App Overview

The Personal Portfolio icon

The Personal Portfolio

TheCoolBytes · Finance

Personal Portfolio is an all-in-one investment tracker and quantitative analysis tool designed for private investors

$2.99

PRICE
$2.99
No in-app purchases
BUSINESS MODEL
Paid
No overall Grossing estimate available
RATING
N/A
No ratings yet

Evidence scope: No current overall US chart position is available. Category-chart positions shown in discovery are a separate scope. Revenue is a directional model estimate, not verified earnings.

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What's included

A product spec, phased build plan, differentiation notes, and screen references.

  • START_HERE
  • AGENTS
  • EVIDENCE
  • SPEC
  • BUILD_PLAN
  • DIFFERENTIATION
  • skills/
  • screens/
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Illustrative example: an invoice app for independent contractors. Your kit is tailored to the app you choose; this is not its generated content.

Feature spec

Goal: Send a clear invoice after finishing a job.

  • Add a client, line items, a due date, and payment instructions.
  • Preview the total before exporting a PDF.
  • Keep an editable draft if export fails.

Screen plan

Invoice editor: Client at the top, editable line items in the middle, total and preview action at the bottom.

States: Empty draft, validation errors beside each field, exporting, and a retry action that preserves the draft.

Differentiate and validate

Hypothesis: Contractors need faster repeat invoices more than more templates.

First experiment: Test duplicating a previous job with five contractors. Watch where they hesitate before expanding the feature set.

The full kit adds a phased build plan, evidence notes, tool prompts, and implementation guidance. It is a plan for your coding agent, not a finished app.

Usage: Mechanics are fair game; never reuse the original name, branding, assets, or verbatim copy.

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Good fit for mobile-first iOS and Android prototypes with managed app scaffolding.

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App evidence

Original App Store material. Ratings and screenshots describe the existing app, not proof of demand for your version.

Screenshots

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App Store description

Personal Portfolio is an all-in-one investment tracker and quantitative analysis tool designed for private investors. Track your stocks, dividends, and overall net worth with real-time market data, advanced technical indicators, and automated valuation models. KEY FEATURES: PORTFOLIO & ASSET TRACKING - Real-time stock prices and intraday fluctuations. - Multi-currency support with automatic USD/EUR conversion. - Track total invested capital, cumulative profit/loss, and unrealized gains. - Complete breakdown of your asset allocation. DIVIDEND ESTIMATION & YIELD - Automatic annual dividend calculations. - Projected dividend cash flow for every position in your portfolio. - Track your overall dividend yield against current market prices. TECHNICAL & FUNDAMENTAL ANALYSIS - 24-Hour intraday and 1-Year historical interactive charts. - Moving averages: SMA 50 and SMA 200 trend signals. - 52-Week High and Low price markers with distance indicators. - Automated trend channels, support, and resistance analysis. - Multi-factor quantitative scoring: evaluates P/E, ROE, P/B, balance sheet debt, dividend yield, and trend momentum to provide comparative Buy, Hold, or Sell assessments. PORTFOLIO PRESETS & IMPORT - Easily create, switch between, and manage multiple portfolios (e.g. Dividend Growth, Tech, Long Term). - Export and import your portfolios via JSON or cloud storage. - Built-in web integration to import holdings directly from your financial accounts. APPLE WATCH & HOME SCREEN WIDGETS - Native Apple Watch app with daily variation, total performance, and complications. - iOS Home Screen widgets displaying your top gainers, losers, and daily balance at a glance. PRIVACY FIRST - Your financial data stays on your device and private iCloud storage. No registration, no tracking, and no external servers storing your personal portfolio details.

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Opportunities

AI-GENERATED OPPORTUNITY HYPOTHESES

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Build scope

Plan a focused first version with your coding agent. These are planning assumptions, not a delivery guarantee.

Define the first version

Choose one audience and one core workflow. Use the kit to agree on its screens, data, and acceptance criteria before building.

Set boundaries

Decide which secondary features, integrations, and platform support can wait. Your version does not need to reproduce everything in the original.

Check the hard parts

Validate external services, specialist technology, data access, and ongoing costs for your chosen scope.

SUGGESTED BUILD STACK
BUILD KIT DIFFICULTY

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A reliable timeline needs an agreed scope and a technical check. Ask your agent to estimate the phases in BUILD_PLAN.md after that review.