Alternatives
Products that do what RoastMyPortfolio does
Rate Your Portfolio - Brutally Honest Analysis
- 1IA
Here's a little side project I’ve been working on: https://totalrealreturns.com/ The Total Real Returns chart demonstrates the preservation or growth of real wealth more clearly than conventional (nominal-dollar, price-only) stock charts, because: (1) we include the effects of inflation-diminished purchasing power, and (2) we include the effects of reinvesting dividends from the initial investment. I found it harder to explain the y-axis in words than it was to do the math, so please let me know if you think the "baguettes" explanation on the homepage helps. I was up until 4am…
2022 · totalrealreturns.com
- 2IB
2024 · useequityval.com
- 3
- 4
- 5IA
Oct 2025 · roberdam.com
- 6
- 7
Intelligent portfolio management for self-directed investors
2022
- 8
- 9
- 10
- 11
- 12
- 13CA
Hello, This is a portfolio optimizer I made to help select portfolios for my clients. I'm a personal financial adviser. I generally put my clients in a mix of low-fee index funds and ETFs and I use this to set an appropriate allocation based on the client's risk tolerance. I have been working on this as a side project to 1) improve the theoretical underpinnings of my investment recommendations and 2) improve my coding skills with frameworks like Vue and Torch. Here's the repository for the frontend: https://github.com/justinluther502/cashgraphfront. The frontend site is…
2022 · cashgraphs.com
- 14
- 15BA
A portfolio analysis tool that helps active investors deeply understand what drives their performance and risk exposure. It can be connected with Interactive Brokers to have your data automatically updated.
2025 · ibviz.com
- 16IC
Investy is a portfolio analyzation tool that allows individual or professional investors to breakdown a stock portfolio and see financial data across the aggregated investments. Investors can model hypothetical portfolios, leverage diversification and allocation data as well as compare their portfolio against professionals such as Warren Buffett and others. http://www.investy.com
2011
- 17PI
Hey HN! I'm Alex, one of the co-founders at Global Predictions. We are officially launching PortfolioPilot today! Since starting the company 2 years ago, we’ve been working tirelessly to build a personal portfolio management platform that empowers everyday people to feel more confident investing. We focused on aggregating your entire net worth, evaluating across a set of standardized metrics, and offering suggestions based on our commercial-grade Macro Insights & Recommendation Engine. We started by building a product we wanted to use and iterated and refined based on early user feedback. We…
2022
- 18
- 19MMoneyOnFIRE▲21
We’re Scott and Sunny—two long-time personal finance nerds. When we met 6 years ago we compared our personal finance spreadsheets. Ours were packed with macros, scenarios, and tax modeling—but even then, found they were not complete. Planning for financial independence is hard, and the cost of mistakes is high. So we built the tool we always wanted: MoneyOnFIRE. MOF calculates a personalized, tax-aware roadmap to financial independence—across account types, life goals, and withdrawal strategies. It shows you not just if you can achieve financial indepdendence, but how, when, and what to…
2025 · moneyonfire.com
- 20
- 21PB
Show HN: Perceptions - Better investment results by avoiding behavioral pitfalls Hi All, I’ve been working with a team of institutional investors to develop a product (called "Perceptions") that allows an investor to create a thesis (reasoning) for an investment and then add measurement criteria, confidence level as the thesis evolves. It ensures you stay true to the reason you bought the shares and avoid behavioural pitfalls. It gives you nudges when it looks like you are making a behavioural error. The goal is to allow investors to organise their reasoning behind an investment, what’s…
2018
- 22
- 23
One Notion system: budget, savings, and stock analysis.
Jul 2026 · aliciabloom56.gumroad.com
- 24FN
Hey HN, We’re challenging retail wealth management. Most individual portfolio optimization is fundamentally flawed because it’s static and ignores your specific goals. I spent a decade helping some of the world’s largest investors build their portfolios. My co-founder built hundreds of financial plans for retail investors before backend engineering at Microsoft. We know the problem: traditional portfolio construction and maintenance approaches (like Modern Portfolio Theory) rely on myopic, static allocation. This failure of methodology is why advisors ignore retail investors below $250k in…
Nov 2025 · matthew-glossops-workspace.share.arcade.software
Ranked by how close each launch is in meaning, then by votes. Refine with a description →