I built a portfolio health analyzer
Portfolio analyzer combining stocks and crypto when Morningstar already dominates.

Free portfolio tracker when Delta, Empower, and Google Finance already exist.
Privacy-conscious investors avoiding account linking
Delta · Empower · Google Finance
I've tried a few different products like Mint (before it was killed), empower, google finance, etc. but each had something missing that left me wanting more. After years of being frustrated with each solution I spent a few weeks to build my own.
Some design choices - Intentionally requires manual entry, I don't trust tracker apps to have read (definitely not write) access to my financial accounts. Certain assets like precious metals can't even use this anyway and need to be manual. - For tax advantaged accounts I try to find proxy tickers since it's custom based on the company or brokerage - Real estate requires manually entry as well but I'd love to auto pull estimated prices
I haven't spent much time on user experience since I built it for myself so would love feedback! Please send all thoughts and comments, I can iterate quickly and address any issues.
Portfolio analyzer combining stocks and crypto when Morningstar already dominates.
Multi-broker portfolio tracking without market sync requirement or bloat.
Free portfolio analytics when Personal Capital and Morningstar already exist.
Candlestick charts rendered in terminal with Interactive Brokers import beats opening five different apps.
Live AI research beats stale ESG ratings for ethical portfolio building.
AI stock picker, but no live portfolio proof or edge over existing robo-advisors.