Personal Trading OS
Dashboard for portfolio, positions, performance, risk, and trading activity.
One dashboard across every brokerage account, showing what is actually held, what it has done and what risk is being carried. Read-only, and built to report rather than to recommend.
What a v1 does5 features
- Read-only links to the major brokerages
- Positions and performance across all accounts at once
- Risk exposure by sector, size and concentration
- Realised and unrealised gains, ready for tax season
- No recommendations - it reports, it does not advise
The market
No portfolio tracker publishes revenue or user numbers, so price is the only available evidence. Sharesight charges $24 and Snowball Analytics $299 for professional use. At $19 a month this sits below both.
Where these numbers come from
| Company | Earns | Reach | Source |
|---|---|---|---|
| Sharesight | $24/mo Premium | Hundreds of thousands of investors, 100+ countries | Published pricing |
| Snowball Analytics | $12.50 per 10 portfolios · $299/mo pro | Not published | Published pricing |
| Empower | Wealth-management upsell | Not published | Model, not a disclosed figure |
Why this audience
This audience runs multiple accounts across brokerages and cards, which is unusual - most people have one. They already treat their finances as a portfolio to be optimised. Seeing all of it in one place is a problem they have created for themselves and cannot solve inside any one broker's app.
Before it can launch
- Read-only brokerage links through SnapTrade or Plaid Investments. No RIA registration while it reports on positions rather than recommending them
What it earns
Drag me Every figure recalculates as you go.
0.045% of 2.2M followers · capped at 50,000
Opens on the price this idea was costed at, $19.
1,000 paying — 0.045% of 2.2M followers — × $19 a month = $19,000 a month
Fifty thousand paying users is the ceiling every one of these pages is drawn against, not a forecast. It opens at a thousand, the bottom of the range, so the first figures you see are the modest ones. What the cap buys is comparability: the same range on every app, and the percentage of the audience it takes as the number that moves.
Is this the one for your audience?
We fund it, build it, and run it. You bring the audience and take a share of the revenue. Nothing to pay and nothing to build.