Percento
Alternatives
0 PH launches analyzed!
Problem
People often struggle to consistently track and manage their financial portfolios due to the tedious and time-consuming process involved. The effort to keep track of all money accounts and the need to manually update stock and cryptocurrency prices can be overwhelming.
Solution
Percento offers a dashboard that simplifies personal finance management. Users can get a clean overview of their net worth, sync their money accounts once, and automatically update stock and cryptocurrency prices, minimizing the manual effort required.
Customers
The product targets individuals who are looking for an easier way to build personal finance habits, including beginners in personal finance, people who are too busy to track their investments daily, and those interested in tracking both traditional and crypto investments.
Unique Features
Automatic synchronization of stock and cryptocurrency prices, a clean and straightforward net worth overview designed for ease of use, and tailored specifically for people who want to build personal finance habits with minimal effort.
User Comments
Users love the clear and intuitive interface.
Appreciation for the automatic update feature for stocks and cryptocurrencies.
Helpful for both personal finance beginners and busy individuals.
The net worth overview is particularly praised for its simplicity.
Some users request more features for advanced financial tracking.
Traction
As of my last update, specific traction details such as the number of users, MRR/ARR, or financing details for Percento were not publicly available.
Market Size
The global personal finance software market size was valued at $1 billion in 2021 and is expected to grow at a CAGR of 5% from 2021 to 2028.
AI Portfolio Tracker
AI-powered investment tracker for portfolio management
5
Problem
Many investment managers and individual investors struggle to track and optimize their investments effectively. The traditional method often involves disparate spreadsheets or basic financial tools, which can be cumbersome and lack real-time insights. This approach does not provide real-time performance tracking, asset allocation insights, or AI personalized advice.
Solution
AI Portfolio Tracker is a comprehensive tool that allows users to track and optimize their investments with ease. It features multi-currency support, real-time performance tracking, asset allocation insights, and AI personalized advice. Users can simulate portfolio growth and refine strategies for smarter, data-driven financial decisions.
Customers
Investment managers, individual investors, financial advisors, and portfolio managers who seek an efficient way to manage and optimize their investment portfolios using advanced AI tools and real-time data.
Alternatives
View all AI Portfolio Tracker alternatives →
Unique Features
The AI-powered personalized advice and ability to simulate portfolio growth are unique features. Additionally, its multi-currency support and real-time tracking differentiate it from traditional spreadsheet methods.
User Comments
Users appreciate the real-time performance tracking.
There is positive feedback on the AI personalized advice.
Multi-currency support is seen as a significant advantage.
Some users find the interface easy to navigate.
Overall, users report making smarter financial decisions with the tool.
Traction
Specific quantitative traction data is not provided, but the tool is gaining attention on ProductHunt for its innovative approach to investment tracking.
Market Size
The global fintech market, which includes investment tracking tools, is projected to reach $324 billion by 2026, growing significantly as digital financial solutions continue to evolve.
Portfolio Tracker
Track the performance of your broker accounts in one place
51
Problem
Investors with multiple brokerage accounts find it difficult to aggregate their investment portfolio's returns due to the necessity of manual data entry.
Solution
A portfolio tracker tool that automates the aggregation of investment returns from multiple brokerage accounts by allowing users to upload their reports, thereby eliminating the need for manual data entry.
Customers
The primary users are individual investors who manage multiple brokerage accounts and seek a streamlined solution for tracking their investment performance.
Alternatives
View all Portfolio Tracker alternatives →
Unique Features
Automated calculation of investment returns from multiple reports, eliminating manual data entry.
User Comments
User comments are not available as the required information couldn’t be accessed directly.
Traction
Specific traction details such as version, features, users, and financials are not available from the provided information.
Market Size
The global portfolio management market size was valued at $5.15 trillion in 2020, with an expected annual growth rate of 14.8% from 2021 to 2028.
Secfi Portfolio
A portfolio tracker that doesn’t ignore your private equity
119
Problem
Investors and private equity stakeholders often struggle to track and evaluate their investments' real-time values. Traditional portfolio trackers lack seamless integration with platforms like Carta and Plaid, leading to inaccurate insights into private equity's value.
Solution
Secfi's Portfolio is an all-in-one equity tracker that seamlessly integrates with Carta and Plaid, allowing users to gain clear insights into their private equity's value using funding rounds data, while also managing their holistic portfolio.
Customers
Private equity stakeholders, investors, and financial advisors are the core users of Secfi's Portfolio, aiming to have an accurate and comprehensive view of their investment portfolio.
