CLUSTER INVESTMENT-HOLDINGS-OVER · 143 ENTRIES · EARLIEST ENTRY 2025-03-01

Investment portfolio tracking apps

The cluster consists of web applications that help individual investors and traders track stock prices, manage portfolios, monitor performance, and analyze market data. The dated entry history before the index start is thin through most of ‌2022, then picks up with a gradual climb from early ‌2025, reaching its heaviest creation around late ‌2025 and early ‌2026 before tapering. Traction leaders are Fandance-PWA, portfolio-alert, and daily-digest, each showing a zero-star activity signal.

Entry timeline

ENTRY TIMELINE

SEP 2021: 1JUN 2023: 1DEC 2024: 1MAR 2025: 2APR 2025: 2MAY 2025: 2JUN 2025: 2JUL 2025: 4AUG 2025: 1SEP 2025: 3OCT 2025: 2DEC 2025: 7JAN 2026: 5FEB 2026: 4MAR 2026: 2MAY 2026: 1JUN 2026: 1JUL 2026: 2AUG 2026: 50SEP 2026: 37OCT 2026: 13
SEP 2021OCT 2026

Members by activity

Activity signals, not revenue.

Build origin · 3 ai-built · 1 hand-coded · 16 unlabelled

Operator · 13 hobby · 2 indie · 5 unlabelled

Two labels per entry, never collapsed into one: how it was built, and who stands behind it. Counted over the 20 listed below. Unlabelled means nothing has decided yet — not that the answer is small.

  1. 01Fandance-PWA0★1 molivehobbyProgressive web app that calculates monthly contribution amounts to rebalance an index-fund portfolio toward target allocations without selling assets.
  2. 02portfolio-alert0★1 daylivehobbyWeb app that tracks and displays companies backed by venture capital and private equity funds, highlighting newly added portfolio companies.
  3. 03daily-digest0★24 daysliveindieWeb app that delivers personalized stock news digests through the browser and twice-daily email based on a user's tracked holdings.
  4. 04folioneer2★19 days—hobbyDesktop app that tracks investment portfolios locally, including accounts, holdings, cost basis, performance, and multiple currencies.
  5. 05funds_valuation1★22 days—hobbyCross-platform app that estimates real-time fund values from top holdings and market data, tracks user holdings, and shows fund rankings and market trends.
  6. 06investimentosluy1★23 daysliveai-builthobbyWeb app that helps individuals track and manage personal investment portfolios and monitor financial returns over time.
  7. 07Stock-Price-Prediction-Analyser1★22 days—hobbyStock market web app that fetches historical data, trains a linear regression model, and displays trend-based price predictions with interactive charts.
  8. 08StockFlowAI-Map1★1 moliveWeb app for stock flow mapping and visualization.
  9. 09Portefolio-Tracker1★16 daysliveai-builthobbyWeb app that tracks investment portfolios and replicates asset allocations.
  10. 10trading_journal0★1 daylivehobbyWeb app for traders to log and analyze trades, track performance, and manage multiple accounts.
  11. 11clarity-stock-research0★3 daysliveWeb app that helps investors research stocks and analyze market data.
  12. 12rwa-risk-sentinel0★3 dayslivehobbyWeb app that tracks stock token market conditions, assigns an explainable 0-100 risk score, and emails users daily briefs and threshold alerts.
  13. 13personal-finances0★1 mo—hobbyWeb app that monitors a personal stock portfolio, reading holdings from a configuration file and displaying live market prices.
  14. 14ControleRendaVariavel0★21 days—hobbyWeb app that tracks a stock and options portfolio, including positions, real-time quotes, transactions, dividends, price history, and risk and performance analysis.
  15. 15magotrades0★todayliveWeb app that helps users track their trades and monitor investment performance.
  16. 16finscope0★24 days—hand-codedhobbyWeb app that normalizes SEC XBRL financial data and provides auditable metrics and charts for a curated watchlist of public companies.
  17. 17ziddi-trader0★8 daysliveWeb application that helps users participate in trading and track their financial positions.
  18. 18ai-mutualfund-analyzer0★1 day—indieMutual fund tracker for Indian investors that records holdings and SIPs, fetches official NAVs, calculates returns including XIRR, and explains portfolios in plain language.
  19. 19idx-quant-signal-frontend0★23 days—ai-builtWeb app that screens Indonesian stock exchange listings using quantitative trading signals to identify investment opportunities.
  20. 20financial-research-agent0★1 day—hobbyAutonomous web app that researches equity investments by analyzing financial filings and generating reports for investors.