Building a fintech portfolio tracker from first commit to Product of the Day
FinTrack
Web Development, UI/UX Design, Digital Strategy

12 weeks
Time to MVP
First commit to launch
50,000
Active Users
Within 8 months
$2.8B
Portfolio Tracked
Aggregate across users
$2.1M
Seed Round
Raised 3 months post-launch
FinTrack's founder needed a middle ground between basic price trackers and Bloomberg Terminal ($24K/year). Budget: $150K pre-seed. Timeline: 12-week MVP to prove product-market fit and raise seed.
Next.js (SSR for SEO + fast app loads), PostgreSQL (ACID for money), Redis (market data cache), Plaid (bank integrations). Dark-mode-first design.
Account Aggregation — Plaid for brokerages + API keys for crypto exchanges. Unified data model normalizing all sources.
Real-Time Portfolio — WebSocket live prices, smart updates prioritizing held assets. Value, P&L, and allocation update without refreshes.
Advanced Charting — Canvas2D-based custom library rendering 10K+ points at 60fps. 50+ indicators, overlays, trend lines.
Performance Analytics — Time-weighted and money-weighted returns, Sharpe ratio, drawdown, correlation matrices. Server-side calculation with Redis cache.
Automated tax reporting with specific lot ID, FIFO, and average cost. Tax-loss harvesting suggestions. Price/portfolio/dividend alerts.
500 beta users from r/investing and r/cryptocurrency.
| Metric | Result |
|---|---|
| Time to MVP | 12 weeks |
| Active Users (8 mo) | 50,000 |
| Portfolio Tracked | $2.8B aggregate |
| ProductHunt | #1 Product of the Day |
| Seed Round | $2.1M raised |