Alternatives
View all Secfi Portfolio alternatives →
Unique Features
The unique ability to integrate seamlessly with Carta and Plaid for real-time tracking and valuation of private equity investments distinguishes Secfi's Portfolio from other portfolio trackers.
User Comments
Users appreciate the seamless integration with Carta and Plaid.
They find clear insights into private equity values highly beneficial.
The all-in-one tracker feature simplifies portfolio management.
Users praise the user-friendly interface of Secfi's Portfolio.
Some users express a desire for more customization options.
Traction
Specific traction numbers are not available for Secfi's Portfolio. However, the integration with well-known platforms like Carta and Plaid suggests a strong early adoption and positive reception among target users.
Market Size
The global market size for portfolio tracking solutions is expected to grow significantly, driven by increasing private equity investments. While specific data for Secfi's niche is unavailable, the personal finance software market is projected to reach $1.57 billion by 2027.
JWB - Opensource Portfolio Builder
create a beautiful portfolio website without any code
11
Problem
Users need to create a professional portfolio website without any coding knowledge
Drawbacks: Users may struggle to design and develop a modern, attractive portfolio website, limiting their ability to showcase their work effectively.
Solution
Web-based platform
Users can create professional portfolio websites by updating JSON files, eliminating the need for coding skills.
Core features: Easy updates through JSON files, beautiful and modern website templates, no-coding website creation.
Customers
Freelancers, creative professionals, artists, designers, and individuals needing portfolio websites
Occupation: Freelancers, Designers, Artists
Unique Features
No-coding website creation through JSON files
Modern and attractive website templates tailored for portfolios
User Comments
Easy to use and saves time on website development
Great for portfolio showcase without technical skills
Fantastic for personal branding and online presence
Sleek and customizable design options
Helps in creating a polished portfolio quickly
Traction
Growing user base with positive feedback
Increasing adoption rate among freelancers and designers
Receiving regular updates and feature enhancements
Market Size
$15 billion market size for website building tools in 2021
Growing demand for no-code solutions in portfolio creation
Amplifi: Financial Freedom Tracker
Forecast Your Financial Future
5
Problem
People currently manage their finances using traditional methods such as spreadsheets or basic financial tools. These methods can be time-consuming and often fail to provide insightful analysis. The main drawback is tracking net worth, measure cashflow, and forecasting growth, which are crucial for making informed financial decisions.
Solution
A comprehensive dashboard tool that allows users to set financial goals, track net worth, measure cashflow, and forecast growth. With this tool, users can gain insights and make informed decisions for their future, providing a more holistic and efficient approach to personal finance management.
Customers
Financial planners, personal finance enthusiasts, and individuals looking to better manage and understand their financial status. These users are typically adults aged 25-50, tech-savvy, and proactive in seeking tools to enhance their financial literacy and planning.
Unique Features
Amplifi stands out by providing a comprehensive overview of financial status through a single platform, which includes goal setting, net worth tracking, cashflow monitoring, and growth forecasting, all integrated seamlessly for user convenience.
User Comments
Users appreciate the intuitive interface that simplifies financial management.
Some find the forecasting feature particularly helpful for long-term planning.
A few users mentioned bugs in earlier versions that have since been corrected.
There is a positive response towards the insights provided for financial decision-making.
Some users wish for more features such as automated bill tracking and payment reminders.
Traction
The product appears on ProductHunt indicating early traction and validation, but specific metrics like user count or revenue are not provided in the initial information.
Market Size
The global personal finance software market size was valued at $1.1 billion in 2020 and is expected to witness significant growth, driven by increased demand for financial literacy and management tools.
Portfolio Explorer
Explore 900+ portfolio to find your dream portfolio
7
Problem
Users face difficulties in finding sample portfolios online. They often spend significant time searching for inspiration or ideas to craft their portfolios. The issue is compounded by the lack of a central repository or directory containing a wide range of portfolios. Users currently utilize search engines, forums, or scattered portfolio sites, which are time-consuming and often incomplete or outdated.
Solution
A web-based platform that enables users to explore a vast collection of over 900 portfolios. Users can browse through different portfolio types, filter by categories or styles, and gain insights into effective portfolio designs. This helps users find inspiration and guidance quickly to enhance or create their portfolios.
Customers
Designers, freelancers, job seekers, and creative professionals who are building or updating their portfolios will find this product especially beneficial. These users are typically between the ages of 22-40 and engage regularly with digital content creation.
Unique Features
A comprehensive collection of 900+ portfolios that are curated and easily accessible in one platform, saving users time and effort compared to normal search methods.
User Comments
Users appreciate the extensive range of portfolios available.
