DIY investors struggle to see true portfolio performance and exposure
DIY investors have trouble getting a reliable picture of what they own and how their portfolios are doing. Portfolio tools may show holdings but not reflect dividends and reinvestments well; unsupported broker exports can leave people processing CSVs into spreadsheets, and assets without standard tickers or target allocations add more manual work. Some investors also want an easier way to see which funds hold a particular stock.
For DIY investors managing self-directed portfolios. Mentioned from Sep 2024 to Nov 2025 on Bluesky and Hacker News.
7 different people described this problem in 5 separate discussions.
- Indie fit
- 4.0/10
- Pain
- 4.9/10
- Frequency
- 7.5/10
- Willingness to pay
- 0.0/10
- Momentum
- 5.0/10
- Who pays
- Consumers
- Competition
- High
- Build difficulty
- Medium
What people said
Quoted word for word. Follow a link to read the whole discussion.
Not much point in replacing my homegrown "Banks CSV export -> Data processing > Import into spreadsheet" workflow unless I just replace that last step but the previous ones remain the same
this is typically my biggest gripe with portfolio tracking tools, they are really good at telling you how much you have, and not very good at telling you how you’ve done
balderdash on Hacker NewsSep 2024
Build brief
See what to build and who will buy it
- 2 product ideas with the smallest useful version and pricing
- 4 places to find your first customers
- 5 more quotes from people who have this problem
- Current workarounds, existing solutions and risks