﻿{
  "platform": "Investoraa",
  "growthObjective": "Make Investoraa a recurring investing workspace rather than a one-time reading destination.",
  "returnLoops": [
    {
      "name": "Daily Market News Loop",
      "cadence": "Daily",
      "userPromise": "Check market developments through long-term investor context every market day.",
      "surfaces": ["Daily News", "Dashboard", "Newsletter", "Archives"],
      "metrics": ["daily_news_opened", "newsletter_click", "archive_followup"]
    },
    {
      "name": "Weekly Research Ritual",
      "cadence": "Weekly",
      "userPromise": "Understand what changed, what matters, and what action to consider.",
      "surfaces": ["Dashboard", "Markets Hub", "Weekly Desk", "Email Brief"],
      "metrics": ["brief_completed", "checklist_completed", "return_within_7_days"]
    },
    {
      "name": "Investor Journey Progress",
      "cadence": "Evergreen",
      "userPromise": "Know exactly what to learn next based on investor stage and decision.",
      "surfaces": ["Dashboard", "Academy", "Investor Compass"],
      "metrics": ["active_journey_selected", "lessons_completed", "next_read_clicked"]
    },
    {
      "name": "Saved Research Collections",
      "cadence": "As needed",
      "userPromise": "Build a personal library of guides, tools, and research briefs.",
      "surfaces": ["Dashboard", "Research Library", "Tools", "Article Template"],
      "metrics": ["resource_saved", "saved_resource_opened", "collection_depth"]
    },
    {
      "name": "Market Intelligence Habit",
      "cadence": "Weekly and quarterly",
      "userPromise": "Read markets through valuation, earnings, rates, breadth, and portfolio context.",
      "surfaces": ["Dashboard", "Markets Hub", "Research Library"],
      "metrics": ["market_hub_return", "regime_note_read", "quarterly_guide_read"]
    },
    {
      "name": "Archive Discovery Loop",
      "cadence": "Always-on",
      "userPromise": "Find the right guide, report, tool, or market note whenever a new investing question appears.",
      "surfaces": ["Search", "Archives", "Research Library", "Glossary"],
      "metrics": ["search_performed", "archive_result_clicked", "related_content_clicked"]
    },
    {
      "name": "Trending and Related Content Loop",
      "cadence": "Daily and weekly",
      "userPromise": "Always find the most relevant current article, framework, calculator, or resource for the next investing decision.",
      "surfaces": ["Trending", "Article Template", "Search", "Dashboard"],
      "metrics": ["trending_opened", "related_path_clicked", "next_resource_saved"]
    },
    {
      "name": "Model Portfolio Review Loop",
      "cadence": "Quarterly",
      "userPromise": "Return to compare allocation drift, market context, rebalancing rules, and implementation choices.",
      "surfaces": ["Model Portfolios", "Tools", "Markets Hub", "Dashboard"],
      "metrics": ["model_opened", "allocation_tool_used", "quarterly_review_completed"]
    },
    {
      "name": "Wealth Journey Progression Loop",
      "cadence": "Ongoing",
      "userPromise": "Move from assessment to goals, learning, portfolio review, market context, research practice, and advanced global context.",
      "surfaces": ["Wealth Journey", "Investor IQ", "Dashboard", "Academy"],
      "metrics": ["iq_completed", "journey_milestone_completed", "achievement_unlocked"]
    },
    {
      "name": "Portfolio Clinic Loop",
      "cadence": "Quarterly",
      "userPromise": "Return to audit portfolio process before making new investment decisions.",
      "surfaces": ["Portfolio Clinic", "Dashboard", "Model Portfolios", "Resources"],
      "metrics": ["clinic_score_updated", "unchecked_items_reduced", "portfolio_resource_saved"]
    },
    {
      "name": "Research Lab Practice Loop",
      "cadence": "Monthly",
      "userPromise": "Build investor skill through ETF, stock, portfolio, valuation, market, and decision-log exercises.",
      "surfaces": ["Research Lab", "Frameworks", "Reports", "Dashboard"],
      "metrics": ["lab_track_opened", "framework_used", "decision_log_created"]
    },
    {
      "name": "Trading Academy Skill Loop",
      "cadence": "Weekly",
      "userPromise": "Advance trading skill through risk-first modules, journaling, backtesting, execution review, and professional process audits.",
      "surfaces": ["Trading Academy", "Research Lab", "Market Pulse", "Dashboard"],
      "metrics": ["trading_module_completed", "journal_reviewed", "backtest_protocol_used"]
    },
    {
      "name": "Institutional Memory Loop",
      "cadence": "Always-on",
      "userPromise": "Return to market history, case studies, thesis reviews, wiki entries, and archived context whenever a new decision appears.",
      "surfaces": ["Institution", "Market History", "Case Studies", "Thesis Library", "Investing Wiki"],
      "metrics": ["history_entry_opened", "case_study_read", "thesis_reviewed", "wiki_path_followed"]
    },
    {
      "name": "Calendar and Alert Loop",
      "cadence": "Daily, weekly, and quarterly",
      "userPromise": "Track market events, portfolio reviews, thesis checks, and learning reminders without relying on noisy news habits.",
      "surfaces": ["Economic Calendar", "Alerts", "Dashboard", "Market Pulse"],
      "metrics": ["alert_created", "calendar_event_opened", "portfolio_review_reminder_used"]
    },
    {
      "name": "Certification Progress Loop",
      "cadence": "Monthly",
      "userPromise": "Turn education into visible progress through structured credentials and applied learning paths.",
      "surfaces": ["Certifications", "Academy", "Trading Academy", "Research Lab"],
      "metrics": ["certification_track_opened", "academy_module_completed", "research_exercise_completed"]
    }
  ],
  "authoritySystems": [
    "Editorial standards",
    "Glossary-linked explanations",
    "Transparent research formats",
    "Educational disclaimers",
    "Tool-backed articles",
    "Decision-based roadmaps",
    "Model portfolio policy notes",
    "Framework-led research templates",
    "Visual data dashboards",
    "Assessment-based learning paths",
    "Goal-based portfolio mapping",
    "Portfolio clinic review system",
    "Progress and achievement tracking",
    "Trading risk curriculum",
    "Journal and backtest discipline",
    "Investor profile personalization",
    "Economic calendar context",
    "Market history archive",
    "Investment thesis library",
    "Case study collections",
    "Investing wiki",
    "Portfolio simulator",
    "Investor certifications",
    "Local alert center"
  ],
  "evergreenCenters": [
    "Investing Foundations",
    "ETF Due Diligence",
    "Portfolio Construction",
    "Stock Research",
    "Market Cycles",
    "Retirement Income",
    "Investor Behavior",
    "Tax-Aware Investing",
    "Model Portfolio Library",
    "Investment Frameworks",
    "Resource Library",
    "Wealth Journey",
    "Investor IQ",
    "Goal-Based Investing",
    "Portfolio Clinic",
    "Market Pulse",
    "Research Lab",
    "Global Markets",
    "Trading Academy",
    "Institutional Systems",
    "Investor Profiles",
    "Economic Calendar",
    "Market History",
    "Thesis Library",
    "Case Studies",
    "Investing Wiki",
    "Portfolio Simulator",
    "Investor Certifications",
    "Alerts Center"
  ]
}

