Multi-Broker Portfolio Dashboard

Status: MVP Complete
Built: 2026-02-04
Access: http://192.168.50.1:8090

What This Is

A lightweight, privacy-first portfolio tracking tool for hobby traders managing positions across multiple brokers and asset classes.

Features: - Manual entry for stocks, forex, and options - Real-time P/L calculations - Risk exposure tracking - localStorage persistence (no backend, no API, no data leaves your browser) - CSV export - Mobile-responsive

How to Use

1. Access: Open http://192.168.50.1:8090 in your browser
2. Add Positions: Use tabs to add stocks, forex, or options positions
3. View Dashboard: Click "All Positions" to see aggregate view
4. Export: Download CSV snapshot of your portfolio

Technical Details

• Stack: Pure HTML/CSS/JS (no dependencies)
• Storage: localStorage (client-side only)
• Hosting: Python http.server on port 8090
• Total Size: ~23KB single file

Files

• index.html - Complete application (standalone)
• THESIS.md - Business case, market analysis, revenue model
• README.md - This file

Business Case Summary

Target Market: Hobby traders with $100-$10K across 2-4 brokers mixing stocks/forex/options

Monetization: Freemium model - Free: 10 positions, localStorage only, ads - Premium ($49/year): Unlimited positions, cloud sync, CSV import, no ads

Revenue Projection: - Year 1: ~$3K (1,000 free users, 5% conversion) - Year 2-3: ~$30K (10,000 free users, 5% conversion)

Competitive Edge: Privacy-first (no forced API connections), multi-asset support, dead simple UX

Next Steps

1. Test functionality with real positions
2. Iterate based on feedback
3. Deploy to GitHub Pages for public access
4. Soft launch on Reddit (r/investing, r/portfolios)
5. Add premium features based on demand

Notes

Built in ~2 hours as dry run for autonomous web app development project.

Demonstrates: - Research → thesis → build → deploy workflow - Privacy-first architecture (no backend needed for MVP) - Viable micro-SaaS opportunity identification - Rapid prototyping capability