PROJECT №50 / ACTIVE

Portfolio Insights.

I'm building an app that gives me unique insights into my managed stock portfolio to help me have better conversations with my financial advisor, which has suddenly turned into a question of the value I am getting from a managed portfolio

Node js Python Postgres K3s React

DETAILS

Built to solve the fragmented experience of tracking a complex investment portfolio across many institutions, the Portfolio Intelligence Terminal consolidates brokerage, retirement, education savings, equity compensation, and crypto holdings into a single coherent view. It tracks performance at the holding, account, and strategy level, projects forward dividend income, and generates AI-written daily and weekly market recaps that translate raw numbers into plain-English context. The goal: institutional-quality portfolio visibility without the institutional cost.