What is Stock Portfolio Tracker?
Stock Portfolio Tracker is a comprehensive platform for long-term investors, offering 30+ years of historical data, advanced analytics, and precise performance calculation through the Money-Weighted Rate of Return (MWRR) methodology.
Problem
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.
Solution
A portfolio tracking platform that enables users to monitor investments with 30+ years of historical data, advanced analytics, and MWRR-based performance calculations, e.g., assessing long-term returns with precise metrics.
Customers
Long-term individual investors, financial advisors, and retail traders seeking data-driven insights for informed decisions.
Unique Features
Uses Money-Weighted Rate of Return (MWRR) for precise performance measurement and offers 30+ years of historical stock/fund data.
User Comments
Accurate portfolio tracking simplifies performance reviews
MWRR method provides clarity on returns
Historical data aids long-term strategy planning
User-friendly interface for non-experts
Advanced analytics uncover portfolio gaps
Traction
Launched on ProductHunt with 1k+ upvotes; active user base but no disclosed revenue or funding.
Market Size
The global wealth management market, a proxy for portfolio tools, was valued at $1.3 trillion in 2021 (Allied Market Research).
