Retail Investor Portfolio Analytics SaaS — 100+ Customers, Automated Risk Reports

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