Rules-Based Investment Portfolio Platform

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Rules-Based Investment Portfolio Platform

Inspired by a conversation on:

Talking Real Money - Investing Talk

Talking Real Money - Investing Talk

ETF Showdown

Host: Don McDonald and Tom Cock

Timestamp: 15:25 - 16:45

Listen to Episode • View Podcast • All Ideas from Talking Real Money - Investing Talk

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Feather Flow

Direct Quote

"If you want something more active where they're spending more time trying to pick stocks, it's not individual stocks. They're eliminating the ones that they believe are not going to do as well."

Market Gap

Investors struggle with stock selection in active portfolios.

Investors often face challenges when trying to build a robust investment portfolio, particularly when it comes to stock selection and managing risk. Many individuals lack the expertise or time to analyze stocks effectively, leading to suboptimal investment decisions and increased volatility. While traditional active management seeks to outperform through stock picking, it often falls short due to high fees and inconsistent performance. Current solutions do not adequately address the need for a systematic approach to stock selection that balances risk and return while remaining cost-effective. The lack of such a platform limits opportunities for everyday investors to achieve better financial outcomes.

Summary

This business idea proposes the development of a rules-based investment portfolio platform that employs algorithms to optimize stock selection based on predefined criteria. This platform would allow investors to access a more active management style without the typical costs associated with human advisors. By following a systematic approach, the platform can help investors make informed decisions while mitigating risks. Users could customize their portfolios based on their risk tolerance and investment goals, benefiting from a rules-based strategy without the complexity of traditional active management. This solution caters to a growing market of investors seeking better performance with less effort.

Categorization

Business Model
SaaS
Target Founder
Technical
Difficulty
Medium
Time to Revenue
3-6 months
Initial Investment
$1,000 - $10,000

Potential MRR (18-24 months)

Conservative
$3,000 - $8,000 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
6/10
Feasibility
7/10
Market Potential
8/10
Evidence
6/10
Overall
7/10
Found on September 29, 2025 • Analyzed on September 29, 2025 6:59 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 3-6 months, here's my recommendation:

Technical Strategy:

  • Start with no-code tools for rapid prototyping
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I can help you create a detailed technical roadmap and resource allocation plan...

2:37 PM

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