What is Metis Portfolio?
Metis Portfolio is a long-term investor tool that tracks all asset types in one place, highlights key info, enables deep analysis, and surfaces mental biases, helping users stay disciplined, make better decisions, and grow as investors.
Problem
Investors manually track diverse assets across multiple platforms, leading to fragmented views and oversight of mental biases that impair disciplined decision-making.
Solution
A portfolio dashboard tool allowing users to track all asset types in one place, analyze performance, and surface mental biases, via integrations and behavioral finance insights.
Customers
Individual investors and self-directed portfolio managers aged 30-55, actively managing stocks, crypto, and real estate across platforms.
Unique Features
Bias detection algorithms, cross-asset correlation analysis, and automated discipline nudges based on behavioral finance principles.
User Comments
Simplifies multi-platform tracking
Reveals emotional decision patterns
Lacks real-time crypto sync
Helps avoid panic selling
Steep learning curve for non-tech users
Traction
Launched 3 months ago; 2,800+ users (per PH analytics), $18k MRR from premium tiers, founder has 4,200 Twitter/X followers.
Market Size
The global wealth management market reached $1.8 trillion in 2023 (Statista), with self-directed investing tools growing at 12.4% CAGR.
