AcquireSaaSinvestment analysis, personal financeRetail Investor Portfolio Analytics SaaS — 100+ Customers, Automated Risk Reports
First seen Oct 24, 2026 · last checked 7 hours ago
- Asking price
- $18,410
- Annual profit
- $-2,210
- Annual revenue
- $906
- Profit multiple
- -
- Monthly profit
- $-184
- Age
- 2 yrs
Confidence in this listing
Too little published to evaluate. Treat every figure as a claim.
41/100
- What is documented
- Trading for 2 years
- What to ask about
- Listed through a marketplace, figures as supplied
- No profit figure
- First seen here in the last few days
This scores the paperwork, not the business. Acquire: listed through a marketplace, figures as supplied. Always verify the figures with the seller before making an offer.
Overview
This is a portfolio analytics business built for retail investors who want to understand what they actually own. Users enter their holdings and receive a clear report showing exposure across asset classes, sectors, countries, and market caps, along with diversification insights and practical ways to improve their allocation. The product solves a real problem in personal finance: many investors can track returns, but far fewer can clearly explain their portfolio mix and risks. With an easy-to-understand experience, 100+ users, and a low-maintenance solo operation, it offers a strong foundation for a buyer looking to grow in the investor tools space. ✅ Automated reports that turn complex portfolios into simple, actionable insights ✅ Serves a large, evergreen market in investing and personal finance ✅ Lean bootstrapped operation with minimal overhead and straightforward management ✅ Clear growth paths through SEO, social media, and better conversion funnels ✅ Strong fit for a finance newsletter, content brand, or broader investing platform
Price & status history
- ListedOct 24, 2026