NetWorth Hub: Unified Investment Tracker
0.47已归档2 次浏览0 次认可6/21/2026
FintechRetail InvestorsInformation AsymmetryPersonal FinanceData Aggregation
来源平台: idea-spark
A lightweight web tool that helps individuals with investments across multiple platforms (stocks, crypto, ETFs) to track their overall net worth in real-time, solving the pain point of fragmented financial data and providing a clear, privacy-first dashboard.
目标用户
Retail investors aged 25-40 who actively invest in both traditional stock markets and cryptocurrencies using multiple brokerage accounts and are frustrated by switching between apps to view their total wealth.
核心差异点
Privacy-first design with no need for direct account connections, using manual input to eliminate security risks while providing accurate, aggregated insights.
解决方案
Web application with a simple interface for manual input or CSV import of investment holdings. It fetches live prices from free APIs (e.g., Yahoo Finance for stocks, CoinGecko for crypto), calculates real-time net worth, and displays it via interactive charts showing asset allocation, performance over time, and basic analytics. No account linking required, ensuring privacy.
关联痛点
Information overload from managing multiple financial apps and accountsLack of a unified real-time view of net worth across disparate assets
MVP 范围
Manual input of investment holdings (asset type
quantity
purchase price)
Real-time price fetching from free APIs for stocks and cryptocurrencies
Dashboard with net worth calculation
asset allocation pie chart
and historical performance line chart