_type: issue

title: I2 · Ireland CPC built-in rule set

status: open

issue_type: feature

created_by: claude

depends_on_id: kstack-vhm

type: parent-child


title: I1 · Whitelisted data sets (the moat)


title: H9 · Server-side slide rendering engine


title: H7 · Save deck (drafts)


title: H5 · PPTX export

type: blocks


title: H3 · Add Content Slide composition


title: H4 · End / disclaimer slide


title: H2 · Cover slide template (firm-branded)


title: H1 · Persistent right-rail PPT Preview


title: G11 · Recent Presentations history


title: C12 · Auto-disclosure compilation


title: C10 · Qualitative why written commentary


title: C9 · Peer-group benchmarking


title: C8 · Vol-vs-return scatter + ESMA bands


title: C7 · Volatility (5Y) computation


title: C6 · Yearly performance bars


title: C5 · Rolling 2-year performance chart


title: C4 · Annualised performance bars (multi-horizon)


title: C3 · Cumulative performance line chart


title: C2 · Selected funds tray + comparison view


title: C1 · Fund selection grid with provider tabs


title: B9 · Market index data (S&P, indices)

depends_on_id: kstack-qyq


title: B7 · Asset allocation (quarterly)


title: B5 · ESMA SRRI tagging


title: B4 · Fund metadata (name, strategy, asset class)


title: B3 · Manual upload fallback


title: B2 · Direct life-co feeds (Plan A)

labels: area:data needs-decision phase:mvp1


title: B1 · Monthly fund-price ingestion


title: A5 · Settings UI


title: A4 · Per-advisor user management


title: A3 · Firm compliance disclosures


title: A2 · Firm branding (logo, colours, fonts)


title: A1 · Multi-tenant auth (firm/advisor/admin)


title: I · Governance / IP

issue_type: epic


title: H · Deck builder / Output


title: C · Investment Agent (Warren)


title: B · Data layer


title: A · Foundation


title: I4 · Per-compliance-consultant disclosure variants


title: I3 · Firm-specific rules


title: H8 · Share deck (link / email)


title: H6 · PDF export


title: G10 · Recent News feed


title: F10 · Performance alert flagging

depends_on_id: kstack-wpc


title: F8 · Auto-generated performance/review reports


title: F7 · Auto-generated suitability reports


title: F6 · Per-client performance button


title: F5 · Per-client suitability button


title: F4 · Client Performance Distribution


title: F3 · AUM Distribution by Provider


title: F2 · First CRM connector (which TBD)


title: F1 · CRM integration framework


title: E3 · Concepts library (visual explainers)


title: D8 · Add-to-preview deck integration


title: D5 · CIP — firm-managed portfolios


title: D4 · Key portfolio metrics panel


title: D3 · Written + quantitative rationale


title: D2 · Strategy-agnostic engine


title: D1 · Drag-drop portfolio construction


title: B10 · Historic stress scenarios (one-time)


title: B8 · Tactical asset allocation calls


title: B6 · SFDR classification


title: A6 · Demo / trial mode


title: F · Compliance Agent / Client portal


title: D · Portfolio Builder


title: I5 · Audit log of agent outputs


title: G6 · Campaign: ARF transfers


title: G5 · Campaign: UK pension purchases


title: G4 · Campaign: Corporate investments


title: G3 · Campaign: IORPS2


title: G2 · Campaign: Cash deposit -> invest


title: G1 · Campaign library shell


title: F9 · Continuous monitoring (background)


title: D7 · Rationale propagation to advisors


title: D6 · Investment-committee controls


title: C11 · Custom chart builder


title: B11 · Wealth-manager funds (Davy etc.)


title: G · Marketing Agent / Campaigns


title: E · Planning Agent


title: J5 · D2C product line

labels: area:future phase:later


title: J4 · Full white-label


title: J3 · Multi-region (Canada, SA)


title: J1 · Application / transfer form storage


title: J2 · In-platform form completion


title: G8 · Campaign: Passive to active

labels: area:marketing phase:later


title: G9 · Campaign personalisation


title: G7 · Campaign: Pre to post retirement


title: E4 · Forecast graphing tool

labels: area:planning phase:later


title: E2 · Scenario / outcome modelling


title: E1 · Goals-based reasoning workflow


title: J · Future / nice-to-haves