PH Deck

Users relying on basic IBKR statements struggle to visualize portfolio performance, track risk exposure, and analyze cash flow effectively, leading to limited insights and time-consuming manual analysis.

Investors currently rely on outdated methods for assessing and managing stock portfolios. These methods often lack accurate risk assessment metrics, leading to suboptimal investment decisions. Calculate portfolio beta values, and optimize investments. This can result in missed opportunities and increased risk exposure.

Currently, users track and manage project risks manually or with generic tools within Jira, which lack specialized features for comprehensive risk management.

Users struggle to efficiently track and measure risks per project and visualize them using built-in reports, causing delays and inefficiencies in risk mitigation.

Retail traders rely on basic platforms with limited analytical capabilities and no collaborative features, leading to suboptimal strategy development and isolated decision-making.

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utilize search engines, forums, or scattered portfolio sites, which are time-consuming and often incomplete or outdated.

Investors in India struggle with managing and optimizing their mutual fund portfolios due to lack of easy access to concise portfolio insights and actionable recommendations without downloading new applications.

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.

Users struggle to manually research, build, and optimize stock portfolios using traditional tools like spreadsheets or basic investment platforms, facing challenges in accessing vetted strategies, backtesting performance, and monetizing their expertise

Users manually create portfolios using traditional website builders or custom coding, which is time-consuming and technically challenging. They face high effort in designing, updating, and maintaining portfolios, leading to delays in job applications and reduced visibility to recruiters.

Users currently rely on manual or fragmented portfolio tracking methods, leading to inefficiencies and lack of comprehensive risk insights.