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 · 1 ai-built · 19 unlabelled

Operator · 15 hobby · 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. 21Ghostfolio-Desktop-Self-Hosted-Dashboard0★20 days—hobbyDesktop app that displays investment portfolios, asset allocation, and financial health while keeping financial data stored locally.
  2. 22canadian-wealth-compass0★22 days—ai-builtWeb app that helps Canadian users track net worth, investments, and financial goals to build long-term wealth.
  3. 23taiwan-stock-ai0★24 days—hobbyWeb app that scans the Taiwan stock market for stock selection, ranks top gainers, and provides quantitative analysis of individual stocks.
  4. 24painel-patrimonial-online0★21 days—hobbyInvestment tracking web app for individuals to monitor stocks, real estate funds, fixed income, dividends, goals, and imported B3 statements with automatic quotes.
  5. 25Sharpe-Shooter0★13 days—hobbyWeb app that calculates optimal portfolio weights to maximize the Sharpe ratio from historical asset prices and user-defined constraints.
  6. 26chatgpt-holdings-ledger0★7 days—hobbyWeb app that records investment trades, fees, and average cost, then calculates market value and realized and unrealized gains from manual price inputs.
  7. 27monte-ts0★7 days—hobbyWeb app that simulates retirement portfolios with random annual returns to estimate how long savings last and projected ending wealth.
  8. 28touzi-maker0★1 moliveWeb application for creating and managing investment plans.
  9. 29stock-portfolio-tracker0★9 days—hobbyWeb app that tracks stock and crypto portfolios, syncs broker data, imports statements, and generates Czech tax reports.
  10. 30om-fund-web0★28 dayslivehobbyPWA that lets investors track mutual fund and index quotes, maintain a personalized watchlist, and view fund details from public market data.
  11. 31momentum-screener0★22 daysliveWeb app that screens stocks for momentum and shows candidates based on technical criteria.
  12. 32stock-lens0★5 days—hobbySelf-hosted stock research web app that aligns historical shareholder counts, prices, and announcements for A-share investors.
  13. 33stock-portfolio-tracker0★9 dayslivehobbyWeb app that tracks Taiwan stock holdings, showing market value, daily changes, and letting users add or edit positions.
  14. 34peerscope0★17 days—hobbyWeb app that lets users compare stocks side by side on valuation, margins, growth, and analyst price targets.
  15. 35trading0★3 dayslivehobbyWeb app that provides Korean and US stock prices, market news, financials, and AI analysis in one dashboard.
  16. 36finsent0★13 dayslivehobbyFinancial intelligence web app that analyzes market sentiment, insider trading, and portfolio performance for investors.
  17. 37stock-position-calculator0★4 days—hobbyWeb app that plans stock investment positions, calculates buy-in tranches, stop-loss and take-profit levels, and tracks holdings with over-allocation alerts.
  18. 38fund-signal-public0★11 days—hobbyWeb app for personal fund research that shows market quotes, strategy signals, news summaries, and historical backtests, and can analyze portfolios from screenshots.
  19. 39FINARKY – Portfolio Tracker0★19 dayslivePortfolio tracker that computes personal rate of return, analyzes gains and taxes, and imports transactions from exchanges.
  20. 40tradinglab-new0★10 daysliveWeb application that offers trading analytics and tools for financial market participants.