43 Signals

Ledger-First Portfolio Tracker for Self-Directed Investors

A dependable, brokerage-independent portfolio ledger that preserves transaction history and accurately calculates holdings, cost basis, and returns across currencies.

Added Aug 15, 2026

Personal finance

Portfolio accounting

Investment tracking

Opportunity score

High opportunity (75%)

The Problem

Self-directed investors use finance apps as a quick, read-only record of what they bought, when they bought it, and how each position is performing. Updates to incumbent products can hide portfolios, lose transaction history, mishandle currencies, report incorrect gains, or require conversational prompts for simple entries. This makes investors unable to trust the record they use between brokerage visits.

Potential Solution

Build a ledger-first portfolio product in which every buy, sell, dividend, fee, and currency conversion remains directly editable and exportable. Calculate cost basis and returns from an auditable transaction history, pair them with timestamped market prices, and clearly flag stale or incomplete data. Start with spreadsheet imports and manual entry, then add optional read-only brokerage imports without making account connectivity mandatory.

Why Now?

Recent redesigns of major finance products are replacing or obscuring basic portfolio functions while users still demand fast, deterministic tracking. The resulting switching window favors a focused product built around data ownership, transparent calculations, and interface stability.

Market validation

Search demand

Trend snapshot pending

Competition (0)

No matched competitors yet

Showing 1-20 of 43 signals

Google PlayMay 3, 2026

Delta by etoro

it is too much for me that i am locked out from my portfolios. i can switch one times per month? i wrote a similar console app which handles my portfolios without this restriction with 5-6 claude prompts and you can do it too. the app can store the data in csv locally, list my entries, show the price difference, dca data, statistics, anything. my data, my rules, no freemium, no ads, no subscription. good luck for everyone.

Google PlaySep 7, 2026

Stratzy - Algo trading App

I am a premium user. one thing you need to improve is your UX. Very bad UX and confusing.

Apple App StoreSep 4, 2026

tastytrade: Invest & Trade

JT Quality of app has deteriorated a lot in last few months. No support or response, just some vague answers. If it continues like this might have to leave this app.

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