Like many investors, I tried several portfolio tracking tools over the years. Most of them did a decent job, but I always found myself missing something: better analytics, support for specific brokers, clearer performance insights, or simply a workflow that matched how I wanted to track my investments.
At some point, I realized I was spending more time working around the limitations of existing tools than actually using them.
So I decided to build my own.
What started as a small side project quickly grew into something much larger. Along the way I've learned a lot about web development, data processing, product design, SEO, and how to turn an idea into a product that real people use.
In this blog, I'll share the technical and product-related lessons I learn while building a portfolio tracking platform from scratch, including:
