All-in-One Portfolio Dashboard

A single dashboard that aggregates all investments (stocks, crypto, DeFi, wallets) from multiple sources into one unified view. Target investors who juggle traditional finance and cryptocurrency and want one place to see everything.

Retail participation in both traditional markets and crypto has normalized post-2020, and the rise of DeFi wallets means the average self-directed investor now holds assets across five or more disconnected platforms — the aggregation problem is real and daily. Kubera is the closest incumbent, charging ~$150/year and holding meaningful market share among exactly this audience, so the competitive bar is set but not insurmountable if the crypto and DeFi coverage is genuinely deeper. The $1k–5k/mo revenue band is plausible at $10–15/mo per user with a few hundred subscribers, which is achievable but leaves almost no margin for the API licensing costs that brokerage and exchange data connections typically require. The most likely failure mode is the API dependency problem: Robinhood, Coinbase, and wallet providers change or throttle data access regularly, and a small team will spend most of its time firefighting broken connections rather than building product.