Like many investors, I tried several portfolio tracking tools over the years. Most of them did a decent job, but I always found myself missing something: better analytics, support for specific brokers, clearer performance insights, or simply a workflow that matched how I wanted to track my investments.
At some point, I realized I was spending more time working around the limitations of existing tools than actually using them.
So I decided to build my own.
What started as a small side project quickly grew into something much larger. Along the way I've learned a lot about web development, data processing, product design, SEO, and how to turn an idea into a product that real people use.
In this blog, I'll share the technical and product-related lessons I learn while building a portfolio tracking platform from scratch, including:
- Architecture and development decisions
- Working with financial data
- Feature design and prioritization
- SEO and organic growth experiments
- AI-assisted development workflows
- Challenges, mistakes, and unexpected discoveries
The goal isn't to write generic tutorials, but to document the reality of building a software product: what works, what doesn't, and what I'd do differently next time.
I'm looking forward to sharing the journey and learning from the Dev.to community.
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