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I built a personalized portfolio builder for your values

I built a personalized portfolio builder for your values

by chibg10·May 6, 2026·1 point·0 comments
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AI Analysis

●MidSlickBold Bet

Values-based investing is a crowded market dominated by giants like Betterment and Wealthfront.

Strengths
  • •Clean, approachable UI that simplifies complex ethical investing criteria into simple questions.
  • •Attempts to solve the 'how do I own what I believe in?' problem for retail investors.
  • •Leverages AI to make personalized portfolio construction tractable for a solo founder.
Weaknesses
  • •Landing page shows only a quiz; the actual portfolio engine and data sources are invisible.
  • •Fiduciary complexity and data licensing costs make this a brutal space for a one-person team.
Category
Finance
Target Audience

Retail investors interested in ESG or values-based investing

Similar To

Betterment · Wealthfront · Aspiration

Post Description

I'd tried to find a way to treat choose which companies I owned just like I choose which products I buy or avoid based on what the company does and how it operates. Nothing was any good but AI has made this problem tractable for a one-man team so I gave it a shot.

The goal is to eventually allow more concerns/tilts and better personalization as I spend more time developing this.

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SlickShip It
kevinringler
103mo ago