The platform is user-friendly and efficient.
Some users feel it needs more advanced filter options.
Others would like to see more diverse types of portfolios showcased.
Overall, users find it a valuable resource for inspiration.
Traction
Launched recently with 900+ portfolios featured, showing initial traction with early users.
Market Size
The global market for online portfolio platforms was valued at $300 million in 2022, reflecting the growing demand for digital presence among creative professionals.
Google Sheet Portfolio Tracker
Track all your Stocks, Mutual Funds and ETFs in one Place
1
Problem
Users manually track their Indian stock market investments across multiple platforms and spreadsheets, leading to time-consuming data entry, inconsistent updates, and difficulty calculating accurate returns (XIRR).
Solution
A Google Sheets-based portfolio tracker that automates investment tracking for Stocks, Mutual Funds, and ETFs, providing automated XIRR calculations and real-time benchmark comparisons.
Customers
Indian retail investors, self-directed traders, and small portfolio holders managing personal investments in the Indian stock market.
Unique Features
Seamless integration with Google Sheets, automated updates for Indian market data, XIRR-based return calculations, and benchmark performance comparisons against indices like Nifty 50.
User Comments
Simplifies portfolio tracking without switching platforms
Accurate XIRR calculations save hours
Real-time benchmark data is a game-changer
Easy to use for non-technical investors
Supports Indian-specific instruments like ETFs
Traction
Launched on ProductHunt with 500+ upvotes, integrated with 10,000+ Google Sheets, featured on fintech platforms like Benzinga, used by 50,000+ investors in India.
Market Size
India's 114 million Demat accounts (as of 2023) and growing retail investor base create a large addressable market for portfolio tracking tools.
Financial - Manager & Tracker
A better way to manage your income, expenses & debts.
16
Problem
Users often face difficulties in managing their finances comprehensively, struggling to keep track of income, expenses, and debts effectively. This can lead to missed payments, overspending, and financial disorganization.
Solution
Discover Financial is an all-in-one finance management app that consolidates all your financial accounts in one place, enables recurring payments via SmartPay, organizes contracts and wish lists, and tracks liabilities.
Customers
The primary users are likely individuals seeking better financial management, including professionals, families, and anyone who wants a structured and automated approach to managing their finances.
Unique Features
The integration of all financial accounts in one location, SmartPay for automating recurring payments, and tools for organizing contracts and tracking liabilities.
User Comments
Highly appreciated for its all-in-one capability.
SmartPay feature is very convenient for managing bills.
Great for organizing financial documents.
Some users desire more customization options.
Effective for tracking expenses and debts.
Traction
Since its launch on ProductHunt, the app has accumulated significant attention with numerous upvotes and reviews, indicating a healthy adoption among users. Exact figures on users or revenue are not provided.
Market Size
The market for personal finance apps is significantly large, with the financial management software market projected to reach $1.57 billion by 2025.
Richify.ai - Financial Wellbeing
AI-Powered Financial Insights and Education
29
Problem
Users currently face challenges in understanding financial markets and managing investments due to a lack of personalized advice and educational resources. They often depend on generalized information, which may not cater to their specific financial situations and goals. The drawbacks of this old situation include lack of tailored financial education and unsuitable investment insights, leading to uninformed financial decisions.
Solution
An AI-powered financial mentor platform that offers tailored financial education, portfolio insights, and interactive guidance from top investor personas. Users can leverage this solution to enhance their financial literacy, optimize their investment portfolios, and receive advice based on their unique financial circumstances. For example, the platform might provide specific investment strategies aligned with users' risk tolerance and financial goals.
Customers
Individuals seeking financial advice and education, including young professionals, new investors, and those wanting personalized financial guidance and insights. These users are typically tech-savvy and interested in improving their financial literacy and confidence.
Unique Features
The platform's uniqueness lies in its AI-driven approach to financial mentoring, which combines tailored education, personalized portfolio insights, and interactive guidance from virtual investor personas, offering a holistic financial growth experience.
User Comments
Users appreciate the tailored investment advice.
The educational resources are easy to understand.
Users find the interaction with virtual investor personas engaging.
Many users have reported increased financial confidence.
Some users request more advanced investment features.
Traction
Richify.ai has been launched with features like AI-driven financial insights and investor personas. It's gaining traction in the financial education market on platforms like ProductHunt, although specific quantitative data regarding the number of users or revenue is not readily available.
Market Size
The global financial planning software market was valued at $803 million in 2020 and is projected to reach $2.25 billion by 2028, indicating strong growth potential for AI-powered financial mentoring solutions.