Multi-Broker Portfolio Aggregator — SaaS Idea | SaaSIdea Pro

FintechInvestingPortfolio Tracking

Multi-Broker Portfolio Aggregator

One dashboard for retail investors juggling three or more brokerage accounts

IndustryFintech

CompetitionMedium

DifficultyMedium

Pricing Modelsubscription

B2CFinanceAnalytics

The Problem

Retail investors who use multiple brokers spend hours manually reconciling positions and cannot see their true net worth or allocation in one place

Why It Works

“Recurring complaint pattern in personal finance communities about manual portfolio consolidation with no dominant solution under $50/mo”

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Tax-Lot Portfolio Tracker

Realized and unrealized gain breakdown per tax lot for self-directed investors

The pain

Self-directed investors have no easy way to see their tax exposure per position before selling, leading to surprise tax bills at year-end

Source · Evidence

Recurring complaint in investing forums about the lack of affordable tax-lot tracking tools outside of full-suite tax software costing hundreds per year

MRR potential$2k–$7k/mo

Build time4–8 wks

DifficultyMedium

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Portfolio Drift Alert

Rebalancing alerts for passive index investors when allocation drifts beyond target

The pain

Passive investors who set target allocations have no lightweight way to know when their portfolio has drifted enough to require rebalancing without manually logging into multiple accounts

Source · Evidence

Recurring complaint pattern in Bogleheads and passive investing communities about the absence of simple drift-alert tools not bundled with expensive advisory software

MRR potential$1k–$4k/mo

Build time2–4 wks

DifficultyEasy

CompetitionLow

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Dividend Income Calendar

Visual dividend payment calendar and monthly income forecast for income investors

The pain

Dividend income investors cannot easily visualize which months will have low payout coverage or forecast next year's income without building and maintaining custom spreadsheets

Source · Evidence

Active sharing of homemade spreadsheet dividend calendars in income investing communities signals strong unmet demand for a dedicated tool

MRR potential$2k–$6k/mo

Build time3–5 wks

DifficultyEasy

CompetitionLow

Unlock full detailsOne-time payment — lifetime access.