Investment Tracker · UI story map
Mockups of docs/design.md, grouped by epic in delivery order. Each card is a user story; open it to see its screens step by step. All names and numbers are made up.
A · Bring in the workbook M1
Load the workbook, re-import it after every release, and prove the app's numbers match.
A1 · releases 1.1, 1.5Import the workbookAs the household's tracker, I want to load my existing workbook into the app so that I can see years of history on any device without typing anything.
A2 · releases 1.1, 1.6, 2.2Re-import after an updateAs someone still keeping the workbook up to date, I want to re-import it after each app update so that the app catches up with the workbook and picks up history for newly supported tabs, without losing what I entered only in the app.
A3 · releases 1.1Check the app against the workbookAs someone who trusts the workbook today, I want to see every number the app calculates differently from the workbook so that I can tell app bugs from workbook mistakes before relying on the app.B · See where we stand M1
Household, accounts and funds on any device, with every number explained.
B1 · releases 1.4, 1.5See the household and each accountAs a household with several accounts, I want to see net worth, and how each person, tax bucket and account is doing, on my phone or computer so that I no longer scroll a 180-column sheet to answer "how are we doing?"
B2 · releases 1.1, 1.2, 1.3, 1.4Drill into a fund: lots, sales and why a number is what it isAs an investor who buys in lots, I want to see a fund's lots, sales and gains in one account, and how each number was calculated so that the Buy Chart and Sell Records tabs are no longer needed and I can trust the figures.C · Track every day M2
One Daily update for prices, trades, distributions, balances and money movements.
C1 · releases 2.1Start the day on TodayAs the person who updates prices each day, I want one screen that shows what's pending and what needs attention so that I know what to do without opening several tabs.
C2 · releases 2.1Enter each price onceAs someone holding the same funds in several accounts, I want to type each fund's price once a day so that every account, lot, chart and signal uses it without re-typing.
C3 · releases 2.2Log a buy or sellAs an investor acting on a signal, I want to log a trade under the fund I'm pricing and see its effect before saving so that lots, gains and cash stay correct with no extra bookkeeping.
C4 · releases 2.3Log a distribution once per fundAs someone whose fund pays a dividend into three accounts, I want to enter the per-unit amount once so that each account gets its cash or reinvested units without three separate entries.
C5 · releases 2.4, 2.5Enter 401(k) balances and account activityAs someone who checks the 401(k) portal and moves money now and then, I want to enter balances and deposits, contributions, withdrawals or transfers on the same screen as prices so that net worth and the retirement projection stay current, and contributions are counted for the right tax year.
C6 · releases 2.5Add an accountAs a household whose accounts change over time, I want to add an account for anyone, of any type, from any start date so that it's picked up everywhere without rebuilding sheets, as adding a fund to the workbook used to require.D · Keep data safe M3
Every change backed up to OneDrive; any device restored in minutes.
D1 · releases 3.1, 3.2, 3.3Back up every change to OneDriveAs someone whose data now lives partly in the app, I want every save backed up to my OneDrive, encrypted, with no manual step so that losing a phone or clearing a browser never loses data.
D2 · releases 3.4Set up a new device from OneDriveAs someone with a new phone or computer, I want to restore everything from OneDrive in a few taps so that I can carry on exactly where I left off, on any platform.E · Decide what to buy or sell M4
Ladder signals for every holding, with versioned strategies per fund.
E1 · releases 4.1, 4.2See what to buy or sell, and log itAs an investor following a ladder strategy, I want to see which funds have reached a buy rung or sell target, in every account including IRAs so that I act on time and log the trade in one tap.
E2 · releases 4.3, 4.4Keep several strategies, version them, and assign one per fundAs an investor refining my rules over time, I want to keep strategies with versions and short descriptions, compare them, and assign a version to each fund in each account so that I can try a new rule on some funds while the rest keep the old one.F · Understand trends M5
Dashboards of chosen charts, edited safely with versions.
F1 · releases 5.2, 5.4, 5.6View a dashboard on a computer or phoneAs someone who reviews trends weekly and monthly, I want dashboards of charts I chose, with live range and resolution controls so that the workbook's ~41 charts are replaced by views that update themselves.
F2 · releases 5.3, 5.5Build and edit a dashboardAs someone who wants the right charts for each review, I want to add charts, pick exactly which accounts and funds each one shows, and arrange them by dragging and resizing so that each dashboard fits its purpose without affecting any other chart.
F3 · releases 5.5Manage dashboards, see their history, and restoreAs someone who experiments with dashboards, I want to create, copy and delete dashboards, and go back to any earlier version so that trying a new layout is never risky.G · Plan the future M6
Retirement, Social Security and mortgage, from live balances.
G1 · releases 6.3, 6.4See retirement income by year and return scenarioAs a household planning when to retire, I want to see monthly income for each retirement year under 3–6% returns, from our real balances so that RTI's hard-coded 4% sheet becomes an always-current plan I can tune.
G2 · releases 6.2Compare Social Security claiming agesAs a couple deciding when to claim, I want to see each person's benefit at 62, 67 and 70, the spouse rule, and break-even ages so that we can pick claim ages that feed the retirement plan.
G3 · releases 6.1Track the mortgage and test extra paymentsAs a homeowner paying extra principal, I want to see the original and actual schedules, the interest saved, and what another extra payment would do so that I can weigh prepaying against investing.H · Check against the broker M7
Reconcile with Fidelity files and record every fix.
I · Move off the workbook §11.3
Switch one area at a time, reversibly.
