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An industrial designer's take on a portfolio tracker

An industrial designer's take on a portfolio tracker

by khorsus·Jul 25, 2026·1 point·1 comment
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AI Analysis

●MidCozy

Yet another portfolio tracker, but the IRR focus is actually useful for tax time.

Strengths
  • •Money-weighted return (IRR) calculation handles irregular deposits better than standard time-weighted returns.
  • •Manual CSV import avoids the security risk and maintenance burden of OAuth broker connections.
  • •Tax summary exports lot-by-lot realized gains specifically formatted for accountant handoff.
Weaknesses
  • •Manual data entry creates high friction compared to auto-syncing competitors like Sharesight or Empower.
  • •No mobile app mentioned, limiting utility for on-the-go portfolio checks.
Category
Finance
Target Audience

Individual investors managing multi-currency portfolios

Similar To

Sharesight · Empower · Snowball Analytics

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Data●Mid

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The landing nails the pitch — enormous headline, neon dollar and a single clear CTA make the product instantly understandable. The form intelligently asks age (with a generation-based estimate), country and daily screen time so the friction is minimal; the tradeoff is that the site leans on industry averages without publishing the underlying rates. Useful for a quick viral stat or awareness piece, but it needs a transparent methodology and per-channel breakdowns to feel rigorous.

Crowd PleaserSlick
withshakespeare
205mo ago