Portfolio Performance Tracking Software

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Portfolio Performance Tracking Software

Inspired by a conversation on:

Chit Chat Stocks

Chit Chat Stocks

Our 5 Best Stocks To Buy TODAY (Plus, Our Personal Portfolio Returns)

Host: Ryan Henderson and Brett Schaefer

Timestamp: 00:01:31 - 00:02:52

Listen to Episode • View Podcast • All Ideas from Chit Chat Stocks

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Feather Flow

Direct Quote

"PortSido was able to combine both of my accounts together to gain a holistic picture of the historical performance."

Market Gap

Investors struggle to track their portfolio performance accurately.

Many investors find it challenging to track their investment returns across multiple brokerage accounts and calculate their overall portfolio performance. Manually aggregating data from different platforms can be tedious and prone to errors. As a result, investors may lack insights into their performance, which is crucial for making informed future investment decisions. Current solutions typically involve spreadsheets or generic financial software that lacks the tailored features needed for individual investors, leading to missed opportunities for optimization.

Summary

The idea is to develop a dedicated portfolio performance tracking software that aggregates data from various brokerage accounts and provides investors with a clear picture of their investment returns. This software would feature automated calculations of performance metrics, including total returns, dividends, and even short positions, all presented in an easy-to-understand dashboard. Similar to PortSido, which was mentioned in the podcast, this tool would help users visualize their investment performance over time and offer insights into their best and worst-performing assets. Target customers would include retail investors, DIY portfolio managers, and even financial advisors looking to provide added value to their clients.

Categorization

Business Model
SaaS
Target Founder
Generalist
Difficulty
Medium
Time to Revenue
< 1 month
Initial Investment
$1,000-$10,000

Potential MRR (18-24 months)

Conservative
$2,000 - $5,000 MRR
Moderate (Most Likely)
$10,000 - $20,000 MRR
Optimistic
$30,000 - $50,000 MRR

* Estimates assume solo founder/bootstrap scenario with competent execution

Scores

Clarity
8/10
Novelty
7/10
Feasibility
8/10
Market Potential
9/10
Evidence
8/10
Overall
8/10
Found on September 17, 2025 • Analyzed on September 17, 2025 11:21 AM

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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 Generalist 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

Would you like me to help you create a specific validation plan for your medium difficulty idea?

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 < 1 month, here's my recommendation:

Technical Strategy:

  • Start with no-code tools for rapid prototyping
  • Consider your technical background and available $1,000-$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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