DoneBusiness intelligence reporting
DoneSaved dashboards and charts
DoneSubscription billing, account data export, and account deletion
DoneIn-place PDF Layout Editor — edits preserve the original layoutNew
DoneNative mobile app shell (iOS/Android) with offline mode and native exportNew
DoneReal SAML SSO with automatic team-invite acceptanceNew
DoneTemplate marketplace: publish and browse public templatesNew
DoneDocument grouping, tags, and share-link expiry/revokeNew
DoneChart-accuracy and PDF layout bug fixes across export and importNew

In Progress

NowDepartment-level white-label branding
NowAI agents and automations reliability
NowExpanding automated test coverage for editor, export, and portal flows (now running in CI)

Next Up

NextConfirm scheduled automations are running reliably
NextExpand automated test coverage
NextPrepare the mobile app for App Store / Play Store submission

Future

LaterPublic API access
LaterFull white-label (custom domains, full brand removal)
LaterSeat-based and annual billing
LaterExpand the template marketplace with community submissions

In Development — Not Yet Available for Purchase

Cory's Trading Bot

AI-assisted trading intelligence with market scanning, portfolio tracking, paper trading, and risk controls. Currently paper-trading only and not offered as a paid product — see note below.

Build progress15/25 shipped

Completed

DoneMulti-user accounts with per-user data isolation
DoneAutomated testing and checks on every change
DoneSignal engine accuracy and risk-check improvements
DoneDecision transparency tools showing why signals are filtered
DoneLive data health monitoring
DoneTiered position sizing for lower-liquidity stocks
DoneTrade alerts and performance improvements
DoneSubscription tiers with Stripe billing and per-page feature gatingNew
DoneRisk & safety suite: circuit breaker, cross-account exposure limits, loss autopsy, event-risk veto, Gate Health dashboardNew
DoneRegime health monitoring to catch stuck-regime and confidence driftNew
DoneAI Command Center dashboard with trade explainability and a bot-vs-SPY benchmarkNew
DonePer-account trading profiles: custom aggressiveness and Discord alert nicknamesNew
DoneDemo login and referral trackingNew
DoneClosed cross-account data leaks across trade journal, analytics, dashboard, and strategiesNew
DoneMobile-responsive navigationNew

In Progress

NowSelf-serve signup (built, pending a final verification pass)
NowRisk-management refinements for extended down markets
NowExpanding trading beyond currently favorable market conditions only
NowSideways-market entry logic (built, flag-gated, currently off by default while it's validated)New

Next Up

NextTurn on self-serve signup
NextFinish risk-management refinements
NextValidate and enable sideways-market entry logic
NextMove newer signal logic from shadow testing to live

Future

LaterLive, real-money trading — currently disabled by design
LaterMulti-broker support

Cory's Entities Ecosystem Goal

The long-term vision is a multi-product AI software company with shared authentication, billing, analytics, infrastructure, and customer accounts across marketing automation, document intelligence, and financial technology.

Join the Waitlist Contact Us

Cory's Entities Product Roadmap

Products actively shipping

65+

Updates shipped since our late July 2026 sync

August 18, 2026

Roadmap last synced

Recently shipped across the ecosystem

A lot has landed since our last roadmap sync in late July 2026. Here are the highlights — the full breakdown for each product is below.

Aug

Trading Bot

Per-account trading profiles: custom bot aggressiveness and Discord alert nicknames

Aug

Trading Bot

Subscription tiers shipped: Stripe billing, feature gating, and account UI

Aug

Doc-OS

Template marketplace: publish and browse public templates

Aug

Trading Bot

Risk & safety suite: circuit breaker, event-risk veto, cross-account exposure limits, Gate Health dashboard

Aug

Trading Bot

AI Command Center dashboard with trade explainability and a bot-vs-SPY benchmark

Jul

Doc-OS

In-place PDF Layout Editor — edit PDFs without losing the original layout

Jul

Doc-OS

Native mobile app shell (iOS/Android) with offline support

Jul

Doc-OS

Real SAML SSO with automatic team-invite acceptance

Aug

Trading Bot

Closed cross-account data leaks across trade journal, analytics, dashboard, and strategies

Aug

CorysEntities S.M.B.

Branded app icon, footer links, and legal page polish