PH Deck

Users manage their investments using spreadsheets or multiple apps, which leads to manual data entry, lack of real-time updates, and fragmented analytics.

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.

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 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.

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).

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.

Users manage investments manually or using basic tools like spreadsheets, facing time-consuming research, lack of real-time insights, and difficulty benchmarking portfolios against market standards.

Users are managing investments across multiple platforms and tools, leading to inefficient tracking and fragmented insights for stocks, ETFs, crypto, etc.

Investors face high barriers to entry in real estate investments.