Taji – Portfolio advisor that's better than Fidelity's
Beats Fidelity advisors? Just another AI portfolio wrapper, missing proof.

Multi-broker portfolio tracking without market sync requirement or bloat.
Individual investors managing multiple brokers or account types
Personal Capital · Morningstar portfolio tools · Excel portfolio templates
It just got harder to track my investments, it was also getting harder to understand whether my investments were aligned with the portfolio I had built.
So naturally, I started to search for solutions. At first, I found a few desktop and mobile apps. But the problem with the majority of them was that they were either too complicated to use or just over-engineered. Nearly all the apps had a FIRE calculator, were synced with the market (which was logical, but how can I get the price for physical gold?), or were also trying to track my expenses. I just wanted to track my portfolio. Hence came the second option: using Excel.
And actually, this is the way the majority of people do it. Knowing that, I tried to create an Excel sheet for myself. But the barrier to entry was just too high; I didn't know how to use it, so it just seemed too hard to implement a solution for myself. Also, the user experience just didn't feel very good. I wanted to see pie charts, good fonts, etc. (I could probably do these things with Excel as well, but if I can't even implement a simple sheet, how could I do these cool visuals?).
So, I decided to implement my own solution. My needs were really simple: - I want to see all my investments on one screen. - I want to see my P&L. - I want to see whether my investment ratio is aligned with my portfolio. - I want to sync it across different devices. - I want to have different currencies (like EUR, TL) because I invest in different markets. - I want it to be free. - I want to see how my investments grow over time.
And that's about it. So, keeping all these things in mind, I built a web app for myself and wanted to share it with you
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