PH Deck

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.

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.

Users track their investments across multiple stock and cryptocurrency exchanges manually or through disparate tools, leading to time-consuming tracking, lack of consolidated insights, and difficulty in managing financial goals.

Users manually track crypto investments via spreadsheets or multiple apps, leading to time-consuming data entry and fragmented oversight, often resulting in inaccurate profit/loss calculations and delayed portfolio insights.

Investors with multiple brokerage accounts find it difficult to aggregate their investment portfolio's returns due to the necessity of manual data entry.

Users need to track their investment portfolios manually with basic tools like spreadsheets or simple apps, which lack 30+ years of historical data, advanced analytics, and accurate performance calculations.

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.

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.

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.

Developers create their own portfolios manually, which is time-consuming and often results in generic, non-professional layouts due to limited design expertise.