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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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