Performance Tracking Tool for Personal Investments

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Performance Tracking Tool for Personal Investments

Inspired by a conversation on:

Rule Breaker Investing

Rule Breaker Investing

September 2025 Mailbag: The House That Netflix Built

Host: David Gardner

Timestamp: 00:24:52 - 00:28:39

Listen to Episode • View Podcast • All Ideas from Rule Breaker Investing

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Feather Flow

Direct Quote

"I've been using ShareSite... It includes pretty much all indices. It has various performance tracking metrics, reports, etc."

Market Gap

Investors need better tools to track and analyze their portfolios.

Many individual investors find it challenging to track their investment portfolios effectively, especially when managing multiple holdings across different accounts. The lack of consolidated views, performance metrics, and tax implications can hinder decision-making and lead to missed opportunities for optimizing investment strategies. Current solutions often require manual updates and complex spreadsheets, which can be time-consuming and prone to errors. As more people engage in DIY investing, there is a growing demand for user-friendly tools that provide comprehensive tracking features, help with performance measurement, and assist with tax reporting.

Summary

The concept is to develop a performance tracking tool tailored for individual investors that simplifies the management of their portfolios. This tool would aggregate data from various brokerage accounts, provide real-time performance metrics, and generate personalized reports to help users understand their investment performance. Features could include tax reporting capabilities, dividend tracking, and market index comparisons. Similar to ShareSite mentioned in the podcast, this tool would cater to both novice and experienced investors, enabling them to make informed investment decisions while saving time on manual tracking. The primary customers would be individual investors looking for efficient and user-friendly solutions to manage their investment portfolios effectively.

Categorization

Business Model
SaaS
Target Founder
Technical
Difficulty
High
Time to Revenue
6-12 months
Initial Investment
$10,000+

Potential MRR (18-24 months)

Conservative
$1,000 - $3,000 MRR
Moderate (Most Likely)
$5,000 - $10,000 MRR
Optimistic
$15,000 - $30,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
9/10
Novelty
6/10
Feasibility
5/10
Market Potential
7/10
Evidence
8/10
Overall
7/10
Found on September 24, 2025 • Analyzed on September 24, 2025 4:21 PM

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How should I validate this saas idea before building it?

2:34 PM

Great question! For a saas idea like this, I'd recommend starting with these validation steps:

  1. Customer interviews: Talk to Technical to understand their pain points
  2. MVP approach: Build a simple landing page to test demand
  3. Competitor analysis: Research existing solutions and identify gaps

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2:35 PM

Yes, and what about the technical implementation? Should I build this myself or hire a team?

2:36 PM

Based on your idea's complexity and 6-12 months, here's my recommendation:

Technical Strategy:

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  • Consider your technical background and available $10,000+
  • Plan for scalability from day one

I can help you create a detailed technical roadmap and resource allocation plan...

2:37 PM

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