The PM Insight
Good product starts with listening. I noticed a gap in dividend tracking tools: cross-account aggregation was either missing or incomplete, and key data points like dividend frequency were consistently absent.
Instead of assuming, I went to the users. I analyzed Reddit threads and had direct conversations with retail investors in online forums. What I found validated the gap: people were stitching together spreadsheets and doing mental math just to answer a basic question: how much am I actually earning from dividends?
The Solution
I built a targeted solution: a dividend portfolio tracker that pulls live market data via Finnhub APIs, aggregates holdings across tax-advantaged and margin accounts, and automatically calculates total dividend income.
"I built it using AI-assisted development tools, which let me move fast without compromising on the thinking that matters: the problem definition, the user insight, and the product decisions that shaped what got built and what didn't."
The Future Roadmap
This is v1. The roadmap is already growing based on early adoption and ongoing feedback cycles. Future iterations will focus on projection analytics and automated portfolio rebalancing suggestions.