Launched this week
Investment Dashboard
Manage your budget & analyze stocks
10 followers
Manage your budget & analyze stocks
10 followers
No more scattered finances across 4 different apps. No more buying stocks on gut feeling. This system centralizes everything : - Automated budget tracking (income, expenses, net savings) - Real-time savings goals with progress tracking - Investment portfolio & journal - Fundamental analysis framework with 8 ratio categories - Investment thesis model: why you buy, when you sell Built for anyone who wants to stop reacting and start building. ⚠️ Educational tool, not financial advice.
This looks really well thought out, especially the thesis model for tracking why you buy and when to sell. One thing that would make it even more useful for me would be a simple way to log the news or events happening when you make a decision, so you can look back later and see what was actually going on in the world versus just what you were thinking at the time.
@kbracennetnefb Merci beaucoup pour ce retour, c'est exactement le genre de feedback qui fait évoluer le produit.
Tu soulèves quelque chose d'important: garder une trace du contexte macro au moment de la décision (actualités, événements de marché, sentiment général) permet de vraiment apprendre de ses erreurs et de ses succès.
C'est une fonctionnalité que j'ai déjà en tête pour la prochaine version : une section "Contexte du moment" dans la thèse d'investissement, où tu notes ce qui se passait sur les marchés le jour de l'achat. Ça te permet de revenir 6 mois plus tard et de comparer ta thèse avec la réalité.
Je note ça comme priorité pour la V2. Merci de l'avoir mentionné 🙏
One thing that would really take this further is a simple rebalancing alert when an asset drifts more than a set percentage from your target allocation. The thesis model is great for individual picks, but most people also need help knowing when the overall portfolio is getting off balance so they can act before it matters.
Have you considered adding a simple dividend tracking layer with projected income by month? Investors who care enough to journal theses usually want to see the passive income side too, and it would round out the portfolio section nicely alongside the fundamental ratios.