Portfolio Optimization

Reviewed matches are labeled. Other suggestions come from a shared subcategory, use case, source listing or the same category. Compare features and current plans before choosing.

Product
Portfosis Portfosis - Free AI-Powered Portfolio Analytics Dashboard
HADL.app All your brokers and crypto exchanges in one portfolio: true returns, dividend and coupon calendar, rebalancing suggestions.
InvMon InvMon is a personal finance software that provides a secure, locally-installed platform for tracking portfolios, accounts and any other investments with free market data and advanced rebalancing tools.
Snowball Analytics Simple and powerful portfolio tracker for investors. Dividend tracker, portfolio performance and quick portfolio rebalancing. Supports thousands of stocks, funds and cryptocurrencies from all over the world.
CoinIQ Don't just track your portfolio, understand it.
Crypto Clarity AI Find hidden crypto portfolio risks in 60 seconds
Aures Portfolio Free, offline portfolio tracker for multi-currency assets
Personal Finance Tracker Notion Track net worth, investments and goals in Notion

Selected by category and available use-case details. A topic match does not establish equivalent features.

Product
ExpenseHelm Take command of every expense
Messiah Protect your Web3 assets before you sign. Messiah scans sites, intercepts wallet signing requests, and checks addresses — detecting phishing and drainers in real time.
Cyclingoo Cyclingoo app provides features to help users in getting all the latest news about a large number of cycling seasons, and they can also view the historical cycling data of previous years.
InstaReM InstaReM is a cross-border money transfer solution that enables businesses and individuals to send and receive money quickly, easily, and at a low cost.
OrderMate OrderMate provides POS Systems and Software for the hospitality industry. Browse our complete solutions and contact our experts today.
Zonos The best software solution for duties and taxes. Our technology simplifies international commerce. Landed cost (duty and tax), compliance, and localization.

Added to this directory in the past 30 days. Dates refer to the directory listing, not the product launch.

Product
Lucid AI-powered bookkeeping, tax, and CFO services
Sonar: Utilization Forecast Project and manage your credit card utilization
The Calculator Hub Free online calculators for mortgages, BMI, calories, percent, age and more, with the formula and a worked example for every answer.
Huumans Funding Engine We launched funding options for Canadian small businesses

Profiles grouped by topic. This does not confirm an offer, availability or a connection to this profile.

Profile
Valerie Phoenix Fractional CTO for startups @ Phoenixing
Richard Felix I help online businesses to get more customers and keep the ones they have.
Suresh Sadhu SAP S/4HANA finance consultant specializing in AI-driven enterprise finance

Shows and channels grouped by topic. A recommendation does not mean this profile was featured or endorsed.

Show
StartupClub YouTube · 74K subscribers
Unlock | Startup, Entrepreneurship & Business YouTube · 4K subscribers
Gregory Scott Henson - The Startup King YouTube · 2K subscribers

Retold founder accounts from startups in the same category, each linked to the original.

Story
Cory Zue sells a Django boilerplate, not a $10k MRR meter Cory Zue says SaaS Pegasus now makes about 80 percent of his income as a one-time Django starter kit, after Place Card Me taught him to sell PDFs for about $5 and after 2021 product income of about $113,000 across his po
ProjectionLab hit $10k MRR after years of nights and weekends Kyle Nolan says he built ProjectionLab for his own financial plan, did not expect others to want it, and reached $10,000 MRR after more than two years of solo nights-and-weekends work, with a stepwise chart he published
J Jen Yip stayed a company of one at $45,000 ARR Jen Yip says she ran Lunch Money as founder, engineer, designer, and support, and that by May 2020 the budgeting app had 600-plus users and $45,000 ARR. Later she wrote that paying subscribers crossed 1,000 and ARR $80,0
Brex changed co-CEOs when the company got too large for shared calls Henrique Dubugras says he and Pedro Franceschi invented an internal-versus-external co-CEO split at Pagar.me, repeated it at Brex, then moved to a Chairman and sole-CEO structure as Brex 3.0 and a possible IPO made joint

Subcategories in the same part of the directory, with the number of listed products.