I built an AI portfolio analytics tool. What am I missing? Body

After spending the last year building Moneyta an AI-powered portfolio analytics platform, I'd love some honest feedback from this community.

The goal isn't to recommend stocks or tell people what to buy or sell. Instead, it's designed to help investors better understand their portfolios through analytics like:

  • Portfolio Health Score
  • Diversification analysis
  • Sector and holding concentration
  • AI-generated observations
  • Portfolio overlap
  • Net worth tracking (investments, cash, real estate, vehicles)
  • "What if I buy this stock?" analysis before making a decision

I'm trying to answer a simple question:

What information do investors wish they had before making investment decisions?

I'd really appreciate your thoughts:

  • What tools do you currently use?
  • What's missing from them?
  • What portfolio insights do you check most often?
  • What's the one feature that would make you switch to a new platform?

I'm not looking for signups or trying to sell anything. I'm looking for honest feedback—even if your opinion is that this already exists or isn't useful.

If you'd like to see the product and provide more detailed feedback, I'm happy to share it.

Thanks!

1 Comments
 

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