I’m building a portfolio analysis tool from scratch
📊 I’m building a portfolio analysis tool from scratch!
I’ve added lots of improvements and features. It’s getting easier to use, and it’s already replacing the other tools I used before.
📈 Advanced cash flow-based metrics
💰 Benchmark comparisons
📅 Different time periods (YTD, 3 months, ...)
💯 Daily portfolio change
📚 Other interesting metrics like portfolio concentration or the “average holding period,” which few tools have
And my favorite:
📊 Historical analysis of the portfolio by sector, industry, size, etc.
I’ve also spent a lot of time cleaning up the code, adding a user system, and improving speed.
Other features are in development 🛠️
What do you think? Anything I should add?
PS: Once it’s ready, I’ll probably ask for volunteers to test the tool. Stay tuned!
For the curious:
This tool is still in development... BUT if you want to discover other really interesting investing tools, you can check out my other platform: Find My Moat.
It’s already live, and tomorrow we’re doing the official launch on Product Hunt!
If you’re interested in how something like this gets built and launched to the public, you can follow me too 👀
And if you want to support me with a like and an RT, it’d help me a lot!
www.findmymoat.com
