PH Deck

Modern investors often have diverse portfolios including stocks, funds, crypto, and custom investments across multiple exchanges and currencies. They struggle to track all these investments in one place, leading to inefficient investment tracking and analysis. Struggle to track all investments in one place

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 currently use traditional methods for portfolio creation, leading to time-consuming updates and limited customization features. The old solutions often lack the ability to offer dynamic interaction, like AI Resume Chat, and are restricted in functionality.

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

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).

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.

Freelancers struggle to effectively showcase their work and manage client engagements efficiently, facing long setup times for portfolios and difficulties in getting discovered, managing contracts, and receiving payments without hefty commissions.

Users looking to create professional online portfolios face challenges in designing, optimizing for different devices, showcasing projects dynamically, and integrating interactive elements.

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utilize search engines, forums, or scattered portfolio sites, which are time-consuming and often incomplete or outdated.

Individuals currently struggle with monitoring and logging their daily caloric intake and output manually, leading to inaccurate tracking and ineffective dietary management.